Account Executive Oklahoma City

Jeffrey C. Colbert – Enterprise Account Executive

Oklahoma City, OK 73118

405-***-****

**************@*****.***

PROFESSIONAL EXPERIENCE- 5+YEARS REMOTE

Colbert Holdings, Ltd.Co. (FinTech Consultant, Kimberly, Inc.) Oklahoma City, OK January 2019- Present

• Fiduciary services - constructed investment portfolio, insurance policies & Trust

• Streamlined business practices, workflows & processes yielding 25% increase in profitability

• Implemented accounting software plus CRM

• Digitized seventeen years worth of paper files

• Managed Paycheck Protection Program

• Succession Planning

Enterprise Account Executive - FinTech Strategist, WeGoLook, Oklahoma City, OK

August 2017- January 2019

• Tasked to create a suite of real estate solutions products geared toward lending institutions/construction VMP’s

• Developed a network (both current and new) of strategic partnerships (Enterprise & Mid-Market)

• Performed demos via web as well as live at multiple conferences/events with upwards of 400 attendees

• Lead RFI/RFP point person on multiple projects

• Worked directly with PM’s, Dev, Engineers to bring products to market (in tandem with marketing)

• Strategized with current and potential clients to maintain adherence to federal rules/regulations

• Engaged C-Suite executives during entire sales process

• Streamlined AE’s and Customer Success sales team processes as Sales Manager resulting in 38% uptick in sales

• Responsible for LOI’s, contract negotiation, SOW’s, legal liaison, delivery teams, client success Enterprise Account Executive – The Sapphire Experience, Veros Real Estate Solutions/Sapphire, Oklahoma City, OK - Remote October 2015 – August 2017

• National Sales Director of Veros Sapphire (Enterprise, Mid-market,) a cloud based VMP for banks, credit unions, lending institutions

• Responsible for LOI’s, contract negotiation, SOW’s, legal liaison, delivery teams, client success

• RFP/RFI participant at the highest levels (top three participant for Flagstar, a top 10 Bank)

• Steer Sapphire’s development efforts to assail competitors product offerings

• Worked alongside PM’s/engineers/dev in order to adhere to timelines/integrations

• Increased wallet share with current clients by upselling suite of mortgage tech products

• Demonstration of software platform via webinars, trade shows, in person meetings (up to 50%+ travel)

• Onboarding of new clients, implement new features with current clients, solve for tech issues that arise

• Engaged/negotiated with C-Suite executives to secure new business Enterprise Account Executive, LenderX, Oklahoma City, OK - Remote January 2015 – October 2015

• Solutions based consultation/sales of cloud based appraisal management system for lending institutions

• Advise strategic accounts of ongoing regulatory concerns/provide tools to mitigate risk/adhere to regulations

• Build and maintain a nationwide funnel including: attending conferences, cold calls, onsite visits, prospecting lists

• Demonstration of software platform via webinars, trade shows, in person meetings (up to 50%+ travel)

• Sales leader for AE’s and Customer Success teams

• 138% Quota achievement

Enterprise Account Executive, CoreLogic (Mercury Network, Appraisal Scope) Oklahoma City, OK - Remote

July 2013 – October 2015

• SaaS Consulting (cloud-based, residential real estate appraisal management platform) Enterprise, Mid-Market

• Assist Lenders and Mortgage Bankers with the technology they need to manage risk

• Afford Lenders, Mortgage Bankers and Appraisers the ability to become or remain compliant and meet regulatory demands

• Provide training and ongoing support to ensure proper workflow quality so as to mitigate risk

• Prospecting both by phone and frequent travel for in person demonstrations and conferences

• Provided virtual demos hundreds of times

• Engaged C-Suite executive throughout sales cycle

• Sales Manager for new AE’s and trainer for Customer Success team

• Responsible for LOI’s, contract negotiation, SOW’s, legal liaison, delivery teams, client success Financial Advisor, Morgan Stanley Oklahoma City, OK June 2009 – July 2013

• Strong aptitude of municipal and corporate bonds, treasuries, options, equities, commodities, foreign currency and portfolio management

• Provide in depth, detailed analysis of clients financial standing, including risk tolerance levels, current and long term needs prior to making recommendations

• Constant interaction with prospective clients, especially high net worth individuals, through marketing, cold calling both in person and over the phone, seminars, etc. to obtain new business

• Utilized both Morgan Stanley proprietary and industry software to determine market trends in order to capitalize on them

• Sales Leadership (Manager) to Financial Advisor recruits

• Tier 1 exceeds expectations 85% of the time

Owner, Colbert Holdings Ltd., Oklahoma City, OK

January 2004 – June 2009

• Motion picture production services company. Involved in the making of nine motion pictures and multiple commercials

EDUCATION

• Moving Image Arts, Oklahoma City University, 2000-2004 3.83 GPA OTHER SKILLS

• CRM Proficient: SalesForce, Hubspot, Capsule

• Google Workspace

• SLACK

• Cybersecurity Certs: CISM, CISSP (pursuing)

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