Ryan Williams

VP, West Coast Operations at baramundi software
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Martin Merencillo

I had the opportunity to work in the same team with Ryan. His leadership and expertise in sales is paramount. Even with his own work on his plate he always shares his advice and makes time to mentors rookies and newly season veterans on the sales floor. Ryan was a very integral part of my success at Yelp I had a few months where I've struggled in sales but with his advice and insight on mindset he had help me hit well over target for two straight months and I am only one of the many he has help achieved their goals. I give Ryan my highest recommendation.

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Credentials

  • Series 63 License
    FINRA
  • Series 7 License
    FINRA

Experience

  • baramundi software
    • Germany
    • Software Development
    • 1 - 100 Employee
    • VP, West Coast Operations
      • Oct 2022 - Present

      Unified Endpoint Management from Baramundi creates the foundation for your successful day to day IT operations, allowing optimal use of valuable resources. I'm excited to help businesses tackle challenges in Unified Endpoint Management, and empower IT teams with practical, cost-effective software solutions! Unified Endpoint Management from Baramundi creates the foundation for your successful day to day IT operations, allowing optimal use of valuable resources. I'm excited to help businesses tackle challenges in Unified Endpoint Management, and empower IT teams with practical, cost-effective software solutions!

  • Preqin
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Enterprise Sales & Business Development
      • Nov 2021 - Oct 2022

      Responsible for identifying, developing, partnering with some of the largest and most reputable Private Equity firms in the market, specifically fund managers with $500MM+ AUM. Required to successfully bring new fund managers onto the Preqin platform while developing a new business pipeline and meeting or exceeding monthly net sales quotas and quarterly milestone goals. Provide prospective new fund managers with an understanding of Preqin’s products and offerings while developing new, impactful relationships with key stakeholders at each firm. Conducted ongoing needs analysis with fund managers to determine appropriate services to meet client requirements; prepare specifications/gap analysis documents for client requests for new functionality. Proactively build partnership style relationships focusing on integration at all levels, maintaining relationships with senior client contacts.

  • EquityBee
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Sales Leadership - West Coast
      • Nov 2020 - Oct 2021

      Responsible for leading highly transformational sales pursuits within EquityBee's Equity Success Department. Key Current Activities: Hiring, leading, coaching and advising team members in addition to managing their performance; building trust with clients to ensure strategic results; understanding our client’s needs and providing them proper Equity/Option education: specifically what it can mean for their future if they take ownership of their options and potentially partake in the success of the company they helped build. Creating and executing a plan for the future of EquityBee sales in the U.S. market. Building a strategic sales vision, actively managing a pipeline while effectively training and coaching both veteran and junior sales team members. Increasing U.S sales productivity and preparing EquityBee for fast growth and profitability. Current Outcomes: Established accurate and forecastable departmental metric assessment, sales script and methodology, proper pipeline management, and aligned our outreach approach with our client onboarding experience. Based on metric assessment, collaborated with Product and Marketing departments to make strategic improvements to the client onboarding funnel, leading to an 87% increase in scheduled client appointments. Revamped outreach and client onboarding experience through departmental analysis — implemented an effective and quantifiable sales outreach strategy while boosting our corporate image. Strategic changes resulted in a 4.5x increase in monthly U.S. sales volume within 10 months, growing sales from $400K/Month in Q4 2020 to $1.8 million/month in Q2 2021. Established and successfully implemented the first CRM and phone system for the company. Sourced and hired top reps by creating accurate job descriptions, successful onboarding and training, and developing standards for successful pipeline and customer relationship management.

  • BlueVine
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Senior Sales Manager/Funding Advisory Department Leader
      • Jul 2019 - Nov 2020

      (Left due to Covid) Responsible for building and managing all aspects of the Funding Advisory (Brokerage) Department at Bluevine, including sales approach training and implementation, intensive metric assessment and data- oriented efficiency changes, script writing, hiring, training, and providing upward mobility paths for reps. Aforementioned approach led to 36% increase in revenue from the previous year, all reps averaged 105% or above in 2019/2020, with the department averaging over $36-40MM in annual revenue. Taught and implemented a structure for speaking with clients, determining their expenses and income requirements through qualification, understanding their financial objectives and developing a plan for them to move forward based on offerings within our partner network. Building various strategies for clients regarding investment planning, cash management, and other areas to help them reach their financial objectives through a series of financial products and tools. Actively partnered with CEO’s and C-Suite Executives from Banking institutions across the country to increase the financial products our division was able to offer. Actively involved in hiring, training, managing a departmental budget and forecasting. Elected Chairman of the Diversity and Inclusion Council.

  • JoyRun, Inc
    • United States
    • Consumer Services
    • 1 - 100 Employee
    • Head of Sales, Restaurant Partnerships
      • Jul 2018 - Jun 2019

      •Developed and implemented strategic marketing sales plans, marketing plans and forecasts to achieve corporate objectives for JoyRun products and services • Achieved satisfactory profit/loss ratio and market share in relation to preset standards and industry and economic trends • Implemented new Sales Strategy & Operations structure for new and existing clients • Established Onboarding and Account Management processes for clients across all relevant departments • Developed and exceeded target KPI’s • Evaluated market research and adjusted marketing strategy to meet changing market and competitive conditions as needed • Directed staffing, training, and performance evaluations to develop and control sales and marketing programs • Integrated acquisitions and grew sales of acquired businesses by over 400% Created successful online marketing strategies and campaigns to cross-sell products and services

  • Trellis Education
    • United States
    • Education Management
    • 1 - 100 Employee
    • Advisory Board, Chairman
      • Sep 2017 - Jun 2019

      Working to actively build awareness of Trellis Ed and our mission while developing a viable advancement strategy for 2018 and beyond. Working to actively build awareness of Trellis Ed and our mission while developing a viable advancement strategy for 2018 and beyond.

  • Seneca Systems
    • United States
    • Software Development
    • Director of Sales
      • Jan 2018 - Sep 2018

      • Actions directly led to the eventual acquisition of the company in Nov. 2018Seeking out major clients and forming working relationships with the premier buyers in the industry• Overseeing and managing a team of AE’s and Team Leads • Identifying valuable and emerging markets• Accurately forecasting future sales and forming sales plans to adapt to constant shifts in the marketplace while forming sales strategies to keep us competitive and innovative• Attend tradeshows, workshops, seminars, and events on behalf of Seneca to collect qualified leads and pertinent sales information as well as keeping up with market trends• Develop and build relationships and partnerships by being attentive, service-oriented, friendly, helpful, and courteous to customers, colleagues, external partners• Frequently conducting cross-departmental strategy sessions with Finance, Customer Success, Marketing, and Operations to ensure optimal performance and that strategies and objectives are aligned across the company, and that departmental initiatives support sales efforts which are all aligned to overall objectives

    • Client Partner
      • Oct 2017 - Jan 2018

      • Built creative sales strategies focused on consumer satisfaction and revenue generation for the business, resulting in company growth of 35% of total revenue in 3 months• Leading company in revenue generation while managing, coaching, and developing a team of AE’s including developing and implementing new sales scripts, email templates, pitch structure, closing techniques, and follow up strategies• Conduct metric assessment reviews on the existent sales department strategies while weighing them against results in order to identify areas of improvement• Maintain oversight of and regularly re-evaluate our list of strategic partners to ensure that they maintain best-of-breed technology integrations and drive effective co-marketing efforts.

  • Yelp
    • United States
    • Technology, Information and Internet
    • 700 & Above Employee
    • Elite Account Executive
      • May 2017 - Oct 2017

      • Recognized as a top 1% of reps nationwide within Yelp Organization

    • Senior Account Executive & Team Lead - Nowait
      • Mar 2017 - Jul 2017

      • Pioneering and building the first outbound sales team for Nowait, Inc. which was recently acquired by Yelp.• Drafted the first outbound sales open call and pitch script which will be used by all new hires.• Lead landing team in overall sales with new product while actively prospecting in person, at trade shows, and managing both an inbound and outbound pipeline.

    • Senior Account Executive
      • Sep 2015 - Jun 2017

      Senior Account Executive• Own and manage a pipeline of clients consisting of a broad range of small businesses throughout the US• Consult, educate, strategize and successfully sell Yelp advertising programs through a high volume of sales calls• Received 3 promotions to become Senior Account Executive, closing an average of $30K in sales/month in less than 1.5 years• Closed over $74K in one month• Expert in finding advertising solutions and adapting product recommendations quickly to suit client needs• Experienced at overcoming objections to achieve and consistently exceed monthly sales goals

  • Index Futures Group
    • Stock Broker
      • Jan 2014 - Dec 2014

      Commodities Broker/Market Research Analyst • Extensive daily research, analysis, and writing of market news and events affecting the futures/commodities industry. • Sole contributor to the weekly company newsletter, as well as daily market analysis reports to guide broker activity throughout the firm which are placed on the company website and sent to clients accordingly • Served as a consultant to clients seeking alternative investment classes through explaining complex concepts and material in an understandable and relatable manner • Monitored client’s investments, and provide recommendations using financial analysis and research, as well as continued investment analysis while maintaining a strong attention to detail • Worked with senior staff to develop complex hedging and speculative trading strategies as well as recommendations for the firm’s brokers and clients

  • Guaranteed Rate
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate VP
      • Aug 2013 - Apr 2014

      Associate Vice President of Mortgage Lending • Researched banking guidelines and assist customers in choosing the best mortgage product available • Extensive market research and analysis regarding interest rate trends, congressional laws, and compliance • Served as a consultant to clients seeking a mortgage transaction • Originated loans on the primary market, and sell the securities to investors/banks • Conducted credit, underwriting, and financial analysis to qualify individuals for various programs • Developed marketing collateral, as well as techniques in order to better recruit and engage clients • Maintained ongoing relationships with clients through exceptional customer service • Managed problem troubleshooting and resolutions with clients as necessary to ensure a smooth process

  • NBD
    • Brazil
    • 1 - 100 Employee
    • Restaurant Owner
      • Jun 2012 - Aug 2013

      Opened a New Restaurant in Chicago • Researched industry trends and networking with industry professionals • Strategically planned operating budget, recruited consultants, artists, investors, and staff • Negotiated financial commitments from high net worth individuals • Actively promoted restaurant through negotiations with media outlets, magazines, and various events throughout the city Opened a New Restaurant in Chicago • Researched industry trends and networking with industry professionals • Strategically planned operating budget, recruited consultants, artists, investors, and staff • Negotiated financial commitments from high net worth individuals • Actively promoted restaurant through negotiations with media outlets, magazines, and various events throughout the city

  • Art Institute of Chicago
    • United States
    • Museums, Historical Sites, and Zoos
    • 700 & Above Employee
    • Associate Director Of Development
      • Aug 2011 - Jul 2012

      Associate Director for Board Relations & Institutional Advancement Events • Served as Development event director and liaison to the Board of Governors of the School and Trustees of the Museum • Directed and managed very high profile and large scale projects for Board members, major donors to the institution with collaboration from marketing, and the entire Institutional Advancement department which led to an overall increase in gifts and new donors from the previous year for student scholarships 2012 • Daily duties included ongoing project management, research and analysis, drafting RFP’s and contracts, meeting planning and execution, and developing marketing collateral • Conducted domestic and international research on potential future donors/companies/partners and worked with senior staff in creating collateral and strategies to engage with them on a meaningful level • Worked with institutions of varying sizes to determine and execute fundraising strategies and manage capital exposure for the institution. Provided clients with ideas, commentary, and analysis • Responsible for drafting all materials for Board member meetings, as well as all visiting committees to the institution, in addition to the planning, scheduling, and execution of these meetings • Coordinated with various departments such as marketing, corporate & civic foundations, and individual donor managers and presented suggestions to board members and departmental VP’s in order to increase overall efficiency • Maintained and edited a database of donors, events, participation, and gave reports to board members at meetings regarding this information

  • Milhouse Engineering & Construction, Inc.
    • United States
    • Civil Engineering
    • 1 - 100 Employee
    • Business Administrator
      • Aug 2010 - Sep 2011

      Business Administrator- Marketing Manager • Drafted weekly responses to RFP’s for projects, including highlighting company strengths and processes in an understandable and compelling fashion, and ensuring quality proposals were prepared and submitted in a timely manner • Developed and maintained marketing strategies that align with organizational goals and objectives • Evaluated financial research, market conditions, competitive data, and implemented marketing plan changes as needed • Worked with senior staff to develop and re-brand all marketing collateral, online presence, and promotional programs • Developed and implemented various new marketing initiatives to increase efficiency Business Administrator- Human Resources Manager • Provided leadership and direction in all human resources functions for the company • Provided consultation, strategic analysis, advice, and education to executives and managers/supervisors in a specific human resources discipline, such as labor relations, compensation, benefits, organizational development, equal opportunity, staffing, disability services, workers’ compensation, payroll, and benefits through various modules • Served as the key internal expert for both specific and broad human resources issues • Managed the design and delivery of key corporate initiatives and projects • Responsible for planning company events, golf outings, lunch and learn sessions, newsletter production, as well as providing the structure and support for executive meetings • Developed completely new recruiting and hiring strategy manual for all levels of employees at the firm

Education

  • The University of Chicago
    Bachelor of Arts (B.A.), Political Science and History
    2005 - 2010

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