D

David Batterman

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Wisconsin, United States

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work
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Résumé

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  • A
    Director of Sales
    Advanced Utility System
    Nov 2022 - Jun 2025 (2 years 8 months)
    • Client Portfolio Management: Oversee and manage relationships with existing clients, ensuring satisfaction and fostering long-term partnerships. • Customer Relationship Building: Maintain regular communication with clients to understand their needs, address concerns, and identify opportunities for additional services or products. • Needs Assessment: Conduct thorough assessments of client requirements and deliver customized solutions that align with their business objectives. • Team Collaboration: Work closely with internal teams, such as marketing, product development, and customer support, to enhance client experiences. • Market Knowledge: Stay informed about industry trends and competitors to provide clients with insights that add
  • Marine Credit Union
    Mortgage Loan Representative
    Marine Credit Union
    Dec 2021 - Nov 2022 (1 year)
    • Federally registered with the Nationwide Multistate Licensing System. NMLS #2287684 • Created pipeline using several different lead campaigns and cold calling to meet signing goals. • Consulted with members helping them achieve the next steps of their financial goals. • Maintaining the Credit Unions standards and mission to "Advance the lives of people from a place of financial need to a life of ownership and giving back." • Through compassion and empathy help members with their financial needs through lending. When this isn't an option change focus to financial education and help to create a plan with the members to better understand their finances and best steps to take to help get them out of financial hardship and into a better f
  • I
    Account Executive
    Invoice Cloud
    Jan 2020 - Oct 2021 (1 year 10 months)
  • P
    National Account Executive
    Payment Service Network Inc.
    Oct 2005 - Oct 2021 (16 years 1 month)
    PSN was purchased by Invoice Cloud in January 2020. PSN as an invoice Cloud company continues to operate separately as its own entity and starting in January 2020, I sold for both PSN and Invoice Cloud. • Performed GAP Selling methodology and consultative selling • Performed End to End Sales Process from lead generation through installation and account management • Built and maintained pipeline coverage of 3x to consistently deliver or exceed bookings quota • Consulted with clients to demonstrate and visualize business pain points and develop a comprehensive plan to remove those pains. • Performed a comparative analysis of existing costs and labor to help optimize savings • Helped mentor/coach fellow teammates/representatives through