Sales Director Relationship Manager

Joseph A. Tamagna ********@*****.*** 914-***-****

** ***** ***** *** ***** management experience – Financial Services, Enterprise, Ecommerce, Marketing

EMPLOYMENT

Relay Network: Mar. 2022 – Present

Enterprise Sales Director – FSI/Healthcare

Relay Network is a mobile solution that powers one-to-one customer engagement at scale. We are the only company in the world that uses feed technology to drive customer engagement.

Clients: Nebraska Medicine, UVA Health Systems, Hyperion Bank, PNC Bank, Huntington Valley Bank, Orlando Health, Universal Health, Empix, Liberty Mutual

Glassbox: Mar. 2021 – May 2022

Sales Director – FSI Global Sales, Innovation & Emerging Markets

Glassbox empowers organizations to create frictionless digital journeys for their customers. Our digital experience analytics platform works in real time, across mobile apps and websites, to accelerate customer loyalty and business growth.

Clients: Synchrony Bank, Citizens, State Street Bank, MoneyMart, Cantaloupe, JPMC, BMO, Liberty Mutual

Adobe Systems: Nov. 2018 - Dec. 2020 Strategic Sales Director – FSI Global Sales

Adobe is the global leader in digital marketing and digital media solutions. Their tools and services allow customers to create groundbreaking digital content, deploy it across media and devices, measure and optimize it over time, and achieve greater business success. Adobe helps their customers make, manage, measure, and monetize their content across every channel and screen.

Clients: JP Morgan, Citi, PNC Bank, MasterCard, US Bank, Vanguard, Barclays, Citizens, Liberty Mutual, Ameriprise, Fiserv, Bank of America, TD Ameritrade

Beckon: June 2015 – Nov 2018 Vice President Strategic Sales

Beckon was founded in 2011 with a mission to create elegant, intuitive software to help marketers understand and beautifully communicate the business impact of everything they do.

Our vision was a single platform that consolidates and organizes marketing’s spend and performance data across all channels and provides a framework for data-driven, intentional marketing. The Beckon solution was built and honed in partnership with advisors and mentors from Pepsi, Citibank, Levi’s, Visa, Disney and more.

Accomplishments:

Top Performing Sales Rep.

Closed largest contract in Beckon history 168% of Quota 2016

216% of Quota 2017

121% of Quota 2018

The Savo Group, New York, NY: June 2013 – June 2015

Strategic Account Manager Financial Services/New York/UK/Australia

The SAVO Group is the industry’s leading provider of Sales Enablement solutions. SAVO specializes in maximizing the sales organization’s ability to communicate value and differentiation in clear, consistent and compelling ways.

Accomplishments

Over 100% of Goal both years Managed All Financial Service Clients

Built Sales Process for SunGard Global Sales Team now part of FIS

IntraLinks: April 2011 – June 2013 Senior Account Executive, New York, NY

Intralinks Holdings, Inc. (NYSE: IL) is a global secure content collaboration company that provides cloud-based solutions to control the sharing, distribution, and management of high value content within and across organizations according to the highest-level of security and the most stringent compliance regulations.

Accomplishments:

172% of quota

Sold into C suite, Corp Dev., Legal, IT, Sales Territory – New York

First Rep to sell IntraLinks Connect

TheMarkets.com, New York, NY: September 2008 – April 2011 Sales Manager U.S. & South America

TheMarkets.com is the premier provider of investment research, earnings estimates, and workflow solutions to over 2400 institutional investment management firms worldwide.

Accomplishments:

210% of quota

Average deal size $300,000

Sold into C suite, PM’s, Analysts

Manage full service team of sales professionals with specific goals & responsibilities Oversee day to day activities and performance of the team

Successfully sold to Fortune 1000 firms such as, Google, Intel, Oracle, Hewlett Packard, EBay

Ensure Sales Executives are building and maintaining satisfactory relationships between TheMarkets.com and strategically assigned clients using varying metrics

Instrumental in sale of the company

Edgar Online, Inc., New York, NY: August 2007– September 2008

Senior Sales Executive – Global Sales

EDGAR® Online (NASDAQ: EDGR) provides financial data, analytics and disclosure management solutions to help corporations and institutional investors facilitate compliance and management of regulatory disclosure filings. In addition to developing a variety of unique as- reported and normalized data sets, EDGAR Online is an industry leader in XBRL (eXtensible Business Reporting Language) processing.

Accomplishments:

North East, Europe, Asia

SaaS technology related solutions to major Financial Institutions, Mutual Funds and Hedge Funds

Clients signed include Lehman, Schroder’s, MFS, Fidelity, Natixis, RBS, Nomura, Broadridge, Moodys etc…

Maintain/Grow relationships between Edgar Online and client base

ADP Investment Services/BroadRidge Financial, Edgewood,NY : August 2005 - Nov 2007 Senior Relationship Manager

Accomplishments:

Exceeded stated annual sales goal by 200% within 6-months of start date Sold into C suite, compliance and regulatory in conjunction with the SEC Presidents Club Member for exceeding stated sales goal

Clients include MFS, Fidelity, Natixis, Pax World, Citizens, TDAmeritrade, Franklin Templeton, Nuveen, BlackRock, Merrill Lynch, Allstate Financial, USAA, Prudential, Ariel Capital etc… Cross selling of value-added products into strategic account base

Track all client/sales/travel activity in Sales Logix CR

CITIGROUP, New York, NY: April 2000 – August 2005 Relationship Manager, Vice President

MCFA national accounts Relationship Manager

Structure, prepare and distribute retail and wholesale transactions Evaluate prospective transactions and exercise pricing authority Credit Letter - retail contingent liability facilities

Perform local and field training to clients about financial packages

Streamlined price pages to internal employees for purpose of quicker more efficient client service Provide pricing training for all of CitiCapital finance employees

EDUCATION

Iona College, Bachelor of Science 1999 University of Delaware, Newark, DE Honors: Dean’s List

SKILLS - Proficient in Microsoft Suite, Microsoft Publisher, Infolease, SSBA, Internet applications Web editing software, T-value, Bloomberg, Imetrix, Siebel, Sales Logix, Proxy Plus, ACT, SalesForce.com, Qubit, CMS

TRAINING – Value Selling, Challenger, TAS, Richardson, PRG Sales Training, CIQ fundamental Sales training, Training the Street, Cobied, MEDDIC

Contact this candidate