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Financial Services Sales Executive

Location:
Malvern, PA
Posted:
December 01, 2023

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Resume:

KRISTIAN GARDNER

609-***-**** ad1mf8@r.postjobfree.com Midland Avenue, Berwyn, PA 19312, USA

SUMMARY

As a dynamic Sales Leader with a wealth of experience in the technology and financial services sectors, I excel in driving revenue growth through strategic solutions and strong client relationships. My expertise lies in navigating complex sales cycles, from prospecting to closing, and I have a proven track record of surpassing targets.

With a keen understanding of the intersection between technology and finance, I bring innovative approaches to address regulatory challenges and enhance operational efficiencies. I’m a strategic thinker and leader who can make impactful contributions to any forward-thinking organization. SKILLS

HARD SKILLS: Sales Leadership, Technology Industry Experience, Banking, Credit Unions, Institutional Lenders, Solution Selling, SAAS, Regulatory Compliance Solutions, Large Contract Negotiations, Business Growth, Public Speaking, Strategic Planning, Client Training, Relationship Management, Financial Services, Software Sales, Enterprise Software, Account Management, Revenue Growth, Market Penetration, Team Leadership, Negotiation, Product Knowledge, Financial Analysis, Training and Development, Cold Calling, Relationship Building, CRM Software, Demo Presentations. SOFT SKILLS: Leadership, Teamwork, Adaptability, Communication, Critical Thinking, Analytical Skills, Problem-Solving, Time Management, Interpersonal Skills, Organizational Skills, Adaptability WORK EXPERIENCE

FINTECHOS SOFTWARE, US

NORTH AMERICAN SALES DIRECTOR 03/2022 – PRESENT

Recruit, lead, and manage a team of 4 BDRs while carrying a producer's quota.

Develop and execute sales strategies targeting banking and credit union channels, engaging with C-Suite, CIO, Chief Digital Officer, CLO, and COOs.

Successfully onboard the first US Credit Union, displacing a well-entrenched competitor, resulting in recurring revenue of $150k per year, subsequently increasing to $400k per year for the next five years.

Secure the first US Bank for the POS solution, a community bank with $500 million AUM, aiding in the launch of a new bank and rebranding, leading to the adoption of 2 additional products.

Establish the first white label client through a partnership with a small Cuso, providing a customizable DAO/LOS for over 300 small credit unions, projecting $3.3 million recurring revenue in the first year with a 25% anticipated increase year on year for the 5-year contract.

Conduct over 150 discovery calls and demos for credit unions over $1 billion AUM and banks over $3 billion AUM since 2023, all with the C-suite or committees.

Maintain a personal pipeline of $29.4 million with a weighted average of $7.2 million. PALINODE SOFTWARE, NORTH AMERICA

REGIONAL VICE PRESIDENT 05/2020 – 02/2022

Led ground-up marketing, demonstration, and sales of automated credit dispute/compliance software to community banks, credit unions, challenger banks, credit card providers, and services.

Successfully hired and trained a team of BDRs, achieving substantial market penetration.

Demonstrated proficiency in introducing innovative concepts and software solutions to financial partners, enhancing operational efficiency.

Secured significant contracts, including the first Credit Union (Fire & Police) and the largest subprime National Credit Card Servicer

(Continental Finance).

Maintained an exceptional performance trend, consistently exceeding quota, with a substantial portion of annual targets achieved in the latter half of the year.

Conducted demos and closed deals with over 40 credit unions, ranging from $750 million to $95 billion AUM, as well as top banks in the United States.

TEMENOS SOFTWARE, NORTH AMERICA

REGIONAL VICE PRESIDENT 09/2019 – 05/2022

Developed new revenue streams within the Banking/Credit Union space, selling the Infinity product line encompassing digital banking solutions, back-office core, collections software, loan origination/account automation, and omnichannel consumer/business banking apps.

Conducted high-level meetings with C-Suite executives, including CLO, CCO, CIO, and CEO, for transactions with an average sales cycle of 6-9 months.

Exceeded the 2019 NBV target by 42%, achieving software sales of $2,062,100 despite joining the team late in the year.

Successfully completed the largest company-wide consumer loan origination automation software sale since its launch in 2017.

Qualified for the global presidents' club in the first year.

Dislodged multiple legacy competitors throughout the region by introducing new technologies.

Left a pipeline of more than $6 million on a $1.3 million 2020 target.

Hired, trained, and led a small team of BDRs to enhance market penetration and lead qualifications. THE ALTUS GROUP

MID-ATLANTIC NATIONAL ACCOUNTS MANAGER 09/2016 – 05/2019

Managed strategic accounts and drove revenue growth by selling enterprise software applications to major financial institutions, advisory firms, private equity investors, REITs, property owners, developers, and service providers.

Exceeded quarterly revenue targets, both in license and services quotas, consistently achieving bonus incentives.

Converted the top 100 accounts in the Mid-Atlantic to the Enterprise license platform, increasing year-on-year revenue by 124%.

Cultivated relationships with the top 50 REITs, developers, and banks, with average deal sizes exceeding $350,000.

Pioneered the successful conversion of the first major cloud offering within existing Enterprise clients.

Initiated five high six-figure deals for the new fund modeling tool in Q1 2019. THE COSTAR GROUP

DEBT AND EQUITY SPECIALIST & SR. ACCOUNT EXECUTIVE 04/2010 - 9/2016

Exceeded monthly and yearly revenue objectives/quotas.

Developed and executed a detailed business plan to manage, retain, and grow revenue opportunities from within the book of business.

Created new revenue streams while maintaining a 96% renewal rate by consulting clients to develop a training/service program.

Played a critical role in developing a product for banking clients, providing justification and substantiation for lending decisions.

Responsible for integrating marketing platforms with information products for institutional investors, owners, REITs, and banking clients.

Achieved outstanding performance, surpassing quotas with 137% of the quota in 2012.

Responsible for the highest growth and client retention of existing books of business on the East Coast.

Maintained client relationships through long sales cycles and customized proposals and contracts. BAYVIEW FINANCIAL/INTERBAY FUNDING

AVP OF BUSINESS DEVELOPMENT / REGIONAL VICE PRESIDENT / NATIONAL SEMINAR LEADER / DIRECTOR OF BUSINESS DEVELOPMENT 01/1999 – 04/2010

Built and led a team of 15 BDMs and Account Executives, increasing production throughout the Mid-Atlantic region.

Spent 75% of the time interfacing with key accounts and creating marketing and training programs for greater efficiencies.

Achieved an average of 130% of net quotas, consistently meeting and exceeding monthly and annual targets.

Successfully established a 30% market share against a well-established competitor in the U.K.

Conducted training seminars throughout the U.K. and Ireland, enhancing market penetration and lead qualifications.

Increased residential mortgage brokers and bankers originating commercial loans.

Successfully grew territory by an average of over 28% yearly.

Developed four correspondent relationships within the territory, surpassing expectations by developing 6.

Delivered the company's message to the banking and mortgage brokerage community throughout the United States and Canada.

Developed three-hour marketing and training seminars, establishing authority in the industry. FIDELITY BOND AND MORTGAGE

OUTSIDE LOAN OFFICER 1998-1999

Served as an Outside Loan Officer in the Government Loan Division, specializing in Reverse Mortgages at Fidelity Bond and Mortgage.

Demonstrated expertise in government-backed loans, providing valuable financial solutions to clients needing reverse mortgage options. EDUCATION

THOMAS EDISON UNIVERSITY

ARIZONA STATE UNIVERSITY

LYNN UNIVERSITY

ADDITIONAL EXPERIENCES

STANDUP COMEDY 1996-1998

Performed as a standup comedian, honing skills in public speaking and entertainment



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