Sales Project Manager

SCOTT M. MONTIGELLI, CTP

** **** ******, #** *******@*********.***

Hoboken, NJ 07030 201-***-****

SENIOR SALES & BUSINESS DEVELOPMENT EXECUTIVE

Results-driven executive with extensive background in Financial Services / Financial Application Software

Strategic thinker / dedicated achiever with strong leadership experience for motivating teams to common objectives

Frequent lecturer and recognized industry professional skilled in evangelizing new concepts and solutions

Deep experience in Software as a Service (“SaaS”), ASP, and Treasury & Cash Management Operations

Able to identify and adapt to any compelling value proposition

PROFESSIONAL EXPERIENCE

KYRIBA CORPORATION, New York, NY

Kyriba Corporation is a high-growth global software company specializing in Software as a Service deployment of

financial applications. Hired as the 5th employee in N. America / 15th globally and promoted to Management Team

in 2006. Currently 100+ employees globally with annual sales exceeding $20 million.

VICE PRESIDENT, BUSINESS DEVELOPMENT – 2008 - Present

Reports to Executive Vice President and Chief Executive Officer

Leading first Business Development function to identify and cultivate strategic alliances for revenue generation

opportunities through referrals. Strengthen existing relationships with consulting groups and directly manage all

communications with industry analysts. Executive consultant to N. American Sales for closing new business.

• Forge Referral Agreements with leading industry service providers including Travelex, OpenLink, Institutional Cash

Distributors, Clearwater Analytics, Reval and SWIFT

• Generated 150 referrals to date for N. American Sales through strategic partnerships

• Produced $2MM contract value to date through alliances and direct support of Sales Executives

• Build relationships with global + regional banks to introduce, educate, and promote Kyriba’s solutions

• Member of M&A team identifying and evaluating strategic acquisitions and alliances

VICE PRESIDENT, SALES AND MARKETING – 2006 - 2008

Reports to Chief Executive Officer

Managed all Sales and Marketing initiatives and associated P&L for N. American operations.

• Conceptualized, established and expanded company’s brand throughout N. America

• Spearheaded all marketing initiatives catapulting Kyriba to ‘Top 5’ industry-leading provider and innovator

• Expanded N. American sales team by 100% and managed a group of 15 Sales and Marketing Executives

• Managed largest N. American account acquisitions including WellPoint, Murphy Oil, Enbridge, Qualcomm and

Constellation Brands

• Increased N. American client base by approximately 300%

VICE PRESIDENT, SALES – 2005 - 2006

Reports to Chief Operating Officer

Responsible for direct sales and account management in Northeastern US. Customers include McKinsey &

Company, Liz Claiborne, Rockwell Collins, Atlas Air Worldwide and The Boler Company.

• Increased N. American client base 1,000% in 15 months capturing Fortune 500 / Fortune 1000 companies

• Developed value propositions and refined all sales collateral used by N. American sales team

• Negotiated Liz Claiborne contract resulting in $700,000 revenue

• Coordinated and managed company participation in all regional and national industry conferences

• Generated and cultivated leads across N. America for distribution to sales team

• Initiated eMarketing concepts and campaigns including SEM, SEO, webinars, email, etc.

SCOTT M. MONTIGELLI, CTP

*******@*********.*** 201-***-****

PAGE TWO

DELOITTE & TOUCHE, LLP, New York, NY

Deloitte & Touche, LLP, is a leading professional services firm serving over one-half of the world’s largest

companies in four areas: audit, tax, financial advisory services, consulting. Annual revenues exceed $26 billion.

MANAGER, Enterprise Risk Services – 2003 - 2005

Reports to Firm Director, Investment Management, and Partner, Controls Assurance

Charged with expanding Treasury Services practice to capture new market. Assumed responsibility for client

engagements to manage projects from inception to closure inclusive of staffing, planning, deliverables, and P&L.

• Conceptualized marketing plans for Treasury Services initiative and co-produced marketing collateral

• Conceived and executed sales strategy to expand presence in national and regional marketplace

• Managed multiple Sarbanes-Oxley readiness projects encompassing controls design & documentation

• Fostered industry relationships for future partnering agreements to promote new revenue opportunities

SUNGARD TREASURY SYSTEMS, Stamford, CT

SunGard Treasury Systems is an operating entity of SunGard Data Systems, a global leader in integrated software

and processing applications for financial services and E-Business. Annual sales exceed $5 billion.

MANAGER, SALES AND CLIENT RELATIONS – 2002 - 2003

Reports to Director, Eastern Region Sales and Vice President, Client Services

Led first revenue generation and “User Experience” initiatives focused on existing US client base.

• Grew annual software and consulting revenues from existing US clients by 100% through Q2 2003

• Expanded client reference pool across product lines by 40% thereby improving corporate image

• Created and implemented new fee schedule raising consulting revenues 20%

• Increased customer references resulting in accelerated revenues of $800,000

SENIOR TREASURY CONSULTANT & PROJECT MANAGER – 1999 - 2002

Reports to Director of Professional Services

• Project management of concurrent treasury software implementations to the Fortune 500

• Exceptional performance history and client satisfaction creating 100% reference rate

• Completed projects on time and at-or-under budget; exceeded billing goals 10%-20% per annum

• Key member of project team formed to develop and deploy Client Relationship Management System

MERRILL LYNCH CAPITAL SERVICES, Jersey City, NJ

Merrill Lynch Capital Services is a subsidiary of Bank of America Merrill Lynch. Revenues exceed $119 billion.

ASSISTANT VICE PRESIDENT / GLOBAL COLLATERAL MANAGER – 1995 - 1999

Reports to Vice President of Global Collateral Management

• Supervised 4 associates and managed collateral activities of MLCS debt-derivative swap operations

• Assets managed exceeded $3 billion

• Conceived/executed strategies offsetting intercompany loans for daily savings of $5,000 - $10,000

• Reduced funding costs by $20,000 - $40,000 per week through aggressive rehypothecation of collateral

PROFESSIONAL ACCREDITATIONS AND AFFILIATIONS

Certified Treasury Professional (CTP)

Journal of Corporate Treasury Management, Founding Editorial Board Member

Association of Financial Professionals

EDUCATION

VILLANOVA UNIVERSITY, Villanova, PA

B. S. Business Administration

Major: Finance Minor: Sociology

Order of Omega Honor Society; Dean’s List Honors

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