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Financial Services Account Manager

Location:
Eagle, ID
Posted:
August 12, 2023

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Resume:

Randy Nelson

*** *. ***** ****** **, Eagle ID

Cell: 805-***-****

adyvzx@r.postjobfree.com

Executive Sales

Successful “C” Level sales experience & accomplishments in the Financial Services, Healthcare, Technology, Legal and SLED markets. Over $20 Million in NEW Sales Revenue from 2011-2020 Consistent Sales Leader, Hunter and “Top Performer”

• Direct Sales Hunter & Client Retention

• Managed & Mentored Sales Teams

• C - Level Sales (CEO, CFO, CAE, CTO, CISO)

• Exceptional Negotiator/Communicator

• Excellent Consultative Selling Skills & Experience

• Managed National Corporate & Government Accts

• Enterprise Solutions, SaaS & Professional Services

• F-100 thru F5000 Successful Sales Experience

• A Proven Leader & WINNER

• Consulting & Professional Services Sales

Accomplishments

• Wolters Kluwer – Exceeded Quota 8 of 9 years • Wolters Kluwer - Exceeded $3 Million is Sales 4 x’

• Thomson Presidents/Achievers Club 2005 – 2010 • Wolters Kluwer - Exceeded $2 Million is Sales 4 x’

• Thomson Reuters Rookie of the Year 2005 • Wolters Kluwer Distinguished Sales Award 3 x’s Professional Experience

6clicks - GRC, AI with GPT-3, Cybersecurity, ESG, Risk & Compliance SaaS Solutions & Pro Services Western U.S., Canada & Latin America – Sr. Sales Director, (January 2022 – Current) Working with enterprise businesses to adopt and implement SaaS based GRC, Cyber Security, Risk Management & Compliance solutions. Selling directly into both the Enterprise and SLED market, while also nurturing and selling to channel partners (Reseller’s & MSP’s). Industry focused: Financial Services, Government, Education, Technology, Legal and Healthcare markets. MS Azure with a GovCloud option. Galvanize, a Diligent Company - GRC, Audit, ERM, ESG, Analytics/AI SaaS Solutions & Pro Services Western U.S. Sr. Account Executive, (August 2020 – January 2022) Direct Sales of the HighBond GRC platform with Robotics/AI software, Consulting & Professional Services, while working with existing Resellers. (FedRAMP Authorized) Industry focused: Financial Services, Government, Legal, Technology and Healthcare markets. Wolters Kluwer, Financial Services (TeamMate)

Western U.S. National Account Manager, (January 2011 – January 2020) o TeamMate Audit & Compliance Management with Analytics - (FedRAMP Authorized) o API integration tool for GRC & Fintech Solutions o Consulting & Professional Services

o Sales to Internal Audit, Risk, Compliance, SOX, EH&S, ERM. IT and Cyber Security teams. o Decision makers include: C Level (CAE, CRO, CTO, CISO, CFO), SVP, Directors, IT, Legal and Cyber teams.

• 2016 - 2019 Sales exceeded $3 Million in Annual NEW Sales Revenue

• Industries include: Financial, Legal, Healthcare, Technology, Education, Energy, U.S. Federal & SLED Government. Corporate F100 – F5000 and Large Law.

Key Accounts included: Microsoft, Amazon, Amgen, Micron, Intel, Perkins Cole, Morrison Forrester, Latham Watkins, PwC, Deloitte, KPMG, Visa, Charles Schwab, PayPal, First American, Fed Home Loan Bank of San Francisco, Blue Cross/Blue Shield, Providence Health, Kaiser Health. University Systems (UC & Cal State, WA, CO, UT & OR Systems) U.S. Department of Defense (DOD) Contractors. SAIC, Cubic, General Atomics & Boeing. Thomson Reuters, San Diego, CA. & Nevada

Tax & Accounting Account Manager, (January 2005 – November 2010) Legal Sales Account Manager, (January 1993 – December 1999) Westlaw On-line legal and regulatory (SaaS) information research sales to Large Law Firms and Fortune 5000 Corporations

Sales of tax, accounting, compliance and guidance research software solutions (via SaaS) to F5000 Corporations, Legal & Accounting Firms and Government clients. (12-36 Month Subscriptions) Achieved national recognition as “Presidents Club/Century Club/Sales Round Table” Award all 12 Years. Outsell Consulting, San Diego, Ca.

Sr. Consultant (Employee and Contractor), (2003 - 2005) Outsell is a premiere consulting company that helps clients generate world-class sales teams.

• #1 in Billable Days 2003 with over 250 days at $3,500 per day.

• Delivered Customized Sales Training

• Delivered Management Training

• One on One Coaching/Mentoring

Clients included Time Warner, Morgan Stanley, PacBell, Direct TV. Wireless Knowledge, a Microsoft & Qualcomm Company, San Diego, Ca. GM/Vice President of Sales – Western Region (2000 - 2002) Wireless Knowledge developed wireless application software for managing access to Microsoft Exchange and Lotus Notes to mobile devices for the Fortune 500.

• Hired, Trained and Managed a twelve-person sales team, and two sales engineers.

• Managed Professional Services team.

PROFESSIONAL DEVELOPMENT

• MEDDICC by Force Management

• Brian Tracy

• Karras Negotiating Program

• Miller Heiman

• Wilson Learning Corporation – Counselor Selling

• Zig Ziglar Sales Seminars

• Outsell

• Silver Bullet Selling

• Salesforce & HubSpot CRM Tools

EDUCATION

California State University Fresno & Fresno Pacific University (Organizational Development) Misc.

Hobbies – Pickleball, Golf, Biking, Hiking, Camping, Coaching Youth & Adult Sports for over 20 years.

(Basketball, Soccer, Baseball & Softball) and working out at the gym. REFERENCES AVAILABLE UPON REQUEST



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