Roger Braxton

GTM Engineering, Director at PE-backed fintech I ex-Moody’s Analytics, ex-Salesforce

Austin7.1k followers

PE-backed fintech

ex-New York Life Insurance Company

ex-Moody's Analytics

Growing up, I would dismantle every toy/game/gadget at sight in an attempt to understand how and why they work the way they do and rebuild to full functionality. Just like everything in life, I succeeded at some and lost others.
More
My broken toys were not enough to stop me, rather, I approached my next "experiment" with lessons from the failed ones to ensure success. I would attribute my greatest wins to my extremely inquisitive nature which enables me to understand what exists and opportunities to reinvent and recreate. I love to dig into customer problems and solve them with modern technology. I create, scale and optimize business portfolios that matter. To accomplish this, I focus on delivering key outcomes with amazing teams and quickly adapting to new learnings. As a results-driven professional, I will always strive to overcome expectations, complete goals, and increase personal knowledge to perform any job to the best of my ability. I have strong interpersonal skills, high energy, and an unconquerable desire to win. I have experience in multiple fields associated with IT Sales, Healthcare, Financial Services, Risk Management, Services Sales, Mobile Adoption, along with SaaS, PaaS, & MaaS execution. A proven track record of expanding net new growth by exceeding metrics and goals towards quota within a territory or different consumer groups.

LinkedIn Browse people

Claim profile

Career Timeline

JobSchool

GTM Index

PE-BACKED FINTECHJOB
1. GTM Eng, Dir
  4M
STARTUPJOB
1. GTM Eng
  3Y 4M
MOODY'S ANALYTICSJOB
1. Associate Dir - Relationsh…
  1Y 1M
SALESFORCEJOB
1. Strategic Account Executiv…
  1Y 1M
FACET WEALTHJOB
1. Growth (Platform)
  7M
NEW YORK LIFE INSURANCE COMPANYJOB
1. Senior Product Consultant-…
  2Y
2. Product Consultant- Insura…
  1Y 6M
3. Internal Product Specialis…
  2Y 2M
JP MORGAN CHASEJOB
1. Intermediary Advisor (Rela…
  4M
PEOPLE'S UNITED BANK, N.A.JOB
1. Financial Services Associate
  1Y 6M

Job: New York Life Insurance Company — Internal Product Specialist (Investment Solutions) · 2014-07 – 2016-09 · 2y 2mo — Senior Representative • Provide comprehensive Annuity and Mainstay Mutual Fund product expertise to the members of New York Life's career agency field force, field managers and product consultants. • Support and promote quarterly sales strategies, unique key projects, new campaigns and dynamic programs. • Field inbound calls from Agents, Field Managers, and Product Consultants regarding the technical aspects of the suite of Annuity products. • Support an Investment suite consisted of: Fixed Annuities, Income Annuities, Variable Annuities, and Mainstay Mutual Funds (current products sold & inforce policies/ contracts) • Identify sales opportunities and passed leads…
Job: Moody's Analytics — Associate Director - Relationship Manager | Banking · 2021-12 – 2023-01 · 1y 1mo — • Key Responsibilities- Manage full lifecycle sales process which includes, identifying and initiating new sales opportunities by prospecting new clients and leveraging off existing client relationships, sales presentations, and contract negotiations • Leadership Responsibilities- As a director, required to lead a team of expert sales professionals in all facets of the client relationship, including account management, product retention, generation of new sales through lead generation and developing consultative relationships with C-Level executives. • Business Development / Partnerships – Generate business opportunities through professional networking, cold-calling, and partnership develop…
Job: JP Morgan Chase — Intermediary Advisor (Relationship Banker) · 2013-10 – 2014-02 · 4 mo — Relationship Banker • Assigning portfolio of customers and proactively met with them – in person and over the phone - to discover their financial needs and provide product and service recommendations. • Partnering with specialists such as Loan Officers, Business Bankers, and Financial Advisors, to ensure our customers have access to experts who can help them with specialized financial needs.
Job: New York Life Insurance Company — Senior Product Consultant- Insurance Solutions · 2018-04 – 2020-04 · 2y — Senior Associate Managed and Increased sales in a territory consisting of 8 New York Life General Offices. • Market and or educate agents, advisors, prospects and clients in group settings via workshops, seminars and classes • Strategically utilize New York Life’s suite of products to help financial advisors and insurance agents create customized plans which mitigate clients’ portfolio exposure to extended healthcare events in retirement • Explore various Long Term Care Funding Solutions to meet client's needs (Traditional LTCi, Hybrid/ Linked Benefits, Life Insurance Riders, Annuities, Etc.) • Leverage Tax Advantage Long Term Care Solutions in the Workplace for Executives, Managers & Emp…
Job: People's United Bank, N.A. — Financial Services Associate · 2012-04 – 2013-10 · 1y 6mo — Financial Services Associate Worked out of 2 different Branches; Nanuet & West Haverstraw. • Provide product and customer servicing by performing account transactions & routine customer inquiries. • Open accounts for new and existing customers. • Assist customers in the completion of product applications/forms. • Facilitate the fulfillment of customer banking requests by assessing needs, counseling/advising and applying the appropriate product/service matches. • Identify and act upon cross selling opportunities through servicing contacts.
Job: Facet Wealth — Growth (Platform) · 2020-05 – 2020-12 · 7 mo — • Articulate the value proposition and key differentiators of Facet Wealth to various prospects while handling questions and overcoming objections • Manage and accurately track leads to ensure timely follow up • Conduct outbound sales campaigns to initiate contact with potential clients • Strongly represent the benefits of our platform (Integration, Availability, & Low Cost)
Job: Salesforce — Strategic Account Executive, Marketing Cloud | Financial Services · 2021-01 – 2022-02 · 1y 1mo — Supporting Financial Services organizations to solve business challenges through Marketing technology. Earned customers for life with digital marketing built on the #1 CRM as a consultative sales professional to Financial Services organizations looking to transform their customer experience. Focusing on building out long-term, scalable strategies to help customers differentiate their brand and deliver 1:1 digital experiences using Salesforce Marketing Cloud. At its core, Marketing Cloud helps these firms to: * KNOW everything about their customer, both online and offline interactions * ENGAGE contextually, on the customers' terms, across their entire lifecycle * PERSONALIZE everywhere, on…
Job: New York Life Insurance Company — Product Consultant- Insurance Solutions · 2016-09 – 2018-03 · 1y 6mo — Senior Associate Covered the Northeast & South Central Zone • Work with 31 New York Life Offices within the North and South Central Zone to help agents and advisors educate and implement Long Term Care Solutions in their client's retirement portfolios. • Make LTC Options a Fun and Productive part of every Agent’s business practice. • Make proactive sales calls on a daily basis with existing representatives to strengthen relationships and find life and long term care solutions that fit with their client/prospect base. • Fielding of inbound calls from Agents in regards to long term care and life insurance sales opportunities • Work closely with the External Consultants t…
Job: Startup — GTM Engineer · 2023-01 – 2026-05 · 3y 4mo — Recent Projects: Building a consultant network platform. • Enterprise B2B sales planning for Healthcare Consultants (5 month project) • Tech Stack selection for a Real Estate Wholesaling Company(Immediate payment) • Product roadmap/ development for a Insurtech Startup (3 month project) • Account Management strategies for Creator implementation for two major insurance companies (3 month project) • US Demand Gen/ Merchandise planning for a UK based dating app (2 month project) • Marketing Automation & API connectivity for an eCommerce company (3 month project) • Sales training/ Segmentation/ Penetration for HealthTech AE’s (3 month project) • RevOps integrations for a HealthTech company (3…
Job: PE-backed fintech — GTM Engineering, Director · 2026-06 – present · 2 mo
School: Marist College — Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
School: Franklin & Marshall College — Economics
School: Don Bosco Preparatory High School — High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Skills

HubSpotSalesforceInvestmentsLife InsuranceMutual FundsFixed AnnuitiesFinancial AnalysisPublic SpeakingSalesTeamworkCustomer ServiceResearchBuilding Business RelationshipsTime ManagementLeadership

Playbooks

No playbooks indexed for this profile yet.

Roger Braxton

Skills

Playbooks

More GTM Engineers