John T. Williams

About John T. Williams

Senior Territory Account Manager with more than two decades of experience managing complex, relationship-driven accounts across regulated, institutional, and professional-services environments.I’ve spent my career owning account portfolios, developing territory strategies, and working closely with executive, financial, and operational stakeholders to drive long-term growth through trust, consistency, and value-based engagement. My background includes both enterprise account leadership and hands-on operational ownership, giving me a practical understanding of cost, efficiency, and total value—not just price.Accounting-trained and process-oriented, I’m comfortable navigating complex requirements, aligning internal teams, and helping customers make informed decisions over long sales cycles. I’m especially effective in roles that reward discipline, credibility, and long-term relationship building over transactional selling.Currently focused on senior territory and account management opportunities where local presence, strategic planning, and customer trust matter.

Experience

1. Director of Business Development

   Source Advisors

   Oct 2024 — Present · US

   Owned and managed a portfolio of mid-market and enterprise accounts within a defined territory through consultative, relationship-driven engagement.• Served as primary point of contact for executive, financial, and operational stakeholders; conducted account reviews and identified growth opportunities.• Collaborated closely with consulting and delivery teams to improve client experience and engagement outcomes.• Provided mentoring and guidance to junior team members on consultative client engagement and account support.

Education

• University of Mississippi

  Bachelors, Accounting

  1993 — 1998

• Mid-America Baptist Theological Seminary

  Master’s Degree, Divinity

  1998 — 1999

• Christian Brothers University

  Certificate, Financial Planning

  2000 — 2001

Skills

• Microsoft Project
• Strategic Planning
• Customer Service
• Sales Presentations
• Intelligently Managing P&L Results
• Sales Management
• Serving Diverse Customer Populations
• Expert in Quickbooks and Other Accounting Software
• Business Development
• Strategic Leadership
• Training
• New Business Development
• Property Management
• Property & Casualty Insurance
• Budget Forecasts
• Developing & Mentoring Staff
• Leadership
• Mastery of Ms Office (Word, Excel, Outlook, Publisher & Powerpoint
• Microsoft Office
• Sales
• Budget Management
• Exceptional Presentation & Public Speaking Skills
• Public Speaking
• Insurance
• Leadership Development
• Management
• Team Building
• Marketing
• Strong and Convincing Personality