Brian Tilley
Cincinnati
Summary
Results-driven professional with extensive experience in global customer success and portfolio management for SaaS solutions. Expertise in process improvement, financial analysis, and platform implementations enhances operational effectiveness. Proficient in data analytics and project management, focusing on strategic forecasting and contract management. Senior leader with a proven track record in fintech payment processing and banking, skilled in fostering strategic partnerships and optimizing business programs.
Overview
20
20
years of professional experience
Work History
Director, Account Management
Finexio
12.2024 - 09.2025
- Oversaw client relationships post-implementation, driving adoption, retention, and long-term value while serving as a strategic advisor to large enterprise customers.
- Directed account management team to enhance service delivery and client satisfaction.
- Led enterprise account management for automating and digitizing B2B payments, including accounts payable and secure electronic payment solutions within client base.
- Partnered with Sales and Marketing to ensure customer objectives and seamless transition to Onboarding.
- Implemented a playbook for effectively conducting client business reviews.
- Delivered presentations on Finexio portfolio and industry best practices to support revenue generation efforts.
- Worked with all internal Operations leaders to ensure buy-in and support for all customer focused initiatives.
Senior Director, Relationship Management Partner/MSP Clients
Onbe
09.2022 - 10.2024
- Drove the profitability of the MISV/Partner & Channel Vertical with ARR of $140MM within the Consumer and Workforce disbursements. Specialized in payroll, refunds, claims, appeasements, loyalty, engagement, rebates, and recognition.
- Managed Global Account Executive Team to enhance client engagement and revenue growth.
- Led, motivated and empowered Account Executive/CSM/CSS team to strengthen the relationships with Onbe’s enterprise business portfolio to deliver team revenue objectives for client budget performance and net new revenue quota attainment.
- Negotiated large and complex deals to secure profitable partnerships and drive client satisfaction.
- Oversaw management of United States & United Kingdom Customer Success Management (CSM) and Customer Success Specialist (CSS) Teams.
- Oversaw management of Client Delivery, Reporting and Analytics team.
- Collaborated with Finance and operations teams on driving the Forecasting, Planning, and Analysis of Client Portfolios.
- Led the account planning process to guide the Account Executive teams’ expansions efforts into new buying centers and product applications.
- Maintained a data driven culture that utilizes analytics to measure results and accurately forecast.
- Cultivated and grew an accurate team sales pipeline for solutions focused on payments in the forms of Refunds, Rewards, and Payroll solutions delivered both physically and virtually.
- Represented and advocated for the Account Executive team to meet and exceed business and talent development objectives.
- Provided coaching, support, and training to enhance the skills and effectiveness of the account management teams under my supervision.
- Led team to achieve 341% in sales to goal for Share of Wallet (Cross-Sales) in 2023.
- Earned 2023 Circle of Excellence Award for exceeding targets.
- Developed playbook for conducting client business reviews to standardize processes and improve client relationships.
- Implemented a playbook for Whitespace/Strategic Sales Objective processes.
- Implemented a playbook for Ramping Partner Clients.
Director Relationship Management Global E-Commerce - North America
FIS Global
03.2020 - 09.2022
- Ensured development and maintenance of long-term relationships with client base at an Executive Level.
- Oversaw management of Global accounts team responsible for Merchant Acquiring/Processing Relationships.
- Oversaw the selling of products and services, while developing new accounts and expanding existing accounts.
- Led planning, coaching, recruiting, selection, performance development, and mentoring.
- Directed resources innovatively and cost-effectively, assisting sales executives in optimizing resource and tool usage.
- Developed sales plans, goals, strategies, and objectives to achieve team goals and revenue objectives.
- Identifies critical market segments through market research and competitor analyses and recommends sales strategies for improvement.
- Implemented and executed sales policies and practices.
- Monitored client survey results to ensure positive relationships and satisfaction, addressing negative feedback promptly.
- Instilled a belief in the company's vision, mission and goals and worked to establish FIS as an industry expert and leader.
- Encouraged staff to participate in product/service as well as industry related educational opportunities to strengthen and improve skill levels and ability to service customers.
- Led team to achieve 170% in sales to goal for Share of Wallet (Cross-Sales) in 2020; generating $2.9MM in net new revenue.
- Led team to achieve 168% in sales to goal for Share of Wallet (Cross-Sales) by June 2022.
- Received the 2021 Presidents Club – Circle of Excellence Award for outstanding sales performance.
- Led team to achieve 109% in sales to goal for Book of Business in 2021 for portfolio worth $43MM.
- Led team to achieve 103% in sales to goal for Book of Business in 2020 for portfolio worth $9MM.
- Mentored Relationship Manager on my team and increased his cross sales from 101% sales to goal in 2019 to 180% in 2020.
- Implemented RM Playbook across LOBs and the Executive Leadership Team to standardize processes and improve relationship management.
- Appointed to oversee RM Intern/Graduate Program.
Director Enterprise Strategic Account Management
TEMPOE
08.2015 - 03.2020
- Grew Sales by 51% YOY for Fortune 100 Client Portfolio
- Effectively selected, trained, developed, motivated, and led Strategic Account Managers to meet and exceed Key Performance Metrics for Client Portfolios within Consumer Leasing.
- Led Inside Account Management (CSM) Team to meet and exceed Key Performance Metrics for Client Portfolios.
- Provided an exceptional client experience, while leading and supporting the client's business strategies to ensure excellence with a consultative approach among the entire portfolio within Domestic U.S. and Internationally.
- Achieved merchant renewal targets, solution-sold value-added services, grew customer volume, and advocated for the merchant business.
- Managed client and vendor relationships while ensuring performance and adherence to SLAs.
- Led and consulted with Enterprise clients Executive Leadership Teams on their planned consumer marketing strategies to drive portfolio growth through signage, email/direct mail campaigns, and promotions.
- Analyzed existing operational processes and provided recommendations to Executive Leadership for improvement.
- Managed the implementation of strategic projects across functional areas to ensure the initiatives are completed in accordance with established guidance and budget expectations.
- Directed project management and oversight of operational/business processes for strategic and technical projects.
- Automated daily/weekly/monthly tasks/reports to improve operational/reporting efficiency.
- Nominated for 2015 “Backstage Pass” award for contributing to business deliverables by enabling processes, supporting functionality, driving team engagement, and making tasks run smoothly.
Manager of Vendor Relations & Strategy
UniRush, LLC.
08.2013 - 08.2015
- Managed Tier 1 vendor relationships with Issuing Banks, Money Transferers, ATM Networks, Prepaid Card Companies and Payments Card Manufacturers.
- Negotiated contracts with current and potential vendors, including onshore and offshore options.
- Monitored vendor partnerships, ensuring performance and adherence to SLAs.
- Conducted vendor audits for regulatory and financial compliance.
- Developed RFP/RFI packages and solicited written proposals from third-party vendors to align strategic partnerships.
- Performed quotation analyses, vendor capabilities analyses’ and developed written award recommendations to evaluate and support RFPs.
- Evaluated key business partnerships and their overall fit within the organization's strategic objectives in the General Purpose Reloadable Prepaid Card Vertical.
- Analyzed existing operational processes and provided recommendations to Executive Leadership for improvement.
- Managed the implementation of strategic projects across functional areas to ensure the initiatives are completed in accordance with established guidance and budget expectations.
- Successfully aligned UniRush with 3 new Operational strategic alliances generating a savings of $10MM Annually.
Product Manager Advanced Analytics/Officer
Vantiv Inc.
01.2011 - 08.2013
- Launched products to market while overseeing product profitability.
- Managed a multi-million dollar payments/business intelligence platform (Vantiv Analytics) for financial institutions to understand and capitalize on payment behaviors.
- Managed a multi-million dollar reporting platform (Vantiv Direct) for financial institutions and Vantiv employees to monitor portfolios and create ad-hoc reports.
- Defined/developed product strategy and roadmap with clear objectives and long-term vision; report against results for assigned products.
- Implemented enterprise software for data analytics, fraud monitoring, and marketing campaign management to enhance retention reporting.
- Identified card usage patterns by cardholder, target underperforming or at-risk segments, and implemented marketing programs and metrics for Financial Institutions to retain usage.
- Developed customer segmentation and analysis based on behavior patterns and product usage to optimize client ROI.
- Played key role in execution/delivery of executive and operational level reports, analytics, and charts depicting financial results, portfolio statistics, trend analyses and performance for Vantiv Financial Institution clients (Credit, Debit & ATM) for Business Analysis.
- Led and consulted with Banks and Credit Unions C-Level Management on their planned consumer marketing strategies, fraud mitigation and portfolio options for growth and retention of clients.
Sr. National Merchant Relationship Manager/Officer
Vantiv Inc.
08.2005 - 01.2011
- Led strategic growth, retention, and cross-selling of Vantiv and other Fifth Third Bank services for 18+ organizations ranging from $25 million to $2 billion in overall sales.
- Created chargeback, interchange, cost savings, and impact analyses for merchant clients to inform decision-making.
- Managed conversion process, coordinating paperwork completion, scheduling and participating in conference calls and onsite visits, and overseeing testing, certification, and training for merchants.
- Negotiated pricing and other relationship issues with clients.
- Developed and executed contract renewal strategies to maintain relationships and optimize merchant profitability.
- 2008 - Generated 283% in Sales to Goal. Negotiated merchant contracts earning 314% Revenue to Goal
- 2007 - Generated 251% in Sales to Goal, negotiated merchant contracts earning 179% Revenue to Goal
- 2010 - Generated 157% in Sales to Goal - Awarded Circle of Excellence Award in 2010
- 2009 - Generated 151% in Sales to Goal. Negotiated merchant contracts earning 130% Revenue to Goal
Education
Bachelor of Science - Business Administration with concentration in Finance
College of Mt. St. Joseph
Cincinnati, OHSkills
- Client success strategies
- B2B, B2C, and B2B2C
- Business growth initiatives
- Advisory services
- Project coordination
- Strategic planning
- SaaS solutions
- Process improvement
- Data insights
- Analytical forecasting
- Vendor management
- Portfolio management
- Field operations management
- Sales leadership
- P&L oversight
- Client activation
- Customer experience strategy
- UI/UX skills
- Industry thought leadership
- Platform management
- Cross-sell and upsell strategies
Work Preference
Salary Range
$185000/yr - $200000/yrTimeline
Director, Account Management
Finexio
12.2024 - 09.2025
Senior Director, Relationship Management Partner/MSP Clients
Onbe
09.2022 - 10.2024
Director Relationship Management Global E-Commerce - North America
FIS Global
03.2020 - 09.2022
Director Enterprise Strategic Account Management
TEMPOE
08.2015 - 03.2020
Manager of Vendor Relations & Strategy
UniRush, LLC.
08.2013 - 08.2015
Product Manager Advanced Analytics/Officer
Vantiv Inc.
01.2011 - 08.2013
Sr. National Merchant Relationship Manager/Officer
Vantiv Inc.
08.2005 - 01.2011
Bachelor of Science - Business Administration with concentration in Finance
College of Mt. St. Joseph