Jeremy Bumgarner
Lodi,WI
Summary
Performance-oriented Sales Executive offering exceptional record of achievement over 20-year career. Tenacious sales executive with strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities.
- Skilled at developing long-term relationships with clients, generating lasting customer loyalty, and increasing company exposure with focus on largest Fintech companies, OEM auto manufactures and top financial institutions.
- Ability to anticipate & recognize concerns, issues, problems/obstacles and suggest solutions.
Overview
19
19
years of professional experience
Work History
Enterprise Sales Executive
Wolters Kluwer-Lien Solutions
11.2018 - Current
- Enabling organizations to ensure adherence with ever-changing regulatory obligations, manage risk, increase efficiency, and produce better business outcomes
- CRA, HMDA and 1071 fair lending
- Focus on Financial services, including banks, fintech’s, insurers and more make sense of compliance and regulatory changes
- Emphasis on OEM manufacturers, Top 100 banks, and FinTech’s, working with largest refinance companies across US
- Work with internal Team of experts to ensure client needs are met from product development, finance, servicing, and executive team
- Thru relationship building, increased Fintech relationships to become 25% of all Motor Vehicle revenue in under 24 months
- Total revenue increase from refinancing FinTech’s from $0 to over $2.2 million year one and over $4.5 million year 2
- Understand the workflows and needs of FinTech’s and banks, and how they manage their overall lending process and workflows
- Work with different cross functional partners to determine client needs and ensure customer needs were met
- New sales closed in 2022 200% of goal
- Worked with cross functional partners to setup reporting for customers to understand overall service expectations
- Prospect new Motor vehicle clients to maintain a pipeline of 4.5 times annual goal
- Continually work with C-suite client contacts to build relationships while using Challenger to gain new and additional business
- Regularly set up training sessions for new and current team members to understand how to meet goals and track client’s revenue
- 1st half 2022 year 173% revenue quota and 459% new account quota ended year 135% revenue quota and 246% new account quota even with mid-year changes due to merger of 3 divisions, new goals and account list
- Finished 2022 136% of plan
- Finished 2021 156% of plan
- Finished 2020 136% to plan and achieved presidents club
- 1 sales rep for MV and WKLS team
- Finished 2019 #1 Motor vehicle sales rep on the new Motor Vehicle sales team
- 2021 increased customer spend by 209%, from $1 million to $2.2 million.
Account Executive
Wolters Kluwer-CT Corporation
09.2014 - 11.2018
- Work with businesses to maintain entity management, corporate compliance, and due diligence solutions
- Work with clients to stay compliant business licenses across the United States
- Finished 2017 104.1% of plan
- Finished 2016 109.2% to plan and achieved presidents club
- Finished 2015 105% of plan and 2014 123% of plan
- Maintained 99% client renewals by focusing on value added services and relationship building
- Presented team process meetings for monthly staff training
- These are now used as the inside sales main account review process due to its effectiveness
- Created and implemented a renewal process which has been adopted by the full retention team
- In 2016 2 of 6 reps were over 100%, in 2017 all 6 reps were over 100% of goal and the team is at 108% of goal
- This was achieved by mirroring my renewal process
- Leader on the team in outbound calls, new business opportunities and closed sales
- Increased customers spend by 80.5% while growing the overall book of business by 20.9%
- Number one in business license revenue with over $100,000 sold
- Work with different cross functional partners to determine client needs and offer products based on information gathered
- Meet with clients to ascertain understanding of their business and create custom packaging based on need.
Account Executive
Ricoh USA
06.2013 - 09.2014
- Achieved 117% of equipment goal, top sales rep
- Achieved 116% of services goal, top sales rep
- Averaged 75 cold calls per week to uncover new business opportunities
- 10-15 outside sales appointments per week
- Phone blitz 1-2 times per week averaging 5-7 appointments per blitz.
Account Representative
Combined Insurance
01.2012 - 06.2013
- Executed 15-20 daily cold calls to decision makers to increase client base
- Scheduled and attended a minimum of 25 pre-set in person appointments per week
- Contacted new and existing customers to discuss how their needs could be met with specific products and services
- Created a process to plan and organize routes within territory to maximize efficiency and time in the field
- Process was adopted by the full team.
Independent Agent
Humana
10.2011 - 01.2012
- Emphasized product features and benefits based on analysis of customers' needs
- Taught potential clients about products through seminars and other special events.
Renewal Account Executive
UnitedHealthcare
10.2007 - 08.2011
- Responsible for account management of $75,000,000 book of business
- Average 45 outbound calls and 3 hours of phone time with/to clients daily
- Between 2008-2011: achieved 106% of goal for ancillary add on sales
- Monthly worked with 200+ groups and insurance brokers to renew health insurance and add on ancillary services
- Created weekly webcast to share product knowledge with current and potential customers
- Developed and implemented a new renewal program for multi-choice product offering
- Process was adopted by other teams and I trained account executives for other states.
Branch Manager
State Bank Financial
10.2004 - 10.2007
- 2007: Increased deposits by 10% and loans by 50%
- 2006: Increased deposits by 25% and loans by 50%
- 2005: Increased deposits by 10% and loans by 35%
- Implemented weekly sales meetings and increased averaged monthly loans from $5,000-$25,000 per month and referrals from 2-5 per month
- Created and implemented strategies and processes to increase customer revenue.
Education
Finance Degree -
Western Wisconsin College
Skills
- Customer Performance Metrics
- Partner Relationship Management
- Sales Lifecycle Management
- Sales Cycle Forecasting
- Time Management
- Team Leadership
- Relationship Building
- New Service Launch
- Strategic Prospecting
- Product Knowledge
- Territory Management
- Solution Selling
Timeline
Enterprise Sales Executive
Wolters Kluwer-Lien Solutions
11.2018 - Current
Account Executive
Wolters Kluwer-CT Corporation
09.2014 - 11.2018
Account Executive
Ricoh USA
06.2013 - 09.2014
Account Representative
Combined Insurance
01.2012 - 06.2013
Independent Agent
Humana
10.2011 - 01.2012
Renewal Account Executive
UnitedHealthcare
10.2007 - 08.2011
Branch Manager
State Bank Financial
10.2004 - 10.2007
Finance Degree -
Western Wisconsin College
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