Results-driven Senior Account Executive with 20 years of experience in strategic enterprise sales within SaaS, FinTech, Healthcare, Retail CPG, Industrial manufacturing and Automotive industries. Proven track record of exceeding revenue targets, managing complex deals, and fostering C-suite relationships. Adept at MEDDPICC, Targeted Account, and Value-Based Selling methodologies. Passionate about driving business growth through innovative solutions and customer-centric strategies.
Overview
25
25
years of professional experience
Work History
Merchant Consultant
Bank of America
McKinney, TX
06.2019 - 07.2024
Led 15% revenue growth by identifying new opportunities and expanding existing accounts.
Managed a portfolio of over 100 enterprise clients, ensuring retention and upsell/cross-sell success.
Developed and executed strategic account plans, collaborating with CSMs, SEs, and executive sponsors.
Consistently exceeded annual quota and quarterly revenue targets.
Collaborated with cross-functional teams to design and implement customized solutions for clients in the financial services industries.
Evangelized for updated Omni-Channel products following introduction of new features or updated specifications.
Delivered high-quality presentations and demonstrations, showcasing the value of proposed solutions to prospective clients.
Served as a trusted advisor for clients, providing strategic insights and recommendations based on in-depth analysis of their unique challenges and opportunities.
Built strong relationships with existing clients, fostering trust and maximizing opportunities for upselling or cross selling.
Contributed to company growth by consistently exceeding sales targets through effective prospecting, negotiation, and closing techniques.
Conducted thorough market research and analysis to identify emerging trends, informing the development of innovative solution offerings.
Monitored project status and productivity while inspecting performances to decrease process discrepancies by 15% over a 6 month period.
Business Development Executive
Citibank
Dallas, TX
10.2013 - 05.2014
Effectively managed and owned full sales cycle, resulting in Dallas Business Banking growth 100%.
Exhibited exceptional client relationship building and management skills, generating 32 net-new clients and $23MM in new deposits for the bank.
Identified additional revenue streams by cross-selling solutions to clients and collaborating with bank partners in commercial card and merchant services, generating $7.5M/monthly revenue for the bank.
Maintained and grew base book of business through upsell, renewal of loan terms and revenue growth and coordinating a unified strategic account plan with the CSM for retention.
Provided specific expertise during the sales process by collaborating internally with cross-functional teams including our onboarding team, customer success, product management and executive leadership
Partnered with CSMs to ensure positive engagement with Citi's products and effectively navigate growth opportunities.
Business Banking Program Manager/Trainer
Standard Chartered Bank
London, United Kingdom
01.2012 - 10.2013
Managed and supervised administrative and daily program operations, complying with policies and regulations.
Mentored 30 new hires, resulting in stronger staff development and increased productivity.
Established strong relationships with key stakeholders, ensuring support for program initiatives.
Provided one-on-one mentoring to help individuals reach their full potential within the organization.
Managed cross-functional teams for successful project completion within deadlines and budgets.
Facilitated workshops and conducted one-on-one training to educate team members.
Senior Regional Sales Manager
Wells Fargo
Middlesex County, NJ And Montgomery County, MD
10.1999 - 02.2012
Maximized revenue generation from existing accounts by upselling complementary products and services based on client requirements.
Developed and executed successful business plans to drive growth in key markets across the region.
Expanded territory reach by identifying new business opportunities and tailoring solutions for prospective clients'' unique needs.
Led a high-performing team of 90 direct sales professionals providing coaching and mentoring for continuous improvement.
Exceeded quarterly revenue targets consistently through rigorous pipeline management and strategic planning.
Monitored performance metrics closely to identify areas requiring attention or improvement efforts while celebrating team successes along the way.
Introduced new products successfully into regional markets by collaborating with cross-functional teams on launch strategies.
Gathered valuable market intelligence through regular field visits, conferences, trade shows, and other networking events to stay updated on industry trends and customer preferences.
Streamlined processes and enhanced operational efficiency by identifying opportunities for cost reduction and resource optimization.
Increased market share through diligent analysis of competitor tactics and adjusting sales approach accordingly.