Sales-Oriented Chief Executive Officer (CEO)

Sales-Oriented Chief Executive Officer (CEO)

POSITION:  Chief Executive Officer (CEO)

ORGANIZATION:  Copytalk, LLC

LOCATION:  Headquarters, Sarasota, Florida

REPORTING RELATIONSHIP: The Chief Executive Officer will report directly to the Board of Directors, and is responsible for all operational aspects of the Company with particular emphasis on sales growth.

COMPANY BACKGROUND: Copytalk is the leading provider of mobile documentation services, trusted by many of the largest and most prominent financial services and insurance companies in the world.  The company was created in response to a growing need by mobile professionals for a productivity tool that enabled them to accurately and efficiently document meeting notes, draft letters, create to-do lists, and capture other important business information – using any phone and without having to purchase or install any new equipment.

By combining two existing methods of communication, e-mail and the telephone, into one simple application, a comprehensive solution was born.  Professionals on the go with limited time are able to increase productivity and their bottom lines, while maximizing important relationships with clients and staff and assuring compliance with company operating guidelines.  Copytalk is committed to helping our individual and corporate clients build their businesses.

THE OPPORTUNITY: Provide the direction to position Copytalk as the current and future high margin, value-added leader in mobile transcription for the insurance and financial service industries, as well as develop and execute strategic plans to extend the company’s reach into new markets. Develop a strategic plan to advance the company's mission and objectives and to promote revenue, profitability and growth as an organization. Oversee company operations to insure quality, service, and cost-effective management of resources, with a primary focus on sales.

PRIMARY RESPONSIBILITIES: The Chief Executive Officer will be a proven sales/marketing leader able to deliver on the potential for building a brand name and position Copytalk as the industry leader for the transcription marketplace, particularly for financial services and insurance companies. The major responsibilities of the CEO will be to execute in the following areas:

• Sales, Marketing and Public Relations:
  
  
  • Develop sales staff to effectively penetrate deeper  into customer accounts
  • Develop and implement a dynamic sales training program
  • Efficiently grow sales in the current vertical with inside and outside sales staff
  • Manage inside and outside efforts to promote the company’s products and services to relevant channels, client organizations and existing customers
  • Organize a social media and online presence to promote the company.
  • Oversee content, production and distribution of all marketing and publicity materials (posters, programs, flyers, mail outs, brochures, e-mail campaigns, newsletters, surveys, etc) with internal and external resources
  • Manage press development and analyst coverage
  • Strategically develop and coordinate potential future promoters and supporters of the company
  
  
  
• Insurance, Broker Dealer, Financial Services Community Relationships
  
  
  • Serve as the primary spokesperson and representative for the organization to this community
  • Assure that the organization and its mission, programs, and services are consistently presented in a strong, positive image to relevant customers
  • Act as a liaison between Copytalk and the community, building relationships with peer industry organizations, associations and conferences when appropriate
  
  
  
• Planning
  
  
  • Create annual operating plans that support strategic direction set by the board and correlate with annual operating budgets; submit annual plans to the board for approval
  • Collaborate with the board to define and articulate the organization’s vision and to develop strategies for achieving that vision
  • Develop and monitor strategies for ensuring the long-term financial viability of the organization
  • Develops future leadership within the organization
  
  
  
• Product Development
  
  
  • Oversee design, delivery, and quality of product roadmap
  • Stay abreast of current trends related to the market for its products and services and anticipates future trends likely to have an impact on Copytalk’s product
  • Identify market opportunities for product improvement and growth in customer offerings
  • Collect, analyze, and evaluate information that measures the success of the Copytalk’s program efforts; refine or change product roadmap in response to that information
  
  
  
• Operational Management
  
  
  • Promote a culture that reflects the organization’s values, encourages good performance, and rewards productivity
  • Oversee the operations of the organization and manage its compliance with legal and regulatory requirements
  • Ensure that staff and board have sufficient and up-to-date information
  • Evaluate the organization’s and the staff’s performance on a regular basis
  
  
  
• Financial Management
  
  
  • Oversee staff in developing annual budgets that support operating plans and submit budgets for board approval
  • Prudently manage the organization's resources within budget guidelines according to current laws and regulations
  • Ensure that staff practices all appropriate accounting procedures in compliance with Generally Accepted Accounting Principles (GAAP).
  • Review activity reports and financial statements to determine progress and status in attaining objectives and revise objectives and plans in accordance with current market conditions with the Board’s approval
  
  
  

PROFESSIONAL EXPERIENCE: The Chief Executive Officer will have significant experience in the financial services sales arena (5-7 years minimum), with specific knowledge of the insurance, mutual fund, and broker-dealer distribution and sales channels.  The ideal candidate will have both internal and wholesale experience, with 5 or more years of sales management experience in this field.  Additionally, the CEO should have the following qualifications:

• Bachelor’s degree required
• An MBA or equivalent would be a plus
• Former CEO/COO experience
• Proven sales experience is a must
• Demonstrable sales management experience required
• An ability to motivate an organization, and particularly a sales group, to set and exceed goals
• Product marketing and management experience a plus
• Proven history of success attaining corporate financial goals

PERSONAL TRAITS: The Chief Executive Officer will possess / be:

• Unquestionable ethics and personal integrity
•  Strategic and business prioritization skills with a sales-oriented focus
•  Proven strategic thinker, hands-on manager and leader capable of being a team player in every respect
• Proactive and highly effective at all levels, possessing exceptional communications skills
• Unique ability to set an example for performance thru personal action to influence or drive change at strategic & tactical levels
• Open and approachable with a straightforward, honest style that commands respect while fostering dialogue
• Able to manage with facts objectively while possessing the ability to make decisions based on experience and intuition

KEY SELECTION CRITERIA: The Chief Executive Officer will have performed well in both high growth and developed market company environments. The CEO will also possess:

• Demonstrated experience in growing a sales team to address the  financial services market segment, preferably as the leader or CEO
• Process-driven executive capable of assessing customers, market, technology, and team, with a view to developing an overall growth plan with buy-in from board, CEO directs, and key team members
• Leadership, judgment and teamwork – able to quickly and credibly integrate into Copytalk at all levels
• Proven experience identifying, building and managing strategic partners
• Demonstrated track record of delivering sales plans and growth initiatives in both high growth and developed market companies
• Demonstrated track record for building and leading strong teams which operate effectively and deliver on commitments and goals at all levels of the company, the market, and customers
• Leadership qualities capable of motivating for over-performance
• Orator, visionary, manager and executive who delivers on his/her commitments to achieve results for customers, investors, and employees

COMPENSATION: The Chief Executive Officer for Copytalk, LLC will receive a compensation package that will be structured to motivate and reward superior performance. Remuneration plans will include a competitive base salary, variable compensation tied to the candidate’s success in effectively contributing to sales growth and profitability, participation in the firm’s equity compensation plan, and competitive benefits pl