Highly motivated Vice President - Relationship Manager with over 15 years of experience in the credit card processing and financial services industries. Manages a portfolio of global, multi-billion dollar clients and has a track record of increasing revenue, retaining clients, and cross-selling additional products and services. Provides strategic guidance, complex financial analysis, and strong relationship management.
Motivated, results-driven, multi-faceted individual with 5+ years’ experience in Finance and business seeking a position within finance/financial services. Able to develop and manage strategic business practices and initiatives. Experienced in working closely with both domestic and international clients; executive level management. An innovative individual with the ability to prioritize tasks and make quick decisions. Positive and upbeat attitude. Gets along very well with co-workers and management. Thoroughly enjoys a challenge and committed to a long-term career.
1. KEVIN M. SMITH Cell (781) 696-6958
9 Meadow Brook Rd. Home (603) 216-1374
Derry, NH 03038 kevin047402@yahoo.com
SUMMARY
Highly motivated Vice President – Relationship Manager with extensive experience in the credit
card processing industry. Successfully managing a portfolio of up to 13 clients across different
industries and currencies by developing and maintaining relationships with C-level contacts to add
new business and build client trust. Utilizes diverse experience, excellent presentation skills and
industry knowledge to provide unparalleled consultative service through effective analysis and
presentations.
WORK EXPERIENCE
July 2011-Present Chase Paymentech, Salem, NH
Vice President – Relationship Manager – Senior (March 2015-Present)
Manage a Strategic Portfolio of top tier, global, multi-billion dollar organizations for card payment
processing domestically and internationally.
Increased revenue by over $658,000 in the first half of 2015, by adding additional business and
cross selling products.
Successfully renegotiated several multi-year contracts to preserve millions of dollars in revenue.
Effectively completed and submitted a 95 page Request for Proposal (RFP) to retain multi-
billion dollar client.
Delivered multi-currency pricing proposals and financial impact analysis to internal senior
management for approval in contract renegotiations, new product pricing and financial
adjustments.
Provided quarterly, on-site, comprehensive business review for all clients; presented processing
solutions and financial analysis to minimize cost and increase efficiency.
Researched and resolved complex processing issues in a timely manner to reduce or prevent
negative financial impact for clients.
Cross sold products to increase efficiency for clients resulting in additional Chase Paymentech
revenue.
Developed and maintained strong relationships with multiple internal departments within JP
Morgan, resulting in a high level of support for the clients.
Provided timely updates to management on client activities for monthly and weekly reports.
Director – National Accounts (May 2013 – March 2015)
Provided training and coaching to a seven person team to maximize understanding of the card
processing industry while managing a portfolio of 6 to 11 global, multi-billion dollar clients.
Renegotiated a new five year contract with a multi-million dollar client.
Successfully managed USD and cross currency processing methods for several merchants.
Assisted colleagues in the renegotiation of multi-million dollar contract extensions.
Conducted team training on internal technological systems, analysis of processing results and
internal reports, which increased efficiency in daily activities.
Trained and coached new Account Executives on conducting business reviews and managing
workload.
National Account Executive (July 2011 – May 2013)
Managed a portfolio of 13 global, multi-billion dollar organizations for domestic and international
card payment processing.
Delivered comprehensive business review for all clients three times in 2012; provided
processing solutions and options to minimize cost.
Effectively analyzed and monitored financial consequences of processing methods by providing
chargeback, authorization and interchange analysis.
2. Enhanced and expanded relationships with merchants by meeting with multiple C-level contacts
on-site.
Established and maintained strong relationships with several internal departments resulting in a
high level of support for the client.
June 2010 – July 2011 Aflac, Inc. Concord, NH
Independent Associate
Initiated business for supplemental insurance products for small and medium businesses in New
Hampshire.
Ranked within the top 12%, Aflac Associates for new business for all of New Hampshire and
Maine in 2011.
Effectively closed new business sales though door to door prospecting and cold calling.
Identified, contacted and established on-site meetings with key decision makers (business
owners, CEO’s, CFO’s and human resource professionals).
Recognized by management as a top ten Associate for the month of April 2011 for obtaining
new business for New Hampshire and Maine.
December 2006 – May 2010 NewRiver, Inc. Andover, MA
Sales Director (2007-2010)
Increased business to business technology sales to financial firms and mutual fund companies
throughout the United Sates.
Successfully closed $400,000 C-Level business to business technology sales though on-site
meetings, webinars and cold calling in fiscal year 2009/2010.
Top Sales Director for opening new accounts in 2009/2010 fiscal year.
Identified, contacted and established on-site meetings with key decision makers (compliance
and operations officers, CEO’s and sales managers) at assigned accounts.
Conducted on-site presentations, successfully sold mutual fund data, e-delivery solutions for
compliance documents and web-based tools to mutual funds companies, broker-dealers and
retirement plan providers.
Internal Sales (2006-2007)
Generated, promoted and closed new business opportunities for National Sales Directors.
Conducted over 200 cold calls per week to generate leads and appointments for 10 national sales
directors.
Presented webinars to C-level management which demonstrated how NewRiver products would
increase sales and compliance for mutual funds.
Developed referral networks with CPA’s, existing clients and other centers of influence to
generate leads and increase sales revenue.
PRIOR POSITIONS
ADP TotalSource Inc. Salem, NH District Manager
John Hancock, Inc. Boston, MA Internal Wholesaler
PaineWebber, Inc. Boston, MA Financial Advisor
Leerink Swann & Co. Boston, MA Financial Advisor
Bear Stearns & Co. Boston, MA Registered Cold Caller
EDUCATION
Northeastern University MBA Program, Boston, MA - 3.7 GPA
University of Vermont, Burlington, VT - Bachelor of Arts in Business Administration
Licenses previously held
(Series 7, 63, 65, Massachusetts State Insurance License, Property and Casualty)