Summary
Overview
Work History
Education
Skills
Timeline
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ERIC SWIFT

Ashaway,RI

Summary

Dynamic Business Development Director striving for continual improvement and successfully completing long-term projects prior to deadlines. Talented in business process improvement, public presentations, and sales strategies.

Overview

23
23
years of professional experience

Work History

NEW BUSINESS DEVELOPMENT PRODUCING MANAGER

Environ Energy
WAKEFIELD , RI
2019.01 - 2024.08
  • Prospecting and managing activities to pursue new energy procurement deals
  • Cold calling - 80/100 calls per day
  • Maintaining Sales Force and grooming a pipeline of viable prospects, tracking energy supply renewal dates for timely follow-up
  • Utilize ZOOMInfo to find qualified prospects and potential Decision Makers
  • Architect and power user of Sales Engagement platforms (SalesLoft and High Velocity Sales)
  • Introducing an exclusive broker arrangement which focused on consulting value proposition
  • Setting up video calls to introduce company and review sophisticated energy strategies to bring on new clients

SENIOR VICE PRESIDENT - BUSINESS DEVELOPMENT, BANK CHANNEL

CETERA FINANCIAL GROUP
EL SEGUNDO , CA
2016.10 - 2018.02
  • Responsible for all institutional recruiting efforts in Northern United States
  • Prospecting, cold calling, maintaining CRM, networking current relationships, attend industry
  • Goal of $10,000,000 Revenue: $9,806,000 achieved 2017
  • Receive and respond to RFIs and RFPs
  • Presenting Value Proposition to C-Level Executives, Board of Directors, Decision Makers, all stakeholders in decision process: In Person, video calls
  • Follow up: Coordinate subject matter expert presentations, schedule home office visits to close business
  • Contract Negotiations: Deliver proposals after analyzing opportunity for firm. Present value proposition to achieve pricing that delivers profitability for the company. Monitor contract negotiations between prospect and firms counsel.

VICE PRESIDENT | REGIONAL DIRECTOR, BUSINESS DEVELOPMENT, BANK CHANNEL

INFINEX
MERIDEN , CT
2007.01 - 2015.01
  • Business Development in B2B environment dealing with C-Level Executives and any other decision makers in the organization

TERRITORY SALES MANAGER: MID ATLANTIC TERRITORY

SOVEREIGN BANK
CENTRAL PENNSYLVANIA TERRITORY
2006.01 - 2007.01
  • Developed efficiency of more than 100 sales persons presentation skills, products, profiling skills, prospecting, and solution recommendation

SALES TERRITORY MANAGER

SUN BANK | OMEGA BANK
STATE COLLEGE , PA
2002.01 - 2006.01
  • Leveraged sales management capabilities through expert business and action planning, incentive design, and net income planning

Education

BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION -

Bryant University
Smithfield, RI

Skills

  • Cold calling
  • Networking
  • Building relationships
  • SalesForce utilization
  • Sales management
  • Recruiting
  • Training
  • Sales techniques
  • Sales strategies
  • Business planning
  • Revenue growth
  • Prospecting
  • CRM maintenance
  • Industry conferences
  • Referrals
  • Exclusive broker arrangement
  • Sales engagement platform
  • SalesLoft
  • SalesForce Hi-Velocity Sales Engagement
  • Zoom Info integration
  • Prospect assignment
  • Prospecting lists
  • Presentation skills
  • RFIs and RFPs
  • Value proposition delivery
  • Follow-up coordination
  • Contract negotiations
  • Board presentations
  • Financial pro formas
  • Subject matter expert conference calls
  • Technology demonstrations
  • Productivity optimization
  • Appointment setting
  • RFP response
  • Pricing recommendations
  • Territory sales management
  • Salesperson training
  • Solution recommendation
  • Sales territory management
  • Sales management efficiency
  • Incentive design
  • Net income planning

Timeline

NEW BUSINESS DEVELOPMENT PRODUCING MANAGER

Environ Energy
2019.01 - 2024.08

SENIOR VICE PRESIDENT - BUSINESS DEVELOPMENT, BANK CHANNEL

CETERA FINANCIAL GROUP
2016.10 - 2018.02

VICE PRESIDENT | REGIONAL DIRECTOR, BUSINESS DEVELOPMENT, BANK CHANNEL

INFINEX
2007.01 - 2015.01

TERRITORY SALES MANAGER: MID ATLANTIC TERRITORY

SOVEREIGN BANK
2006.01 - 2007.01

SALES TERRITORY MANAGER

SUN BANK | OMEGA BANK
2002.01 - 2006.01

BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION -

Bryant University
ERIC SWIFT