Outside sales specialist with strength in negotiations, e-commerce and customer service. Excellent interpersonal skills and outside the box thinking.
Overview
19
19
years of professional experience
Work History
National Sales Executive
DataVerify
Chesterfield, MO
06.2016 - 05.2023
Primary focus was to connect with national banks and mortgage lenders to provide technology solutions for risk mitigation and process automation
Including networking to determine key stakeholders, ensuring RFP/RFI participation, contract review and redlining, negotiating and proposing effective pricing schedules, and introducing value vs pricing propositions
Using problem solving skills and out of box thinking, helped identify different channels of business and their individual needs, strategize how to help solve them, determine effective workflows, implement services, and create lasting partnerships to navigate ever changing industry
Utilized Salesforce, Ariba, ServiceNow, and JIRA, among others
Collaborated with internal departments (Operations, Marketing, Finance, Legal, etc)
Organized tri party calls and meetings with prospect and their other vendor(s) to facilitate key integration opportunities allowing that teamwork to solidify position within account
Served as liaison between internal teams and client/prospect, translating clients need or request into tech speak of DevOps and Product Management Teams
Spearheaded Executive roundtables to optimize sales within each account
Onboard and manage Top 100 accounts - both FDIC Banks as well as IMBs
Build client and prospect relationships through online and in person interactions
Represented company at industry conferences
Help train and coach new employees
Built relationships with peers from sister companies to work together to facilitate additional sales opportunities for both companies
Managed cold and warm leads to build consistent sales funnel
Managed current client funnel for potential upsells and relationship building
Effectively created and delivered presentations to customer groups, target customers and others
Communicated proactively with and responded in timely manner to clients and vendor partners
Strategic Account Manager
DataVerify
Chesterfield, MO
04.2015 - 06.2016
Establish productive, professional relationships with key contacts in assigned client accounts
Partner with senior members on assigned team for daily management of client relationship which includes operational and technical client support backed by additional resources
Accountable for understanding client system configurations, fields and data mappings, and support and maintenance of such
Analyze MISMO XML Data Files generated from Loan Origination Systems (LOS)
Support maintenance, creation & customization of client’s document library
Proactively assess, clarify, and validate client needs on ongoing basis
Manage, track, and resolve issues submitted via task management platform
Troubleshoot and solution client’s operational and technical issues, communicating and documenting requirements, testing plans, and projected timelines
Successfully complete testing of solutions prior to providing to client
Partner with required departments across organization, including support, services and management resources, in order to meet account performance objectives and clients’ expectations
Works closely with Client Success Executive team to ensure client satisfaction and problem resolution.
Senior Account Manager, Account Manager
Interthinx now First American
Chesterfield, MO
10.2004 - 04.2015
Customer Service
Act as liaison between clients, sales, IT, and Customer Service
Strategic planning with sales team to improve efforts selling new products obtaining goals, and maintaining client relations
Support Sales Team when signing new clients and help build and maintain strong working relationships as client's main day to day contact
Provide in-depth knowledge of products and up to date mortgage fraud information
Coordinate monthly calls with clients to review product enhancements and updates that are applicable to their best practices Assist clients with billing issues
Balancing time and operations for several of companies largest and key accounts
Education
Residential Mortgage Banking -
Mortgage Banking Association
Washington, DC
02.2020
Hosted And Moderated -
#NEXTMortgage
Dallas, TX
Skills
Dependable and Responsible
Critical Thinking
Flexible and Adaptable
Teamwork and Collaboration
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
It is not enough to be busy. So are the ants. The question is: What are we busy about?