Summary
Overview
Work History
Education
Skills
Websites
Timeline
George Sommerfield

George Sommerfield

Queens,NY

Summary

Technical Account Manager with more than 20 years of hands-on experience in software development and web technologies to support enterprise accounts. Develops and promotes value realization that translates into closed new business, renewal and upsell opportunities. Proven record of successfully proposing technical solutions by presenting complex concepts in easy to understand terms and building strong, long-lasting relationships with senior executives and project level resources.20

Overview

17
17
years of professional experience

Work History

TECHNICAL ACCOUNT MANAGER

SYMPHONY, INC.
New York, NY
10.2021 - 01.2024
  • Collaborated with Product, Operations and Sales team to ensure customer success.
  • Responsible for performance of $50M book of business, including 10 major key clients.
  • Conducted Technical Performance Reviews for Platinum and Gold accounts with a spend of $200K monthly and above.
  • Maintain global governance structure for both contractual obligations and internal risk and controls for clients with user deployments10 thousand upwards.
  • Built long-term trusted partner relationships to manage stakeholder expectations and meet revenue growth goals.
  • Achieved $15 million in new sales growth during 2021-2023 by cross selling into 5 key accounts adding 60K new users to the community.
  • Responsible for risk mitigation and dispute resolution prior to all contract renewals within my book of business.
  • Recommended and assisted in launching a BOT to assist with process automation, eliminating 90% of human intervention and protecting more than $2M invoicing revenue from delay or missed processing.
  • Led internal client’s requirements, impacts on external clients feature request for product improvements. Implemented 7 key product enhancements in 2023.
  • Stakeholder management over an MDM implementation lifecycle
  • Vendor performance governance management, including external regulatory audits
  • Experience with various MDM products, e.g., Microsoft Intune, VMWare, AirWatch, Good for Enterprise Technology, Mobile Iron, SOTI, Tangoe and Verizon Mobile Workforce – Connect manager.
  • Cultivated C-level customer relationships, ensured project success, and managed technical and product initiatives.
  • Managed Google Cloud Platform migration for 10 tier1 accounts from AWS.
  • Collaborated with Sales to boost enterprise account retention and penetration, mapped account structures, and advocated for customer requirements.
  • Acted as a team leader moving 15 key clients back to cloud deployment.

LEAD ACCOUNT MANAGER

ASSET CELLUTIONS, INC.
03.2021 - 10.2021
  • Responsible for performance of $10M book of business, including 5 major key clients.
  • Led cost-benefit analyses, business process reviews, and collaboration with development teams to support decision-making on new projects.
  • Deployed JIRA workflow and case management tool for the entire company.
  • Enhanced sales methodology, bridged the gap between business and customers, and achieved significant system improvements.
  • Managed quality control processes, reduced shipping expenses, and led governance initiatives for process improvements.
  • Conducted comprehensive use case documentation and facilitated best practices in PLM collaboration and tool usage at the enterprise level.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Identified and documented extensive use cases for proposed supplementary administrative software; conducted exhaustive UAT, reporting issues in QA defect tracking tool, specifying requirements changes, and provided high-level updates and recommendations at stakeholder reviews.

SENIOR ACCOUNT MANAGER

TIER1 FINANCIAL SOLUTIONS
02.2020 - 03.2021
  • Responsible for domicile and non-domicile banks UBS, TD, JP Morgan Chase, Bank of China and SOCGEN
  • Lead team sales team conducting all Banking client reviews and enterprise sales
  • Assess gaps in evolving training needs, devising and implementing programs and C & D level Product demos resulting in a defining increase in quarter-to-quarter sales
  • Develops customer’s staff by providing technical information and training
  • Managed an established on-boarding and departing employee’s protocol
  • Communicate with front office trading desks, Operations, and finance to gather requirements and to produce technology solutions to meet business objectives
  • Perform cost-benefit and return on investment analyses for proposed systems to aid management in making implementation decisions
  • Conduct project service reviews with business heads and finance
  • Led large-scale application design, implementation and development of securities platforms and systems
  • Effectively communicate with project team and vendors to resolve technical issues
  • Manage design and solution request with PM/BA team in order to effectively streamline projects
  • Play a key role in demonstrating and communicating the value of products and thought technical leadership to prospective customers in the market, driving customer satisfaction and retention to peak levels
  • Critical contributor while working closely with executives, senior management, and team members to architect, mount and integrate scalable enterprise selling strategies to promote product features
  • Increase efficiency across Sales Engineering team by bridging the gap between the business and customer and delivering innovative and intuitive data feed assimilation solutions to meet those needs
  • Identify new strategic vendor architecture opportunities, mitigating business risk, boosting value, and propelling advantageous vendor relationships to new peak levels
  • Drive productivity and efficiency by Streamlining sales workflow to capture key data in Cloud CRM platform, developing accelerated solutions for Capital Markets and Investment Management solutions and proposals to deliver value, meet product requirements and deliver path for future development
  • Manage conduit between Sales and Product Management/Professional Services within key accounts preparing sales engineering reports by collecting, analyzing, and summarizing sales information and application trends
  • Maximize the technical sales process by effectively managing individual and team performance while producing high quality sales proposals, positioning the company into a competitive differentiator
  • Create systems models, specifications, diagrams, and charts to provide direction to developers.

TECHNICAL ACCOUNT MANAGER OF STRATEGIC ACCOUNTS

REFINITIV (FORMERLY THOMSON REUTERS, FINANCIAL & RISK DIV.)
11.2006 - 03.2019
  • Worked collaboratively with VP-C-Level Executives on product management, technical marketing, and engineering during the development, launch and continuing refinement of financial products
  • Responsible for calibration sales real-time and historical content
  • Managed SaaS client enterprise sales 2016, 2017, 2018 and 2019 Leading to a $280 million undermanagement
  • Served as trusted business technology adviser to large enterprise customers such as Bank of America, JP Morgan Toronto dominion and SOCGEN
  • Provide detailed business analysis and requirements, provide direction for developer’s team regarding technical solutions
  • Led team, provide architectural and design recommendations for all projects and applications
  • Successfully managed 25 client integrations/implementations and upgrades including both Enterprise and internet deployments driving technical direction and strategic vendor choices
  • Led customer specific FX Initiative, saving the customer $100K in spending per month
  • Redirected to purchase new data-feeds with Thomson Reuters/Refinitiv
  • Played a pivotal role identifying current process gaps and opportunities for achieving sustainable process improvement results and implemented tailored solutions to meet the executive leadership team’s business needs and requirements
  • Proven, high impact technical leadership effectively managing successful integration, modifications, product requirement changes & deployments throughout the client lifecycle, solving for high level implementations
  • Quickly resolved critical technical issues for accounts; Center stage impact regarding multi-departmental efforts to settle complicated issues in a timely manner
  • Introduced new approaches to leverage the financial data environment by wielding and implementing user direct Python and Java Eikon training, connecting technical functions to drive the business
  • Improved customer satisfaction by providing expert-level account management and support to coordinate overall escalation management and technical solutions for the customers.

Education

INFORMATION TECHNOLOGY PROJECT MANAGEMENT -

NEW YORK UNIVERSITY

Skills

  • Saas implementations
  • Jira
  • SalesForce
  • Managed Service Providers (MSPs)
  • Visio
  • Ad Serving Ecosystem
  • AWS
  • SQL
  • Power BI
  • Tableau
  • IoT
  • APIs
  • GCP
  • Operating Systems (Windows, Linux, MAC OS)
  • HTML
  • Java
  • C

Timeline

TECHNICAL ACCOUNT MANAGER - SYMPHONY, INC.
10.2021 - 01.2024
LEAD ACCOUNT MANAGER - ASSET CELLUTIONS, INC.
03.2021 - 10.2021
SENIOR ACCOUNT MANAGER - TIER1 FINANCIAL SOLUTIONS
02.2020 - 03.2021
TECHNICAL ACCOUNT MANAGER OF STRATEGIC ACCOUNTS - REFINITIV (FORMERLY THOMSON REUTERS, FINANCIAL & RISK DIV.)
11.2006 - 03.2019
NEW YORK UNIVERSITY - INFORMATION TECHNOLOGY PROJECT MANAGEMENT,

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