Alexandra Tobias
Synopsys
PITTSBURGH,PA
13
years of professional experience
Accomplished sales strategist known for delivering impactful presentations and building strong client relationships. Committed to leveraging negotiation skills and teamwork to achieve organizational goals and enhance customer experiences.
Work History
Strategic Sales Account Manager
2 Years 10 Months- Managed $10,000,000 in ACV
- Developed strong client relationships through effective communication and understanding of customer needs.
- Assisted in preparing strategic proposals that align with client objectives and company goals.
- Analyzed market trends and competitor activities to identify growth opportunities and potential risks.
- Managed account documentation and maintained accurate records of client interactions and sales activities.
- Provided timely responses to client inquiries, enhancing overall customer satisfaction and retention rates.
- Supported sales forecasting efforts by gathering relevant data and insights from various sources.
- Participated in training sessions to enhance product knowledge and improve sales techniques effectively.
- Delivered compelling presentations that showcased the value of products and services, leading to increased awareness among potential customers.
- Attended industry conferences and networking events to build connections with potential partners and stay informed about market developments.
- Worked closely with marketing teams on targeted campaigns designed specifically for key accounts.
- Developed long-term partnerships with key stakeholders, fostering trust and collaboration for mutual success.
- Mentored junior team members, sharing best practices in account management techniques and fostering professional development throughout the department.
- Negotiated favorable contract terms, ensuring win-win outcomes for both the company and clients.
- Tailored product offerings to meet unique client needs, resulting in higher customer satisfaction rates.
- Collaborated with cross-functional teams to deliver exceptional service and support for major accounts.
Vice President & Senior Relationship Manager
2 Years 4 Months- Led strategic initiatives to enhance customer engagement and satisfaction across multiple banking products.
- Analyzed market trends and performance metrics to guide decision-making and optimize financial strategies.
- Developed and implemented policies to improve operational efficiency and compliance with regulatory requirements.
- Mentored cross-functional teams, fostering a culture of collaboration and continuous improvement within the organization.
- Cultivated relationships with key stakeholders, driving business development opportunities and strategic partnerships for growth.
Assistant Vice President & Fiduciary Advisor II
2 Years 4 Months- Developed and implemented comprehensive financial plans tailored to individual client needs and goals.
- Led strategic initiatives to enhance client engagement and satisfaction within wealth management services.
- Mentored junior staff on best practices in investment strategies and client relationship management.
- Streamlined operational processes, resulting in increased efficiency and reduced turnaround times for client requests.
Fiduciary Advisor
5 Years 2 Months- Developed comprehensive financial plans tailored to client goals and risk tolerance.
- Conducted in-depth market analysis to inform investment strategies and asset allocation.
- Facilitated ongoing client communication to enhance relationships and ensure satisfaction.
- Collaborated with internal teams to optimize wealth management processes and deliver superior service.
Associate
7 Months- Managed client relationships, ensuring high levels of satisfaction and retention.
- Assisted in developing customized wealth management strategies for diverse client portfolios.
- Managed client portfolios, ensuring alignment with investment objectives and risk tolerance.
- Developed tailored financial strategies to enhance client satisfaction and retention.
- Analyzed market trends to provide insights for optimizing investment opportunities.
Investment Services Associate
- Developed investment strategies aligned with client goals and market trends.
- Analyzed portfolio performance and provided actionable insights to enhance returns.
- Managed client investment portfolios to optimize performance and align with financial goals.
- Executed comprehensive market research to identify trends and inform investment strategies.
- Collaborated with cross-functional teams to enhance client service delivery and satisfaction.
Associate Financial Advisor
4 Months- Developed comprehensive financial plans tailored to client goals and risk tolerance.
- Educated clients on various financial products, fostering informed decision-making processes.
- Analyzed investment portfolios, providing actionable insights to enhance performance and alignment with objectives.
- Cultivated strong client relationships through regular communication and personalized service strategies.
- Conducted market research to identify emerging trends and investment opportunities for clients.
Wealth Management Intern
5 Months- Assisted in developing comprehensive wealth management strategies for high-net-worth clients.
- Conducted market research to support investment strategy development.
- Assisted in preparing client presentations and financial reports.
- Collaborated with team members to streamline operational processes.
Education
MBA - Business Administration
Bachelor of Science - Economics
Skills
Sales strategy development
Lead management
Pipeline management
Sales presentations
CRM proficiency
Performance tracking
Negotiation expertise
Contract negotiations
Collaborative teamwork
Pipeline development
Goal orientation
Problem-solving
Time management
Teamwork
Sales cycle optimization
Cross-functional collaboration
Accomplishments
- FY 25 100% Club
- FY 24 100% Club
- Q4 2023 100% Club
- 2024 Enterprise Account Team of the Year
Timeline
Strategic Sales Account Manager
Synopsys
10.2023 - CurrentRead More
Vice President & Senior Relationship Manager
First Commonwealth Bank Corporation
06.2021 - 10.2023Read More
Assistant Vice President & Fiduciary Advisor II
PNC Wealth Management
02.2019 - 06.2021Read More
Fiduciary Advisor
PNC Wealth Management
01.2016 - 03.2021Read More
Associate
PNC Wealth Management
06.2015 - 01.2016Read More
Investment Services Associate
PNC Investments
09.2014 - 09.2014Read More
Associate Financial Advisor
Merrill Lynch
05.2014 - 09.2014Read More
Wealth Management Intern
BNY Mellon Wealth Management
03.2013 - 08.2013Read More
Robert Morris University
MBA from Business Administration
Read More
Allegheny College
Bachelor of Science from Economics
Read More