CLAIRE TERRY
Dallas,TX
Summary
Enterprise sales leader with a proven record of owning and expanding complex client relationships across payments, treasury, and financial infrastructure. Drove $250M in sales volume and consistently exceeded targets as part of top-performing teams, earning Chairman's Circle and President's Club recognition. Deep experience leading consultative, multi-party sales cycles with CFOs, CTOs, and product teams, translating technical and financial complexity into scalable platform solutions that drive revenue growth and long-term partnerships.
Overview
7
7
years of professional experience
Work History
J.P. Morgan- Commercial Banking
Vice President, Treasury Management Officer
06.2025 - Current
- Owns and expands a portfolio of enterprise commercial clients, advising CFOs and finance leaders on payments infrastructure, receivables strategy, and liquidity optimization
- Leads consultative sales cycles positioning financial and payments solutions as a competitive advantage for client growth
- Identifies and executes revenue expansion opportunities across existing accounts through product adoption and workflow redesign
- Serves as primary client advisor, orchestrating cross-functional teams across Product, Engineering, Operations, and Risk
J.P. Morgan- Commercial Banking
Vice President, International Onboarding
07.2022 - 06.2025
- Led complex, multi-stakeholder onboarding initiatives for large, global enterprise clients with multi-entity and cross-border cash management needs
- Partnered with client finance and engineering teams on ERP integrations, file transmission, and API-enabled data flows
- Translated technical requirements into business value, enabling clients to scale payments and automate financial operations
- Reduced onboarding timelines and improved client satisfaction through process redesign and stakeholder alignment
- Selected to manage the bank's most complex and strategic client relationships
- Recognized with Commercial Bank Champion and CBIO Awards for outstanding client and stakeholder management
Guaranteed Rate
Business Development Manager
12.2018 - 07.2022
- Drove $250M in funded sales volume in year two by owning full-cycle sales efforts from prospecting through close
- Consistently exceeded performance targets as part of a top-performing sales team recognized with Chairman's Circle and President's Club awards each year during tenure
- Built and expanded long-term client relationships with senior decision-makers, driving repeat business and referral growth
- Positioned financial products through consultative discovery and ROI-based conversations, aligning solutions to client financial objectives
Manorly
Marketing Director (Advisory)
08.2023 - Current
- Owns go-to-market strategy for a concierge home services platform, driving customer acquisition, retention, and revenue growth
- Develops and executes multi-channel growth initiatives (digital partnerships, local market strategy) with measurable impact on pipeline and conversion
- Advise founders on product positioning, pricing, and customer experience, translating customer insights into growth opportunities
Education
B.A. - Finance, Psychology
Texas A&M University
College Station, TX05.2013
Skills
- Enterprise Account Management (Existing Business)
- Revenue Ownership & Quota Attainment
- Account Expansion & Upsell Strategy
- Full-Cycle Sales: Lead-Close-Expansion
- Platform & API Driven Financial Solutions
- Payments, Receivables, & Liquidity Workflows
- Executive Stakeholder Engagement (CFO, CTO, COO)
- Complex, Multi-Party Deal Leadership
- Consultative & Value-Based Selling
- Pipeline Management & Forecasting
- Product & Engineering Collaboration
- Financial Modeling & ROI Analysis
- Contract Negotiation
Timeline
J.P. Morgan- Commercial Banking
Vice President, Treasury Management Officer
06.2025 - Current
Manorly
Marketing Director (Advisory)
08.2023 - Current
J.P. Morgan- Commercial Banking
Vice President, International Onboarding
07.2022 - 06.2025
Guaranteed Rate
Business Development Manager
12.2018 - 07.2022
B.A. - Finance, Psychology
Texas A&M University
AWARDS
J.P. Morgan: Commercial Bank Champion and Commerical Bank International Onboarding Top Performer
Guaranteed Rate: Chairman's Circle and President's Club