Brian McLaughlin
Schenectady
Summary
Dynamic business development leader skilled in customer relationship management and functional requirement analysis. Successfully established strong partnerships with key stakeholders at both regional and global banks and facilitated tailored client solutions, consistently seeking to align offerings with market needs.
Overview
22
22
years of professional experience
Work History
Senior Director, Business Development
Broadridge Financial Services
New York
03.2024 - Current
- Established strategic partnerships with regional and global banks to drive business growth across multiple solutions.
- Collaborated with sales teams to align offerings with client needs and preferences.
- Conducted training sessions for Global Sales and Account Management teams on value proposition and go-to-market strategy.
- Led cross-functional teams to identify and implement new business opportunities.
- Facilitated client presentations to demonstrate tailored solutions addressing specific needs.
- Spearheaded sales campaigns to define target prospects and generate new leads.
- Reviewed Statements of Work (SOWs) and contract details, ensuring functional details captured prior to receiving legal approval and client execution.
Director, Sales Operations
Broadridge Financial Services
New York
01.2015 - 02.2024
- Cultivated relationships with key clients to drive satisfaction and loyalty.
- Developed long-term strategic objectives and roadmap for foreign exchange and payment solutions.
- Qualified clients, crafted individualized proposals, and prepared final SOWs/contracts to secure sales deals.
- Created and updated sales materials while maintaining product knowledge.
- Promoted company brand at trade shows, conferences, and industry events in foreign exchange and payment processing.
- Analyzed customer feedback and engaged on functional requirement review to pinpoint areas for product and service enhancement.
- Led client engagements through product demonstrations and responses to RFP/RFIs, ensuring solution alignment.
Senior Business Analyst
TwoFour Systems (Acquired by Broadridge Financial)
White Plains
06.2004 - 12.2014
- Collaborated with stakeholders to gather and document requirements for solution enhancements.
- Led client implementation of foreign exchange and cash management solutions across front office, operations, finance, and technical teams.
- Drafted functional specifications documents detailing project scope, objectives, and deliverables.
- Developed training materials for internal staff on new products and services.
Consultant
FOR Software
New York
03.2005 - 12.2005
- Developed and maintained an issue tracking tool enabling stakeholders to monitor issue status effectively.
- Collaborated with operations users to refine specifications and integrate changes into UI design of SmartStream reconciliation software.
- Managed testing processes for reconciliation software, adjusting system configurations based on test case outcomes.
Education
Bachelor of Science - Finance & Economics
Rensselaer Polytechnic Institute
Troy, New York, NY12-2003
Skills
- Strategic partnership development
- Client presentation skills
- Sales strategy alignment
- Business opportunity identification
- Customer relationship management
- Data analysis
- Microsoft office expertise
- SQL server proficiency
Affiliations
Father of three wonderful girls
Timeline
Senior Director, Business Development
Broadridge Financial Services
03.2024 - Current
Director, Sales Operations
Broadridge Financial Services
01.2015 - 02.2024
Consultant
FOR Software
03.2005 - 12.2005
Senior Business Analyst
TwoFour Systems (Acquired by Broadridge Financial)
06.2004 - 12.2014
Bachelor of Science - Finance & Economics
Rensselaer Polytechnic Institute