Talented Senior Vice President possessing first-rate skills Team First relationship development, contract negotiation and sales forecasting and planning. Experienced in revenue management industry with 10-year track record of successful leadership performance. Accomplished track record driving sales revenue through Ecosystem and Direct sales channels . Bringing exceptional history of achievement and drive to continuously improve procedures and processes across the board.
Provide Trade Promotion Management (TPM) software consulting services for customers using Microsoft Dynamics AX, Dynamics NAV and Dynamics CRM ERP solutions.
Managed demo and POC setup including site build and configuration for prospective client demonstrations; Coordinated internal resources to build-out sites for prospect demos.
Subject Matter Expert on demos to prospective clients focusing on areas of claims management, deductions, promotion setup and trade payments.
Assisted Sales Executives with on-site and web demonstrations.
Coordinated follow-up activities during sales process with efforts contributing to finalizing multi-year SaaS contracts for Trade Promotion Management solutions.
Led internal resources to build out Rebate and Claims Settlement portal for up-sell opportunities to existing and net new sales opportunities.
Introduced and implemented Rebate and Claims Settlement portal within 9 months of initial development.
Lead Manager on implementing full suite of trade promotion software; Overall project accountability to assure implementations ran timely; Managed internal IT resources for configuration and interfaces; Manage business resources to ensure proper configuration of solution; Lead update calls with MFR management and internal resources.
Successfully manage implementations of five major accounts with recurring revenue impact of greater than $1MM annually.
Lead demonstrations of TPM tool to assist pre-sales and new implementations presenting on-site with Sales Leadership as product Subject Matter Expert (SME).
Lead internal team in development and implementation of two new product introductions enhancing TPM tool.
Responsible for performing deep dive in TPM tool with new clients to ensure proper configuration and, where needed, enhancement to the current system.
Wrote specifications on any enhancements needed to the TPM tool for review and sign-off by senior leadership on both business and technical side.
Coordinated internal cross functional teams to ensure delivery of system configurations and interfaces.
Lead on-site training of TPM tool at customers’ national sales meetings and on-line refresher sessions.
Managed client support team servicing 80+ key customer accounts. Oversaw and supported team members in their initial intake of client issues, and empowered staff to provide analysis and resolve requests through problem-solving techniques.
Was the highest level of support for all client escalations and business critical customer related issues; independently addressed these issues and determined final resolution keeping in mind the best interest of all parties involved.
Managed the distribution center staff responsible for processing incoming and outgoing shipments of payment instruments, accounting for over $500M in client payments throughout the year. Maintained successful SAS compliance over systems and processes in the distribution center.
Oversaw treasury operations for 40+ accounts, averaging $4M in weekly clearing activity. Monitored client cash flow and tracked available funds, documenting issues and identifying problem trends where they existed.
Personally maintained third party vendor and banking relationships, including handling all incoming requests/transmissions from bank partners. Successfully managed daily clearing activities and files.
Played a key role in the successful migration of multiple clients from current reporting services to an upgraded solution.