Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Education and Training
Bachelor of Science: Communications And Technical Sales, Expected in 05/2005
Weber State University - Ogden, UT
: Presentation Advantage, Expected in 12/2018
Franklin Covey - ,
: Situational Leadership II, Expected in 06/2019
Ken Blanchard Companies - ,
: Fiserv Way of Selling, Expected in 05/2020
Franklin Covey Co. - ,
  • Completed coursework in 2016, 2018 and 2020
  • Licensed Real Estate Agent - 2021

Motivated Senior Sales Executive and Consultant with 23 years of FinTech experience and dedication to mentorship. Proven ability to exceed sales goals and retain clients. Determined Closer with documented success in competitive, fast-paced sales environments. Track record of exceeding expectations and sales goals to drive profit and revenue growth. Collaborating with team members to deliver exceptional customer service.

  • Exceeded sales goals by an average of 3% on a $5M quota as a Client Partner/Account Executive from 2008 to 2013
  • Exceeded sales goals by an average of 6.5% on a $15-19M quota as a Solutions Consultant from 2013 to present
  • Maintained a 94% client retention rate from 2008 to 2013
  • Managed a team of Solutions Consultants responsible for handling client reference requests in Salesforce
  • Founding member of the Fiserv Women's Impact Network
  • Provided organizational leadership to over 25 volunteers in the establishment of the Parent Teacher Association for a new elementary school.
  • Raised $10,000 in funds annually to support education initiatives and programs from 2018 to present
  • Created a program to promote new PTA Board members from within, leading to cohesive leadership structure
Key Strenghts
  • Salesforce CRM experience
  • Territory planning and forecasting
  • On-site and virtual product demonstrations
  • B2B and B2C sales
  • Contract negotiation
  • FinTech knowledge
  • ROI creation and analysis
  • Employee/Volunteer mentoring
Client Solutions Consultant, 06/2013 - Current
Osf Healthcare Bloomington, IL,
  • Improved profitability by aligning sales strategies and business plans with market trends.
  • Implemented creative sales and marketing strategies to assist sales team with reaching targets.
  • Created and delivered sales presentations demonstrating value through cost reduction, ROI and customer satisfaction.
  • Made targeted product and service recommendations based on customer needs.
  • Cultivated strong professional relationships with industry partners, creating focused campaigns to drive long-term business development.
  • Participated in continuing education sales training programs offered by Fiserv
  • Collected and analyzed data to evaluate operational issues and make process improvement recommendations.
President/Treasurer Volunteer, 07/2018 - Current
Meta Platforms, Inc. Northridge, CA,
  • Collaborated with executive partners to establish long-term goals, strategies and PTA policies.
  • Worked closely with team members to deliver program requirements, guide fundraising activities, develop plans and meet deadlines.
  • Managed PTA financial affairs, including administering $10,000 overall annual budget.
  • Developed annual budget and compared actual expenses against projected budget.
  • Demonstrated leadership by making improvements to program processes and helping to train others.
  • Boosted PTA participation by driving engagement, increasing outreach and improving service offerings.
  • Demonstrated the value of PTA membership and participation in the overall education process
Client Partner, 01/2010 - 06/2013
Forcepoint Florida, PR,
  • Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends.
  • Created and delivered proposals, product packages and product presentations to clients in small and large group settings.
  • Met with clients regularly to understand ongoing business needs and introduce new product or service offerings when relevant.
  • Participated in rigorous territory review sessions to analyze opportunity, pipeline and track quota attainment.
  • Tracked and analyzed weekly sales reports, implemented corrective action plans and streamlined sales operations.
  • Participated in strategic and budgetary planning sessions both internally and with clients.
  • Analyzed growth opportunities to forecast projected business and recognize customer desires.
  • Created forecasts of opportunities and documented all follow-up communications in Salesforce.
Strategic Account Manager, 05/2005 - 11/2009
  • Managed and cultivated business relationships with 80 bank and credit union clients.
  • Advised clients in development and enhancement of debit/credit card portfolios, rewards programs and other online channels.
  • Delivered proposals and ROI analysis on new products and services
  • Researched and discovered new sales opportunities to elevate revenue and market share.
  • Participated in rigorous territory review sessions to analyze sales opportunities and track quota attainment.
  • Headed negotiations to formulate and secure contracts across accounts.
  • Reviewed sales reports and forecasts to evaluate financial growth and performance.
  • Maintained a 94% client retention rate

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School Attended

  • Weber State University
  • Franklin Covey
  • Ken Blanchard Companies
  • Franklin Covey Co.

Job Titles Held:

  • Client Solutions Consultant
  • President/Treasurer Volunteer
  • Client Partner
  • Strategic Account Manager


  • Bachelor of Science

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