Washington DC-Baltimore Area
Build sustainable revenue through customer-centric solutions for financial services firms. - Created vertical go-to-market sales motion for two enterprise software firms - Driven investment in over a dozen new solutions targeting banks and insurance companies - Built and expanded three P&Ls for new lines of business Key Competencies - Business Development - Sales Strategy & Operations - New Solution Development - Partnerships & Alliances - Brand, Product & Channel Strategy - Customer Success
Executive Consultant and Coach specializing in Go-to-Market Strategy.
Sales and Services Effectiveness Partner for Financial Services in Korn Ferry's Advisory Consulting Business.
Sales Strategy & Operations leader for largest vertical of $4.7B enterprise SaaS firm. Recruited to establish market credibility and capabilities to drive growth from new solutions for Banks, Insurance, and Investment Management firms. - Developed and executed the global governance and operating model for industry sales and cross-functional go-to-market to capture 23% increase in sales efficiency and outpace company's revenue growth - Serve as sponsor to accelerate deal progress and increase win rates for over 20 strategic client pursuits annually - Created solutions-based sales plays in banking, increasing pipeline over 20% in first two quarters; Expanded usage of predictive modeling to drive pipeline efficiency and targeting - Foster relationships with global consultancies and technology partners to strengthen brand position and secure investment commitments - Forged first partnership with American Bankers Association; Expanded relationships with major technology analyst firms to deepen credibility and awareness of solutions
Global Leader for high growth $300MM enterprise planning and modeling platform. Recruited to establish industry-based selling model and solution development targeting Banks, Insurance, and Investment Management firms. - Established first industry sales organization, increasing win rates - Refocused demand generation to higher revenue, faster sales cycle solutions. Drove new banking solution adding $11M in pipeline - Served as sponsor for pursuits of Tier 1 banks across NY, London & Zurich - Drove targeted industry marketing messaging and company alignment. Served as industry facing thought leader at public events and conferences - Forged relationships with financial services leaders of Big Four consultancies, resulting in investment commitments for eight new partner solutions
Portfolio specialist to accelerate growth in excess of $1B with financial services customers. - Created client onboarding solution for institutional banking and asset management to streamline compliance, increase revenue, and improve customer experience - Created and managed new "tiger team" customer treatment program to exceed $85M in revenue growth with top 40 financial services customers - Established first industry focused technology alliance program creating a pipeline of over 20 new partner prospects - Led market development for Open Banking and Data Agility Layer solutions to address new regulatory and competitive needs for retail and commercial banks
Recruited for business development and opportunity expansion. Facilitated digital transformation strategy for large financial services firms. - Developed banking, wealth, and capital markets digital transformation for Tier 1 European bank. - Developed mobile sales transformation strategy, initiated pilot development for 400 person B2B payments sales team - Led customer onboarding strategy to improve compliance, banker, and customer experience