Jeff M Samis MBA

Experience

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  Royal Bank of Canada

  Jan 1990 - Jan 2005

  Director e-Commerce Market, Product, & Business Development

  Accomplishments- Fast tracked over 15 years through retail banking, operations, internal audit, and corporate / commercial banking. - Transformed product line from loss leader to $20M in sales, co-developing and bringing to market 2 new e-commerce payment platforms for Royal Bank.- Secured National Team Award for helping regional business channels exceed overall business objectives by 135%, - As part of the leadership team, brought to market a new purchasing card platform application which generated $75M annually within the first 3 years.- Led market research analysis and engaged stakeholders to clarify value of products and services. Raised brand awareness, enhanced diversification, and increased national product adoption by 20%. Position Overview 15 year career with RBC leading different lines of business (LOB) with P&L responsibilities. Most recent responsibilities as a member of the national senior management team responsible for the market and product development of new B2B and B2C cloud based Treasury Management services in partnership with strategic third party alliances. Managed vendor relationships; developed market needs analysis, sales channel training, project management, sales strategy, pricing models, collateral materials, and competitive analysis. Show less

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  HSBC

  Oct 2005 - Dec 2008

  Assistant Vice President, Western Region

  Accomplishments- Increased revenues $100M in under 3 years at HSBC as part of senior leadership team, raising brand recognition through industry-leading product and market development strategies. Introduced new business unit.- Exceeded team business plans 3 straight years (18%, 25%, 48%).- Eliminated product gap in payment technologies, conducting competitive intelligence and implementing product development strategies which attracted new domestic and international business opportunities and increased profitability. Generated over $50M in revenues over 3 years. - Enhanced product, marketing, and business communication standards, fronting the development of new national internal and external communications strategy framework.- Chaired internal focus group, raising employee engagement 15% in 1 year.Position OverviewLeadership role for a team of treasury management professionals focused on providing global financial solutions to North American and multinational corporate clients. Responsibility included the creation of client and partner strategies to bring awareness and drive business opportunities to grow the Canadian portfolio. Mentoring talent was a key focus area to develop a strong, team of sales professionals. This involved introducing new sales strategies and tools for sustainable growth, which was experienced where key client relationships were formed creating strong reference and referral opportunity.HSBC Bank of Canada – Sales, product development and client services business unit operating as a division of HSBC, responsible for developing, delivering integrated treasury management platforms for treasury managers. Show less

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  Canadian Petroleum Insurance Exchange (CPIX)

  Jun 2009 - Jun 2010

  Vice President - Business & Market Development

  Accomplishments- Developed client discovery process, meeting personally with all high value accounts to gather insights on product and service value and formulate new company market development strategies.- Re-designed performance management process to better align with new company strategy, implementing balanced scorecard approach with top-down cascading goals and objectives. - Re-assessed and enhanced value propositions and raised competitive differentiation by negotiating partnership with risk management software vendor. Position OverviewOverall responsible for the strategic and tactical business and market development strategies of the organization. Restructured the Sales Effectiveness, Brand Positioning, and Value Proposition of the organization.Canadian Petroleum Insurance Exchange - established in 1993 to deliver risk management, insurance, and alternate risk financing solutions for Canadian energy companies Show less

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  Kryos Systems

  Jan 2010 - Jun 2012

  Vice President,Market and Product Development

  AccomplishmentsReduced annual operating expenses $450K by redirecting business and product development activities after in-depth analysis of mobile enterprise application market. - Increased speed of product and operating reliability 200%, driving more focus on quality assurance during software development process.- Reduced cost of ownership risk while increasing visibility and use of software via newly created SAAS pricing model. - Secured 3 new anchor clients, generating $500K in new revenues by initiating market opportunity assessment and niche strategy development, allowing company to focus on specific verticals. Position OverviewOverall responsible for the market and product development strategies for our suite of mobile enterprise application development software.Kryos Systems is an award winning software and services company with fifteen years experience delivering web content management and strategy solutions to a wide range of clients. Kryos Velocity is a mobility platform software suite that extends enterprise grade applications and services to mobile devices. Show less

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  Key Energy Services

  May 2011 - Nov 2015

  Accomplishments- Increased Operational Saving by $20M in 1 year - Reduced Licensing fees by $500K/ Year - Reduced 30%Manufacturing Cost Reduction- Awarded “Key Energy Circle of Excellence” for strategic leadership.- Significantly increased product quality and cultivated productive customer relationships, initiating a product summit to address gaps. Instilled a culture of quality through partnerships and market validation.- Introduced product champions in each region, developing first technical product sales training program to increase understanding of product technology and its differentiation. - Raised executive-level product awareness providing insights to support strategy development and funding initiatives. - Instituted tighter product development controls in alignment with business value metrics by creating and implementing new product sanctioning process. - Implemented Agile development framework to reduce delivery times and increase customer connection and domain knowledge.Position OverviewAcross 8 countries, responsible for the product strategy, execution of development, manufacturing, in field support, training development, and management of the Product Technology line of business (hardware and software). Accountable for the P&L ($10M operating budget) related to building product technology differentiation and business process re-engineering, for the various services delivered by the companyKey Energy Services is the largest onshore, rig-based well servicing contractor based on the number of rigs in the market. Key provides a complete range of well intervention services and has operations in all major onshore oil and gas producing regions of the continental United States and internationally in Mexico, South America, and the Middle East and Russia. Show less Accomplishments- Re-branded all Products and Marketing- Through new development initiatives attracted 3 large national customers increasing market share- Entered New Market in China- Initiated and develop an operational business review to identify gaps in process and leadership- Partnered with International 3rd Party resulting in new development integration increasing sales by 5M- Closed product gap to retain and grow market share, developing first electronic ticketing application through stakeholder and customer collaboration which provided unique value of integrating into third-party and enterprise applications. - Delivered 24-month product roadmap, backed by the voice of the customer, enabling enhanced industry competition and sales opportunities. Interviewed all key customers.-Increased product development evaluation to support strategic business decisions, developing global product management opportunity assessment and product business plan framework. Position Overview Within the leadership team, I am responsible for the planning, development and implementation of strategies for our product lines to remain a market leader using technology to differentiate the business across a global footprint. Driving change management and improvements to Key’s positioning by leading market analytics, competitive assessment, sales training development, product / business strategy development and execution, and launching new products. Instrumental in providing a high degree of business knowledge into the areas of product, market, and business development. Show less

  • Senior Director Global Product Technology

    Aug 2012 - Nov 2015

  • Senior Manager Global Product Technology

    May 2011 - Aug 2012
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  NeoSystems Inc.

  Oct 2016 - Nov 2017

  Director

  NeoSystems is the only Health Safety and Environment software company that has built its solution on top of the Microsoft Dynamics 365 platform. The ITRAK platform unlocks the power of Microsoft technologies for managing any company’s safety & compliance processes.Position Overview As part of the senior leadership team I am responsible for leading product evolution and innovation for ITRAK's positioning by analyzing markets, competitive assessment, product marketing, sales engagement , product / business strategy development and execution.Accomplishments- Delivered an in-depth market analysis of the global HSE software market, which assessed the market opportunity, functionality / buying preferences, gaps in current competitors; complete with aligned product strategy.- Led the “Brand on a Page” process to define branding strategies, target markets, motherhood and statements, all tied reason to believe evidence to be leverage in all marketing assets for the organization- Initiated the need and managed the development of the 2017 the business strategy for the organization, with responsibility for market findings, organizational SWOT analysis, competitive landscape, organizational risks, sales strategy, and product management methodology.- Implemented Agile development processes to improve quality and performance of the development team and product platform Show less

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  Insight-AWP

  Jan 2018 - Jul 2024

  Vice President Operations and Corporate Development at Insight-AWP

  Insight-AWP is an Advanced Work Packaging service provider for industrial construction. We facilitate the implementation of AWP processes and technology for our clients, across the Engineering, Procurement and Construction phases of mega projects. Our 12 years and 40 projects of global experience have made us the natural leaders in this emerging field. Our website and our advanced work packaging education products are set up to help the industry understand what AWP is, why the industry is applying it, and the benefits being realized. Show less