Kate Barnes
IL
Summary
Strategic professional with extensive experience in client relationship management, customer satisfaction, and account services. Proven ability to deliver solutions that meet evolving market demands while managing client expectations. Adept at collaborating with cross-functional teams to ensure seamless execution and a superior client experience. Self-starter with a passion for the interior design industry, eager to apply skills in a new role.
Overview
20
20
years of professional experience
Work History
Account Executive, Financial Services
Salesforce, Inc.
01.2023 - Current
- Sell entire Salesforce Customer 360 platform to Banking, Lending and Wealth Management clients and prospects; company profile $5-$50B in assets and/or 1,000 - 5,000 employees.
- Develop and execute sales strategies to drive revenue growth and expand market share across the entire Salesforce ecosystem.
- Cultivate strong relationships with key decision-makers and stakeholders to understand client needs and provide tailored solutions.
- Collaborate with cross-functional teams, including solution engineers, technical architects and consultants to deliver comprehensive solutions that meet client objectives.
- Actively plan and promote client events, roundtables, webinars, world tours, and conferences to drive customer collaboration and partnership.
VP & Treasury Solutions Sales Officer, Global Transaction Services
Bank of America, N.A.
07.2017 - 12.2022
- Strategic advisor to Commercial Real Estate clients and prospects on treasury management and digital channel solutions; company profile $50M - $2B in revenue.
- Managed a portfolio of over 80 clients that yield over $25M in annual revenue.
- Responsible for revenue growth, profitability, client planning, portfolio development, pricing strategy, and proposal presentation delivery.
- Consulted clients and prospects on digital transformation across their accounts payables and accounts receivables work streams, leveraging data analytics, paper-to-electronic solutions, and API technologies.
- Provided insight on liquidity management solutions and short-term investments.
- Collaborated with key internal partners across the enterprise (Credit, Compliance, Product, Foreign Exchange, International, Service, and Fulfillment) to deliver the entire platform to the client.
- Exceeded sales goals each year, attaining over $2M in new business annually.
VP & Senior Sales Manager, Global Liquidity & Cash Management
HSBC Bank, N.A.
02.2015 - 07.2017
- Sold customized global cash management solutions to mid-corporate banking clients; company profile $200M - $2B in revenue.
- Consulted clients on the optimal global account structure, payment strategies, accounts receivable (A/R) acceleration tools, and local regulatory landscape across HSBC's global footprint of 71 countries.
- Executed complex global account structure mandates by partnering with onboarding, implementation, and technology integration teams internationally.
Assistant VP & Sales Consultant, International Treasury Management
Wells Fargo Bank, N.A.
10.2010 - 02.2015
- Promoted from Senior Sales Analyst to Sales Consultant within eight months.
- Grew and retained a $3.5M portfolio of existing clients.
- Developed client presentation, proposals, and quarterly/annual treasury management reviews to ensure goals and targets were achieved.
- Collaborated with internal partners on cross-sell opportunities, product training and industry market updates to enhance business operations.
- Demonstrated a strong expertise in regulatory compliance, in-country clearing, payment systems, and foreign exchange risk management.
- Consulted clients on industry best-practices, trends, centralization strategies, liquidity management and working capital management solutions.
- Secured and exceeded annual sales goal every year
- Received quarterly sales awards for top sales in the Central Division.
Bank Officer & Sales Analyst, Treasury Management
Wells Fargo Bank, N.A.
07.2009 - 02.2010
- Led several complex account implementations, collaborating with the technical team to integrate appropriate software
- Reviewed key financial indicators and economic trends monthly to identify cross-sell opportunities to drive portfolio growth
- Collaborated and negotiated with internal partners to ensure on-time delivery of client requests
- Trained, mentored, and coached three Treasury Management Sales Analysts
Career LAUNCH Program Professional
Wells Fargo Bank, N.A.
10.2008 - 07.2009
- One of five individuals (nationwide) nominated for the Treasury Management Sales Development Program; identified as a high performing sales associate.
- Supported sales calls, and developed proposals, pricing models, and presentations for new and existing customers.
- Assisted in cross-selling 75 complex treasury products to existing clients and prospects.
US Corporate Banking Sales Associate
Wells Fargo Bank, N.A.
08.2007 - 10.2008
- Supported two Senior Treasury Sales Consultants resulting in more than $1.8M in new sales.
- Established pricing proposals, account structures, product information, and customer updates for pre-call preparation.
- Oversaw large client migrations to the bank for Fortune 100 clients, being the direct contact to the client while liaising between implementations, client services and the client.
Sales Associate, Global Treasury Advisory
ABN AMRO
01.2007 - 12.2007
Sales Associate, Cash Management
BMO Capital Markets
01.2005 - 12.2007
Education
Bachelor of Science in Business Administration - International Business & Marketing, Spanish
Marquette University
Milwaukee, WI01.2005
Four-Week Course on Economic Integration -
University of Antwerp
01.2004
Summer Study Abroad Program -
Universidad de Veracruzana
01.2002
Skills
- Consultative Selling
- Negotiation Skills
- Business Development
- Strategic Planning
- Project Management
- Client Relationship Management
- Problem Solving and Issue Resolution
- Cross-Functional Collaboration
- Strong Communication (Verbal & Written)
- Organized and Detail-Oriented
- Proficient in Microsoft Office (Word, Excel, Outlook) Google Workspace, Salesforce CRM, Tableau, Slack
Affiliations
- Volunteer, i9 Girls Youth Volleyball Coach
- Salesforce Ranger, 09/23 - Present
- Wine & Spirit Education Trust, WSET Level 1 & 2 Certificate
Timeline
Account Executive, Financial Services
Salesforce, Inc.
01.2023 - Current
VP & Treasury Solutions Sales Officer, Global Transaction Services
Bank of America, N.A.
07.2017 - 12.2022
VP & Senior Sales Manager, Global Liquidity & Cash Management
HSBC Bank, N.A.
02.2015 - 07.2017
Assistant VP & Sales Consultant, International Treasury Management
Wells Fargo Bank, N.A.
10.2010 - 02.2015
Bank Officer & Sales Analyst, Treasury Management
Wells Fargo Bank, N.A.
07.2009 - 02.2010
Career LAUNCH Program Professional
Wells Fargo Bank, N.A.
10.2008 - 07.2009
US Corporate Banking Sales Associate
Wells Fargo Bank, N.A.
08.2007 - 10.2008
Sales Associate, Global Treasury Advisory
ABN AMRO
01.2007 - 12.2007
Sales Associate, Cash Management
BMO Capital Markets
01.2005 - 12.2007
Four-Week Course on Economic Integration -
University of Antwerp
Summer Study Abroad Program -
Universidad de Veracruzana
Bachelor of Science in Business Administration - International Business & Marketing, Spanish
Marquette University
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