Accomplished Sales Professional with 7+ years of combined experience in commercial banking and FinTech SaaS industry, working independently and collaboratively to foster client relationships and retain vendors. Expert in overcoming objections from customers to maximize revenue.
Overview
8
8
years of professional experience
Work History
Vendor Success Specialist
Bottomline Technologies
Portmouth, NH - Remote
05.2021 - Current
Educate customers on special pricing opportunities and company offerings of our Tier 1-3 vendors with network spend sizes ranging from $1,000 to $2,000,000.
Strategically negotiate rate options to retain vendors and protect revenue.
Use a high attention to detail and ability to prioritize for successful execution of problem resolution.
Collaborate closely with Client Managers, Vendor Enrollment Managers, Bank Channel Managers, Vendor Advocates, and Operations team to ensure they have insights needed to communicate status and resolution of vendor inquiries.
Maintain a comprehensive understanding of all product offerings including Card, Premium ACH, Direct Card, and ACH to align with needs of the client.
Identify pain points in the Paymode vendor community's current process to leverage opportunities to cross sell all product offerings.
Exceed monthly goal of an 80% customer retention rate each month.
Vendor Enrollment Advocate
Bottomline Technologies
Portsmouth, NH
02.2020 - 05.2022
Managed outreach on new campaigns of up to 1500 assigned vendor leads by averaging 50-75 outbound calls per day.
Consistently exceeded monthly enrollment targets with a total of 1,047 vendor enrollments over 11 months.
Contributed to planning and completion of project initiatives including card calling efforts, client advisor focus group, leading pitch zone, Drift and SME testing.
Generated revenue for Bottomline and their clients by enrolling vendors in client payment programs.
Successfully presented product benefits and value to a diverse group of businesses that includes varying levels of financial services expertise.
Possess a knowledge of various aspects of the Paymode-X service functionality including remittance delivery, CTX, invoicing and reporting.
Winner of sales competitions including: Golden Circle Pitch Contest (March 2020) and MVP June 2020 for most enrollments.
Client Services Manager
CIT Bank formerly Direct Capital
Portsmouth, NH
11.2017 - 12.2018
Built a portfolio of 600 customer accounts by actively hunting for new clients to increase sales and serve as an advisory resource by providing valuable financing solutions to business customers.
Effectively communicated inter departmentally with credit underwriters and funding managers while adhering to regulatory compliance standards via Salesforce CRM.
Managed customer objections with finesse regarding credit rating and pricing to close deals consistently exceeding the target of $500,000 per month.
Proactively outreached to active paying customers to plan for future lending needs and strategize future business needs.
Ensured the accuracy of customer data as deals move to closure through the pipeline report.
Enterprise Account Program Manager
CIT Bank formerly Direct Capital
Portsmouth, NH
06.2017 - 11.2017
Provided a seamless customer transaction by working closely with Enterprise Partner account representatives to ensure timely execution of purchase order within the allotted SLA.
Maintained a database of customers by recording activity and statistics on each outbound call; uphold standards for the number of calls and talk time per day.
Consistently surpassed monthly production goals of 35 funded deals per month individually to reach the team goal of $2.4 million a month in funded volume.
Effectively managed expectations to ensure overall satisfaction and monitor progress and communicate towards completion.
Business Development Representative
CIT Bank formerly Direct Capital
Portsmouth, NH
07.2016 - 06.2017
Generated pipeline of prospective vendors and customers in need of commercial equipment financing, leasing, and capital services via outbound cold calls.
Qualified leads by utilizing an extensive knowledge of the value proposition and products.
Utilized strategic approaches to identify and prospect potential vendors and decision makers to initiate the discussion on how to effectively partner with CIT for lending funds.
Participated in product demonstrations of our applicant software.
The Goat Award: Won sales contest and broke the record for on boarding the most new vendor partnerships at 12 in a single month.
Education
Southern New Hampshire University - Bachelor of Science in Business Administration - 2012-2016