SUDHESH SABAT
San Mateo,California
Summary
Goal-driven professional with solid background in account management. Knowledgeable about managing all levels of customer service before, at and after the sale. Adept at growing business with a hands-on style, excellent attention to detail and in-depth understanding of company and prospect market offerings.
Overview
14
14
years of professional experience
Work History
Vice President, Sr. Business Relationship Manager
JP Morgan Chase
Santa Clara
04.2023 - Current
- Coordinated with internal departments to ensure timely delivery of services and products.
- Created and maintained relationships with key stakeholders, partners, customers, vendors, and suppliers (C-Suite)
- Exceeded FY 2023 and 2024 Quota in Deposits, Credit, and Treasury Management of 150%
- Developed and implemented credit policies, procedures, and standards for commercial loan customers.
- Coordinated with other departments within the bank, such as underwriting, compliance, and accounting, as needed.
AVP, Small Business Banker
Bank of America
San Jose, CA
09.2020 - Current
- Consulted with small to medium business (5-15MM Revenue) customers to determine needs and means and propose personalized banking solutions.
- Made recommendations to senior leaders on business strategy and initiatives.
- Composite Metric Producer YOY 186% in 2020 208% in 2021 and 300% in 2022
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Developed strategic plan for client relationships, proactively consulting with senior individuals and anticipating needs.
Account Executive
Feedzai Inc.
San Mateo, CA
09.2019 - 04.2020
- Strong attainment of assigned quota for given territory, demonstrated high activity through meetings and demos for deal closure for 175% of quota.
- Train and Onboard Junior Account Executives into redefined Sales Org for optimal territory penetration by decreasing the ramp time to first sale.
- Performed in contact-oriented role with internal and external stakeholders, clients and suppliers to initiate and roll out client solutions.
Business Development Executive
Birst Inc.
San Francisco, CA
11.2018 - 09.2019
- Generated an average 5 net-new meetings per week to create 8 new opportunities each month over 125% of quota quarter after quarter.
- Constantly out-prospected my peers by 2x reaching out to 10-20 new accounts per week with compelling and creative messaging to engage C-level executives.
- Consistently ranked #1 or #2 for highest level of KPI's on sales teams by sending 65-80 personalized emails and making 50-75 cold calls per day to C-level executives
- Produced reports, spreadsheets and trend forecasts to enhance decision-making processes.
Business Relationship Manager
Wells Fargo
San Francisco, CA
06.2014 - 10.2018
- Full-Service Financing and Broker for Lines and Loans for C-Level executives at SaaS Startups.
- Provide sales management with accurate forecasts and reports on sales activities resulting in 150% of quota attainment.
- Treasury Management Expert and Team Captain by being #1 producer from FY17-FY18.
- Discussed ideas and strategies to improve operational efficiency, adding value and aiding business performance for continuous improvement.
Banker
Citigroup
San Francisco, CA
10.2013 - 06.2014
- Led retail team to minimize onboarding time for deal-flow and structure for leadership.
- Execute integrated sales, relationship, and credit strategies that are aligned with the division's business plan.
- Conduct discovery meetings with prospects to understand background and identify needs; clearly communicate potential solutions such as commercial business strategies.
- Met or exceeded sales goals by promoting bank products and services in every interaction.
Client Services
Charles Schwab
Englewood, CO
09.2011 - 01.2013
- Provided exemplary coaching to all department employees, realizing successful increase in team morale.
- Updated clients on consistent basis regarding projects and answered questions quickly and with knowledgeable support.
- Collaborated with team members to identify and accomplish agency objectives.
- Created and maintained large client base by meeting needs and delivering exceptional customer service for Schwab Bank
Education
Bachelor of Science - Business Management and Information Systems
University of Colorado
Denver, CO4 2012
Skills
- Customer relationships
- Sales strategies implementation
- Lead generation
- Sales expertise
- Strong presentation skills
- Research and analysis
- Pipeline management
- Strategic initiatives
Timeline
Vice President, Sr. Business Relationship Manager
JP Morgan Chase
04.2023 - Current
AVP, Small Business Banker
Bank of America
09.2020 - Current
Account Executive
Feedzai Inc.
09.2019 - 04.2020
Business Development Executive
Birst Inc.
11.2018 - 09.2019
Business Relationship Manager
Wells Fargo
06.2014 - 10.2018
Banker
Citigroup
10.2013 - 06.2014
Client Services
Charles Schwab
09.2011 - 01.2013
Bachelor of Science - Business Management and Information Systems
University of Colorado
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