Software Sales Consultant Pre-Sales Engineer

Financial Services Technology

QUALIFICATIONS PROFILE

Seasoned, performance-focused, and results-driven professional, offering extensive experience in various aspects of the financial services industry, encompassing consultations, customer relationship management, and sales engineering. Strategic leader, armed with proven record of success in leading a variety of initiatives including sales and interactive product demonstrations, in alignment with company objectives. Adept at overseeing and motivating teams to secure positive outcomes, exceed goals, and accomplish multiple projects while driving optimum results. Equipped with articulate interpersonal skills in coordinating efficiently with diverse individuals.

RELEVANT EXPERIENCE

Mortgage Cadence, LLC (an Accenture company), Remote Employee

Associate Manager, Sales Engineering 2015–2017

Conducted accurate translation of all the needs of prospects and existing clients into a demonstrable format of software solutions owned by Mortgage Cadence LLC and drive sales efforts for the net of new and add-on sales

Performed sales demonstrations for The Mortgage Cadence Enterprise and mid-markets LOS; imaging; document creation; and POS solution suite in the top 50 and mid-market financial institution space which covered mega banks, credit unions, CUSOs, retail, and wholesale mortgage companies

Streamlined the flow of presentations for the Mortgage Cadence suite of solutions to ensure quick response to clients’ and prospects’ business needs and resolve their new technology purchase through perspective of the specific client

Collaborated with the Marketing Team in employing Sales Intelligence function to help the company in staying updated with the competitive landscape

Rendered help in completing and delivering requests for proposal (RFPs), requests for information (RFIs), and other requests generated inside sales channels

Career Highlights:

Successfully surpassed the $21M annual quota in net new and add-on sales through effective proprietary deal planning specific to each prospect and client interaction

Boosted sales efforts through establishment of strong relationships with C-level executives, influencers, consultants, and other key stakeholders for both prospects and existing clients

Earned recognition as one of the 2016 Vision Award finalists for demonstrating excellence in Partnership and Innovation

FIS, Maitland, FL § (2008–2015)

Product Sales Consultant, Integrated Core Add-on Sales 2013–2015

Coordinated inside sales activities in support of sales effort relevant to ancillary software solutions to existing customers of the MISER core banking solution

Made use of consultative sales strategies in communicating with clients through phone calls to drive sales cycle from identifying opportunities to signing contracts

Facilitated interactive product demonstrations using tools which included WebEx and Live Meeting for c-level executives and other decision makers within the client base

Demonstrated exceptional interpersonal skills in negotiating pricing and contracts with clients and internal support teams to drive the sale to contract signing

Career Highlights:

Contributed in the consolidation of contract process and reduction of the execution time frame from days to minutes by functioning as subject matter expert for the execution of Salesforce and associated tools such as DocuSign

Received recognition as member of the 2014 Chairman’s Club team by garnering outstanding achievement in sales

Earned reputation as trusted partner to clients, team members, and other internal business units in streamlining opportunity for continued sales

Obtained 100% of personal production quota of $8M in 2014

Made contributions in surpassing yearly revenue objectives of business unit of 17% of the departmental goal

Client Education and Consulting Manager 2008–2013

Supervised six trainers and two business consultants and four technical writers on training, consulting and documentation of curriculum for the MISER Core Banking Platform

Optimized education and consultancy services to Fortune 500 financial software service providers through recruitment initiatives as well as transitioning the department from a cost of sales environment into one of revenue generation

Applied mixed tactics involving internal key stakeholders and members of the client base in effecting over 300 course titles

Career Highlights:

Efficiently implemented marketing initiatives, exceeding revenue by 356% of stated goals

Attained 81% profit capture rate by executing a “cross-sell” strategy for consulting and education engagements

Consistently maintained ranking in the top 3 training departments within FIS for client satisfaction and retention

Guaranteed house opportunities were addressed, thus garnering a 4.25 out of 5.0 average client satisfaction rating

Self-employment, Orlando, FL

Independent Consultant 2007–2008

Demonstrated expertise in providing recommendations to the following:

-Symantec Corporation – Learning and Performance Group, Cupertino, CA

-Siemens Corporation – Global Shared Services Division, Orlando, FL

-JP Morgan Chase – Retail Financial Services/Home Finance Division, Tampa, FL

Assisted in the coordination of training programs for enterprise resource planning (ERP) applications and loan origination systems (LOS)

Offered guidance in selecting and implementing learning management systems (LMS)

OTHER EXPERIENCE

Citigroup, Tampa, FL

Assistant Vice President Training Manager

Market Street Mortgage, Clearwater, FL

Assistant Vice President Technology Training Manager

Fiserv easyLender, Lake Mary, FL

Educational Services Instructor

Ivanhoe Financial, Orlando, FL

Corporate Trainer

SunTrust Banks, Inc., Orlando, FL

Assistant Vice President Training Officer

Charles Schwab and Company Inc., Orlando, FL

Senior Training Specialist

EDUCATION AND CREDENTIALS

Bachelor of Arts in Organizational Behavior and Business Administration

Rollins College, Winter Park, FL

Associate of Arts in General Studies

Valencia Community College, Orlando, FL

College Preparatory Diploma

Christian Home and Bible School, Mount Dora, FL

Florida Real Estate Sales Person License

State of Florida – Valid Until Sep 2017

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