Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jerry J. Ockman, Jr.

Round Rock

Summary

B2B sales professional with a strong history of client acquisition and lead generation in banking and technology sectors. Proficient in CRM management and contract negotiation, consistently surpassing revenue goals. Skilled in relationship building with decision-makers and delivering compelling presentations that drive strategic growth.

Overview

38
38
years of professional experience

Work History

B2B Sales Hunter

Arca - Sesami
07.2018 - Current
  • Spearheaded new client acquisition efforts across defined territories; 50% travel.
  • Developed and executed multi-channel lead generation strategies (cold calling, social media, and events).
  • Qualified leads by assessing needs, budgets, and decision structures.
  • Built relationships with senior decision-makers, and delivered tailored solution proposals.
  • Conducted live and virtual product and service presentations.
  • Negotiated contracts; consistently met or exceeded revenue and quota targets.
  • Managed the full sales pipeline in CRM from prospect to close, with accurate forecasting.
  • Partnered with marketing on targeted campaigns, and fed market intel to leadership.
  • Monitored industry trends and competitor positioning to refine strategy.

Enterprise Account Manager

Brink’s, Incorporated
08.2013 - 07.2018
  • Managed Central U.S. enterprise client relationships; 70% travel.
  • Owned $10MM+ revenue portfolio: retention, expansion, and new-logo acquisition.
  • Consulted with clients to improve secure logistics and process efficiency.

Vice President, Payment Services

Hancock Bank / Whitney Bank
05.2008 - 08.2013
  • Led multi-application system conversions and operational rollouts.
  • Directed currency & securities transport logistics across five states.
  • Oversaw GL reconciliations, collections (leases/notes/bonds), and official check ops.
  • Ensured AML/BSA, SOX, and CIP compliance across managed areas.
  • Negotiated vendor contracts; tracked performance benchmarks and budgets.

Assistant Vice President, Cash Solutions Group

Hancock Bank / Whitney Bank
01.2001 - 05.2008
  • Managed outsourced vendors and multi-state ops; 60% travel.
  • Supported new product development and deployment.
  • Built customer care culture; supervised staffing, coaching, and process change.

Banking Officer

Hancock Bank / Whitney Bank
05.2000 - 01.2001
  • Managed secure transport and fraud-aware cash service processes.
  • Developed and monitored department budgets.

Operations Officer / Central Money Vault Supervisor

Hibernia National Bank
08.1994 - 05.2000
  • Supervised 31 staff across vault, deposit, and mail processing functions.
  • Reduced turnover; improved efficiency via reporting and trend analysis.
  • Supported product rollout cost modeling.

National Account Administrator

Hibernia National Bank
10.1992 - 08.1994
  • Supported international corporate portfolios; billing, collections, and compliance.
  • Opened new accounts and resolved escalated service issues; drove cross-sell.

Customer Service Supervisor

Jefferson Savings and Loan Association
05.1987 - 10.1992
  • Customer Service Supervisor (May 1987 – Oct 1992)
  • Vault Teller Supervisor (Jul 1986 – May 1987)
  • Customer Service Representative (Jul 1984 – Jul 1986)

Education

Regulatory coursework

Center for Financial Education

Banking coursework

Institute of Financial Education

Banking coursework

American Institute of Banking

Accounting courses

Tulane University
New Orleans

Undergraduate studies

Louisiana Tech University

Skills

  • Client acquisition and lead generation
  • CRM and contract management
  • Market analysis and sales strategy
  • Product presentation and revenue forecasting
  • Team collaboration and effective communication
  • Problem solving and strategic thinking
  • Networking and time management
  • Client acquisition
  • Lead generation
  • CRM management
  • Contract negotiation
  • Market analysis
  • Customer relationship management

Timeline

B2B Sales Hunter

Arca - Sesami
07.2018 - Current

Enterprise Account Manager

Brink’s, Incorporated
08.2013 - 07.2018

Vice President, Payment Services

Hancock Bank / Whitney Bank
05.2008 - 08.2013

Assistant Vice President, Cash Solutions Group

Hancock Bank / Whitney Bank
01.2001 - 05.2008

Banking Officer

Hancock Bank / Whitney Bank
05.2000 - 01.2001

Operations Officer / Central Money Vault Supervisor

Hibernia National Bank
08.1994 - 05.2000

National Account Administrator

Hibernia National Bank
10.1992 - 08.1994

Customer Service Supervisor

Jefferson Savings and Loan Association
05.1987 - 10.1992

Regulatory coursework

Center for Financial Education

Banking coursework

Institute of Financial Education

Banking coursework

American Institute of Banking

Accounting courses

Tulane University

Undergraduate studies

Louisiana Tech University

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