Day trading and behavioral market trends
Hi, I’m
BRIAN LAW
Brooklyn,NY
Summary
Customer Success Manager with 4 years of experience in Technology SaaS and Fintech, specializing in enterprise accounts such as Mizuho, Bank of America, SoFi, and Freddie Mac. Proficient in managing high-value client portfolios, resulting in $5M in annual renewals and a 15% increase in customer retention. Demonstrated expertise in B2B sales, providing tailored technical solutions to optimize client satisfaction. Skilled in conducting detailed product demos and technical trainings, leading to a 15% growth in new client acquisitions and account expansion. Leveraged SQL, BQL (Bloomberg Query Language), and BAPI (Bloomberg API) to streamline market data aggregation and retrieval, enhancing financial calculations, trade executions, and data analysis while improving deliverable turnaround times by 20%. Collaborated cross-functionally with Sales, Product Development, and Data Engineering teams to implement client-specific enhancements through iterative design, reducing deployment times by 20% and driving customer satisfaction.
Overview
4
years of professional experience
Work History
Street Context
Customer Success Manager
01.2025 - Current
Job overview
- Own a $10M+ ARR book of 7 enterprise accounts, leading onboarding, usage strategy, and persona‑based support. Maintained an 85% average product utilization rate and improved overall client engagement.
- Collaborated with Sales and Product teams to deliver onboarding plans, pilots, and proof‑of‑concept initiatives. Reduced time‑to‑value and accelerated adoption across global financial clients.
- Identified usage‑based growth opportunities and partnered with Sales to influence a 15% expansion within existing accounts, most notably in TD Bank. Drove expansion and supported renewals through strategic email outreach, video and phone calls, and in‑person engagement with key stakeholders.
- Led recovery for a high‑risk client, Commonwealth Bank, by re‑engaging executive stakeholders and facilitating structured feedback loops. Secured full license renewal and expanded usage by 30 seats across offshore regional hubs.
- Built custom usage dashboards in Looker Studio to uncover adoption trends and inform client enablement strategy. Provided ad‑hoc onboarding and support coverage across APAC, EMEA, and EU time zones to ensure service continuity and client satisfaction.
Bloomberg
Senior Analytics Solutions Consultant
03.2022 - 05.2024
Job overview
- Managed 50 high-value client accounts concurrently generating $5 million in annual renewals, exceeding revenue targets by 10% annually through proactive outreach and on-site visits to implement risk analysis and market pricing solutions.
- Conducted detailed product demonstrations and technical training sessions on market analytics and electronic trading solutions by partnering with sales teams to identify upsell opportunities, contributing to a 12% increase in annual revenue.
- Directed cross-functional collaboration with Sales, Product Development, and Data Engineering to implement client-driven solution frameworks, resulting in a 30% increase in product utilization.
- Served as a primary liaison between clients and technical teams to ensure seamless integration of financial analytics and enterprise data feeds into spreadsheets by leveraging SQL, BQL (Bloomberg Query Language), and BAPI (Bloomberg API), reducing troubleshooting incidents by 18%.
- Spearheaded the implementation of a new client feedback system, leading to a 22% improvement in product deployment cycles.
Seamless.AI
Technical Sales Representative
07.2021 - 01.2022
Job overview
- Generated over 600 net new meetings by prospecting and qualifying leads through discovery calls, contributing to a 30% increase in winning opportunities for the account executives team.
- Executed targeted cold outreach initiatives via email, phone, and social media, consistently surpassing monthly sales quotas by 30%.
- Conducted product demos and built relationships with key decision-makers by collaborating with account executives to refine sales strategies, achieving a 25% increase in product trials and conversions.
- Managed and updated lead information within Salesforce CRM, ensuring data accuracy and integrity for effective pipeline tracking.
The Opes Group
Capital Solutions and Sales Consultant
01.2019 - 09.2019
Job overview
- Expanded the client base through targeted outreach and corporate access events with startups, increasing the firm's portfolio and investment opportunities by 10%.
- Facilitated three corporate strategic partnerships to distribute and commercialize software and hardware services for a security technology startup, driving revenue growth and capital introduction.
- Collaborated with startups to identify funding opportunities and align their offerings with market demands via investor round tables, enhancing their investment appeal.
Education
Fordham UniversityNew York, NY
Master of Science from Global Finance
01.2021
Brooklyn CollegeBrooklyn, NY
BBA from Finance
01.2019
Skills
- Strategic Account Management
- Client Onboarding & Training
- Looker Studio & SQL Analytics
- Salesforce, HubSpot & Outreach
- Stakeholder Engagement
- Pipeline & CRM Optimization
- Cross-Functional Collaboration
- Jira, Confluence & Slack Proficiency
- Customer Retention & Advocacy
- Product Demonstrations & Needs Assessment
Interests
Competitive bowling and team leagues
E-sports strategy and community involvement
Culinary arts and global cuisine exploration
Mentoring students in career development
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Customer Success Manager
Street Context
01.2025 - Current
Senior Analytics Solutions Consultant
Bloomberg
03.2022 - 05.2024
Technical Sales Representative
Seamless.AI
07.2021 - 01.2022
Capital Solutions and Sales Consultant
The Opes Group
01.2019 - 09.2019
Fordham University
Master of Science from Global Finance
Brooklyn College
BBA from Finance
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