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Evan Heath

Strategic Sales Leader

  • Madison, WI
  • 208-569-1621


Ambitious and strategic business leader who excels creating and implementing sales and business strategy

Known for quickly scaling and ramping up sales in organizations

Exceptional communication skills, naturally motivates and connects with individuals and teams inside and outside of organizations

Suited to a fast paced and demanding sales leadership role that requires growing and enhancing an organization’s sales force

Work History

Sales MANAGER: Senior Premier Banker

BMO Harris Bank
  • Launched Premier Services in 2014; grew revenue 202% year over year
  • Focuses on mentoring and growing ten to fifteen sales staff to increase revenue. Drives monthly and quarterly revenue goals for assigned portfolio. Ended fiscal year 2015 with all junior sales staff at revenue goals.
  • Executes and leads team strategy to expand client opportunities. Mentors sales staff on techniques to identify and manage leads that are both internally and externally generated. Ultimately collaborates with different business lines to build referral pipeline, and converts sales leads into clients.
  • Develops company wide initiatives to expand and grow client segment. Coaches internal sales teams to cultivate soft skills relating to client cross selling and relationship management. Bank has seen significant increase in household revenue growth from growing “share of wallet” as opposed to revenue growth solely from new net client acquisition.
  • Leads initiatives to refine and grow SalesForce CRM implementation. Currently working on company-wide CRM configuration to align with the bank’s needs and expectations. This is resulting in an increase visibility and comprehension of metrics across the company. This quality data creation is dramatically improving decision making across the company.
  • Perform data analysis on bank product revenue streams to identify emerging revenue creation opportunities unique to each fiscal year. Identified significant growth opportunity for loans in a changing interest rate environment. Lead team to drive significant new loans on bank’s balance sheet in quarters three and four of fiscal year 2015.
  • Possesses high degree to persuade without direct authority. Championed internal review to enhance compensation relating to growth of deposit balances. New compensation calculation is scheduled for fiscal 2017 compensation structure.
  • Creates fun and engaging work environment. Sponsors planned and impromptu events and competitions to increase employee engagement.

Banker, Manager on Duty

JPMorgan Chase Bank
  • Increased Profit and Loss balances in 2011 and 2012. Achieved increased balances by mentoring and coaching sales team while monitoring our progress toward goal on monthly and quarterly sales results. Ultimately boosted Profit & Loss balances 19% in 2011 and 17% in 2012
  • Nationally ranked 2nd against 10,560 bankers for sales in 2013. Achieved success by partnering and growing junior bankers that referred directly to my line of business.
  • Grew investment balances 11% year-over-year in 2012


Master of Business Administration

University Wisconsin Madison

Exceptional presentation skills. High degree of comfort presenting both in small groups and to large audiences.

Skilled at interpreting data and forming conclusions that drive and informed business decisions.

Experience manipulating and synthesizing data. Ultimately form insights and conclusions pertinent for business decision making for sales, marketing and finance

Advanced exposure to business strategy, corporate finance, marketing, e-commerce, data analysis, business forecasting, change management