Summary
Overview
Work History
Education
Skills
Websites
Timeline
Awards and Achievements
Hi, I’m

Sandra Lilly

Oceanside,CA
Sandra Lilly

Summary

Highly passionate business to business sales professional with 19 years of merchant services payments, business development, and relationship management experience. Highly driven, ambitious, and passionate for helping others along with extensive knowledge and experience developing and growing business relationships and channel partnership territories.

Overview

19
years of professional experience

Work History

Celero

Account Executive
06.2022 - Current

Job overview

  • Managed San Diego and Orange County territory for commercial banking, national, treasury, venture, and retail banking clients in partnership with Pacific Western Bank
  • Consulted with business owners and executed meetings with C-level executives to offer business solutions to help their business run more efficiently
  • Trained and mentored PacWest bankers, area managers, and branch managers in order to grow the territory, and drive additional revenue, excitement, and knowledge for merchant services payments in San Diego and Orange County territories
  • Successfully grew theSan Diego and Orange County territory by over 500% within the first 6 months.
  • Contacted customers as issues arose to provide prompt resolutions.

NCR Corporation

Territory Account Manager
11.2021 - 05.2022

Job overview

  • Prospected by self-sourcing door to door for new logos for NCR & Aloha
  • Consulted with business owners and executed meetings with C-level executives to offer software solutions to help their business run more efficiently
  • Referred existing clients to F&B Management (Reseller of NCR & Aloha).
  • Monitored expenses and time usage to maximize effectiveness.
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
  • Communicated regularly with territory, regional and strategic managers for daily support and strategic planning for accounts.
  • Evaluated production levels, quality standards and maintenance actions to identify and address operational problems and maintain targets.
  • Prospected 50 new in person leads per week and pursued opportunities to lock in paying customers of potential connections.

Fiserv

Business Development Consultant
10.2019 - 07.2021

Job overview

  • Targeted business owners and C-Level Executives to help increase business efficiency and establish new cash management accounts while partnering with BBVA branch retail executives to increase overall profit and reduce attrition
  • Facilitated each referral from initial contact to installation and provided ongoing support as needed.
  • Arranged potential client contacts, cultivated relationships and followed through all service needs.
  • Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.

Chase Merchant Services
San Diego, CA

Business Development Specialist, Senior
11.2006 - 08.2019

Job overview

  • Trained and networked with relationship managers, partners, and bankers to establish new merchant, business banking, and enterprise relationships
  • Managed existing portfolios of over 400 clients to reduce attrition while helping to increase annual profit by 37%
  • Mentored over 45 co-workers on the Chase Advisory Board
  • Networked with commercial dealer services, purchasing cards, private wealth, and private bank helping with retention
  • Developed a weekly pipeline which helped increase lead flow that was later introduced to all business associates
  • Created and executed a strategic plan to successfully grow the San Diego and Silicon Valley market
  • Developed lasting relationships with business owners and associates through exceptional service including remarkable product and industry knowledge
  • Surpassed company sales achieved net revenue by over 171% within one year of hire.
  • Applied superior negotiation, communication and conflict management skills to facilitate effective discussions.

Federal Financial
Scottsdale, AZ

Account Manager
03.2004 - 11.2006

Job overview

  • Built portfolio in person and via phone using cold calling strategy to target decision makers including accountants, officers, and executives
  • Managed the entire sales and implementation process.

Education

Murray Community School

Diploma from Mathematics
01.1999

Skills

  • Business Growth Opportunities
  • Customer Relationships
  • SaaS
  • Goals and Performance
  • Business Development and Planning
  • Account Management
  • Customer Presentations
  • Verbal and Written Communication
  • Strategic Selling
  • Prospecting and Cold Calling
  • Strong Presentation Skills
  • Client Relationship-Building
  • Relationship Management
  • Active Listening
  • Sales Mentor
  • Channel Sales
  • Negotiation Skills

Websites

Timeline

Account Executive

Celero
06.2022 - Current

Territory Account Manager

NCR Corporation
11.2021 - 05.2022

Business Development Consultant

Fiserv
10.2019 - 07.2021

Business Development Specialist, Senior

Chase Merchant Services
11.2006 - 08.2019

Account Manager

Federal Financial
03.2004 - 11.2006

Murray Community School

Diploma from Mathematics

Awards and Achievements

Outstanding Achievement Award | 2005

Highest Achievement Award | 2010
Highest Activation Rate Award | Q1 2007

Top Performer Award | 2012

Highest Achievement Award | 2012
Sales Excellence Award for Executive Club | 2007

Pacesetter Award & Highest Achievement Award | 2013
Highest Number of Self Sourced Deals | 2007

High Performance Award | 2014

Highest Achievement Award | 2014
Executive Club Award | 2008

Elite Award | 2017

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Sandra Lilly