Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Accomplishments
Community Service
Certification
Languages
Timeline
Volunteer

Brandon W. Harding

Highland,UT

Summary

Accomplished Senior Client Strategy Consultant with over 20 years of experience in cultivating relationships to drive revenue growth and retain existing client base. Skilled in catering to enterprise clients, meeting business objectives, B2B relationship building, brand awareness, and expanding into new markets. Proficient in strategic initiatives, market analysis, implementing business strategies for operational efficiency, stakeholder management, developing comprehensive business strategies, and providing actionable recommendations for organizational improvement. Deep understanding of stakeholder engagement and project management.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Sr. Client Strategy Consultant

MX Technologies
02.2024 - Current
  • Drove company growth by identifying new market opportunities and developing tailored strategies to capitalize on them.
  • Proactively engaged in public outreach and attended networking events, identifying and capitalizing on external fundraising opportunities.
  • Demonstrated thought leadership within industry circles, contributing articles and presenting at conferences on strategy-related topics.
  • Targeted growth opportunities throughout service offerings and business model.
  • Strengthened team productivity and communication through effective collaboration tools and processes.
  • Delivered impactful presentations to key stakeholders, securing buy-in for critical strategic decisions.
  • Fostered innovation within the team by creating an open forum for idea generation and experimentation.
  • Offered expertise and leadership to improve marketing and advertising initiatives.
  • Provided wide-breadth of guidance to clients, developing and delivering [Type], [Type], [Type] and [Type] programs.
  • Managed multiple high-stakes projects simultaneously while maintaining strict timelines and budget constraints.
  • Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships.
  • Developed complete business plans and operational strategies for new and existing business.
  • Collaborated with stakeholders to identify business needs and data sources.
  • Implemented business intelligence solutions to increase operational efficiency.

Commercial Vice President - Financial Institutions

MX Technologies
10.2023 - 01.2024
  • Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
  • Demonstrated proficient leadership skills to motivate employees and build competent teams.
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
  • Championed talent development programs, promoting employee engagement and retention while enhancing overall workforce capabilities.
  • Delivered strong financial performance despite challenging economic conditions by executing prudent risk management strategies throughout all aspects of business operations.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Represented organization at industry conferences and events.
  • Oversaw business-wide changes to modernize procedures and organization.
  • Managed financial, operational and human resources to optimize business performance.

Client Success Manager

MX Technologies
05.2018 - 10.2023
  • Participated in strategic planning meetings to align department objectives with broader company goals related to client success management efforts.
  • Conducted regular reviews of account performance, identifying opportunities for upselling and expansion of services.
  • Managed existing client renewals, keeping accounts, information and documents in conformance with compliance standards.
  • Streamlined communication between clients and internal teams for smoother project execution.
  • Collaborated with cross-functional teams to develop innovative, client-centric strategies and drive business growth.
  • Hosted daily status calls and weekly ad hoc meetings with clients to promote client satisfaction and keep all parties abreast of changing environment.
  • Amassed $[Amount] in new business in single quarter.
  • Evaluated customer problems, implemented resolutions, and followed up with clients to manage additional problems and maintain satisfaction.
  • Worked closely with [Type] and [Type] departments to create product which aligned with needs of $[Amount] annual revenue client.
  • Planned, articulated and executed client development strategies.
  • Served as the primary point of contact between clients and company personnel, facilitating effective communication channels.
  • Mentored junior team members in best practices for managing complex accounts and exceeding client expectations.

Sr. Account Executive/ Director of North America Territory Sales

ObservePoint
06.2014 - 05.2018
  • Responsible for driving new business and retaining customer base for defined territory
  • Negotiated all aspects of the sale from the presentation, price negotiation, procurement, and legal review.
  • Found new prospective clients through email campaigns, phone calls, and internet based prospecting tools
  • Hired, Trained, and supported sales team of 7 quota bearing reps

Enterprise Account Executive

Xactware, Inc.
08.2004 - 04.2014
  • Liaison between carrier customers and Xactware for all customer needs and sales related opportunities
  • Emphasized product features based on analysis of customers’ needs through WebEx presentations and regular customer visits
  • Conducted semi-annual meetings with customers’ executives to review new goals and objectives and ensure those goals were met for that year
  • Collaborated with colleagues to exchange selling strategies and marketing information
  • Used networking opportunities to create successful, on-going business relationships
  • Shared product knowledge with customers while making personal recommendations on how clients to can reduce excess indemnity expenses

Financial Planner and Senior Benefits Advisor

KEELER-THOMAS INC.
01.2001 - 08.2004
  • Helped clients reach long-term retirement goals through asset management planning, life insurance analysis, and retirement saving programs
  • Developed and presented seminars on retirement options for Federal Government agencies located throughout Utah, Idaho, and Nevada
  • Marketed to managers, human resource specialists, employees of agencies, and in detailed analysis uncovered flaws and offered solutions to gaps in the employees’ retirement plans
  • Was one of fewer than 50 Certified Federal Benefit Specialists nationwide in government retirement benefits

School Director/ Sales and Marketing Manager

CAREER BLAZERS
07.1999 - 12.1999
  • Managed, consulted, and recruited businesses and individuals to attend computer school for technical training
  • Supervised 68 students and managed teaching staff while overseeing all sales and management for the school

Mortgage Broker

BRIGHTON MORTGAGE
07.1998 - 07.1999
  • Consulted in financial decisions for individuals needing to refinance first and second mortgages and their consumer debt
  • Responsible for marketing and brokering decisions in Utah County
  • Oversaw all processes in loan origination, application, and completion

Asia/ Pacific Area Coordinator

FRANKLIN COVEY COMPANY
04.1997 - 07.1998
  • Maintained working relationships with 35 different global offices through order processing, seminar registration, and general inquiry
  • Coordinated the second annual World Lessons and Leadership Satellite Broadcast to 33 different countries
  • Helped in production of book, Living the 7 Habits

Education

BACHELOR OF ARTS - International Relations – Business Emphasis

BYU
Provo, UT
01.1998

ASSOCIATE OF ARTS - General Study

Ricks College
Rexburg, ID
01.1996

Skills

  • National Account Management
  • Territory Specialist
  • Adept in written and oral communication and follow through
  • Sandler Systems Trained
  • Verisk Circle of Excellence Recipient
  • Verisk Presidential Club Member
  • Xactware Pinnacle Club Member
  • MS Office Proficiency
  • Operational efficiency
  • Growth strategy
  • Digital transformation
  • Customer experience
  • Stakeholder management
  • Strategic planning
  • Customer service management
  • Account retention
  • Strategy realignment
  • Stakeholder relations
  • Team collaboration
  • Technical support
  • Teamwork and collaboration
  • Team leadership

Hobbies and Interests

Fluent in Spanish. Played on the Ricks College Club Volleyball Team. I enjoy cycling, water skiing, playing the piano, running and skiing. I am an Eagle Scout and proud father of 3 daughters and a son.

Accomplishments

  • Selected by upper management within 4 months to build out new sales team of 7. Interviewed, hired, trained and managed new sales team for ObservePoint.
  • Motived to achieve goals and overcome obstacles with a confident, highly energized personality. Trusted liaison for customer base with strong interpersonal and management skills. A member of the Xactware Pinnacle Club, Verisk Presidential Award, and the prestigious Verisk Circle of Excellence Club where recipients must exceed their annual quota by 120%. Received Xactimate Trainer certificate and help mentor the majority of the current sales team members and brought on over 35 new customers.

Community Service

Church of Jesus Christ of Latter-Day Saints, Assistant to President, Malaga, Spain, 1993, 1995, Responsible for training, coaching, and overseeing all activities for 200 representatives and training of new mission President

Certification

SSCA Leadership Trained

Challenger Sales Trained


Languages

Spanish
Professional Working

Timeline

Sr. Client Strategy Consultant

MX Technologies
02.2024 - Current

Commercial Vice President - Financial Institutions

MX Technologies
10.2023 - 01.2024

Client Success Manager

MX Technologies
05.2018 - 10.2023

Sr. Account Executive/ Director of North America Territory Sales

ObservePoint
06.2014 - 05.2018

Enterprise Account Executive

Xactware, Inc.
08.2004 - 04.2014

Financial Planner and Senior Benefits Advisor

KEELER-THOMAS INC.
01.2001 - 08.2004

School Director/ Sales and Marketing Manager

CAREER BLAZERS
07.1999 - 12.1999

Mortgage Broker

BRIGHTON MORTGAGE
07.1998 - 07.1999

Asia/ Pacific Area Coordinator

FRANKLIN COVEY COMPANY
04.1997 - 07.1998

ASSOCIATE OF ARTS - General Study

Ricks College

BACHELOR OF ARTS - International Relations – Business Emphasis

BYU

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Brandon W. Harding