Harv Jaffe

*Prospected & sold integrated SaaS payment services to clients of Carestream Dental's software & hardware.

*Cold-called, set appointments and demoed Payment Manager API for dental practices using Carestream's practice management software (Sensei Cloud, SoftDent, WinOMS, PracticeWorks & OrthoTrac).

*Communicated advantages for our integrated payments to work seamlessly, automatically posting payments to their dental software, reducing errors, friction, eliminating manual entry, improving work flow and saving resources.

*Conducted competitive rate analysis from other credit card processors to establish pricing, savings and winning New Business ARR for monthly quota attainment.

*Managed pipeline and forecasts in SalesForce.

*Collaborated with processing partner, Global Payments and with teams in Software Sales, Operations, Scheduling, Finance, Marketing, and Customer Success to delight clients with exceptional ('white glove') service and follow-through.

*Year One Results: Closed sales to 75 dental practices, capturing over $30 Million in new annual credit card volume for Carestream.

• Prospected & sold integrated online payment processing services to non-profit clients of Blackbaud’s SaaS CRM software: Raisers Edge NXT, Luminate Online, eTapestry and Altru.
• Cold-called clients not using BBMS to present value & advantages of Blackbaud’s integrated payment services for credit card and ACH/direct debit online donations.
• Showcased product features & advantages vs. other non-integrated payment services through weekly PowerPoint presentations.
• Recorded all client contacts and sales orders n SalesForce.
• Trained on Blackbaud’s CRM features that worked seamlessly with BBMS: Online Giving, Recurring Gifts, Donation Forms, API, Mobile Payments, etc.
• Conducted competitive rate reviews for larger client accounts processing over $1M annual credit card volume.
• Participated in weekly Payment team calls reviewing new product features, sales campaigns, key events.
• Provided SME expertise & resources to inquiring sales reps & clients for BBMS payments.
• Collaborated with internal teams covering client services, finance, demand gen/marketing, operations, integration, onboarding, customer success and payment security.
• Serviced Blackbaud’s non-profit clients for payment needs across K-12 education, healthcare, cultural, social services & animal welfare sectors. Covered local, regional and national-brand NPO organizations.
• Surpassed quarterly & annual sales targets. Won President’s Club award 2022 for 212% sales goal attainment. Attended President’s Club trip to the Caribbean.
• Achievements: Total credit card processing volume booked in six+ years exceeds $420 Million, generating $12MM revenue for Blackbaud.

• Partnered and collaborated with NCR’s exclusive dealer-resellers: F&B Management for AZ, and Kosh Solutions for NM. Dealers sold/serviced NCR’s Aloha POS hospitality system to restaurants, cafes, bars, hotels, and corporate food service facilities.
• Sold NCR’s merchant payment services (credit card processing) to the above hospitality merchants on joint sales calls, as well as hunting independent businesses accepting Visa/MC as part of their cash flow.
• Grew sales volume, account base and key relationships in Arizona and New Mexico markets.
• Performed merchant business reviews, to analyze their current credit card processing costs. Merchant credit card volumes ranged from $500K to $10 Million. Aligned with industry partners and influencers to collaborate & exchange leads.
• Utilized SalesForce.com and FileMaker CRM programs to manage leads and account relationships.

• Represented Sage’s credit card and electronic ACH payment processing services to merchants throughout the Southwest, utilizing consultative sales strategies.
• Cold-called small to mid-size (SMB) businesses for new account opportunities. Perform competitive analysis, presenting to owners and C-Level decision makers across variety of merchant categories: Retail, Hospitality, Mobile/auto, Independent merchants, Non-profits and Veteran’s organizations.
• Networked with several Chambers of Commerce and professional trade associations, to develop relationships and mutual leads opportunities. Develop professional Referral Partners, and shared revenue for leads signed.
• Utilized Sage CRM program to manage customer contacts, track leads progress and expand relationships.
• Achievements: Prospected & signed over 170 new merchant accounts.
• Participated actively in Local First Arizona, ASBA, Phoenix Metro Chamber, Buckeye Chamber, Tucson Originals, and American Legion AZ.
• Achieved sales quotas, profit and revenue targets over Goal/Plan.

• Cold-called Online Merchant leads, sold owners/decision makers on value of adding PayPal as a payment option on their websites.
• Targeted Small to Mid-Size Businesses (SMB’s) with sales of $500K to $25 Million, across all categories: Retail, B2B, Services, Healthcare, Automotive, Non-Profits, etc.
• Convinced merchants to add PayPal Express Checkout button, to attract business and gain 15-25% incremental revenue from base of 250 Million PayPal account holders and shoppers.
• Competed for merchants’ Visa/MC credit card processing volume by performing Rate reviews, bundling incentives with value-added PayPal services, and providing significant savings.
• Achievements: Pursued and won business from a major West Coast Web Developer with 1000+ online merchant accounts. Worked with them over three months to add PayPal Express Checkout button to their custom shopping cart. Participated in roll-out to their merchants.
• Closed over 100 online merchants for new or upgraded services to PayPal, with Total Processing Volume (TPV) over $90 Million.
• Utilized SalesForce.com to manage client contact and sales orders.

• Represented Global Payments credit card, check warranty, and ACH electronic payment processing services to B2B merchants across Seattle/Puget Sound market, utilizing consultative sales strategies.
• Cold-called SMB prospects across: Retailing, Hospitality, E-Commerce, Manufacturing, etc.
• Performed consultative analysis, pricing and savings strategies. Presented to C-Level officers and owners.
• Actively networked with Chambers of Commerce and professional industry associations, to develop relationships for successful leads opportunities.
• (NYSE: GPN)
• Achievements: Closed over 50 contracts for Global Payments’ credit/debit card processing, saving merchants’ thousands of dollars annually in lower fees.
• Developed alliances with key industry business partners, leading to successful stream of new account referrals, and shared revenue.
• Focus’ industries included Golf, Retail, E-commerce, Non-profits, and Regional Banks.

• Serviced five commercial banking offices of Wells Fargo in WA and AK, as their primary partner for Merchant Credit Card Services. Develop relationships across Wells Fargo with key bankers and specialty sources for cross-sell referrals: Treasury Management, VP’s, Relationship Managers, etc.
• Cold-call merchants and joint-call major bank prospects with revenues above $10MM, across diverse industries including: Retail, E-Commerce, Hospitality, Healthcare, Petroleum, Manufacturing, Distributors, Service Industries, and Education/Government.
• Perform consultative analysis, pricing and savings strategies, presenting to C-level officers and business owners. Participate in trade shows, national sales conferences and product training seminars.
• Achievements: Closed over 120 contracts for bankcard processing through Wells Fargo bank channel. Total booked volume exceeded $400 Million. Largest sale: $40 Million dental wholesaler.
• Consistently surpassed quotas of $10-$12 Million/Mo, earning Top Performers awards in 1999 & 2001.
• Targeted accounts included: Starbucks, Associated Grocers, Burkhart Dental, REI, Seattle Mariners, Blue Nile, Baden Sports, Union Bay/SPI, Raleigh Bicycles, Red Lion Hotels, Hickel Hotels, Swedish Hospital, Valley General Hospital, City of Seattle, Port of Seattle, etc.