Account Executive

Len Kaufman

**********@*****.*** 740-***-****

https://www.linkedin.com/in/len-kaufman-usa/

Key Account Executive

Senior key account executive with deep experience across the entire sales cycle for strategic financial institutions, small and enterprise B2B companies. Consistently exceeds assigned sales quotas. Strength in communicating cost / benefit comparison analyses to C-Level and senior management of companies, credit unions and government. Known for data-driven account management style in managing key accounts at top-performing companies.

Areas of Expertise

Leadership Communication Board Meeting Presentations and Analysis Customer Relationship Management Vendor Negotiations Process Improvement Data Analysis Project Management Program Management Audit Supervision Credit Union Operations Accounting e-commerce Predicative Analytics

Technical Skills

Sales Force and eCRM Service Point Tracking and Analytics Adobe Suite of Products MS Teams, Skype, Zoom Client360 Portal Microsoft Suite of Products SaaS environments

Professional Experience

CASE Credit Union

Information Systems Manager November 2022 – Present

Responsible for the direction and oversight of daily workload in the Information Systems department. Responsible for the direction of seven staff in installing, modifying, enhancing, and customizing operating hardware and software. Weekly review with CIO in the management of hardware and software budgets and oversight maintenance, follow-up, and audit. Responsible for planning and ensuring business recovery for all systems. Ensure that assigned team and individual staff goals are completed in accordance with established technical specifications and deadlines. Weekly IS collaborative conference calls and on-going individual 1:1 conference call.

Quickly managed the rebuild of an unbudgeted and unplanned highly visible Card on The Spot (COTS) crashed server and application.

Coordinated the successful upgrades of several unbudgeted and unplanned end-of-life servers Check 21 and Indirect lending servers with vendors.

Worked closely with cybersecurity manager to identify, purchase, and implement patch management, muti-factor authentication (rollout) and phishing solutions.

Assisted CIO and Cybersecurity manager in drafting and obtaining board approval for Incident Response, Network Security, Data Center and Clean Desk Policies in follow-up to examiner findings.

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FISERV Public Company (NASDAQ: FISV), Dublin, OH

Fiserv Strategic Senior Service Partner (Operations) November 2016 – October 2022

Serve as primary contact to direct resources and prioritize activities within and across Fiserv organizations as it relates to client operational issues. Enhance client relationships and client retention and handle problem prevention and resolution.

Achieved and recognized by senior management in annual reviews with perfect client survey scores in 2019, 2020 and 2021.

Exceeded and recognized by senior management for achieving high client survey scores in 2017 and 2018.

Achieved “zero” client losses every year from 2016 to 2021.

Increased client base approximately 30% in 2019.

Received multiple client recognitions for being responsive and improving Fiserv’s service delivery.

Achieved mid-term company recognition at strategic client partner conference.

Managed top 5 Fiserv CUS client(s) in both asset and member size.

Fiserv Senior Client Partner (Existing and New Logo Sales) 2003 – November 2016

Marketed and created desire of new technologies with existing and new logo clients. Consulted with existing clients to improve operations through hardware, software, and/or e-commerce enhancements.

Met or exceeded assigned sales quotas ranging from 100% - 127% for multiple years.

Recognized by management as having the highest client survey scores as a Client Partner.

Recognized as FISERV Client Relations Top Performer in 2009.

Secured and saved, with high gross profit margins several major, “Clients at Risk” and signed those clients to multi-year contracts.

Managed License and SaaS core processing systems, peripherals, services related to Credit Unions in multiple states.

Educated C-Level, credit union employees, board of directors & consultants in IT.

Presented proposals, ROI & negotiated final contracts.

Planned and coordinated annual, semi-annual, quarterly regional user group and training meetings in strategic geographic locations.

Cultivated and sold new logo in non-performing assigned territories.

Presented proposals, products and services to board of directors and potential clients.

Private Enterprise Experience

Corporate Investment Mergers & Acquisitions, Columbus, OH

Founder Co-Owner

Founded and established business brokerage that sold consumer services, wholesale distributors, and manufacturing concerns. Evaluated seller’s fair market value & buyer’s net worth, experience & time frame.

Negotiated contracts between buyers and sellers. Hired & trained a telephone prospecting team.

Closed 100% purchase contracts in escrow.

Reached sales of app. $2.7 million in three years.

Increased new business by 300%.

Sold company to a Partner with Arthur Young & Co. at a profit.

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Honors and Community Leadership

AAU Basketball Head and Assistant Coach for 6th, 7th and 8th Grade Teams

Assistant Coach, St. Andrew 8th Grade Basketball Team

Beta Alpha Psi, National Honorary Accounting Fraternity

Alpha Epsilon Pi - Founding Member and Interfraternity Council Representative

Education and Training

Michigan State University, East Lansing, Michigan

Bachelor of Business Administration (B.B.A.), Accounting, College of Business

FISERV Continuing Education

Fiserv Way of Selling and Advanced Continuing Education Series (ACES)

CU Account Executive Client Relationship Training Series

Sales and Account Executive University

All-Win Negotiating and Joint Value Plan Structured Classes

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