Summary
Overview
Work History
Education
Skills
Software
Certification
Timeline
Generic

Adam Schlafhauser

Sales Director
Downers Grove,IL

Summary

Experienced and highly analytical FinTech Sales Director successful at building and leading top-performing teams, cultivating a creative, process driven and learning-centric environment that strives to unlock the greatest potential out of all team members. Our team works with cross-functional teams including product development, strategy, sales, and marketing to ensure top-notch, client-centric solutions and to translate market changes into product and sales strategies.

I believe in a consultative approach and work with my clients to solve their challenges through collaboration. Our clients include Asset Managers, Wealth Managers, Hedge Fund Managers, Investment Consultants, Insurance Companies, Endowments, Foundations, Family Offices and Pension Funds.

Overview

1
1
Certification
4
4
years of post-secondary education
11
11
years of professional experience

Work History

VP, Regional Director - Analytics Sales

FactSet
Chicago, IL
03.2017 - Current
  • Led a newly formed team of sales specialists responsible for selling and implementing the products and solutions within the Analytics & Trading Business Unit at FactSet to both existing clients and new logos.
  • Managed a $50M book of business across 300+ clients in the Midwest and Southwest regions and generated over $7M in sales annually, consistently outperforming sales targets.
  • Established ambitious sales targets, managed deployment strategies and developed go-to-market plans across workflows including Research, Trading, Portfolio Management, Portfolio and Risk Analytics, Performance and Reporting.
  • Spearheaded cross-functional initiatives across Sales, Consulting, Marketing and Product Development departments to ensure we were best positioned to actively take market share across various areas of opportunity.
  • Worked closely with Finance and Strategy teams to develop and adjust pricing and packaging programs.
  • Developed and implemented pipeline management processes and best practices adopted by wider sales organization.

Analytics Sales Specialist

FactSet
Chicago, IL
01.2013 - 02.2017
  • Subject matter expert responsible for selling and implementing FactSet's multi-asset class portfolio analytics, performance, risk and reporting product suites.
  • Consistently a top individual performer amongst Global Sales Specialist organization, bringing in over $1M in sales annually.
  • Executed numerous challenging demos, POCs, and trials to discover and understand functional business cases for the implementation of FactSet's solutions.
  • Partnered with clients’ front and middle office teams to specify the data and analytical requirements to enhance their investment, analytics, performance and reporting processes.
  • Regularly presented to and developed relationships with senior-level leadership at clients and prospects.

Consultant

FactSet
Chicago, IL
09.2010 - 12.2012
  • Analyzed client workflow to create unique and custom solutions to improve the client’s investment process through FactSet’s integrated software solutions.
  • Constructed automated financial models, quantitative screens, and custom portfolio analytic solutions for a diverse set of client groups.
  • Increased client efficiency by utilizing FactSet’s data fetching capabilities, portfolio analytics suite, back testing products, and propriety data integration solutions.

Education

Bachelor of Science - Finance And Economics

University of Pittsburgh
Pittsburgh, PA
09.2004 - 12.2008

Skills

Business development and management

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Software

Salesforce

Microsoft Excel, PPT, Office

Power BI

Certification

CFA - Certified Financial Analyst

Timeline

VP, Regional Director - Analytics Sales

FactSet
03.2017 - Current

Analytics Sales Specialist

FactSet
01.2013 - 02.2017

Consultant

FactSet
09.2010 - 12.2012

Bachelor of Science - Finance And Economics

University of Pittsburgh
09.2004 - 12.2008

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Adam SchlafhauserSales Director