Grace Curry

• Responsible for defining the product vision, roadmap, and milestones of our product offering, with a Cash & Securities solution focus for Tier 1, Tier 2 wholesale banks, and asset managers.
• Work with engineering to translate product vision and strategy into detailed requirements for prototyping and development.
• Liaise with sales and marketing to develop product pricing and positioning strategies.
• In Y1, milestones executed helped enable a 25% increase in volume and a 65% increase in the number of clients leveraging the firm's Cash & Securities solution.

• Recruited and trained 3 additional staff during Q1/Y1.
• Managed a team of 6, spread across North America, the United Kingdom, and Singapore during my tenure.
• Recognized as a member of the company's senior leadership committee.
• Lead the team through a department-wide restructure, which included a revamped team incentive plan to drive our new focus.
• Globally, the team contributed to an attainment of 5.549M GBP in new software sales by the end of Q2/Y2, which accounted for 41% of the overall budget for that category.
• The win/loss ratio of all qualified opportunities increased by 54% by the end of Q2/Y2.

• Absorbed technical sale responsibilities for enterprise customers and prospects.
• Contributed $1.420M in new annual recurring revenue in Y3.
• Managed technology partner relationships for the wider team.
• Drove process transformation discussions to optimize the way Presales executes, tracks, and measures activity.
• Recognized as a 'High Potential' employee, which entailed cross-functional projects and shadowing senior leadership off-sites.
• Assisted in the recruitment and onboarding of new Presales and Sales Executives globally.

• Responsible for technical sales cycles across all of North America.
• Configured and delivered product demonstrations and proof of concepts (POCs).
• Prepared and validated RFP and RFI responses as needed, ensuring content clarity, consistency, and compliance with instructions.
• Contributed to $217K in new annual recurring revenue in Y1, and $2.45M in Y2.
• Collaborated internally to standardize the first suit of internal procedures for Presales, including but not limited to: new hire onboarding, deal qualification, proof-of-concept guidelines, and product demonstration design.
• Liaised with the marketing team to develop collateral for and deliver customer-wide webinars.
• Represented Presales on the firm's internal Product Board.

• Took over Customer Success for priority accounts.
• Lead the analysis and migration of 20+ data processes in 27 days for the operations department of a Chicago-based investment manager, kicking off a larger investment into a formal professional services function for the business.
• Represented North America Customer Success on the firm's internal Product Board.
• Assisted in the recruitment and onboarding of new Customer Success Managers.

• Managed 15 North American customer accounts simultaneously.
• Onboarded new customers, providing BAU support, and strategic advisory services thereafter.
• Liaised with Sales on upsell opportunities.
• Collaborated internally to standardize a suite of internal procedures for Customer Success.
• Developed and rolled out customer-facing technical documentation and end-user training guides for the firm's reporting solution.
• Performed fit-gap analysis and end-user experience evaluation for two prospective vendor partnerships.

Project: Boston Global Financial Services Company - On-Premise Software Implementation and System Migration

Lead Business Analyst; on-premis software implementation and system migration

• Documented technical requirements for on-premise software Implementation and worked with IT and Information Security to ensure they were executed in a timely manner
• Migrated a suite of data processes off of legacy software, improving the firms speed and agility towards MiFid II regulation rewrites
• Coordinated product training and demonstrations of product functionality as needed

Project: Boston Global Financial Services Company - Margin and Collateral Management Reporting and Off-Premise Software Migration

Lead Business Analyst; requirements gathering and report building

• Liaised with operations and risk managers globally to produce fit-gap analysis of new margin rules for non-cleared OTC derivatives under CFTC and EMEA
• Worked with engineering to push reporting enhancements into production ahead of regulation deadline
• Documented current state end-to-end performance benchmarks for the firms Collateral Management solution to support its off-premise migration

• Derivatives processing and verification for global, domestic, and cross-boarder settlements