Jaime J. Bean

• Hired to build a sales team and go-to-market strategy for a new and innovative platform focused on investment management research teams improving collaboration, structure, and oversight.
• Working with Founder and other Senior Management Executives implementing sales, sales enablement, and marketing programs at a start-up software company.
• Increased initial beta clients by implementing effective sales strategies and proof of concepts in the client acquisition process building partners and early adopters.

• Senior enterprise sales role promoting AI/ML/NLP modern research platform to financial firms i.e. hedge funds, asset managers, investment banks, private equity and research firms.
• Pitching and presenting daily AI search, data integration, market and financial data terminal, and research management solution to asset managers, hedge funds, private equity, family offices and research firms.
• Working daily with teams internally including product specialists, customer success, implementation and product management.

Notable Accomplishments: Current ARR to Date: $900,000. Every quarter growing sales by over 25%, assisted customer success team with large renewals (0% churn), first sales person to sell our advanced API's to large asset managers.

• ARR: $370k
• Sales role tasked to promote asset management solutions to financial firms in both territories and named accounts.
• Promoting and introducing trade execution, portfolio management, investment operations, risk, and reporting platforms to hedge funds, asset managers, and asset owners.
• Coordinated with team of over 25 people internally including pre-sales, solutions, implementation, and product management

• Hired to help start-up software firm with additional sales, growth into new markets and overall GTM strategy.
• Managed individual quota and sales territory, grew sales immediately, player/coach role.
• Created, revived, implemented successful sales and marketing plans, implemented CRM, channel sales/partnerships, and product development.
• Developed all marketing collateral including branding, conferences, webinars, website, and presentations.
• Traveled extensively to visit clients and prospects throughout North America to close deals with co-founders.

Notable Accomplishments: ARR - $3.5M. Grew sales and revenues from 2015-2018 by over 20% adding new types of clients. Closed gaps in the platform. Built a sales strategy for the future.

• Started at Code:Red Inc. when the firm was only co-founders as 2nd employee to lead all sales efforts.
• Traveled extensively to visit clients and prospects globally closing/gaining new clients, over 150 new clients.
• Created and implemented successful sales and marketing plans, implemented CRM, channel sales/partnerships, and helped shape product road map.
• Prepared weekly, monthly, quarterly sales pipeline and detailed target reports, analysis of market size, competitive analysis, and various strategic plans and initiatives.

Notable Accomplishments: ARR: $150,000K grew to $14.1M. We grew from 5 clients to 150+ and exceeded sales quota's 20-40% annually. Revenue grew from $500K annually to over $13.5M from 2006 to 2015. Started as lead salesperson, promoted to Director and VP of Global Sales.

• Hired on the institutional sales desk to promote independent research providers (over 150) to institutional firms and hedge funds.
• Traveled monthly to visit clients and prospects in NYC, CT, Boston, Midwest, and TX to close deals.

Notable Accomplishments: ARR - $950k. Was able to bring in over 25 clients in a 6 month period, was leading the team.

• Hired to sell and promote independent fundamental analysis and services to institutional asset managers, primarily hedge funds.
• Traveled extensively to visit clients and prospects in NYC, CT, Boston, San Francisco and Dallas.

Notable Accomplishments: ARR - $1.5M. Received bonus for hitting annual quota in 2005.

• Responsible for all new business as lead salesperson and client renewals in financial markets/capital markets for North America.

Notable Accomplishments: ARR was $250,000 grew to $4.2M. Received recognition award for exceeding 2001, 2002, and 2003 annual sales goals for US Sales group. Grew firm from 12 clients (start-up) to over 250 clients in a 3 year period. Was promoted 3 times.