Kerry S.

Manage accounts by identifying customer needs and servicing existing subscriptions for customers in US and Canada. Cooperate with project managers to take clients from current to future states. Bridge conversations between vendors and identify ways for integration with solutions to add additional revenue by creating more touchpoints in other systems. • Achieved 100% account retention by building long-term relationships with customers. • Leveraged experience to gain visibility into client reporting and metric status and aid in billing processes.

Collaborated with clients to develop strategic plans based on assessment of current events, project requirements, and amount of spend available. Analyzed complex financial information and reviewed regulatory requirements to gain insight regarding availability and optimization of trades. • Optimized results by focusing on interactions with key clients and revenue providers; maintained strong business relationships with key stakeholders including BlackRock, J.P. Morgan, Northern Trust, and State Street. • Exceeded expectations annually by accurately forecasting new revenue for individual clients, demonstrating industry and market expertise.

Collaborated with clients to obtain feedback on trade and platform selection and educated individuals on optimal services needed to improve workflows and increase stickiness. Mentored client support teams in operations and provided support during difficult conversations while maintaining professionalism with C-level clients. Liaised with counterparts to maintain relationships and ensure services were delivered successfully. • Assumed additional territories and customers in Northeast, Southeast, and San Francisco entering into greenfield territories to get new logos on platforms for 150 clients in total. • Devised innovative marketing campaigns to secure new clients by offering complimentary service for upsell opportunities.

Oversaw asset managers and hedge funds with high revenue-producing accounts, including AllianceBernstein, BlackRock, and Citadel. Coached and developed team members on commercial interactions to scale account playbook. • Tracked millions in revenue for 70 clients by managing top derivative asset managers throughout region. • Exceeded quota to achieve $1M+ in net new revenue with additional transactions being completed through platform equating to thousands annually. Achieved 85% revenue retention rating

Created new logos and singlehandedly onboarded new clients. Determined risks and implemented best practices by using financial services knowledge and technical acumen to assist and advise firms. • Skyrocketed clients from 13 to 70 within 3–6 months by working with counterparts to obtain client lists for determining trades; initiated calls to secure meetings and acquire contracts. • Met quota of 25 clients annually within year one and 200% of clients in year two.