Shelley Lukavec

Strategic Account Manager @FIS

Strategic Account Manager Sales, Retention and Account Management: • Achieved over 110% of assigned new sales and renewal quota. • Ensured 100% awareness of client’s respective positions, existing contract terms and new sales opportunities. • Utilized every possible resource in order to close new sales. Coordinated all resources available in order to retain/save Financial Institution relationships. This included making management aware of clients in jeopardy, documenting situations/events in customer database, asking for pricing or other concessions where necessary, and bringing in the proper management or tools to retain the clients. • Maintained relationships within each institution in assigned territory. • Maintained an up to date pipeline and accurate forecasting. Documented client discussions, records and leads within the client database. • Prioritized territory by revenue, assets, and potential. • Continuously ensured zero occurrences of “surprise” terminations within assigned territory. Made certain client status with FIS was well known and documented for necessary management/business units within FIS. • Conducted site visits for assigned top 25 financial institutions in order to uncover new opportunities, understand client goals and escalate any client issues to achieve resolution.