Devon O'Donnell
Chicago,IL
Summary
Bachelor of Science, Business Administration
University of Vermont
Burlington, VT, May 2021
- Minor in Nutrition & Food Sciences
- Member & VP Recruitment at Alpha Chi Omega womens fraternity
Overview
5
5
years of professional experience
Work History
Investment Management Consulting Manager
Factset Research Systems Inc
Chicago, IL
10.2022 - Current
- Lead a team of 11 Consultants managing $54M ASV; drive performance, strategic execution, and consistent delivery across high-impact accounts.
- Own annual engagement and retention strategy, using user behavior insights, segmentation, and KPI trends to shape account plans, on-site priorities, and adoption initiatives.
- Design and execute targeted email and lifecycle campaigns to increase platform engagement, cross-workflow utilization, and retention across 1500+ users.
- Partner with Product, Marketing, and Sales to align engagement programs, elevate client experience, and influence roadmap opportunities based on client feedback and usage patterns.
- Serve as strategic escalation point, guiding consultants on complex workflows and opportunities to deepen usage across complementary platform tools.
- Present consulting metrics and engagement insights to senior leadership, identifying growth levers, risk indicators, and cross-platform adoption opportunities.
Investment Management Senior Consultant
Factset Research Systems Inc
Chicago, IL
10.2024 - 03.2025
- Managed engagement, adoption, and retention strategies for three Premier buy-side accounts, leveraging user trend analysis and behavior insights.
- Led Americas-wide initiatives functioning as lifecycle engagement programs, improving KPI performance and accelerating workflow adoption.
- Built targeted email-based outreach and habit-building campaigns to increase multi-workflow usage across priority user segments.
- Collaborated with Product, Marketing, and Sales to optimize client journey design and ensure seamless integration of product updates, trainings, and adoption messaging.
- Delivered high-impact on-site engagement models informed by user behavior patterns and usage gaps.
- Mentored consultants on data-driven engagement strategies, adoption frameworks, and strategic account planning
Investment Management Consultant
Factset Research Systems Inc
Chicago, IL
10.2022 - 10.2024
- Primary consultant for two IAM Premier accounts ($15M+ ASV, 500+ users), owning engagement strategy, workflow adoption, and retention outcomes.
- Analyzed user metrics, segmentation data, and behavior patterns to build targeted account plans that increased utilization and reduced churn risk.
- Executed proactive engagement campaigns—including lifecycle emails, tailored trainings, and workflow-specific incentives—to drive consistent platform use.
- Increased cross-workflow adoption by mapping complementary tools and designing user journeys for research, portfolio, and reporting processes.
- Delivered impactful on-sites that deepened relationships and uncovered insights from high-value user groups.
- Supported intern hiring/development and scaled best practices in the Chicago office.
Social Media & Partnership Manager
FLEO LLC
The Woodlands, TX
06.2021 - 08.2022
- Drove customer engagement and retention through lifecycle SMS/email campaigns and community programs reaching 127K+ followers and 850K+ partner audiences.
- Recruited and managed 14 brand partners, developing activation strategies that strengthened loyalty and repeat purchasing behaviors.
- Built and executed campaigns featured by Klaviyo as industry-leading, contributing to $13M+ revenue and $750K+ via the Coach Appreciation Program.
- Led market and product research to inform customer insights, engagement trends, and content strategy across 1,000+ SKUs.
Affiliations
User behavior and data analysis, engagement strategy, workflow adoption, account management, customer relationship management, creative problem solving, decision making, additional platforms: Klaviyo, Power BI, FactSet, Microsoft Office Suite, Salesforce, Confluence, basic Python
Timeline
Investment Management Senior Consultant
Factset Research Systems Inc
10.2024 - 03.2025
Investment Management Consulting Manager
Factset Research Systems Inc
10.2022 - Current
Investment Management Consultant
Factset Research Systems Inc
10.2022 - 10.2024
Social Media & Partnership Manager
FLEO LLC
06.2021 - 08.2022