GTM and strategic partnerships connecting founding teams to enterprise networks and global markets across retail & ecommerce, CPG & food, and travel & hospitality.
a16z portfolio focus areas: AI apps and infra (dev tools, data, security, cloud), fintech, and collaboration across crypto, games, bio, american dynamism, & TxO accelerator.
Advised startups on market positioning and growth strategies, driving competitive advantage in evolving industries.
Collaborated with cross-functional teams to identify new market opportunities and optimize product offerings.
Spearheaded initiatives to improve investor relations, strengthening trust and engagement with stakeholders.
Analyzed industry trends to inform strategic decisions, guiding investment focus towards high-potential sectors.
Evaluated performance metrics of portfolio companies, implementing best practices to maximize returns on international roadshow expansion investment of portfolio companies expanding into EMEA market.
Networked with other professionals and organizations to expand contacts and opportunities.
Developed and implemented strategies to enhance partner relations.
Prepared and presented reports on status of projects and initiatives.
Relationship Manager, Capital Markets
FIS (formerly SunGard Financial Systems)
New York
01.2018 - 05.2021
Enterprise Account Management: Drive overall client growth and loyalty through strategic account management, renewals, cross-selling, and innovative product development partnerships for 52 Investment Banks, Broker Dealers, and Quantitative Hedge Fund clients using FIS Capital Markets SaaS products (AlphaZoom Trade Analytics, Valid and BondOne Order Management System, Protégé Compliance, SGN Fix Connectivity Network). Delivered 109% of $3.1M '20 quota YTD, 132% of $2.7M '19 quota and 114% of $1.9M '18 quota
Outbound B2B Prospecting & Sourcing: Sourced ~80+ cross-sell leads and 14 beta testing prospects using client segmentation, targeting, and outbound cold calls, emails, LinkedIn and leveraging existing client relationships
Account Retention & Growth Strategy: Achieved highest client retention rate across division. Standardized Renewal and up-selling strategy and process and created “Renewal Playbook” for Trading and Compliance divisions into tier accounts
C-Suite Stakeholder Management: Partner with and influence internal and external C-level decision makers and through launching Key Account Capital Markets team, standardizing renewal process and metrics, and refining up selling and go-to-market strategy for adjacent and new products
Strategic Partnerships & Account Planning: Develop long term(2-5 year) value-driven account strategy for ~34 clients focusing on future state expectations & needs, retention, growing user adoption & up-sell opportunities, and displacing competitors
Market Segmentation: Define segmentation criteria including account size, revenue growth, product fit, and beta partnership potential for top accounts. Developed cohorts based on customer motivation and corresponding sales and retention marketing strategies resulting in $248k of additional revenue
Competitive Research: Partner with FIS’s Venture arm and Competitive Intelligence team to design and execute voice of customer programs, identify behavior trends, and deliver actionable insights for go-to-market strategies
Influence Product Decisions: Communicate needs and trends effectively to product and engineering teams resulting in ~$203k in functionality enhancement for Valid OMS
Identify Beta Testing Partnerships: Proactively sourced 14 potential beta partnerships resulting in accelerated product-market-fit for TCA AlphaZoom in asset class 2, new product offerings, and ~$144k in new sales and professional services revenue
Attrition & Conflict Management: Repaired 9 high risk relationships and reduced attrition saving ~$160k through facilitating difficult conversations, getting executive buy in, and proposing win-win solutions and pricing
FIS is a global Fortune 300 FinTech provider. Internally recruited to design, launch, and execute the Key Account Management (Renewal & Upsell) team across Capital Markets.
Sales Executive, Capital Markets
FIS
New York
01.2016 - 01.2018
New Sales and Prospecting: Identified 72 new business partnership through cold calling, marketing campaigns, LinkedIn, industry user events, and product demos. Achieved 156% of $720k 2017 quota and 113% of $600k 2016 quota
Relationship Account Management: Manage C and VP level Investment Management relationships(CEO, CCO, Head Trader) from discovery state to onboarding process
Product Training & Demonstrations: Develop knowledge and perform product demos of Trading and Compliance products (trade algorithms, trade cost analysis, and OMS)
KPI Reporting: Produced reporting for sales metrics (monthly sales, lead generation, meetings held, product demos, and attended conferences) for senior management
Competitive Research Evaluations: Partnered with Competitive Intelligence team to execute Win-Loss evaluation program post sale. Collect additional customer data through user surveys and product trials producing adhoc reporting and insights
Recruiting & Training: Helped inside sales recruiting, assist new hires on customer interactions, objection handling, product knowledge, and Win-Loss interviews
Inside Sales Associate, Capital Markets
FIS
New York
06.2015 - 12.2015
Promotion within 6 months, first of 13-member Inside Sales Graduate Program
Exceeded monthly KPIs including daily call volume, 40+ lead generation quota, internal product certification exams, and product demonstrations
Host webinars and SaaS product demos: Investran(PE Accounting), Front Arena(Hedge Fund Trading), XSP(Corporate Actions), and AlphaZoom (Trade Analytics)
Excelled during summer internship resulting in extended part-time position through fall semester while a full-time business student.
Candidate Sourcing & Interviewing: Sourced, interviewed, and assessed Management Consulting candidates within IT and Financial Advisory sectors
Account Growth: Helped manage large accounts generating up to $1M annually. Fostered lasting client relationships as a trusted hiring partner
Business Development: Identified new business and managed weekly meetings with hiring managers resulting in 2 placements generating $45k in revenue
Branch Manager
College Works Painting
New Jersey
02.2013 - 10.2013
First entrepreneurial experience building a residential painting business through CWP, a Sales and Leadership program. Serviced New Jersey territory generating $76,000 in revenue while a full-time student. I learned how to sell going door to door, how to recruit and lead teams, and the importance of referral business from happy clients.
Strategic Planning: Identified territories, established cost effective production initiatives and budget beating-systems favorable to both employees and managers
Marketing Strategy & Execution: Formed and trained door-to-door marketing teams and created direct and indirect marketing plans yielding over 150 client leads
Sales & Business Development: Completed estimates for all clients, personally selling and contracting $56,000 worth of home improvement projects through direct marketing, and $20,000 through alternative marketing; utilized advanced sales techniques upselling clients on additional services and products
Hiring: Interviewed, hired, trained, and managed 10 employees including painters, door to door marketers, and production managers
Team Management & Leadership: Facilitated weekly meetings with production & marketing teams to set best practices, attainable goals, and actionable timelines
Project Management & Operations: Managed and created operating and training guidelines for painting crews and door to door marketing team producing $76,000 in exterior painting services
Budgeting & Financial Analysis: Created client proposals and production budgets while tracking materials, supplies, markup, and profit achieving a 23% profit margin