Ran trial process from end-to-end closing deals with 5 users resulting in $26,550 of ASV won with potential of an additional $6,400.
Directed and trained a team of 3 Conversion Specialists responsible for the middle of the sales funnel and supporting 12 Financial Services Account Executives.
Enhanced operational processes and drive user engagement across a $14 Million account book.
Developed user workflow guides for each persona (Investment Banking, Private Equity, Venture Capital, Hedge Fund, Asset Manager), resulting in an increase in trial win rates and shorter user ramp period.
Conversion Specialist - Financial Services
Alphasense
10.2021 - 05.2022
Influenced $5,548,631 in ASV and $7,654,152 in Contract Amount of closed win opportunities, earning the 2022 President’s Club Award.
Conducted 1665 prospective client demonstrations and 1322 requests across various sectors, including Private Equity, Investment Banking, Hedge Fund, Asset Management, and Sell Side Equity Research.
Led trial management efforts for a 9-person Account Executive team, consistently achieving top-influenced revenue globally for 5 consecutive quarters.
Product Specialist - Generalist
Alphasense
02.2021 - 10.2021
Led all Product Specialists globally, handling 327 Customer Success Cases and 176 Customer Service Chats.
Support pre-sales and post-sales efforts for major accounts in Financial Services, Aerospace & Defense, and Consumer Packaged Goods sectors.
Recognized as the July 2021 White Glove Award Winner.
TEFL/TESOL, Remote ESL Teacher
MÁXIMO NIVEL INSTITUTE | MANUEL ANTONIO
10.2020 - 01.2021
Created and implemented lesson plans focused on improving overall English proficiency
Collaborated in the design of Grade 5 English proficiency curricula
Responsible for setting monthly oral and written assessments for students, teaching six days a week with a high-energy and communication-focused teaching style
Education
Bachelor of Arts - Government
Connecticut College
New London, CT
05.2020
Accomplishments
Alphasense White Glove Award Winner (January 2023)