Sales Manager

Nicholas De Filippis

Smithtown, NY ***** Home: 631-***-**** Cell: 631-***-**** ************@*****.***

Highly motivated, well-organized, energetic sales and business development professional with over 20 years of successful consultative sales experience. Adept at utilizing a proactive approach to business development empowered through excellent executive-level communication and interpersonal skills. Highly focused with demonstrated talent to consistently achieve sales quota through prospecting, strong account management and commitment to provide the utmost customer satisfaction. Works well independently and as part of a team. Proven success in leading business development efforts within the financial services industry, expanding customer base and increasing revenue potential within organizations.

PROFESSIONAL EXPERIENCE

ACCUITY, New York, NY 2014-Present

National Account Manager

Manage both business development activities and account management of key accounts within the United States, selling

payment routing data, Compliance anti-money laundering screening software, SaaS solutions and data services to large financial institutions and Corporates.

For Payments, provide efficiency of payment processing and reduced risk by providing more complete data files, lookup tools, software, and professional services aimed at increasing payment STP both domestically and globally.

For Compliance, with a specific focus on Sanctions (OFAC, UN, EU, HMT), Anti-Money Laundering, KYC, Anti-Bribery and Corruption Compliance, provide the most complete data files, watch lists, lookup tools, software, and professional services aimed at increasing the efficiency of compliance workflows and ensuring optimal compliance with growing global regulations.

In 2015, exceeded $1 million quota by 20%; 2016, exceeded 100% of $1.2 million quota.

SWIFT, New York, NY 2012-2014 Regional Account Manager

Managed business development activities within North America for acquisition of new Corporate Treasury clients onto the SWIFT network.

Analyzed clients’ needs which resulted in cross-selling a wide range of products including the sales of licensed SWIFT application interfaces, SaaS cloud solutions, Integration applications and value added Consulting services.

In 2013, exceeded quota by 25%

INFORMATION MOSAIC, New York, NY 2010-2012

SVP Business Development

Directed business development activities within North America, selling complex post trade processing solutions to include data scrubbing, trade management, corporate actions, portfolio accounting, cash management, client reporting and analytics, FX management, risk compliance, downstream processing and settlement.

Provided solutions that included both licensed software, SaaS solutions and fully managed services to large financial institutions, focusing on vertical markets such as Global Custodians, Wealth Management, Investment Banks, Prime Brokerage and Asset Managers.

Proactively developed new business and increased account penetration in large strategic global financial institutions.

Ensured annual quota achievement of over $2.5M by developing a strong pipeline within a short period of time.

SIDE INTERNATIONAL EASTNETS GROUP, New York, NY 2008-2009

Senior Account Manager

Generated license sales of AML and OFAC compliance software, SWIFT applications and SaaS solutions and integration software.

•Achieved 110% of plan of an annual quota of $1.1M by proactively developing new business and expanding product sales across existing client base, selling global payment and compliance solutions to institutional and retail financial institutions and corporate treasurers.

•Retained contracts for Consulting services to direct members of SWIFT, as well as selling SaaS solution and managed services (ASP solution) on the Service Bureau for SWIFT and Compliance services.

•Utilized a wide range of both inside and outside sales techniques, which included telemarketing, direct mail, networking, attending sales conferences, vertical marketing, and generating client referrals through developing relationships with existing and new channel partners.

BROADRIDGE (formerly ADP BROKERAGE SERVICES), New York, NY 2005-2008

Director of Sales

Directed sales of the Broadridge SWIFT Service Bureau SaaS solution, as well as the Integration Middleware Solution, which delivers comprehensive functionality and straight through processing including trade initiation, confirmation, securities, treasury, payments, corporate actions and statements.

•Exceeded 100% of plan on an annual quota of $1M by proactively developing new business and expanding product sales across existing client base selling front and back office solutions to institutional and retail institutions.

•Developed new business opportunities towards new and existing members of SWIFT while targeting a wide range of clients which included Banks, Broker Dealers, Asset Managers and Corporate treasurers.

•Conducted complete and thorough analysis of prospective businesses’ operations and back office infrastructure to ascertain the businesses’ functionality, created value, and determined how our solution could impact them on efficiency and cost perspectives.

QUICK & REILLY, Islandia, NY 2002-2005

Senior Financial Consultant

•Managed existing client base $30M+ and prospected for new clients, while generating annual revenue in excess of $500K.

•Supervised licensed investment bank representatives in several Fleet Bank branches, while training them on investment products and effective sales techniques in order to incrementally increase investment referrals and total sales

CITICORP INVESTMENT SERVICES, Syosset, NY 1997-2002

Investment Consultant

•Managed existing investment client base of over $50M, analyzed portfolios and provided timely investment recommendations while generating an average annualized revenue in excess of $500K per year.

•Proactively secured new accounts through prospecting via telemarketing, face-to-face interactions, selling business to business, referrals, and seminars.

•Targeted outside sales activities towards high net worth clients and businesses, while offering complex financial solutions.

EDUCATION

B.S., Business Administration, State University of N.Y. at New Paltz

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