Kimberly Jackson

Director, Sales Enablement

Pentaho

Head of Sales Enablement- Pentaho SW

Forte Advisory Services

Deliver strategies and recommendations to venture capitalists investing in Treasury Management System (TMS) solutions.
•	Achieved 100% acceptance rate for 14 recommendations delivered to 11 investors and 3 corporate treasury clients

Principal | Lead Advisor

HighRadius

Directed new treasury sales enablement function with team of 8 for Series B startup delivering innovative finance platform. Spearheaded new product introduction processes, development of sales playbooks, and weekly training and coaching sessions. Steered development and ongoing management of mid-market QBRs. Orchestrated L&D sessions for annual user conference for Treasury vertical.
•	Enabled 455+ global sellers—400 AEs and 55 solution principals—to achieve sales quota in Treasury and mid-market verticals
•	Advanced 6 BDRs to AMs (50%) by implementing Path to Promotion pilot program to cultivate and transition high performing BDRs 
•	Accelerated ramp-to-productivity by 50% for Treasury and mid-market verticals and time-to-first deal by 33% for mid-market vertical by facilitating design of customized New Hire 30-day onboarding programs

Kyriba

Designed GTM strategy for partners in Mexico, South America, and Spain for top ranked startup providing treasury management system solutions. Created and delivered sales training, messaging, and marketing content to 250 partners. Oversaw continuous Spanish language learning programs for LATAM including online and ILT training and coaching. Led implementation and evaluation of new sales enablement tools while maintained existing tools including Docebo, Talent LMS, Crayon, Sales Navigator, RFPIO, Simplr, Slack, and Partner Portal (Salesforce). Conducted win/loss analysis on partner and direct sales deals through post-decision interviews.
•	Onboarded 250+ global channel partners representing 30% of revenue
•	Boosted channel sales revenue by driving adoption of sales best practices with channel sales managers and internal leadership teams
•	Increased deals closed through partner channel by launching Sales Café to promote partners, highlight deal opportunities, and connect partners to direct sales reps

Sr. Manager, Global Partner Enablement

Managed ecosystem of 50 partners in LATAM. Onboarded new channel presales reps and delivered technical and sales training focused on Treasury and presales best practices. Represented Kyriba in all industry events in U.S. related to Treasury. Developed Kyriba solution integration strategies with Mexican and South American channel partners. Delivered customized product demos in Spanish.
•	Launched 1st-ever LATAM territory in collaboration with Channel Sales Manager and expanded to Central and South America in 5 years 
•	Secured 75 new clients focused on Mexican and South American markets by providing product, Treasury, and technical knowledge prospective clients to support presales activities

Head of Channel Presales, Latin America

HSBC Global Banking and Markets

Grew portfolio of 50 Corporate Treasury clients through strategic business reviews and in-person client visits. Upsold HSBC Cash and Payments products including online banking, positive pay, and new account structures. Worked directly with senior management in Miami and New York to identify new business opportunities. Delivered training on SWIFT and Treasury to internal sales reps.
•	Led 50+ post-sales implementations of payables solutions onto HSBCnet & HSBC Connect for large corporate Treasury clients 
•	Mitigated potential revenue losses and maximized profitability through correction action planning
•	Generated new pipeline through proactive and aggressive relationship-building via customer contact plans and participation in industry events
•	Built trust with clients by providing consultative insight on Fraud Prevention, AML, OFAC, Compliance, Treasury Management products

Senior Account Manager, Global Banking & Markets

SWIFT

Grew client base in US for international financial payments firm with 5B+ annual transactions. Provided guidance for international banking, payments, and connectivity to corporate treasury prospects and clients. Led projects for global consulting engagements with multiple senior leadership stakeholders. Onboarded new clients and implemented customized payment/reporting formats. Conducted strategic analysis of industry trends to maintain competitive advantage in fintech and treasury verticals.
•	Onboarded over 200 new corporate clients into SWIFT network
•	Acquired 75 new logos in 2 years by aggressively establishing presales business development operations and initiatives along West Coast

Lead Treasury Consultant | Business Development

Elire Inc.

Functional Business Analyst & Project Manager for implementing and upgrading PS Treasury V 8.8,9.0,9.1. Modules included Deal, Cash Management, Banking, and Financial Gateway. Provided expertise for international banking, global treasury practices, and SWIFT for Corporates, Service Bureaus. Participated in end to end PS TMS implementation phases: Discovery and Planning, Design, Development, Testing, Deployment, and Post Go-Live Support. Documentation: Scoping, business requirement docs, business process flows for current and future state, technical specs, testing, user guides, and project plans. Provided options for issue resolution and identified business process improvement opportunities. Data mapping and validation for transformation and conversion functionalities of payments and reporting. Projects: CARE, Intercontinental Hotels (IHG), and Abercrombie & Fitch

Senior Treasury Consultant, PeopleSoft Financials

Delta Air Lines

Established and maintained multiple banking relationships for Delta's new and existing international routes. Set up online banking service for each bank in each country and managed connectivity of portals to SAP. Managed Asian banking integration project to incorporate Northwest’s Asian banking portfolio into Delta’s existing international banking structure. Liaison to Delta’s legal department for negotiating banking contracts, establishing international branch registration/operating permits, and daily global operations. Team lead for all international banking relationships (60 banks, 80 countries) for Delta including management and training of existing staff on International Treasury Team.

Senior Treasury Analyst

I am the perfect combination of traditional financial services and fintech innovation. As a sales enablement leader with 20+ years’ experience, I deliver innovative enablement solutions that drive revenue growth in large banking and financial institutions. I lead teams to execute new product introduction programs from design through implementation across multiple organizations. Track record of improving business efficiency through operational process design in collaboration with multi-functional teams. Direct Cash and Payments product launches through global channel partner ecosystem.

Expertise
Global sales & partner enablement | Customer experience | New product introduction (NPI) | Release management & deployment processes | International payments | Treasury solution sales | Sales & GTM strategies | Learning & development | International banking | Project management | Agile methodologies | Stakeholder relationships

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