Software Company (Feb 2007 - present) Early stage "Software as a Service" company providing electronic and legal document management and payments. Vice President Sales - initiated sales process discipline - segmented market, established presence according to regional industry priorities - shifted executive thinking from "excel spreadsheet management" to scalable, real-time CRM solution for sales forecasting and market management - created several alliance relationships leading to significant "warm introductions" into strategic accounts - mentored operations managers and fostered team-selling approach
Big Four Professional Services Firm (2005-2007) Global professional services firm providing assurance, tax, advisory services to public and private clients in over 100 countries. Managing Director - requested to return to the firm by U.S. Advisory Leader - asked to help rejuvenate consulting practice, specifically in strategic accounts - re-established firm's credibility in Fortune 100 client, laying foundation for doubling revenue within 18 months - professional conflict arose from prior investment in audit client, chose to join client
Start-Up Company (2004-2005) Innovative developer of leading edge shipping containers for high value spare parts and equipment. Consultant/Acting CEO - introduced to Founder by Advisory Board member to position this start-up at more senior levels and instill more professional business practices - positioned founder with robust, validated business plan; an executable sales strategy with entrees into several Fortune 200 companies; a proven secondary manufacturer vying for business; and multiple potential sources of capital.
Financial Institution (2001-2004) Leading North American diversified financial service company serving 12 million personal, business and public sector, in 30 countries. Regional Vice President, Strategic Initiatives, USA - engaged as "Business Builder" to identify and pursue strategic mergers/acquisitions/joint ventures in U.S. - up to $1B - created and implemented global opportunity profile model using weighted criteria to rank targets and allocate executive and management resources - established vice chairman - level contact with national, then international candidates .....facilitated introductory and ensuing cross-border negotiations with cross-functional teams - played key role in joint venture with another international bank, leading to the doubling of the $400M Global Custody business
Big Four Professional Services Firm (1986-2001) (Spin-out) (2000-2001) 3000 person, $500M dot-com business unit focused on outsourcing & consulting Strategic Accounts Program Leader - solicited and won approval from CEO to develop strategic accounts program to retain and attract largest and most profitable clients - developed strategic business plan for implementing aggressive program aimed at increasing revenue during time of significant internal/external change - recruited "A-Players" to participate in new venture - created $400M pipeline within 9 months of inception - enhanced client relationships in turbulent times.
Global Client Service Executive for Fortune 100 / Managing Director, Technology Sector (1998-2000) - recruited by Global Vice Chair - Technology, to focus global talent, resources and services exclusively to strategic client - established unusually unique and strong client relationship - spent "week in the life" with SVP & Corp Dir, Global Governance. Conversed with division presidents, discussed business challenges, followed up with detailed solutions, cross-fertilized between client regions. - developed and managed global account team in North & South America, EMEA and Asia-Pacific - increased account revenue from $3.8M to $30M in two years - expanded from one to six lines of service - salvaged two multi-million dollar projects after initiating client satisfaction programs
Director of Sales & Client Services, National Accounts (1993-1998) - mandated by CEO to retain two long-time clients who decided to solict proposals - developed and executed framework for responsibility, measurement and accountability for critical sales, relationship management and service delivery - built national client service process - applied to tier-one clients - one of top 3 priorities of Chairman's office Results: Facilitated business transaction resulting in ten-year, $900M outsourcing contract. Tripled revenue to $62M in 18 months by leading multidisciplinary CRM teams of 50+ staff. Coached tier-one client in consultative, strategic sales methodology - resulting in company's largest contract ever: $33B increase in assets under administration.
Manager, National Continuing Education (1986-1993) - conducted Strategic & Conceptual Selling and follow-up programs to over 1000 partners and managers in Canada, Asia, UK and Caribbean - shifted emphasis of in-house training from academic-based to hands-on experiential learning Results: Challenged status quo - acknowledged by senior partner for raising the bar on obsolete methodologies - dramatically increased transfer and commitment to world-class practices
Prior Experience - Dale Carnegie Sales Supervisor / Instructor - Government Leadership Specialist
Education Management Studies for Executives (1999) Bachelor of Arts, Communications Major (1992) Associate Diploma in Agriculture, Agribusiness Major (1982)
Affiliations Strategic Account Management Association Sales Research Trust Cancer Society Junior Achievement 4-H |
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