Sales

• Implementing strategic business development initiatives to attract new clients within the Financial Institutions space with a focus on Investment Management and Alternative Asset Management.
• Utilizing commercial technology tools like SalesLoft to streamline outreach, track client engagement, and optimize sales processes.
• Expanding our Data & Research product reach within the existing MI client portfolio, leveraging both traditional and innovative sales strategies.
• Identifying upsell and cross-sell opportunities within each segment of your portfolio using analytical tools and market intelligence.
• Championing extensive product usage within each account, ensuring clients fully leverage our solutions for maximum benefit.

Data & Research Sales Specialist, Buy Side

Luxury Aesthetic Consultant

Account Executive – Regions

Global Account Director

Account Manager

Account Manager – Upstate NY