Banking and Information Management Software Sales
Greater Atlanta Area
- Current
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- National Account Executive at Digital Insight an Intuit Company
- Past
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- Sales Director & Consultant at Financial Fusion, Inc. (Sybase)
- Practice Leader - Financial Services at Docucorp
- Vice President - Sales at Zyman Group - Z-Marketing
- Vice President - Sales at Magnet Communications (Now Digital Insight)
- Regional Sales Manager - Major Account Executive at Mobius Management Systems
- Regional Sales Manager at Microdynamics
- Regional Sales Manager at DISC
- Sales Representative at CPT
- Education
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- University of Maryland College Park
- Fairleigh Dickinson University
- Recommended
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6 people have recommended James (Jim) - Connections
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283
connections
- Industry
- Internet
- Websites
James (Jim) Charanis’s Summary
20 years experience competing and winning in marketing and delivering complex software solutions to “C” level executives at banking and Fortune 100 companies. Unique background includes success as an individual contributor, a leader, an executive and a founder in the computer software business. This includes 12 years in commercial online banking dating back to 1989. Currently I am a Sr. Sales Executive at Digital Insight an Intuit company providing online banking solutions to the US financial services industry.
Digital Insight is part of Intuit - this is a great company, hope we all continue to grow here.
James (Jim) Charanis’s Specialties:
Sales, Internet, Start-up Software, Sales Management, Sales Engineering, Sales Support Management, Marketing, Marketing Management, Consulting, Gap Analysis, Strategy, Strategic Marketing, Implementation Consulting, Cash Management, Treasury Management, Online banking, Internet Banking
James (Jim) Charanis’s Experience
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National Account Executive
Digital Insight an Intuit Company
(Public Company; 5001-10,000 employees; INTU; Computer Software industry)
September 2005 — Present (3 years 11 months)
• Currently responsible for all commercial banking sales in the US for FI’s above $2 Billion
• Achieved over 120% of goal for current target quota.
• Have moved territories several times and have closed several multi-million dollar sales in each role
• Respected by management, leader in the organization
• Developing best practices & processes for commercial online banking software sales -
Sales Director & Consultant
Financial Fusion, Inc. (Sybase)
(Public Company; 501-1000 employees; sy; Computer Software industry)
November 2002 — September 2005 (2 years 11 months)
Joined company first as a consultant acting as a subject matter expert for commercial online banking.
Developed Sales Strategy for new Cash Management Products
Hired as an overlay with a quota for national corporate banking sales.
Exceeded sales and commercial market-share goals - worked with sales and implementations teams to achieve customer satisfaction -
Practice Leader - Financial Services
Docucorp
(Public Company; Computer Software industry)
April 2001 — October 2002 (1 year 7 months)
Insurance software company - wished to build out Banking sales team.
Built banking sales team - achieved first year quota -
Vice President - Sales
Zyman Group - Z-Marketing
(Privately Held; 51-200 employees; Management Consulting industry)
October 2000 — March 2001 (6 months)
Worked for Sergio Zyman - former CMO of Coke
Started a company subsidiary within his consulting group to sell marketing software along with his team's consulting. Folded into consulting practice in April 2001. -
Vice President - Sales
Magnet Communications (Now Digital Insight)
(Public Company; Computer Software industry)
November 1997 — October 2000 (3 years)
Pioneer in Internet Web Banking - for Commercial Banking. Cash Management and Treasury Management.
Founder - 6th employee; Set strategy for all sales and marketing.
Sold first early adopter clients and then hired the sales and sales support staff - achieved sales goals, became market leader for first Web based Cash Management solution for large US Banks
Executive team took the company through 3 rounds of financing.
Acquisition by D.I. after I left for Zyman's company -
Regional Sales Manager - Major Account Executive
Mobius Management Systems
(Public Company; MOBI; Computer Software industry)
April 1996 — November 1997 (1 year 8 months)
Continued track towards selling Document Imaging - move to Atlanta to take S.E. territory. Top salesperson in region within 12 months. Promoted to major accounts and focused on Financial Services again - left to start Magnet Communications, LLC.
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Regional Sales Manager
Microdynamics
(Privately Held; Computer Software industry)
September 1993 — April 1996 (2 years 8 months)
Pioneer in the Document Imaging space. Hired to restart the sales engine, exceeded sales goals and grew revenue towards that end. Eventually sold to Docucorp.
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Regional Sales Manager
DISC
(Privately Held; Computer Software industry)
January 1989 — September 1993 (4 years 9 months)
Top performer, sales of online banking: cash management systems to top 200 banks. Expanded to C-level sales, wholesale banking solutions (balance reporting, wire, ACH, lockbox, etc.)
The DISC ACCESS Product currently FUNDTech ACCESS -
Sales Representative
CPT
(Computer Hardware industry)
January 1988 — January 1989 (1 year 1 month)
James (Jim) Charanis’s Education
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University of Maryland College Park
BS , Marketing, Information Systems , 1985 — 1987
College of Business Management
- Activities and Societies:
- Phi Sigma Kappa, Officer
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Fairleigh Dickinson University
Finance 1983 — 1985
- Activities and Societies:
- Founder Phi Sigma Kappa
Additional Information
James (Jim) Charanis’s Websites:
James (Jim) Charanis’s Interests:
Photography, Web Development, Gardening, Running, Hiking, Gadgets, Mac OS X, Internet
James (Jim) Charanis’s Groups:
AFP, Boy Scouts of America, Everybody Wins (Mentor Program)
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Mobius Alumni -
Treasury Technology Network -
Treasury Management Network -
Association for Financial Professionals (AFP) -
University of Maryland, College Park Alumni Association -
The Cash Management Forum
James (Jim) Charanis’s Contact Settings
Interested In:
- new ventures
- expertise requests
- business deals
- reference requests
- getting back in touch
