Services Sales Manager Resume Sample
Work Experience
- Min. 2 years’ experience in a Senior or Expert position in the Services Sales business
- Min. 3-5 years experience in a Senior or Expert position in the Services Sales business
- Previous management experience in leading and motivating a team in the Services Sales business
- Min. 2 year’ experience in a Senior or Expert position in the Services Sales business
- Execution of market research, elaborating detailed market analyses and preparation of prognoses
- Close cooperation with other functions to define new Service Offerings
- Independent preparation and implementation of sales strategy for selected customers
- Pro-active customer contact
- Responsibility for assurance of mid- and long-term orders and development of long-term customer networks
- Handling customer enquiries and national tenders
- Responsibility for tender preparation with focus on tender strategy and form as well as responsibility for preparing White Books and Blue Books in cooperation with respective functions
- Presentation of tender contents in front of customers and leading complex negotiations until contract signature
- Assisting with organization and preparation of exhibitions and conferences
- Close cooperation with Sales management of other Divisions
- Create and be accountable for all client proposals, contracts and any further documentation, following IBM’s procedure
- Ensuring IBM’s remains proactive and responsive to prospective clients
- As a trusted advisor, build in-depth knowledge of clients’ business priorities, challenges and initiatives that can be translated into Polycom opportunities
- As a Consulting sales or integration professional in the technology space, with focused experience selling into Public Sector accounts
- As a Consulting sales or integration professional in the technology space, with focused experience selling into Enterprise accounts
- Manage a team of Services Executives in an extremely competitive market Develop and sell high value service capabilities and offerings which drive Microsoft product sales and product deployments in the Enterprise segment
- Develop and manage a professional Enterprise Services organization while motivating people, supporting Microsoft diversity efforts, attracting and retaining great talent and developing quality/capability of services professionals
- Develop and maintain executive relationships with customers, and EPG (Enterprise Partner Group) Sales colleagues
- Be responsible for product / service lines, including
- Inside or service sales experience in a fast-paced, high volume environment with a proven track record of successful achievement against individual quota
Education
Professional Skills
- Has strong and proven problem solving skills
- Direct sales experience and excellent interpersonal and communication skills
- Has strong negotiation, selling and customer service skills
- Proven Problem solving skills in a complex deal environment
- Strong client engagement and stakeholder management skills
- Strong leadership, influencing, communication and relationship building skills
- Analytical and problem-solving skills with ability to communicate both written and verbally with project team, CA Services management and customers
How to write Services Sales Manager Resume
Services Sales Manager role is responsible for presentation, business, software, finance, securities, training, integration, procurement, security, reporting.
To write great resume for services sales manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Services Sales Manager Resume
The section contact information is important in your services sales manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Services Sales Manager Resume
The section work experience is an essential part of your services sales manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous services sales manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular services sales manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Services Sales Manager resume experience can include:
- Support customers executing projects on time and on budget while maintain margins and managing resources effectively to product high quality work
- Directly related previous work experience with 2 years in a services sales role preferably, total around 20 years working experience
- Good communication skill with all the customers and team work with all cross functional team
- Experience developing new business opportunities on Solutions and Services platforms by solving customer requirements
- Experience in working within a team as well as being an Individual Contributor
- Proven track record or meeting and exceeding sales targets
Education on a Services Sales Manager Resume
Make sure to make education a priority on your services sales manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your services sales manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Services Sales Manager Resume
When listing skills on your services sales manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical services sales manager skills:
- Excellent discovery and active listening skills with experience discussing collaboration technologies, and unified communication managed services
- Proven experience in selling services’ related products and solutions to domestic and global accounts (VP / C Level experience)
- Demonstrated ability in public speaking and presentation skills
- Planning and organizing - Ability to prioritize and balance oneself to ensure effective generation of sales opportunities
- A good understanding of and experience with consultative or solutions selling techniques
- Solid track record in leading sales projects to successful completion and leading experienced teams in services (with both internal and external resources)
List of Typical Experience For a Services Sales Manager Resume
Experience For Inside Services Sales Manager Southern Europe Resume
- Set demanding goals and empower accountability to execute on the mission: drive clear and challenging targets from the level upon plan, assign targets and set priorities, encourage people to take ownership, be there when necessary to decide, to backup or to help refocus
- Excellent presentation skills and interpersonal relationship
- Directly related previous work experience with 2 years in a services sales role preferably, total around 5-10 years working experience
- Encourage people to continuously question the status quo and activate their creative and innovative skills: stimulate individuals to
- Past track record of service delivery and operational experience selling services within the telecom industry
- Demonstrate leadership and provide direction and guidance to the Account Executives (AE’s), Client Partners & Project Managers
- Identifying risks, resource allocations, and schedules for project success and customer value realisation
- Support/Mandate/Inspect Enablement Activities/Participation for new hire on boarding sessions and continuous learning
- Manage the SOW/RFP process handling customers objections and explaining AppDynamics solutions in prep meetings, requirements workshops, and discovery sessions
Experience For Lead Services Sales Manager Resume
- Develop initiatives to build profile both internally and externally demonstrating our creativity and innovative solutions for Benelux clients and prospects
- Advise direct management team on matters relating to Polycom’s Managed Services offerings and where appropriate, recommend incremental customer needs
- Develop programs to support increasing Mitel’s Net Promoter Score
- Act as the primary point of contact for the customer with regards to Veritas Services (Consulting, Education and Managed Services)
- Participates with the sales team in the development of new customers, as well as, retention of existing customers
Experience For Hospitality Services Sales Manager Resume
- Provide feedback to senior management as it relates to sales/marketing strategies, product needs and changes based on market trends, etc
- Represent Hitachi Vantara in social media, public speaking and presentations
- Work collaboratively with Account Executives (AE’s) and the Project Services team to develop account plans and sales strategies for the business unit
- Develop account's service strategy and close plans
- Connects and build relationships with AM’s and RSM’s and has the ability to partner with the sales teams and act as best trusted partner
- Makes sure that work is performed in compliance with SOP’s
- Breadth of knowledge executing the RFP/SOW/Proposal processes by scoping, producing, and delivering to the customer RFP’s/SOW’s that meet customers documented requirements for value realization with first time quality as aligned to their business and use cases
Experience For Director Professional Services Sales Manager Resume
- Guide the CEE’s to develop and execute Network Growth plans that insure the adoption and use of the Ariba Business Network
- Maximize Regional customer’s use of SAP Ariba solutions with emphasis on Ariba Business Network adoption
- Create short and long-term objectives for his/her group to meet the goals and objectives set forth for the Regional or area-level GE Digital Services business, as applicable
- Drive increases in GE Digitals bookings and attachment rates in product and Services sales opportunities through relationships developed with Sales and Services management teams in their assigned Regions or areas
- Achieve or exceed monthly/quarterly quotas of qualified opportunities for GE Account Managers, and closed business
Experience For Digital Services Sales Manager Resume
- Provide the necessary leadership, support and guidance to ensure the inside sales strategy is aligned with business direction and supports accomplishment of GE Digital’s overall business objectives
- Coach and mentor direct reports daily, and hold team accountable for meeting sales objectives. Work closely with your assigned responsible for increasing Services bookings, revenue, and attachment rates through collaboration with Services and Sales teams and reaching out to the customer base
- Identify the materials and training needed to up level Services Sales team
- Ownership– Always prepared to step forward and take responsibility, firmly establishing themselves with the customer as the ‘go to’ person
- Conduct high level conversations with senior executives around lead conversion and account contribution
- Build efficient processes and tool/identification and elimination of process inefficiencies
- Build and perfect our playbooks that govern our daily and weekly cadence of sales activity informed by approved best practices
- Hire talented Services Sales Reps by recruiting, interviewing, and evaluating a large pool of candidates for core attributes and values essential for the Services Sales role
- Stay current with industry trends and leadership best practices
Experience For Issuer Services Sales Manager Resume
- Responsible for VAS sales’ accumulative annually and quarterly targets in APAC
- Collaboration -Effective networker, developing positive and highly productive relationships at all levels both within customer organisations and our own internal teams
- Participate in the SOW/RFP process handling customer’s objections and explaining BMC solutions in prep meetings, requirements workshops, and discovery sessions
- Demonstrable experience of selling Professional Services or Technology Solutions
- Making sure that work is performed in compliance with SOP’s
- Have met and exceeded bookings and utilization targets
Experience For Professional Services Sales Manager Resume
- Build strong internal network with IBD, CMO, Corporate Bank RM’s, Securities Services, Legal, Compliance, Risk and Issuer services colleagues both in China and in key HK, Singapore, London and NY hubs
- In conjunction with relevant marketing and regional SFE resources, determine the market potential for the product/product range or segment and prioritize the opportunities
- In conjunction with Zone Manager, align territories to market potential and priorities and assign optimal sales resources
- Attract, retain, educate and develop world-class commercial talents to realise product commercial strategy
- Is accountable to ensure compliance and execution of the regional sales process
- In conjunction with Zone Manager determine and drive ownership of order and configuration quality at the point of entry to ensure accuracy, configuration integrity and that all requirements are tied to documented customer inputs
- Is responsible for driving optimal operating mechanisms to monitor and track progress of opportunities in the pipeline as well as forecasting performance against Operating Plan, with the team
- Is responsible to communicate, execute and leverage the Variable Sales Incentive plans with the teams
- Manage pipeline of opportunities to system/service implementation
Experience For Senior Services Sales Manager Resume
- Self-directed and self-motivated with the ability to work without a great deal of supervision
- Understand customer’s needs, qualify leads, and work closely with the Sales Supporting functions to provide competitive solutions for our customers and drive the sales cycle
- Support companies’ campaigns and gather market information for fleet unit technology and other companies’ new developments
- Identify market trends and changes in the local legislation that trigger the use of the company’s solution portfolio
- Related in service delivery within the telecom/MSO sector to include; deployment, professional, maintenance & managed service offerings and software related customization services
Experience For CIB Sales & Marketing Investor Services Sales Manager Resume
- Sales strategy development and execution with emphasis on end-to-end solutions to build long term customer engagements and annuities
- Experience with reviewing and providing specific solution recommendations for complex customer requirements, feasibility of intended applications, required software and adequacy of implementation plans for customer needs
- Gathering information on the customer's business processes, critical success factors, and competitive standing through a strategic and consultative sales approach to deliver value-added business solutions
- Utilises advanced knowledge of VMware’s service offerings and understanding of the customer's business to develop customised proposals that present solutions that successfully sell the organisation's capabilities to customers technology or business outcomes
- Build relationships where clients share all their concerns and priorities early in their thought process so that we are given opportunity with new requirements and do not receive unexpected news. View the client as a Partner to the firm demonstrating proactive engagement at all times
Experience For Marketing Services Sales Manager Resume
- Build in-depth knowledge of clients’ business priorities, challenges and initiatives that can be translated into Polycom opportunities
- Build the profile of our CIB IS Benelux franchise
- Work closely with Risk and Compliance
- Be seen as the prospect’s advocate within the Bank with ability to influence and get results
- BA/BS and 5+ successful years in services sales
- Microsoft Partner Seller (formerly known as v-TSP) with experience in sales & positioning presentations, strategy briefings, product demos and other related activities
- Experience selling IT services, telecommunication services, networking services, POS services, outsourced professional services, data analytics or a sales role for a Managed Service Provider for local, regional or national retailers
- Build relationships with Customers, Account Managers and Regional Sales Leaders and partner with the customer and sales teams and act as best trusted partner
- Function as a front-line Professional Services Sales resource for 'best practice' and informal customer questions for key accounts
List of Typical Skills For a Services Sales Manager Resume
Skills For Inside Services Sales Manager Southern Europe Resume
- Has good communication and presentation skills
- High-level technical skills & fast learning curve of product & application
- Proven experience in specialty sales, specifically selling IT hardware or services
- Professional experience a technology-related field with sales and delivery experience
- Is able to manage their time effectively within the 90 day selling cycle
Skills For Lead Services Sales Manager Resume
- The work ethic to effectively develop customer proposals and Statements of Work, individually and/or with the broader Professional Services team
- Confident/competent client management skills are essential
- Building and maintaining strong relationships with key stakeholders throughout a delivery process
- Establish close working relationships to ensure SAP drives effective customer planning and delivery methodologies
- Demonstrated, consistent record of success selling to existing and new customers
- Build sales readiness and reduce client learning curve through effective knowledge transfer by facilitating solutions development
- Proven track record of successfully driving sales and hitting targets
- Sales experience with a track record of successfully achieving quota for services and / or education sales
- Solid understanding of capital markets, project finance or M&A market is an advantage
Skills For Hospitality Services Sales Manager Resume
- Experience of working with ecosystem partners (Global and Regional SI’s, VAR’s, ISV’s)
- A strong understanding of the payment industry in the region and how verifone solutions plafform can add value to our customers
- Build good working relationship and cooperation with APAC sales/presales organization
- Good understanding of Skype Operations Framework
- Experience working closely with distributors and resellers
- Work with regional team to seek approvals, and ensure adequate execution and implementation of transactions prior to closing
- Related experience in a services organization
- Demonstrated ability to sell and support a sales process
- Educate and empower local teams to develop incremental service sales through up-skilling..
Skills For Director Professional Services Sales Manager Resume
- Experience writing responses for services within RFP/RFI requirements
- Relevant working experience in IT and/or Services sales
- Grow individual employees into effective and knowledgeable PSAEs who are motivated and committed to their customers and internal teams
- A clear thinker and an effective presenter, communicator and negotiator
- Experience in a UC&C or similar technology environment
- Designated Supervisory Principal experience
- Handled big team/Bid process experience
Skills For Digital Services Sales Manager Resume
- Global account/key account director experience
- Solution sales experience
- Experience in a corporate trust or related sales/transaction execution role
- Deep knowledge of at least two of our growth areas including compliance services, validation services, IT solutions and data management services
- Sound knowledge of the products and industry in which the company operates
- Ales management experience
- Strong knowledge of local market
Skills For Issuer Services Sales Manager Resume
- Demonstrate with proficiency new CA Services & Education offerings
- Build and maintain strong relationships with key stakeholders throughout the delivery process securing key references at all levels
- Target key issuers, intermediaries and prospects to develop a strong pipeline and source new mandates for Agency and Trust
- Effective communications with executives and managers to ensure proper sensitivity to sales needs
- Converting new customers by identifying competitive advantages
- Winning or Growth Mindset towards management, change and operational ambiguity
- Understanding current technologies and IT related infrastructure and business challenges
- Positioning all the products with SWA renewals
- Managing the SWA Inside Sales partner
Skills For Professional Services Sales Manager Resume
- Conducting EMEA weekly Business Reviews
- Coordinating a Country direct SWA Services Delivery model
- Strengthening relationships with Mitel Sales reps and Channel Account Managers
- Leading a well-managed Services Sales team and driving business impact resulting in long-term, predictable revenue growth and satisfied Microsoft customers
- Developing and maintaining a healthy PSAE team pipeline with operational excellence
- Growing and maintaining healthy client relationships
Skills For Senior Services Sales Manager Resume
- Hiring qualified individuals with high potential to succeed
- Existing intermediary network in Asia is a distinct advantage
- Internal facing: SSM’s, Consulting Management, Consultants, Enterprise (pre) Sales Teams and Education Team
- Technical understanding of Application Monitoring and Proactive Maintenance
- Vertical expertise in one or more of the following: Telco, Insurance, Healthcare, Banking, Retail, Outsource, Travel, Utilities
- Think outside established solutions and processes, invite the team to learn from everything, accept failing investments, think and act lean
- Promote companies’ solutions, including customer meetings, conferences and delivering papers
- Participate in establishing business strategy by providing the company’s perspective
Skills For CIB Sales & Marketing Investor Services Sales Manager Resume
- Users of Turbomachinery/Rotating equipment comprising
- Performance management and development of team – ensuring appropriate rewards for performance and corrective action where required
- Drive sales through long-term relationship building
- An ability to discuss your knowledge of securities services and related Bank products including how to price them
- Able to create and develop solutions to customer needs while meeting objectives
- Profound command of English language is essential, both in writing and orally
- Client focus - Brings value to client interactions based on a clear understanding of needs and a genuine desire to provide the best possible outcome
- Is responsible to set appropriate operating plan targets based on their product market potential, for the first line manager
Skills For Marketing Services Sales Manager Resume
- In business to business (B2B) sales selling services
- Track record of working in team-based environment that required collaboration to be successful
- Manage and contribute to the sales pipeline by generating leads, referrals and new customer opportunities within the specialty area
- Responsible for achieving assigned sales objectives within budgeted costs
- Coordinate relationships and interface with Commercial Operations, Technical Marketing, Product management and other functions
- Heavy duty reciprocating compressors
- Be a first point of contact for existing clients and connect with Issuer Services hubs to help resolve key issues
- Work with clients and their advisors to understand deal structures, prepare proposals and agree pricing
List of Typical Responsibilities For a Services Sales Manager Resume
Responsibilities For Inside Services Sales Manager Southern Europe Resume
- Design and develop Professional Services offerings to integrate AppDynamics in customer's environment and make it a part of their business strategy and operations
- Proven ability to lead a high-performance team across multiple countries and cultural differences
- Focus on growing contractual renewals for small-to-mid size accounts with limited complexity, to higher-total contract-value renewals
- Accurately report status on each opportunity using relevant systems (Salesforce) and review with services leadership on regular forecast reviews
- Active alignment with Marketing to drive “right” programs to support owned Territory/Customer needs to drive awareness and pipeline’
- Product knowledge of railway vehicle manufacturing
- Conflict management and quick in making decisions
- In industry knowledge in area’s including cloud technologies, virtualisation, application modernisation
Responsibilities For Lead Services Sales Manager Resume
- Manage, improve and execute services consulting process
- Drive integration and orchestration with Microsoft Enterprise, Marketing & Partner teams, to ensure One Microsoft execution with customers
- Work with a Contract and Project Management Offices to adhere to best practices and business guidelines
- Meet/exceeded bookings, revenue and utilisation targets
- Identify prospects within accounts to discover or cultivate solutions sales opportunities within area of technical specialty (in close cooperation with the HW account management team)
- Establish a professional, working, and consultative, relationship with the client, up to IT management level, by developing a core understanding of the unique business needs of the client within their industry
- Detailed knowledge of key customer types on given products
Responsibilities For Hospitality Services Sales Manager Resume
- Services Sales escalation point a the Regional Level
- Discuss the technical requirements of the equipment/solution to be purchased with End Users and Design Institutes
- Prepares various periodic and special reports such as sales forecasts, prospective business, lost business and the like
- Drive opportunities together with the Account managers
- Position Citi to win mandates by being fully conversant with Agency and Trust product characteristics Initiate and maintain dialogue with existing clients and intermediaries at all levels of seniority from working level to C-suite contacts
- Work with regional team to ensure that deal structures are well understood and operationally viable
- Act as first line of defence to ensure that mandates won are within target market and do not present significant franchise risk to Citi
- Build strong internal network with IBD, CMO, Corporate Bank RM’s, Securities Services, Legal, Compliance, Risk and Issuer services colleagues in key HK, Singapore, London and NY hubs
Responsibilities For Director Professional Services Sales Manager Resume
- Able to clearly articulate the services solution being proposed and how it meets the customer’s key business drivers, exemplifying the (business) benefits resulting from the proposed services framework and technical solution
- Actively build and maintains strong relationships with partner companies that contribute to Veritas’ success and thus support Veritas’ go to market channel and partner strategy
- Work with our 3rd party services partner to develop lead generation opportunities back in to Mitel sales
- Understand the Services offerings and what is needed from a sales and delivery perspective
- Ensure our 3rd party services partner is educated on Mitel products
- Develop an EMEA wide plan with country by country refinements to deliver SWA service
- Work closely with Services Product Line Management on product enhancements
- Work closely with Maintenance and Professional Service Delivery teams
- Work with Services Delivery and Product management review each country for the capability to deliver an SWA contract in country
Responsibilities For Digital Services Sales Manager Resume
- Responsible for Sales, negotiation and business development oriented on Verifone’s digital solutions
- Implement plans to achieve strategic goals of the business unit
- Analyze customer requirements and promote VeriFone products, solutions and services to fill such requirements
- Create and maintain long term relationships with clients
- Negotiation of business agreements aligned with corporate guidelines
- Resolves different customer problems and participates in important negotiations with key customers
Responsibilities For Issuer Services Sales Manager Resume
- Drive profit and loss accountability for India HSB
- Lead the “Insert Region” services sales business function . Build pipeline, develop solution architectures and close services deals, engage strategically with customers and partners
- Build, coach and develop a world class team, capable of exceeding targets and creating strategic partnerships with customers. Establish rigorous sales discipline across all aspects of sales engagement, pipeline development/management and forecasting
- Partner with Account Teams, Technical Sales Organisation, Partners, Practise Leads, Practise Principals, Engagement Managers and Principal Consulting Organizations to establish strong process for the required services scoping for Hitachi technology solutions to meet customer business/ technical outcomes
- Lead Hitachi Vantara Services sales organization to a higher level of strategic engagement and sales maturity; including collaborating and partnering with adjacent organizations to create a world class GTM function
- Develop strong focus on post-implementation sales; effective mining of the install base for recent sales opportunities to drive customer business impact and adoption of invested technology
- Experience in sales or service business
Responsibilities For Professional Services Sales Manager Resume
- Financial services and/or P&C sales/management experience recommended
- Develop effective internal relationships across business function
- Manage the balance between strategic investments, revenue and margin growth targets
- Remains current with Hitachi product, service and solution portfolio by attending relevant internal trainings, seminars, websites to effectively position the entire solution. Keeps current with competitive advantage and industry trends to effectively support customers’ requirements
- Supports the broader Hitachi team where required, including providing relevant information for customer success stories and references and supports marketing initiatives as required
- Achieves assigned regional revenue and profitability targets
Responsibilities For Senior Services Sales Manager Resume
- Forecast accuracy, bookings growth and install base expansion
- Achieves strategic customer objectives defined by Hitachi management
- Lead Education and Services business development efforts within assigned accounts or territory and act as the single point of contact for all Services opportunities and issues across all practices in supported accounts
- Owns the relationship between the Services business and customers as well as internal stakeholders including product sales teams, business units and customer support. Engages other functions within services as appropriate including Project Management Office, Practices and Services leadership
- Engage with the Sales team to create and execute on a business plan to optimize the install base with the customer, cultivate expand opportunities, and plan appropriate coverage model to support that business and/or alignment to sales campaigns
- Ensure profitable and successful engagement completion by focusing on project scope accuracy. Ensure proposals are adequately scoped and within defined tolerances for VSOE and margin
- Interact and effectively communicate the state of the project and future business opportunities through executive briefings to the client's senior level management team
- Collaborate closely with assigned SMEs including Architect, Consultant, TSO, and Global Practice team to align delivery approach to business development phase ensuring strong continuation from business development to delivery
Responsibilities For CIB Sales & Marketing Investor Services Sales Manager Resume
- Develop and manage employees’ growth and skill sets
- Collaborate with the Project Management team to appropriately staff each project
- Build a pipeline of new business of at least 3x quota, regularly undertake reconciliation planning and pipeline generation activities to achieve quota, both attached and unattached business
- Function as a front-line Professional Services Sales resource for "best practice" and informal customer questions for key accounts
- Develop the big pictures to serve the customers’ strategic objectives
- Knowledge of current MS Office applications
- Self-dependent, target-orientated, structured and analytic way of work
- Operational readiness and ability to work under pressure
Responsibilities For Marketing Services Sales Manager Resume
- A solid understanding of Microsoft’s business value proposition and products, including how solutions are built, and what is involved in implementing solutions with customers
- Manage a sales team in a structured, disciplined sales environment – and have fun doing it
- Travel as required (estimated to be less than10% of the time)
- Expertise in NASD, SEC, and Broker/Dealer regulatory requirements
- Knowledge of industry including competitors and trends (i.e., knows what it takes to be successful in the financial services industry; has a thorough knowledge of the industry’s history, customers, and competitive environment)
- Understand Telco/FSI industry apps building blocks
- Handled complex services/consulting projects. Do list them
- Series 7, 24, 53, 63 (in some states) or equivalent and Life & Health license
- Engaged CXO level for solution proposition