David Bernardi

Principal - Account Executive, Financial Services @Pegasystems

Montreal, QC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2021 — Present

Principal - Account Executive, Financial Services @Pegasystems

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Need to maximize customer lifetime value? Streamline service? Boost efficiency? Whatever challenges stand in your way, Pega helps you make better decisions and get work done. Our solutions save people time, so your employees and customers can get back to what matters most. Currently, partner and collaborate with clients in the Financial Services sector to reinvent the way they do business. Work closely with the clients all while educating them on our suite of digital transformation solutions aimed and streamlining business processes and enhancing the customer experience and journey. If you are curious to know more about how we can enable your organization with Gartner and Forrester Analyst acclaimed technology in the Customer Engagement, Customer Service & Intelligent Automation space feel free to connect with me.

EDUCATION

N/A

Concordia University

Bachelor's of Commerce, Marketing

N/A

Dawson College

Retail Management

SKILLS

Lead GenerationBusiness DevelopmentEvents OrganizerProgram ManagementAccount ManagementManagementMortgage LendingStrategyFinancial ServicesTeam BuildingBusiness-to-Business (B2b)Marketing StrategyCrmBusiness AnalysisPortfolio ManagementMarketingRelationship ManagementEvents OrganisationBudgetsB2bCoachingDirect SalesSales WorkshopsBankingMarket ResearchInvestmentsSellingTeam LeadershipSales ProcessCompetitive AnalysisStrategic PlanningBusiness PlanningSales ManagementLeadershipBusiness StrategyStrategic PartnershipsSalesNegotiationSalesforce.comSales Operations

ABOUT DAVID BERNARDI

Passionate, Customer Driven sales & business development executive with over 15 years in…

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David Bernardi — Principal - Account Executive, Financial Services at Pegasystems in Montreal, QC, CA | Unifers