PMI™ Certification Six Sigma™ Certification Sales Curriculium

JEFFREY S. LICHTENSTEIN

* ****** ***** *******, ** 01867 H: 781-***-**** M: 617-***-**** adlpxg@r.postjobfree.com linkedin.com/in/jefflich Confidential

SENIOR APPLICATION SALES DIRECTOR – “Passionate, experienced new business Hunter” IT Consulting and Solutions / BI Analytics / Oracle E-Business Suite / Oracle Ambassador New Business Development – Account Management – Client Relations / Retention – Increased Market Share – Hunter Results-driven professional with ongoing success in developing and executing growth strategies, partnering with C-level executives and delivering multimillion-dollar initiatives for both startup and established companies. Leverage wealth of industry contacts, expertise in managing complex negotiations, and experience in applying consultative/cross-functional sales and pre-sales approach Strategically engage with a diverse set of stakeholders and influencers. Identify issues and offer practical solutions that add efficiency, promote client satisfaction, and produce a long-term increase in market share. Contacts include Fortune 500 decision- makers in the Financial Technology (Fintech), financial services, capital markets, banking, and insurance industries. Selected Highlights

• Developed and closed 2.3M in new revenue; cultivated C-Suite relationships with CEO’s, CRO’s & Board of Directors – AzimaAI.

• Increased sales by up to 50% by successfully presenting clients with value propositions closed 2.1M in new business with Fortune 1000 companies and growing client’s market share – Business Intelligence Group.

• Produced 12.7M in new accounts while growing 180M P&L by up to 10% via closing, directing and managing diverse SOWs, POCs, and projects for MetLife, Allstate, NY Life, Royal Bank of Canada, and AIG, among others – Polaris Software Labs.

• Expanded P&L and revenues to 130M; exceeded sales quota by 125%, maintained cost margin ratio by 35% – Oracle. Certifications

GE Genesis Sales and Six Sigma Training Certification – Oracle e-Business Suite, Sales and Management Training – 2000 to 2011 Project Management Organization (PMO) Certification – Six Sigma, Certified Core Competencies

Wealth of Financial Industry Contacts Global Service Delivery Management Sales / Marketing Strategies

IIoT / Consultative / Collaborative Sales Software as a Service (SaaS) Train / Mentor / Motivate Teams

Profit & Loss Statements IT Infrastructure / Testing Clear Written / Spoken Communications

Hunter Mentality BPO / Systems Integration Cloud / Application Development Professional Experience

SYMPHONY AZIMA AI, Boston, MA 3/2018 to 10/2020

AzimaAI delivers machine health reliability solutions that reduce risk, improve safety, increase productivity and optimize efficiency. Senior Consultant

Collected and analyzed data from connected assets, locations, and people to deliver actionable insights at the industrial edge. Market Industrial Internet of Things (IIoT) portfolio into the Chemical, Pharmaceutical, Industrial Manufacturing industries, and other markets.

• Marketed and evangelized the Symphony AzimaAI software and services portfolio including Watchman™ & APM 360™

(IIoT) solutions’ into the BioTech, Chemical, Pharmaceutical, and Industrial Manufacturing Industries.

• Provided reliability and predictive analysis to clients; resolve complex issues for our clients and identify sales opportunities.

• Closed 2.3M in MSA’s and contracts to Dow Chemical, DSM, Methanex, Solvay, AstraZeneca, Ford, GM, and SC Johnson. SOFTLINX, INC., Boston, MA 8/2017 to 2018

Providing global business organizations cloud-based business tools to manage their document delivery and management processes. Director of Sales & Business Development (Contractor) PMI™ Certification Six Sigma™ Certification Sales Curriculium

• Closed Cloud and Documentation solutions; generated over 1.3M in new acquisition sales.

• Clients included State Street, Edward Jones, Deutsche Bank, HSBC, IBM, Anheuser-Busch, Porsche, HSBC, Ericsson, United Nations, USDA, Lilly and Elation Health.

BUSINESS INTELLIGENCE GROUP, Boston, MA 2015 to 2017 An entrepreneurial venture that provides clients with trusted advisory sales consulting. Founder / Director of Sales & Business Development Oversee daily operations; developed and executed sales and business development strategies for Mass-Challenge IPO startups in Cloud computing, Analytics and Systems Integration, Customer Relationship Management (CRM) and The Internet of Things.

• Develop and execute successful sales closing model, including targeted prospect/marketing campaigns.

• Collaborate with various system Integrator's while solidifying partnerships with industry leaders such as Merrill Lynch, American Family, Liberty Mutual, State Street, Aetna, Fidelity Investments, TD BankNorth, and Citizens Bank.

• Pro-Bono and Self-Funded Philanthropic venture; grew Hi-Tech Software SaaS Business community. RIGHT SOURCE GLOBAL, INC., Boston, MA 2014 to 2015 Provides onsite, offsite, and offshore technology services and solutions; maintain offices in the US, Europe, and India. Director of Sales – US Sales Organization

Recruited to launch US operations, managed 32.5M in P&L, and generated new acquisition revenue with Fortune 1000 banking and capital market clients. Trained, mentored and oversaw onshore and offshore sales teams. Partnered with industry leaders such as Oracle and SAP.

• Created and implemented go-to-market strategies and the sales plans for the entire region. Worked on an Entrepreneurial self-funded Venture through investment. Developed merger and acquisition business model.

• Managed and wrote technical requirement specifications and close Statements of Work (SOW).

• Developed upward of 3.1M within a portfolio of 32.5M in revenue for clients via long-term contracts for offshore project engagements. Oversaw 6 salespeople, pre-sales consultants, and SME’s to market offshore and offshore services.

• Negotiated with the following clients: Merrill Lynch, American Family, Liberty Mutual, State Street, Aetna, Fidelity Investments, TD Banknorth, and Citizens Bank. Involving Compliance, BPO/BPO, Application Development, and Cloud. FRONTLINE CONSULTING SERVICES, Boston, MA 2012

FCS was Oracle’s largest BI Platinum Partner and was acquired TEKsystems, Inc. in 2012. Senior Director of Sales – North American Sales Organization (Oversaw Pre-Sales) Sold BI Analytics / OBIEE software applications / E-commerce suite; mentored and executed sales, including pre / post-sales.

• Oversaw 9 salespeople, pre-sales consultants, and SME’s to market BI professional offshore/onshore engagements.

• Prospected and presented value proposition to CFOs, CIOs, and CROs; closed upward of 5.4M in new sales.

• Oversaw and produced 30.7M in new accounts while growing 85M P&L by up to 10% via closing, directing and managing diverse SOWs, POCs, and projects for MetLife, Citizens Bank, NY Life, Santander Bank, and General Electric. POLARIS SOFTWARE LABS, Jersey City, NJ (Virtusa acquisition) 2010 to 2011 Polaris is among the world’s leading digital transformation companies with particular emphasis on the financial services industry. Senior Vice President of Sales – Insurance Practice, Americas (Pre-Sales and New and existing business) Recruited to create, develop, and implement new business plans for 10-person multi-state team of pre-sales, sales, SME, delivery, and consultants. Pioneered collaborative/consultative sales strategy to market product to the life insurance industry.

• Marketed CBX Agency portal (IBM preferred vendor), P&C, life claims, new business, and underwriting; offered application development, content management, legacy modernization, compliance/privacy & enterprise risk management / Solvency II.

• Selected projects included life enrollment, visual basic to .net, testing and performance analysis, underwriting, wealth management portal, business process mapping, ETL testing, BPO, application development, and legacy modernization.

• Produced 12.7M in new accounts while growing 180M P&L by up to 10% via closing, directing and managing diverse SOWs, POCs, and projects for MetLife, Allstate, NY Life, Royal Bank of Canada, and AIG. PMI™ Certification Six Sigma™ Certification Sales Curriculium ORACLE CORPORATION, Boston, MA 2007 to 2010

Oracle is among the world’s leaders in enterprise software and IT innovation. Director of Sales – Financial Services Consultant

Tapped to drive new business development and deployment of high-caliber IT, insurance, wealth management, wholesale banking, and capital markets outsourcing solutions to the world’s largest financial institutions. Achieved 125% sales quota from 2007 to 2010.

• Co-marketed Compliance/Security GRC, money laundering, bank operational software, and BPO services; oversaw web- portal development, e-commerce design, and facilitated CIO workshop symposiums on business strategies to increase conversion. Led Sales Symposiums and closed on and offshore projects to Privacy Executives in the Financial Services sector.

• Closed 18.3M in new sales; managed a portfolio of 63.5M P&L; clients included MetLife, Eaton Vance, Pioneer Investments, and Brown Brothers Harriman. Oracle Ambassador to various consortiums and industry analysts.

• Forged strong relationships with State Street, RBC/Dexia, MassMutual, Liberty Mutual, Chubb Insurance, CIBC/Mellon, Citizen Financial Group, MasterCard, TD Financial Group, Sovereign Bank, SunTrust, Wachovia/Wells Fargo, and Fidelity. OBJECT MANAGEMENT GROUP, Boston, MA 2006 to 2007

International, open membership, not-for-profit technology standards consortium; project once funded by IBM. Vice President of Business Development

Recruited by CEO to target C-level decision-makers within the financial services industry. Oversaw P&L functions, drove production innovation, and conceived method that integrated C-GRID into credit management, market risk management, and BPM solutions.

• Collaborated with IBM and closed 8.4M in professional services and software licenses to Bank of America, Oracle, Merrill- Lynch, Pegasystems, Visa, SAP, CSC, EDS, Goldman-Sachs, HP, Unisys, Wachovia, and US Government.

• Devised alliance strategies, proposed licensing fees, and marketed services to Compliance/GRC consortiums, Big Four and GRC vendors. Collaborated and partnered with the (Massachusetts Institute of Technology) MIT Media Lab. SOFTWORLD, Waltham, MA 2004 to 2005

A technology staffing and consultant agency providing clients with highly qualified candidates. Director of Sales

Led, trained, and mentored 10-person sales team to market a broad range of IT products and enterprise solutions.

• Realized 120% revenue goals while delivering 11.2M+ in new business; led inside and outside sales teams to win contracts with TD Banknorth, State Street, Sovereign Bank, and RBC Centura Bank. Prior positions include Senior Account Executive at (GE) General Electric, Boston, MA; Account Executive at AT&T, Boston, MA; and Director of Business Development at (EDS) Electronic Data Systems Corporation, Boston, MA.

• Achieved up to 172% quota and rank #1 out of 50+ sales executives – AT&T.

• Negotiated multi-million dollar contracts that included but not limited to supply chain management and e-commerce solutions directly into Fortune 500 corporations – General Electric. (Information Systems Division) CVS, Advisory Board, Woonsocket, RI 2015 to Present Working collaboratively with the CVS Executive team and Executive Vice President, CVS Health and President CVS Pharmacy,

(Jonathan Roberts) in various open customer forums. Participating in this panel provides program and retail direction for CVS. Bentley University, Waltham, MA 2006 – 2009

Board of Advisors - Global Cyberlaw Center

Consulted, strategized and addressed issues within the global online legal environment. Included liability exposure. Education Bachelor of Arts coursework, Business Studies Major (BSM) – Bentley University – Waltham, MA 1987 Technical Java Certified Software – Microsoft Office Suite – Oracle – PeopleSoft – Portal / ASP Solutions – Salesforce.com Skills SAP – Veritas – IT Infrastructure – Cloud – Analytics – Application Services – Mobility – CRM – BPO – GRC

Contact this candidate