John Edwards

Sales Solutions Consultant

Linedata

Jan 2023 - Jan 2024 (1 year 1 month)

• Focused on client acquisition and upselling opportunities with banks across North America. • Lead strategic demonstrations of the software to enterprise level clients based on discovery and information gathering sessions. • Develop proof of concepts. • Provide detailed and timely responses to RFP/RFIs.

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Senior Sales Solutions Consultant

SAI360 Evotix

Jan 2022 - Jan 2023 (1 year 1 month)

• Assisted with sales efforts across North America in the GRC, EHS and Sustainability software space by focusing on client acquisition and upselling opportunities. • Presented strategic demonstrations of the software to enterprise level clients based on discovery and information gathering sessions. • Created proof of concepts. • Leveraged Salesforce/ CRM to manage leads. • Provided responses to RFP/RFIs and responded to technical follow up questions.

Sales Solutions Consultant

Blackknight

Jan 2018 - Jan 2022 (4 years 1 month)

• Led sales efforts of the Empower (LOS) ecosystem in the Eastern US with a focus on middle and enterprise level banks and credit unions. • Delivered targeted demonstrations and managed RFP responses to assist in account acquisition. • Exceeded goals with both new accounts and contract value including setting record growth. • Participated on a team that designed a new Consumer Portal and POS solution. Contributed to functionality and UI/UX design. • Managed relationships with key internal partners to ensure the products aligned with client needs or planned ahead for needed custom configuration.

High Net Worth Account Manager

Vanguard

Jan 2015 - Jan 2018 (3 years 1 month)

• Managed the day to day relationships with clients while overseeing a retail investment portfolio exceeding $2 billion. • Sold new products and services while consistently finishing in the top 10% on a quarterly basis for the volume of new money brought in by my book of business over 3 years. • Focused on selling a new brokerage platform into a majority of accounts. • Conducted outreach to check in on existing clients, perform portfolio reviews, or for specific targeted campaigns.

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Technical Business Consultant

• Managed relationships with numerous national and regional banks in support of their mortgage software production environments. • Fielded support tickets from the initial triage through escalation of tickets as needed while managing a pipeline of ongoing items. • Led weekly pipeline review calls directly with customer technical teams and internal partners.

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John Edwards

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