Jim McMahon

Managing Director - Head of Global Strategic Accounts & Corporate Lending, Americas

2023

Limited Partner

2020

Active limited partner in Mendoza Ventures, an early stage venture fund based out of Boston, MA. The firms primary focus is on investing in 3 core market areas: Fintech, Artificial Intelligence (A.I.) and Cybersecurity.

Global Head of Enterprise, Sales

2022 - 2023

OvationCXM is our new firm name. The name change occurred with the latest closing of a $20M Series C Round of funding in September 2022. OvationCXM (formerly Boomtown) is the world's leading Customer Experience Management (CXM) Company. Our CXM solutions picks up where CRM ends, so enterprises can orchestrate elegant customer journeys across existing systems, leveraging Boomtown's innovative suite of CXM software solutions, to fuel revenue growth. OvationCXM is a trusted partner of some of the world's largest enterprise corporations, banks, fintech firms and payment technology providers. Customer experience professionals choose us because we deliver simplicity at massive scale, streamlining CXM efforts at every customer touchpoint.

Executive Vice President, Head of Global Sales, Enterprise Major Accounts & Strategic Renewals Team

2019 - 2020

Successfully oversaw, produced, and executed an enhanced sales strategy and methodology as the Senior Leader of the Major Accounts Sales Team focusing on software sales growth, product expansion, and revenue retention within a portfolio of the company’s designated top tier 1 global Financial Services firms encompassing 15 accounts and annual revenue of approximately $1B+. FIS is one of the leading global providers of Financial Services technology, payments/digital & outsourcing solutions with $12b+ in annual revenue.

Executive Vice President, Head of Global Sales, Strategic (Key) Accounts & Horizontal Solutions

2017 - 2018

Executive Leader, responsible for revenue growth, strategy and sales execution across FIS' newly formed Strategic Accounts Sales Team. Charged with leading a high-performance senior sales team tasked with optimizing revenue growth, and increasing product penetration across FIS' full software solution suite. Focused on a portfolio of the top 100 growth orientated financial services accounts, globally. Successfully launched, designed and implemented an account-based sales strategy and methodology enterprise-wide, including territory and team structure, as well as forecasting and pricing models, to fuel revenue growth.

Senior Vice President, Head of Sales & Account Management, FIS' Capital Markets Banking Business

2016 - 2016

Senior Sales Leader responsible for revenue retention, new sales growth, and product expansion across FIS' Capital Markets, Wealth Management / Investments and Banking software solutions suite. Successfully implemented new sales strategy and methodology in 2016, across an expanded portfolio of FIS' software solutions. Directing a sales team consisting of 130+ sales executives and sales managers.

Senior Vice President, Head of Sales & Relationship Management, Capital Markets Business

2014 - 2015

Senior Sales Leader responsible for revenue retention, new sales growth and sales execution, within SunGard’s largest revenue region (Americas.) Directed a sales team of more than 130+ Sales Executives, Sales Managers, and sales support/business development staff, across five business verticals with more than $1B of annualized revenue across more than 2,000 customers. Key Achievements: • Drove significant revenue growth by introducing and launching a new sales structure and operating model alignment companywide. • Generated 150%+ of annual sales target in 2014 and 2015 across all software solutions; thus, contributing to the successful acquisition of SunGard by FIS for more than $9B+ at year-end 2015.

Senior Vice President, Sales & Relationship Management - Securities Processing Solutions Suite

2000 - 2013

Strategic Sales Leader, directing a sales and account management team across a portfolio of business P'L's total of approximately $300M+in annualized revenue across more than 600+ customer relationships. Key Achievements: • Spearheaded the successful integration of new acquisitions into the sales organization. • Achieved and surpassed business targets by creating and executing sales strategies; subsequently and consistently generating YoY of more than 100% of assigned quota achievement.

Senior Sales Relationship Management - Fidelity Advisor Mutual Funds

1995 - 2000

► Led sales and marketing within designated territory, a full range of investment products and services targeting top producing financial advisors at wirehouses regional and independent broker/dealers, banks, trust companies, and insurance marketplace (Ex. Morgan Stanley, Merrill Lynch/ BoA, Wells Fargo). ► Penetrated territory and increased sales 20% on average annually, from $12m to $15m+ per month. ► Provided Financial Advisors with insight on Fidelity solutions, investment style / philosophy, market intelligence and financial planning guidance best practices that increased their productivity and assets under management (face-to-face and via conference calls) Senior Relationship Administrator – Fidelity Advisor Funds, 1995-1997 ► Responsible for executing trades with institutional and wholesale clients. Provided research and coordination of adjustment processing. ► Served as liaison to portfolio managers and product management for large trading activity. ► Attained and leveraged complete understanding of entire Fidelity Advisor product line and how to position the different offerings to the broker/dealer market.