Experience

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  Trellist Marketing and Technology

  • West Chester, Pennsylvania, United States

  • Director of Enterprise Sales

    • Jul 2022 - Sep 2023
    • West Chester, Pennsylvania, United States

    Responsible for all sales activities with a concentration on Enterprise Accounts. Managed client accounts for renewals, cross sells, and upsells within company's B2B Manufacturing, Financial Institutions, and Nonprofit verticals. Signed and managed the relationship with DuPont and grew the account month-over-month in terms of project complexity and billable hours.

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  Preferred Communications, LLC

  • Nashville, Tennessee, United States

  • SVP Business Development & Strategic Partnerships

    • Sep 2021 - Jun 2022
    • Nashville, Tennessee, United States

    Tasked with identifying high-net-worth prospects for investment-house clients.Successfully sold proprietary data assets for segmenting Customer Acquisition and Account Management in the competitive Finance Company and Investment Services Markets. Managed the Morgan Stanley portfolio, developed a proprietary database for sale in the Investment vertical, and expanded enterprise sales into the competitive financial services and investment verticals.Results: Identified qualified client segment for Morgan Stanley, resulting in an increase in closed Advisory relationships and resulting investment dollars.

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  Data Axle

  • Greater Philadelphia

  • Senior Enterprise Sales Director

    • Sep 2019 - Sep 2021
    • Greater Philadelphia

    Managed 15 Enterprise relationships (including a national food brand with retail operations, a regional energy company and regional Finance Companies). Responsible for account management, renewals, cross-sells, upsells and product sales. Managed the delivery of data-driven results for our business, consumer and nonprofit clients with the very best data, technology, marketing resources, and list strategies. Successful with sales and retention while lowering cost to acquire new customers. Provided industry leading B2B and B2C data, lead generation programs and proven omnichannel marketing strategies that drove positive results for clients.Built and implemented a product and marketing roadmap that increased cross-sells by 50%.Overall Results: Grew the business by 50% to $2M and exceeded aggressive FY 2020 growth and retention goals.Note: Company was founded in 1972 as Infogroup and rebranded in Sept. 2020 to Data Axle.

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  JSM Consulting, LLC

  • Wilmington, Delaware, United States

  • Lead Consultant

    • Oct 2017 - Sep 2019
    • Wilmington, Delaware, United States

    I advise and support start-up businesses in the areas of marketing, database management, business operations, sales, and account management. Successes: ►Developed and helped execute detailed Business and Marketing plans. ►Created policies and procedures ranging from business operations, sales programs, and marketing strategies. ►Set up payment processing and accounting software. Major clients include a regional retail operation, a Community Bank and Credit Union credit card servicer, and a consultative start-up in the property management vertical.

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  Experian

  • Greater Philadelphia Area

  • Senior Sales Consultant

    • Mar 2014 - Oct 2017
    • Greater Philadelphia Area

    Directly responsible for prospecting and selling the suite of Products and Services to Strategic Accounts to include sub-prime lenders, national banks, and FinTechs.Directly managed several client relationships to include B2B Fortune 500 firms, Banks, and Finance Companies over three years at the company, exceeding aggressive annual signing, revenue, and retention goals by 55% per year for three consecutive years, with a 100% renewal rate over my time there.

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  Dun & Bradstreet

  • Mid-Atlantic

  • New Customer Acquisition Senior Sales Consultant

    • Nov 2012 - Dec 2014
    • Mid-Atlantic

    B2B Sales Consultant for Credit Risk Management, Business Intelligence, and SaaS Supply Chain Risk Management software and alerts for B2B Fortune 500 Companies, Banks, and Finance Companies.Recognized for developing the due-diligence process for New Sales Sector to pre-qualify prospects. Signed two new enterprise accounts, increasing annual revenue by $250k.

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  Westwood Consulting, LLC

  • Wilmington, Delaware

  • Vice President

    • Mar 2009 - Nov 2012
    • Wilmington, Delaware

    Consultant with start-up ventures in sales and marketing operations, payment services, retail operations, supply chain management, inventory control, payroll and asset management. Clients included a major credit card issuer, two retail operation start-ups and a family fun center.

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  First National Credit Card Center

  • Managing Director, Custom Partner Soultions

    • Jan 2008 - Feb 2009

    Managing Director, Custom Partner Solutions for FNCCC-Atlanta. Responsible for Business Development, Card Operations, Marketing, Client Servicing and Partner Relationship Management. First National Credit Card Center (FNCCC) is a subsidiary of the First National Bank of Omaha.Developed marketing and sales strategies for top-tier cobrand relationships. Managed credit card portfolios for Investment partners.

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  TrustedID, Inc. (Acquired by Equifax)

  • VP Business Development

    • Jul 2006 - Aug 2007

    Responsible for all the firms Sales, Marketing, Product Development, and Client Relationship Management. Grew client base by 75%. ►Helped $10M in Series B funding to fund expansion of business development efforts. ►Authored the company's strategic Business Development Plan that doubled customer base and grew annual revenue by 55%.

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  MBNA

  • Wilmington, DE

  • Executive Vice President

    • Mar 1998 - 2006
    • Wilmington, DE

    EVP of Affinity sales team. Responsible for strategic sales plan, sales force development and new partner program implementation to include negotiating complex contracts. Sold Credit Card and Financing programs to National Banks, Finance Companies and Fortune 500 brands in US. Responsible for overseeing program development, sales, marketing, and implementation. Managed 15 Sales representatives and 3 Contract Support personnel. Responsible for marketing and account management of the College and University sector and Credit Card Portfolio. Senior Executive liaison to senior executives and administrators of country’s largest colleges, universities and Alumni Associations. Developed and brought to market Student Credit Card. Direct P&L responsibility and grew portfolio to $14 billion. Managed 35 Sales and Marketing personnel.Senior Director for event and product marketing and account management of Non-Profit and For Cause sector and Credit Card Portfolio. Direct P&L responsibility for $6B+ portfolio. Recognized for growing outstanding loans in sector by $1B and customer loyalty reward implementation. Managed 28 Sales and Marketing personnel.