Richard Bernier
Falmouth,ME
Summary
Dynamic leader with a 30 year proven track record in Financial Technology Sales. I have spent the last 13 years at Clearwater Analytics as a Senior Sales Executive where I leveraged sales experience, negotiation expertise, and strategic planning to surpass sales targets. I am skilled in mentoring and fostering team growth, achieving significant improvements in sales performance and stakeholder trust through innovative strategies and effective communication.
Overview
33
33
years of professional experience
Work History
Senior Sales Executive
Clearwater Analytics
03.2011 - Current
- Employed effective sales strategies and tactics to consistently achieve and exceed established quotas.
- Developed customized proposals that addressed specific client needs, ultimately securing their business,commitment and loyalty.
- Exceeded sales targets by effectively managing a complex sales process.
- Managed complex sales cycles, navigating various decision-makers within organizations to secure successful deals.
- Mentored junior sales executives, providing guidance on best practices and strategies for achieving success in the field.
- Delivered compelling presentations to prospective clients, showcasing the value of company offerings and driving business growth.
- Leveraged my negotiation skills to create win / win contract terms, ensuring mutually beneficial outcomes for both parties involved.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Senior Sales Executive
SS&C Technologies
05.2007 - 03.2011
- Responsible for sales of the SS&C suite of products focused on the Asset Management market.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Negotiated prices, terms of sales and service agreements.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
President
Alphai I MAX Performance and Attribution System
03.2001 - 03.2007
- Performed all business functions related to building, selling and supporting a Performance Measurement and Attribution system.
- Managed budgets and resources efficiently
- Cultivated positive relationships between the company and our vendors, partners, consultants, and clients.
- Coordinated and implemented training new users.
- Managed and led on time and budget Implementation projects
- Developed strong relationships with clients to foster trust, collaboration, and commitment to our solution.
- Opened an office in Europe and hired, trained and mentored personnel
- Negotiated the ultimate sale of the business to a major competitor.
Director of Insurance Sales North America
Princeton Financial Systems
04.1991 - 02.2001
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Optimized staff performance by designing comprehensive training programs tailored to sales improvement
- Evaluated employee performance objectively using established metrics, leading to fair compensation adjustments based on meritocracy principles.
Education
Bachelor of Science - Accounting
West Virginia University
Morgantown, WV05.1985
Skills
- Sales Development
- Client Relationship Management
- Relationship selling
- Negotiation Expertise
- Sales Presentations
- Sales Forecasting
- Strategic Planning
- Competitive Analysis
- Territory Management
- Pipeline Management
- Territory Development
- Sales strategy
Timeline
Senior Sales Executive
Clearwater Analytics
03.2011 - Current
Senior Sales Executive
SS&C Technologies
05.2007 - 03.2011
President
Alphai I MAX Performance and Attribution System
03.2001 - 03.2007
Director of Insurance Sales North America
Princeton Financial Systems
04.1991 - 02.2001
Bachelor of Science - Accounting
West Virginia University
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