Michael Lee

Michael Lee is the current Chief Sales Officer at Agent IQ. Prior to this, they served as the Head of Digital Banking Sales & Account Management at Finastra from July 2021 to September 2022. Before that, they were the EVP, Community & Regional Banking at Zafin from January 2021 to June 2021.

Previously, Lee served as the SVP, Head of Business Development at Kasasa from December 2018 to January 2021. Before that, they were the SVP, Head of Sales Strategy & Operations at Kasasa from January 2011 to December 2018. In this role, they managed a partnership team of Executive Sales Strategists and Regional Directors to create and achieve sales quotas for territories defined nationwide. Michael also created, refined, and deployed scalable tools to better identify/segment markets to improve close rates and maximize revenue.

Lee has also developed and delivered strategy proposals to executive management teams in order to communicate overall value prop of Kasasa's solution as it relates to the Financial Institution's goals and objectives. Michael has also overseen the development and ongoing implementation of training strategies, programs, and curriculum for the sales organization that increases salesforce productivity and performance. In addition, they have established and defined proper sales metrics and processes in order to effectively manage the sales forecast/pipeline. Michael is also responsible for creation and delivery of organizational sales performance to Executive Management Team, Board of Directors, and Shareholders.

Michael Lee's educational career includes a Bachelor of Arts from The University of Texas at Austin.