Sales & Relationship Manager Resume Samples

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L Borer

Liza

Borer

946 Deanna Mountain

New York

+1 (555) 950 0991

946 Deanna Mountain

New York

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p +1 (555) 950 0991

Experience Experience

Boston, MA

Assistant Sales & Relationship Manager

Boston, MA

Hoppe, Bins and Terry

Boston, MA

Assistant Sales & Relationship Manager

Build and develop relationship networks with clients, including marketing, sales and operational departments
Access to EMEA training and development days for sales teams – learning about new products and investment ideas
Coordinate completion of RFIs, RFPs, account opening forms, getting funds on platforms and relevant documentation
Assist with strategic account planning and development
Develop technical knowledge of clients' proposition to assist in suggesting mandate opportunities, new propositions and solutions
Working with teams from across BlackRock to deliver bespoke solutions to some of the firms largest clients
Respond to ad hoc queries and requests for information

San Francisco, CA

Sales & Relationship Manager

San Francisco, CA

Moore-Quigley

San Francisco, CA

Sales & Relationship Manager

Grow the existing customer base by identifying and closing candidates for membership for the Global Coalition on Aging (GCOA)
Mapping and building a comprehensive information library on each Staffing Partner and their clients
Create sales strategy, including pipeline development and management, marketing and communication efforts, and relationship management
Lead by example in generating increased fees from existing SP relationships
Assist and contribute to Staffing Partner planning on new client acquisition, negotiate rates and fees & 'in scope' disciplines
Provide product and system training sessions for new and existing clients in order to maintain and increase usage of products
Supporting the growth of 360 key client businesses across the UK, in line with MMK's strategic direction recognising the commercial and economic value

present

Phoenix, AZ

Senior Enterprise Sales Relationship Manager

Phoenix, AZ

Marks LLC

present

Phoenix, AZ

Senior Enterprise Sales Relationship Manager

present

Establish relationships and engage at staff levels to identify and sell Citrix products and services direct to the strategic, complex, or tactically important named Financial accounts
Carry a revenue quota to meets or exceed sales targets and demonstrate continuous progress towards achieving account strategies
Provides day to day leadership and may act as a team leader
Build up strategic contacts at CIO, managing director and executive level
Interact strongly with customer at the Senior Management level with support on forming a relationship with C level contacts within these accounts. Understand and document customer’s business and IT strategies, priorities and goals
Identify, develop, execute, and maintain account strategies to drive adoption of Citrix products and services revenue within assigned enterprise accounts and their subsidiaries and affiliates
Draw up and implement analysis of key accounts, using EMEA methodology

Education Education

Bachelor’s Degree in Related Field

Iowa State University

Bachelor’s Degree in Related Field

Skills Skills

Understand basics of purchasing process in medium size organizations and accounting flow of payables and receivables
High proficiency using MS Word, Excel and PowerPoint to complete professional proposals, pricing models, graphs and presentations
Strong sales & relationship management skills, with proven results generating business growth within B2B sales
Strong phone and presenting skills
Exceptional organizational and planning skills; ability to meet deadlines
Strong understanding of the sales process and how to manage and report on opportunities from lead
Ability to price financial offers for the purposes of client retention within delegated authority
Fundamental ability to interpret corporate financial statements
Understand time value of money and discounted cash flow concepts
Experienced selling multiple product solutions

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9 Sales & Relationship Manager resume templates

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Fofe Sales Relationship Manager Resume Examples & Samples

Identify and diligently pursue new investment opportunities through consultative dialogues with investors. Focus on strategic products for the group as well as mandates that will have the most commercial impact
Work within a team environment to proactively design and implement an aggressive sales strategy, manage existing client relationships, and aggressively defend at-risk business
Develop product fluency across BlackRock's investment options - including fixed income, equity, hedge funds, real estate, private equity and fund of funds
Meet individual and team targets for net-new revenue, new mandates, and meetings. Record client activities and opportunities in CRM systems on a timely basis
Mentor junior team members and contribute to the staff’s overall development
5 years of established track record in institutional relationship management and fundraising, preferably with a focus on alternative investments
Deep industry and investment knowledge. Strong proficiency across a wide range of traditional and alternative investment products. Clear awareness of key issues affecting endowments, foundations and facing family offices. A working knowledge of our competitors
An established network of E&F/FO industry relationships and their key stakeholders is highly preferred
Has, or is willing to obtain, the series 7, 63, and 3 licenses
A self-starter operating with a sense of urgency and holds oneself responsible for delivering results
Leads by example: maintains and inspires the highest levels of integrity and ethical standards
Strong time management, organizational and problem solving skills
Strong professional and personal integrity

ICB Sales / Relationship Manager Resume Examples & Samples

Poses institutional fundraising skill, preferably with corporate, public and/or Taft Hartley pensions plans
An understanding of traditional and alternative investment products
The ability to demonstrate clear awareness of key issues affecting institutional investors from both an investment and service perspective
Strong interpersonal, presentation and communication skills, along with a thorough knowledge of the investment process

Senior Sales & Relationship Manager Resume Examples & Samples

C-Level corporate sales experience in organizations greater than $100 million in annual revenues or as defined by market segment
Ability to interpret corporate financial statements
Ability to prepare pricing proposals and financial offers for clients within delegated authority
Strong new business development/selling skills, with proven results
Strong written/verbal communication and interpersonal skills
Strong presentation skills in addressing both small and large audiences
Strong organizational and planning skills; ability to meet deadlines
Experience in coordinating deal teams or team selling
Commercial card or card experience with a card issuing financial institution
Sales management experience
Note: Candidate will support clients in Dallas, TX and other markets

Institutional Sales Relationship Manager Resume Examples & Samples

Design and implement an aggressive sales strategy for clients and prospects. Meet predetermined targets for net-new revenue, new mandates, and meetings
Proactively manage existing relationships – identify and aggressively defend at-risk business
Record client activities and opportunities in CRM systems on a timely basis
Lead support staff on assigned accounts to service clients and implement sales strategy
Deep industry and investment knowledge. Strong proficiency across a wide range of traditional and alternative Investment products. Clear awareness of key issues affecting institutional investors. A working knowledge of our competitors
An established network of FOFE industry relationships, and their key stakeholders
BA/BS degree in related field (Economics, Finance or Accounting). MBA/CFA is desired
Self-managed, highly driven by relationship management and revenue generation
Proven intellectual ability and interpersonal skills. Able to establish credibility with, and influence the institutional investor community
Highly effective in forging working relationships with team members and business counterparts. Ability to inspire and motivate the team to deliver high levels of performance
Excellent verbal, written communication and presentation skills

Core Institutional Sales Relationship Manager Resume Examples & Samples

7+ years of established track record in institutional relationship management and fundraising, preferably with a focus on alternative investments
An extensive network of industry relationships, including pension plan sponsors, E/Fs, and their key stakeholders
BA/BS degree in related field (Economics, Finance or Accounting). MBA/CFA is strongly desired
Proven intellectual ability and interpersonal skills. Able to establish credibility with and influence the institutional investor community

Bankcard Sales / Relationship Manager Resume Examples & Samples

Develop/design branch based credit card education materials
Coordinate with all Consumer Banking LOB managers to develop appropriate card positioning and relationship building
Work with Marketing, Branch Sales and Service, Training, STOLI, Operations and IT to implement credit card sales plans
Identify and develop improved sales activities at the branch and corresponding geographies
Support ad-hoc LOB request for testing new strategies and cross-sell opportunities in other areas
Support the overall Credit card business strategy
Prior Credit Card experience or Consumer Banking Products experience strongly preferred

Sales Relationship Manager Commercial Card Resume Examples & Samples

3 to 5 years (minimum 1 year sales/2 years RM) of C-Level corporate sales/relationship management experience in organizations greater than $25 million in annual revenues
Fundamental ability to interpret corporate financial statements
Understand basics of purchasing process in medium size organizations and accounting flow of payables and receivables
Strong sales & relationship management skills, with proven results generating business growth
Strong phone skills
Exceptional written/verbal communication and interpersonal skills
Exceptional organizational and planning skills; ability to meet deadlines
Ability to price financial offers for the purposes of client retention within delegated authority
Experience in contract negotiations with both clients and legal counsel
Experience drafting responses to basic RFPs
Previous sales/ relationship management experience in a dedicated business to business role for prospecting and or maintaining and growing existing relationships within the middle market commercial segment

Sales Relationship Manager Resume Examples & Samples

Healthcare Domain Experience
Experience selling, architecting, and/or implementing large, multi-technology solutions
Consultative services sales and/or delivery
Good working knowledge and exposure to multiple technology architecture and engineering domains especially network-based solutions
Clear understanding of solution selling approach and comfortable to work in a matrix environment
Ability to successfully lead/manage multiple simultaneous complex activities and major cross-functional initiatives
Familiarity with Cisco technologies (including Cisco’s products and services)
Ability to engage with confidence and credibility with senior executive at Cisco, customers, and partners
Proven track record in sales and business development
Good customer, field and partner relationship management abilities

Sales Relationship Manager Personal Trust Resume Examples & Samples

Bachelor’s degree or equivalent combination of education and experience in Banking, finance or business required
Minimum of 5 years business development or investment experience
Demonstrated history of sales success

Sales & Relationship Manager Resume Examples & Samples

Act as Relationship Manager for a group of assigned Staffing Partner organisations and develop relationships at Executive and Operational levels across all programmes
Mapping and building a comprehensive information library on each Staffing Partner and their clients
Provide advice and support to Managers and Consultants within Morgan McKinley who are recruiting for these accounts, ensuring everyone working on the account has a good understanding of how the account is run and what is expected of them and agreed SLA/KPI measurements and ensuring these targets are being met. Ensure Managers and Consultants are aware of changes to the team if needed and communicate to relevant managers any underperformance. Be an internal mentor for the account. Motivate consultants who work on the account
Run regular account manager meetings, every quarter as a minimum, to ensure communication of any changes and that any problems are acknowledged and addressed. Ensure your profile is high on the account and everyone knows you are the point person
Understand all aspects of the contract and be accountable for operational compliance, have a full understanding of the technologies the Staffing Partners vendor utilises. Coordinate audits
Monitor competitors on the account and communicate internally
Assist and contribute to Staffing Partner planning on new client acquisition, negotiate rates and fees & 'in scope' disciplines
Lead by example in generating increased fees from existing SP relationships
Diversify Morgan McKinley services to new clientareas including strategic value added services which may include additional specialist disciplines, bespoke project solutions, websites, marketing capabilities, portal or technical systems advice
Take accountability to the achievement of monthly, quarterly and annual performance targets. Support under-achievement of Sales Targets by setting clear and attainable goals and actions
Achieving monthly and quarterly fee targets through
Increased job flow
Improved fill rates
Ensure overall account growth in Perm & Contract

Sales Relationship Manager Online Brokerage \ Wealth \ Investment Resume Examples & Samples

Developing sales leads actively prospecting new sales opportunities by
Using needs based-selling of Scotia iTRADE investment products and services to target segment customer acquisition and existing clients
Engaging targeted prospects segments by proactively placing outbound calls and subsequent follow-up to drive new account and assets growth
Host and participate in educational and sales oriented webinars and road shows to effectively communicate Scotia iTRADE products & services
Participate in and support strategies that drive asset and account consolidation through cross-selling and business development efforts against targeted clients
Developing and enhancing the customer experience by
Maintaining on-going relationship with high valued clients and act as a liaison between Scotia iTRADE and various areas of the Bank as required to promote and cross-sell various products & services
Identifying and providing educational guidance on how to help the customers become a better investor/trader based on their investing/trading objectives
Conducting remote or live training sessions on product and services with a goal to help deliver against P&L objectives possibly in multiple languages
Contributing to the client experience by
Address client concerns on a First Call Resolution basis or leverage Customer Service and Subject Matter experts to resolve complex service request from clients on-boarded through National Retail Sales channel.Providing guidance and act as the primary resource during account opening/funding process for new and existing clients
Collaborating with business partners when needed to ensure optimal client retention for clients on-boarded through National Retail Sales channel
Experience in a sales position within financial services industry is a must (Financial Planners, Financial Advisors, Relationship Managers, Account Managers, Sales Managers etc. are welcome to apply)
CSC, CPH - required
Expert knowledge of sales management techniques and knowledge of product and services offered through self-directed brokers (online brokerage); Knowledge of Financial Planning techniques
Wealth Management Essentials (WME) - required but can be completed within 1 year of hire date
IIROC licensed in Ontario and Options Licensed - assets

Sales & Relationship Manager Resume Examples & Samples

Develop an in-depth knowledge of company’s full range of products, in order to support existing clients and manage new business, renewal and up sell opportunities for company’s RST and Capital Markets
Act as the first point of contact for incoming product and technical client calls and emails, providing support, resolving or escalating issues as appropriate
Provide product and system training sessions for new and existing clients in order to maintain and increase usage of products
Experience of 4 or more years selling and managing data and/or software to the following business areas: Equity and Fixed Income Sales and Trading or Corporate Access and Capital Markets, Investment Banking
Background in prospecting and opening new accounts
High analytical skills to piece together various differing information into one coherent picture
Strong understanding of the sales process and how to manage and report on opportunities from lead
Experienced selling multiple product solutions
Experienced working for a US-based organization

Assistant Sales & Relationship Manager Resume Examples & Samples

Work closely with lead relationship managers on allocated client relationships (predominantly life companies and platforms), to seek out mandates and opportunities
Assist in preparation of presentation materials and on occasion deliver internally and externally
Engage with clients on requirements relating to new fund links or investment mandates outsourced to BlackRock
Build and develop relationship networks with clients, including marketing, sales and operational departments
Assist with strategic account planning and development
Deputise for the relationship manager in their absence
Develop technical knowledge of clients' proposition to assist in suggesting mandate opportunities, new propositions and solutions
Understand regulatory changes and keep abreast of market trends
Engage with internal teams such as Platinum (Global Relationships), Consultant Relations, BlackRock Risk Solutions, Transitions Management, iShares, Cash, Financial Institutions and International sales teams to deliver ‘One BlackRock’ to clients and consultants
Respond to ad hoc queries and requests for information
Coordinate completion of RFIs, RFPs, account opening forms, getting funds on platforms and relevant documentation
Exposure to a wide range of clients, both established market players and new entrants
Interaction with BlackRock’s portfolio management teams in fundamental, scientific/model-based and index strategies
Opportunity to build very broad product knowledge across multiple product ranges and vehicles
Working with teams from across BlackRock to deliver bespoke solutions to some of the firms largest clients
Access to EMEA training and development days for sales teams – learning about new products and investment ideas
Opportunity to work in a focus area for the firm
Good knowledge of the client landscape in the UK Retail (Advised and Direct to Consumer) marketplace including life companies and platforms
Good knowledge of the UK DC marketplace from both an investment and operational perspective
Good understanding of investments, pooled funds and sub-advisory mandates
Experience in sales or business support, working directly with clients
Ability to build relationships and influence people at all levels and functions; can work through difficult problems and in conflict situations
The successful candidate will need to have strong analytical capabilities, excellent interpersonal skills, and an ability to drive both strategic vision and programme execution
Proven track record with successfully managing multiple work streams within rapid timelines
Skilled at developing and translating strategic concepts/discussions into PowerPoint
Able to present and layout clear analysis alongside concise recommendations
Excellent analytical skills and ability to use hypothesis-based problem solving to answer key business questions

Sales & Relationship Manager Resume Examples & Samples

2 to 5 years (minimum 2 years sales) of C-Level corporate sales/relationship management experience in organizations greater than $25 million in annual revenues
Understand time value of money and discounted cash flow concepts
Strong sales & relationship management skills, with proven results generating business growth within B2B sales
Strong phone and presenting skills
Experience completing and interpreting Excel-based financial spreadsheets relating to time value of money and discounted cash flows
Experienced in coordinating deal teams
Commercial banking experience (e.g., cash management, lending, relationship management)
Commercial Card and/or Card experience with a card issuing financial institution
Accountability for maintaining client information and pipeline data within organization’s CRM tool (Salesforce.com) and to ensure accurate tracking, reporting and forecasting

ICB Sales / Relationship Manager Resume Examples & Samples

Develop and maintain relationships with target institutional investors. Strategize and execute ideas to expand beyond existing client base and business
Independently generate new business and take ownership of this from beginning to end. Project manage RFI, RFP, and other sales pitch processes
Collaborate with teammates on the defense of at-risk strategies and onboarding of and changes to mandates
Develop junior staff members
Build trust with internal partners / stakeholders
Maintain client records
6-10 years’ experience in a sales function within financial services with a preference for direct experience selling asset management services/solutions
Experience working with Hong Kong institutional investors and an established network preferred
Cantonese fluency a must
CFA qualification preferred but not necessary
Self-motivated individual, with the ability to think strategically and drive new business

Sales Relationship Manager V-personal Trust Resume Examples & Samples

Independently or in collaboration with other partners, create and/or coordinate specific sales proposals to generate new business. In addition, the individual can build and expand referral source opportunities both internally and externally
Profile existing customer base, and that of Service Administrators, for additional financial service needs in order to identify cross-selling opportunities through referrals to internal partners within and/or outside of Private Client and Instituational Services
Strong listening and questioning skills in order to provide advice and consult with clients concerning a broad range of financial planning areas including advanced estate and generation planning, retirement planning, investment management, risk management, charitable planning, and risk management
Perform administrative duties of assigned accounts including reviewing client correspondence and processing requests for information, scheduling of appointments, entering memos on capital base, approving bills, processing discretionary payment requests, reviewing and coordinating investment cash flow needs with the investment officer

Senior Sales & Relationship Manager Resume Examples & Samples

Delivery of new revenue to SGSS booked wherever SGSS has a presence across the entire SGSS service and product range with a focus upon the UK & Ireland
Regularly call and/or meet with senior contacts from clients and prospects within the designated client segment including those where the post holder has been designated as the client Relationship Manager
Proactively seek to develop a long-term relationship with clients and prospects through effective relationship building
Actively support the product development of services delivered in the UK by working in close collaboration with the strategic marketing, business solutions and business engineering teams
Manage the full sales cycle from the identification of opportunities to deal closure and client on-boarding within the designated client segment
Takes ownership of existing client and prospective client Requests for Proposals, Requests for Information, Market Surveys, due diligence visits etc
Develop strategic relationships with industry bodies and influencers such as consultants, lawyers, third party outsource service providers, IT vendors, and associations etc. to generate new sales leads
Produce and follow a clear and concise sales plan which maximises the sales opportunities across the designated client segment
Extensive network of contacts up to CEO level within designated client segment
Wide range of contacts across all industry participants e.g. consultants, lawyers, third party outsource service providers, IT vendors, and associations etc
Significant previous relevant operational, product and client facing experience working within an investor services environment relating to the client segment
Proven track record in on-boarding new clients and maintaining strong relationships
Understands the mechanics of global trading, clearing, settlement, securities lending, depository, custody and funds administration etc. related to the client segment
Understands and has a proven in depth knowledge of the different types of regulations, legislation and industry trends impacting clients globally across the designated client segment
Per each sales opportunity, is able to identify the types of services and products that could be sold, as well as any other cross-selling opportunities within the SG Group and to successfully bring the deal to conclusion
Previous experience of dealing with the press and speaking at conferences would be an advantage
Ability to work as part of a team across the same client segment in a collaborative manner

Senior Enterprise Sales Relationship Manager Resume Examples & Samples

Establish relationships and engage at staff levels to identify and sell Citrix products and services direct to the strategic, complex, or tactically important named Financial accounts
Carry a revenue quota to meets or exceed sales targets and demonstrate continuous progress towards achieving account strategies
Provides day to day leadership and may act as a team leader
Build up strategic contacts at CIO, managing director and executive level
Interact strongly with customer at the Senior Management level with support on forming a relationship with C level contacts within these accounts. Understand and document customer’s business and IT strategies, priorities and goals
Draw up and implement analysis of key accounts, using EMEA methodology
Establish and maintain close relationships with inside sales, systems engineers, consultants, and sales specialists to access and leverage from appropriate internal resources
Take on responsibility for overall project management – from acquisition of new IT projects to coordination of project participants
Provide regular and efficient updates on assigned accounts to sales management
Ensure accurate and timely forecasts and management reporting in SalesForce.com
Demonstrated track record of establishing strategic executive level relationships to position and sell software and services within the Financial vertical
Proven ability to develop and maintain executive level relationships with both business and IT customers
Proven ability to develop and maintain strong working relationships with internal marketing, technology, implementation, and product development teams
Demonstrated ability to develop and articulate compelling qualitative and quantitative business cases for IT solutions
Proven ability to manage long, complex sales cycles from beginning to end. Accounts are key, highly strategic and have complex requirements
Proven ability to close large complex deals with enterprise accounts
Demonstrated knowledge of strategic/large account sales techniques and processes including the ability to understand customer needs, overcome objections, develop business cases, and negotiate and close deals
High energy, motivated self-starter attitude
Excellent written and verbal communication skills including the ability to effectively present to both technical and executive audiences in the local language and in English
Solid understanding of Citrix competitive domain and technologies
Degree or equivalent experience required
8+ years of sales experience, with at least 3 years selling software to large enterprise accounts. Experience working with external partners to develop and close business within enterprise accounts
Experience in negotiating complex software licensing agreements
Track record of meeting or exceeding enterprise sales quotas in excess of $5 + million a year
Proven track record in closing complex enterprise sales
Experience using sales automation tools such as SalesForce.com
Network of enterprise “reference contacts” with whom one has built a trust relationship and with whom one can gain an audience to present Citrix solutions and identify opportunities
Experience in a minimum of 1 to 2 of the following areas of expertise: (i) application and core technology (database, operating systems, application platforms, hardware, networking); (ii) Internet solution selling (service, hardware, software); and/or (iii) networking, security and/or WAN optimization

Senior Enterprise Sales Relationship Manager Resume Examples & Samples

Establish relationships and engage at staff levels to identify and sell Citrix products and services direct to the strategic, complex, or tactically important named accounts
Demonstrated track record of establishing strategic executive level relationships to position and sell software and services to listed companies
Track record of meeting or exceeding enterprise sales quotas in excess of $5+ million a year

Sales Relationship Manager Resume Examples & Samples

Builds and maintains top executive-level relationships at consultants and Cisco sales leaders in India territory , Client Assignments and Growing business with Channel Partners for Private Cloud and Software
Gives a high level insight to Sales team on potential opportunities, market trends and investments to solidify Cisco position in sales related campaigns . Work to Promote the initial sale, the long term support relationship, and the continued expansion of our offerings throughout each client organization
Works with a cross-functional team of technical and pre-sales resources with diverse skill sets and representing both internal and external requirements to achieve the customer strategy of data center sales and build on new client opportunity through networking activities , prospecting & client referrals
Becoming proficient in the benefits, features, and positioning of the Cisco Private Cloud offering including Cisco One Enterprise Cloud Suit and our OpenStack platform, Metapod
Work closely with CDA Project consultants to understand the bid process involving business models and formulate the partner strategy , implementation (strategy, process, tools) including pricing strategy on Cisco products and services along with Sales & Business Development teams
. Responsible for the regular update to the Emerging trends , business drivers and opportunities to internal business stake holders
Work with APJC /Global internal Business groups to devise a Consultant Partner program which supports the business on a short and long term goals
Participate in joint industry forums to create high visibility and mind share for Cisco in these specific areas
Manage operational cadence reviews with leadership teams across consultants and Cisco and long term sustained executive touch program
Build on a knowledge transfer program for specific Cisco technologies and solutions for the business domain consultants to address customer needs
10 + Years of experience in field of telecom service provider domain/Information technology
Bachelor's degree in CS
Prior experience with cloud IaaS solutions is a plus
The individual should be a highly entrepreneurial and energetic self-starter who is motivated and driven to make an impact. The individual would need to have the desire to take risks and the perseverance to build and move into a larger outcome based business. Strong people leadership combined with cultural adaptability would need to be of a high order, with the ability/propensity to operate in a fast-paced environment (multi-tasking, risk-taking, driving quick decisions, and generating passion for the business' goals in the wider team)
The ideal candidate should have an independent, dynamic, high-energy personality with a “can do” attitude and a willingness to roll-up sleeves to solve problems. Very importantly, the individual for this position must have the gravitas, maturity and the credibility to be accepted at the senior most levels internally and externally

Sales & Relationship Manager Resume Examples & Samples

Grow the existing customer base by identifying and closing candidates for membership for the Global Coalition on Aging (GCOA)
Create sales strategy, including pipeline development and management, marketing and communication efforts, and relationship management
Partner closely with key stakeholders at HLG, GCOA and across G100 Companies

GMI / PTD Sales & Relationship Manager Resume Examples & Samples

Build business through proactive customer contacts, which result in meeting/exceeding annual quota targets through sales to new customers
Leverage research skills, intra-company contacts, market data to qualify prospects and develop a calibrated target client list
Utilize strong lead generation capabilities to successfully penetrate client at all levels of organization through and including C-suite
Ability to identify different buyer motivations across various client bases and levels in order to expand potential revenue drivers
Adjust sales approach and strategy accordingly to various client drivers to solidify role as customer advocate
Incorporate customer perspective, drivers, product/service relevancy to deliver persuasive client presentations
Demonstrate customer advocacy by emphasizing those features/benefits of relevant SunGard software, service offerings which meet specific customer’ needs
Conduct business in a profitable, ethical manner
Must have excellent verbal, written, presentation and negotiation skills in order to perform as a world class customer advocate

Consumer Deposits Sales Relationship Manager for Carolinas & Virginia Resume Examples & Samples

Support two-way communication between product and distribution channels to ensure a dialogue is maintained in the spirit of enhancing execution and productivity while also providing best in class solutions to our clients
Serve as the deposit representative partnering with geographic or channel implementation teams to ensure routines are executed to deliver deposit performance targets
Co-ordinate with all consumer banking line of business managers to develop best practices within existing sales frameworks to help client facing teammates
Support execution of client conversation guides, client relationship management and planning tools, and client experience initiatives

Technology Sales Relationship Manager Resume Examples & Samples

Certifications with HP, Dell, Lenovo, Cisco, IBM, Microsoft, or VMWare
Experience with application and licensing, technical knowledge on servers and storage and deskside environment
Strong pre sales technical configuration skills and solution selling
Expert market pricing knowledge (Volume discounting, special bid, reactive sourcing)
Knowledge of leasing structures and risk mitigants
Understanding of financial returns

Sales / Relationship Manager, VP Resume Examples & Samples

Delivering against new business sales and revenue targets by generating leads from existing the prospect universe and delivering against opportunities created across the full range of BlackRock's products and services
Facilitate the sharing of “sales prospecting” across ICB, demonstrating a strong teamwork ethic
Have input to business strategy/planning, working collaboratively with the MD responsible for Strategic Prospecting
Taking ownership of prospecting and the new business process including ownership of pitch preparation and sales materials
Taking ownership of sales pipeline and reporting of all key performance metrics, working closely with the respective COO teams
Working with client directors to prepare and develop solutions for pension fund clients utilising product and investment knowledge
Demonstrating proactivity in building in-depth knowledge of BlackRock’s full product set and operational capabilities to aid query resolution
Representing and promoting BlackRock at client conferences (e.g. PLSA), industry forums and client entertainment events as appropriate
High level of technical, product and market knowledge (preferably CFA)
He/she will be an experienced investment professional (e.g. 5-7 years) with broad technical expertise
A self-starter who can develop and initiate relationships with in-house CIOs, investment teams, Chairpersons of Trustees, Finance Directors, consultants, administrators and other third party stakeholders
Understands pensions risk management including journey planning and setting long-term investment strategies
Able to demonstrate a collaborative approach to working with ICB colleagues and Investment partners to share and develop ideas and approaches to enhancing client relationships
Sound technical understanding of investments and ability to work with the portfolio management teams to deliver commercially-sensible solutions to clients
Experience in a process driven, risk controlled environment