Sign in

Sales Financial Services

Miller Place, New York, United States
December 04, 2017

Contact this candidate





Consultative & Solution Sales Territory Growth Strategic Planning Staff Development & Leadership Highly accomplished sales leader with consultative approach to achieving business growth. Cultivate and maintain strategic relationships with senior executives to drive adoption for implementation of new revenue-generating ideas. Demonstrate expertise in transformational sales roles that emphasize executive action. Record of achievement winning enterprise MarTech, FinTech, AdTech, and financial services accounts. Multiple Award Winner, with expertise hiring and growing sales teams to outperform established plans. Strengths include: New Business Development Strategic Account Planning Entrepreneurial Vision & Mindset Revenue Growth Go-to-Market Planning Brand Management Risk Management Marketing Performance Client Development & Engagement Key Stakeholder Relationships Project Management Negotiations PROFESSIONAL EXPERIENCE

UP AND RUNNING (UAR) SOFTWARE, INC., New York, NY 2016-2017 SVP, Sales & Business Development

Hunted for new business and served as highly valued individual contributor to this developer of custom software, databases, and scalable systems, including new software, legacy / current system support and enhancements and migrations. Sold custom development software services; pursued and secured business from enterprise accounts.

•! Conceptualized and implemented sales strategy and market positioning to structure successful partnerships with Aerospike and Redis Labs (NoSQL vendors).

•! Generated approximately $700K in business in just 8 months from initial contract to deal closure. o! Secured UAR’s vendor status for NY Mass Transit Authority (MTA) and its affiliates. Generated business from Walmart and other leading companies.

•! Introduced sales process and tools to manage pipeline. Established contract with PR Newswire to share company news to facilitate business growth. Also, worked with internal team to establish case studies. THUMBTACK TECHNOLOGY, LLC, New York, NY 2011-2016

Vice President, Global Business Development & Sales (2015-2016) Assumed increasing levels of accountability via promotion for this high-end web and mobile solution-oriented software consulting company specializing in high volume, fault-tolerant, data driven solutions. Championed company’s growth, which included securing business from domestic and European-based accounts. Positioned company as marketplace leader in AdTech and MarTech platform and application development.

•! Presented and sold high-end custom built data analytics platforms to leading AdTech and FinTech companies to complement company’s proprietary systems.

•! Sold eBay comprehensive restructuring of messaging platform for enterprise group that generated $100K+ monthly – more than $3.8M over life of project. Also, sold demand side platform (DSP) that yielded $80K+ month over 18-month period.

•! Achieved year-over-year growth of between 80% and 100% from 2011 through 2016. Grew monthly billing from $100K in 2011 to $1.75M+ in 2016.

•! Developed email campaigns for inside sales staff and created consistent marketing collateral that positioned company as complementary partner to clients’ internal development teams.

•! Won new business from European and domestic clients including: Viewster AG; AppNexus; PlacelQ; Multiview; eBay; Adform; Penton Media; adMarketplace; Quicken; OnDeck Capital; JPMorgan Chase; Hybris/SAP Cisco; Comcast; and

•! Promoted environment that supported ongoing growth and development, which included hiring high performing staff from 23 employees in 2011 to what became 200+ staff by 2016. Vice President & Head of Sales (2011-2015)

Hired as 3rd person in dynamic startup environment with authority for driving all revenue. Demonstrated exceptional record of sales achievement. Won numerous multi-year deals and established company as marketplace leader. MARK LEIBOWITZ


•! Secured $90K / month deal for first 6 months that grew to monthly billing of $170K with 18 billable resources resulting from key win with SAP/Hybris to facilitate development of Hybris’ new e-Commerce platform.

•! Drove $270K in sales from multi-year deal with Mirada Studios to develop virtual reality gaming applications.

•! Engaged with OnDeck Capital and Chase to sell FinTech solution that generated approximately $130K a month and subsequent multi-year contract that generated $4M. o! Sold solution around transactional platforms using Couchbase NoSQL software to build architecture, drive integration, and scalability.

o! Cultivated partnership with Chase small business and OnDeck to facilitate approval and servicing of small business loans.

•! Won initial key customers in AdTech vertical, including AppNexus; adMarketplace; Marin Software; AerServ;; PlaceIQ; Adform; TapAd; eBay Enterprises; and Penton Media. MOKAFIVE, INC., New York, NY 2010-2011

Eastern Regional Sales Director

Managed east coast financial services business for this desktop management and virtualization software solution. Created sales strategy to win proof of concepts (POCs) and pilots with leading financial accounts. Initiated relationship with Intel and contributed to virtualization white paper. Clients included Bank of NY Mellon; Prudential; UBS; JPMorgan Chase; and ING Americas.

ATERNITY, INC., Westborough, MA 2007-2010

National Director of Sales Financial Services

Hired as company’s 5th employee focused driving sales in financial services vertical. Created demand for Aternity’s end- user monitoring solution. Won 5 out of 7 deals for company in 2008 representing 74% of overall company worldwide revenue and 10 out of 15 deals for company in 2009 representing 57% of worldwide revenue. Clients included Merrill Lynch; ING Direct; ING Financial; Bank of America; Wachovia; Wells Fargo; Prudential; Cigna; and Paychex.

•! Closed initial POC’s in 2007 and deals in 2008 with leading financial services companies, including JPMorgan Chase, ING, Wachovia Securities, Wells Fargo and others – company’s first wins in US.

•! Drove $17M in sales over tenure. Award winner for surpassing revenue, bookings, and POC commitments.

•! Won all 3 business units of ING that represented nearly $2.5M in sales; closed initial $3.7M enterprise deal with Bank of America.

GT Software, Inc., Atlanta, GA 2004-2007

Regional Sales Manager – Northeast US & Canada

Won recognition as top performer 2 consecutive years after successful launch of Ivory Service Architect in SOA market for SOAP in financial services and telecommunications. Garnered recognition from Gartner in mainframe SOA marketplace. Consistently surpassed sales quota of $2M in 2005 and 2006 by 10% and 22% respectively. Additional Experience:

Nastel Technologies, Inc.: Sales Consultant, Melville, NY (2003-2004) Digital River, Inc.: Vice President of Sales, Northeastern Region, Eden Prairie, MN (2002-2003) Callixa Corporation: Vice President of Sales, Eastern Region & Financials, New York, NY (2000-2001) Softport Systems, Inc.: Partner and Vice President of Sales & Marketing, New York, NY (1997-2000) (sold company to BEA Systems and was minority partner

SAP Japan: Senior Director, Tokyo, Japan (1996-1997) AT&T: Senior Sales Manager, Financial Sales, Tokyo, Japan (1993-1996) EDUCATIONAL ACHIEVEMENT

STATE UNIVERSITY OF NEW YORK, BINGHAMTON, Binghamton, NY Major: Management & Finance. Minor: Asian Studies

KANSAI GAIDAI UNIVERSITY OF FOREIGN STUDIES: Osaka, Japan Certificate of Completion of Japanese Language Studies & Business Management

Contact this candidate