Collaborative leader with dedication to partnering with coworkers to promote an engaged and empowering work culture. Strengths in building and maintaining relationships with diverse range of stakeholders in various fields.
Overview
10
10
years of professional experience
Work History
Manager, Client Success
Preqin
03.2020 - Current
Founding member of Client Success (2020) – has since grown to 33 CSMs in Australia, UK, Singapore, and Dubai
Train enterprise clients of Preqin Pro and Insights+ including fund manager, ESG, and performance research products
Consultative and hands on approach to understanding clients’ needs and goals to ensure long lasting relationships and partnerships
Form strong relationships with clients including institutional investors, private equity, hedge funds, fund managers, and service providers
Awarded for most product demonstrations for two straight quarters, as well as Preqin’s 2022 “Client Whisperer”
Implemented Process Improvement Committee to strategize on new outreach and client solution projects
Supports ~100 accounts, consistently exceeds quarterly and annual KPIs
Uncover up-sell and cross-sell opportunities through client engagement, company mapping, due-diligence
Cross-collaboration with Research, Marketing, Account Management, and Client Services to provide best customer experience
Cross-trained existing employees to maximize team agility and performance.
Maximized performance by monitoring daily activities and mentoring team members.
Manager
01.2023 - Current
Senior Associate
06.2021 - 01.2023
Associate
Preqin
03.2020 - 06.2021
Research Assistant
Baruch College – City University of New York
01.2022 - 04.2022
Worked alongside authors of family business textbook (Concise Introduction to Family Business) to provide research and editorial support
Utilized Business, Science, and Psychology journals & databases to cross check data, editing charts
Assisted Professors of Managing People & Organizations with their online classes, supporting students’ coursework, and grading papers/exams
Business Development Executive
IBISWorld
03.2016 - 10.2019
Generated new business – entire sales cycle
Brought on IBISWorld’s first Hedge Fund client for Q3 2018 deal of the quarter
Designed new onboard training manuals and new hire transition program for over 25 new employees within new business and client relations
Year 1: exceeded sales quota of 100K, Year 2: exceeded quota of 120K, Year 3: exceeded quota of 180K
Business Development Executive
American Lawyer Media, ALM
05.2015 - 02.2016
Generated new advertising business in the US ALM publications by selling advertising space to lawyers
Created new relationships with marketing departments and attorneys through outreach, webinars, and in-person meetings
Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)