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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLEPHONE NUMBER AVAILABLESALES AND MANAGEMENTDedicated experienced sales manager. Sales professional with outstanding leadership, coaching and client relation skills. Versed in all aspects of sales, volume forecasting and budget management. Knowledgeable and experienced in managing high profile accounts while focusing on P&L. AREAS OF EXPERTISESeasoned sales management professional.Demonstrated strong client relationships, lead a sales team using strategic leadership, key performance metrics and specific sales plans at both the individual and regional levels.Proven ability to analyze accounts in order to devise growth opportunities and while maintaining costs and increasing revenue.Ability to hire and cultivate top sales talent.PROFESSIONAL EXPERIENCEVice President of Business Development-Meritize Financial Inc., 2022-Present Direct and lead every facet of sales and business development o Increased client base 648% over 24 months Strategize the expansion of company objectives and business goals Execute sales targets, drive sales strategy Negotiate and close contracts/agreements with external clients Analyze existing approaches to the development of business and make changes where appropriate Devise strategies for driving sales growth across the business Collaborate with internal stakeholders on development of new initiatives for potential new clients Ability to quickly build rapport with customersVICE PRESIDENT- JPMORGAN PAYMENTS- MERCHANT SERVICES JP MORGAN CHASE BANK, NA 2021- 2022 Cultivates new business opportunities within the portfolio by aligning closely with the Banker and Treasury team to achieve individual sales goals. Serves as a trusted advisor and client advocate, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across JP Morgan. Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning. Build template-driven business case quantification for clients in support of payment solutions Completes analysis to competitively identify and price JP Morgan products and services for profitability. Demonstrates ability to communicate effectively both verbally and in writing with key decision- makers at a variety of levels (C-level executives) to evaluate needs, propose solutions from our suite of merchant services products. Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions-- works with internal partners to ensure successful implementation and product ramp-up. Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations.EXECUTIVE DIRECTOR- HEAD OF DEALER ENGAGEMENT- CHASE AUTO PREFERRED JP MORGAN CHASE BANK, NA 2019-2021 Accountable for leading all sales efforts, including building the rollout plan and infrastructure required to roll CAP out nationally to a network of existing Chase dealer partners. Member of the business product leadership team, managing a team of direct reports with continued expansion in the future. Successfully onboarded 2,000+ dealers throughout the country Collaborated closely with senior leaders in Dealer Services, National Accounts and Private Label Partners to create a plan and operating model to significantly scale the CAP program for continued expansion. Lead the national sales effort for CAP and require frequent interactions with senior leaders at key dealer partners (OEM and National Accounts) to create excitement and build strong relationships and commitment to the exceptional customer experience that CAP is focused on creating. Demonstrated ability to communicate effectively both verbally and in writing with key decision- makers at a variety of levels (C-level executives) to evaluate needs, propose solutions from our suite of merchant services products. Partnered with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions-- works with internal partners to ensure successful implementation and product ramp-up.This role required a significant amount of travel (>50%). Key responsibilities include: Management / Leadershipo Conduct ongoing program development from a dealer engagement and roll-out standpoint as core leado Manage Product Specialist roles, who will act as product experts to support dealer engagement and client strategy Dealer Engagemento Lead team in creating pitch materials that will resonate with potential partners to Manage sales conversations with potential dealer partners, and continue discussions through the lifecycle of the relationship; lead executive conversations with dealer partners, as needed o Lead delivery of in-dealership infrastructure required to stand up and onboard new dealer partners, including dealer orientation, customer experience guidelines, dealer agreements, dealer performance assessment, etc. Client Strategyo Lead national dealer prioritization efforts to identify preferred dealer partners and brands in each market with Dealer Services leaderso Execute on the dealer rollout plan in collaboration with Dealer Services and CAP product team leaderso Lead delivery of internal collateral required to roll out at scale, including playbooks for dealer engagement Product Developmento Support and collaborate on the overarching strategy of the Chase Auto Preferred program as a member of the core product leadership team.VP/REGIONAL SALES MANAGER- MAZDA CAPITAL SERVICESJP MORGAN CHASE BANK, NA 2017-2019 Managed Mazda Capital Services (MCS) West Region sales team. Primary client interface was with Mazda North American Operations, Regional personnel and Mazda dealers throughout the western half of the United States. Supported and built strong relationships with Mazda North America corporate offices and Mazda dealers using consultative servicing to facilitate increased sales and financing and leasing of new and used vehicles. Responsible for maintaining desired efficiency targets/levels. These include approval ratios, product and brand mix, as well as dealer activity ratios. Develop and implement dealer training processes and materials. Manage sales budgets, market share as well as dealer satisfaction levels. Supervise, manage and motivate remotely located sales team (DRMs). This includes coaching, performance management, HR management and development planning. Develop and execute sales, marketing and training strategies to meet overall business objectives. Participate in various business initiatives and projects to broaden the use of Chase products and services, add new products or features to the business offerings. Developed strong working relationships throughout CAF and CCB. This includes, but is not limited to Retail Branches, Legal, Risk, Brand Managers, Marketing, Compliance, Dealer Management, etc. VP/District Sales Manager- Chase Auto FinanceJP MORGAN CHASE BANK, NA 2012-2017 Develop, service, grow and maintain relationships with over 600 Southern California auto dealers, including dealer groups such as AutoNation, Penske, Sonic, Group 1, etc. Continued focus on key growth opportunities as well as the retention of key clients while building stronger relationships w/ KDMs (Owners, GMs, Regional/Platform Directors). Over $1B in loan originations in 2016 (30% growth YOY). #1 Retail Sales District vs. plan in the country. Manage remote team of 10 Dealer Relationship Managers (DRMs). This includes: coaching, motivating, problem solving, development planning, performance management, etc. Coordinate product launch activities along with lead operational teams to ensure successful customer experience and readiness. Work closely with internal partners (Product Development, Pricing, Dealer Management, Operations, Funding, Legal, etc.) to influence policies and procedures to serve our clients and protect the bank. Work on cross-functional teams (Credit, Funding, DCS, PCG, Manufacturer, etc.) on various initiatives to drive internal objectives, including profitability, service levels, etc. Maintain operating expenses below budget. Contribute through quality leadership, high profile sales, customer service and risk management.SVP of Chase Student LoansJP MORGAN CHASE BANK, NA 2007-2012 Responsible for the overall management of School Channel Sales, a 50+ person sales organization and over 3000 clients. Develop the strategic framework to achieve volume goals and profitability targets for the School Channel. Serve as an integral part of the leadership team and work across divisional lines in the development of products and services for the market. Establish new business opportunities and service existing clients. Discover and determine clients current as well as future needs. Provide clients appropriate services and solutions, including loans (FFEL, private), loan origination and processing. Coordinate product launch activities along with lead operational teams to ensure successful customer experience and readiness Work closely with Chase marketing & business teams to support all marketing efforts and drive customer engagement with the product Maintain operating expenses below annual allocation. Contribute to the overall success of Chase Education Finance through quality leadership, high profile sales, customer service and risk management. Work in conjunction with retail, private credit/risk, sales delivery, operations/IT, affinity, DTC, and legal to ensure Chase Education Finance meets its financial forecast. VP of Sales- Chase Student Loans 2000-2007 Managed west region sales team consisting of 11 sales executives, 600 clients across 31 states. Served as senior leader for the entire west region. Hired, trained and retained top sales talent. Established key performance metrics and objectives for Regional sales team. Focused on key growth opportunities as well as the retention of key clients. Disbursed over $700MM in loan volume (CY 2007- 2009). Establish new business opportunities and service existing clients in order to increase revenue. Discover and determine clients current as well as future needs. Coordinate product launch activities along with lead operational teams to ensure successful customer experience and readiness. Work closely with Chase marketing & business teams to support all marketing efforts and drive customer engagement with the product. Maintain operating expenses below budget. Contribute through quality leadership, high profile sales, customer service and risk management. Work in conjunction with retail, private credit/risk, sales delivery, operations/IT, and legal The University of Arizona- Assistant Director of Loans and Processing 1998-2000 Directly supervised up to 10 professional staff members Indirectly supervised up to 25 student employees Provide direct service to clients using all current communication methods including phone, email and in-person Counseled students and parents about financial aid basics including the Free Application for Federal Student Aid (FAFSA) application process, general aid eligibility, cost of attendance, types of financial aid and important dates and deadlines Resolved complex student issues or disputes Coached and supported team members to help them meet service standards including both quantitative and qualitative goals Regularly evaluate team members interactions with clients, feedback received and processing timelines to determine whether key performance indicators are being met and where there is room for improvement Represented and participated at various recruitment/enrollment focused events including Admitted Student Day, New Student Orientation and Transfer Orientation Represented OSFA in a professional manner in key Enrollment Management and University committeesAssistant Director/Loan Coordinator-Metropolitan State College of Denver - 1993-1998 Directly supervised up to 10 professional staff members Indirectly supervised up to 25 student employees Provide direct service to clients using all current communication methods including phone, email and in-person Counseled students and parents about financial aid basics including the Free Application for Federal Student Aid (FAFSA) application process, general aid eligibility, cost of attendance, types of financial aid and important dates and deadlines Resolved complex student issues or disputes Coached and supported team members to help them meet service standards including both quantitative and qualitative goals Regularly evaluate team members interactions with clients, feedback received and processing timelines to determine whether key performance indicators are being met and where there is room for improvement Represented and participated at various recruitment/enrollment focused events including Admitted Student Day, New Student Orientation and Transfer Orientation University of Phoenix- Financial Aid Manager/Counselor 1991-1993 Counseled students and parents about financial aid basics including the Free Application for Federal Student Aid (FAFSA) application process, general aid eligibility, cost of attendance, types of financial aid and important dates and deadlines Resolved complex student issues or disputesKey Contributions: Talent Development Program Q4 2010 Achieved Presidents Club status 2006, 2007, 2011, 2016 Achieved Leadership Award 2004 & 2005EDUCATION & CREDENTIALSColorado State University- Fort Collins, COBachelor of Arts 1991Certification & TrainingWOW TrainingBrooks Sales TrainingThe Gallup Organization, Gallup University Talent to Lead M3 Learning ProActive Sales ManagementM3 Learning ProActive SellingWilson Learning Versatile Sales ManagerWilson Learning Versatile SalespersonWilson Learning Negotiating to Yes |
