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Click here or scroll down to respond to this candidateCandidate's Name
Ankeny, IA Street Address
Cell: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLESUMMARYResults-driven Regional Account Manager with 20+ years of experience with focus on delivering digital transformation and SaaS solutions to financial institutions for the past five years. I have proven track record managing client relationships, while driving net new sales, and leading cross-functional teams to deliver impactful presentations. Consistently surpass sales quotas, earning accolades like Presidents Club and National MVP Awards. Skilled at building strong relationships with C-level executives and delivering product value to both prospects and clients. Open to traveling and relocation.WORK EXPERIENCEVelocity Solutions Ankeny, IA Oct 2022 July 2024Regional Account ManagerManaged existing client relationships while driving net new sales opportunities across Iowa, Minnesota, Wisconsin, Nebraska, North Dakota, and South Dakota.Delivered SaaS technology solutions with AI data-driven strategies that helps financial institutions with new account acquisition, digital onboarding, marketing, driving better account holder engagement, overdraft risk management, short-term liquidity lending platform, rewards program, and data analytics reporting.Identified new business opportunities through cold calls, in-person meetings, networking, emails, channel partners, trade shows, referrals, and internal leads.Provided monthly and quarterly product performance review meetings with clients.Engaged with C-level executives for introductory and discovery meetings, product presentations, and product performance reviews.Worked closely with internal teams throughout the sales cycle to ensure seamless execution.Maintained detailed documentation of my sales activity and pipeline in Salesforce.Participated in weekly Sandler Sales training sessions to enhance sales skills and strategies.Surpassed 2023 sales quota by achieving 101% of the $740K target and reached 81% of the $1M 2024 quota in Q1.Velera/PSCU/CO-OP Solutions Ankeny, IA Jul 2019 - April 2022Regional Sales ManagerHunted net new debit/credit card payment processing opportunities to Credit Unions. Additional products included digital card issuance, rewards programs, digital wallets, marketing, call center support, fraud management, Zelle, ATM Network, and card controls.Managed a 13-state territory by creating a territory plan, cold calling C-suite executives, networking, scheduling out of office events, and conducting product presentations with sales engineers.Maintained a sales pipeline 4x my annual quota.Utilized Salesforce to manage sales opportunities, task tracking, and reporting.Exceeded sales quotas, achieving 115% of the $900M 2020 sales quota and 135% of the $1.1M 2021 sales quota.Digital Intelligence Systems West Des Moines, IA May 2014 Jul 2019Sr. Account ExecutiveResponsible for managing and coordinating both IT and Non-IT staffing needs for the Iowa office.Led a team of 5 recruiters, providing mentorship and training that resulted in 25% improvement in individual performance metrics.Managed existing clients while prospecting for new staffing opportunities.Targeted C-level executives and IT managers to schedule introductory meetings to uncover new staffing requirements.Maintained client relationships through conducting frequent on-site visits, lunches, dinners, happy hours, and scheduling out office events.Achieved Presidents Club Award in 2015 and 2016 and the National MVP Award in 2017.Wells Fargo West Des Moines, IA Jan 2010 - May 2014IT Project ManagerManaged process change and data warehouse projects for consumer lending group.Scheduled ongoing meetings with appropriate teams, managed project schedules and deliverables, meeting minutes, action items, including business requirements documents, risk analysis, statements of work, implementation readiness, change management requests, and closing project review documents.Followed Agile Methodology to manage projects.Provided weekly project updates to key stakeholders.Prepared monthly executive reports for leadership team.EDUCATIONIllinois State UniversityBachelor's Degree, Criminal JusticeSPORTSMember of the Illinois State Baseball Team |
