Kevin Simon
Brooklyn,NY
Summary
Sales professional with 5+ years of experience generating and growing revenue across private markets SaaS. Background spanning full-cycle new business acquisition and expansion-driven account management, with consistent quota overachievement. Experienced in executive-level discovery, complex deal execution, and strategic account growth.
Overview
7
7
years of professional experience
Work History
Senior Account Manager
Grata
10.2024 - Current
- Own $4.5m+ ARR portfolio across 90–100 PE VC and investment banking clients, overseeing renewals, expansions, and revenue growth.
- Drove incremental revenue by pushing platform adoption into portfolio companies and newly launched funds, expanding footprint beyond initial firm-level licenses.
- Re-engaged dormant and underutilized accounts by reframing value around active mandates, leading to renewed engagement and expansion opportunities.
- Sold new functionality and modules aligned to evolving sourcing strategies, increasing ACV through targeted upsell initiatives.
- Converted single-user and limited-team licenses into broader firm-wide deployments by aligning platform capabilities to fund growth and sector focus.
- Led executive-level value discussions tied to deal flow efficiency, competitive intelligence, and pipeline acceleration.
Senior Account Executive
Potloc
04.2024 - 10.2024
- Managed a portfolio of private equity and consulting firms with responsibility for upsell and expansion revenue tied to commercial intelligence engagements.
- Achieved quarterly revenue targets through consultative upsell initiatives aligned to live deal activity and fund mandates.
- Built executive relationships across value creation teams and operating partners to position research as a decision-critical input.
- Identified and closed expansion opportunities tied to new sector theses, fund launches, and portfolio initiatives.
Account Manager
PitchBook Data
03.2022 - 03.2024
- Managed $3M+ ARR portfolio across private equity, venture capital, and investment banking clients with full responsibility for renewal and expansion revenue.
- Achieved 118% of 2023 quota and 109% of Q1 2024 revenue goal through proactive expansion and value-based selling.
- Identified and closed upsell opportunities by aligning platform capabilities to evolving fund strategies, sector theses, and geographic expansion initiatives.
- Re-engaged underutilized accounts by repositioning product value around active mandates and competitive deal sourcing needs.
- Expanded platform penetration within client firms by converting limited-seat licenses into broader team-wide deployments.
- Partnered with senior investment professionals to integrate data workflows into sourcing and diligence processes, strengthening long-term retention and contract value.
- Forecasted revenue, managed pipeline, and executed executive-level renewal negotiations within complex, multi-stakeholder buying environments.
Account Manager, Field Sales
LexisNexis Risk Solutions
03.2021 - 03.2022
- Owned $1.7M+ ARR territory across financial institutions while driving both new-logo acquisition and expansion revenue.
- Delivered 194% incremental revenue attainment and 118% new-logo growth through proactive outbound prospecting and strategic account penetration.
- Ran full-cycle sales cycles including discovery, executive presentations, proposal negotiation, and contract close.
- Built and managed pipeline across compliance, risk, and fraud teams within enterprise banking environments.
- Navigated complex, multi-stakeholder buying processes spanning legal, procurement, and executive leadership.
Account Executive
The Muse
10.2020 - 03.2021
- Owned full-cycle sales process including outbound prospecting, discovery, product demonstrations, proposal development, negotiation, and close.
- Generated and managed pipeline through a combination of outbound outreach and inbound leads within a competitive HR-tech market.
- Closed new-logo business by aligning employer branding and talent acquisition solutions to hiring leaders’ growth objectives.
- Managed multi-stakeholder sales cycles with HR, talent acquisition, and executive decision-makers.
- Consistently met or exceeded activity and revenue expectations in a high-velocity SMB / mid-market environment.
Senior Sales Development Representative
The Muse
02.2020 - 10.2020
- Promoted to Senior SDR based on consistent pipeline generation and outbound performance.
- Generated qualified opportunities for Account Executives through high-volume, targeted outbound prospecting across HR and talent acquisition leaders.
- Designed and executed structured outreach campaigns reaching 2,000+ prospects weekly.
- Increased engagement rates by 7.4% through testing messaging, personalization, and cadence optimization.
- Partnered closely with AEs to refine ICP targeting and improve conversion from meeting to closed-won.
Sales Development Representative
The Muse
07.2019 - 02.2020
- Generated qualified meetings for Account Executives through high-volume outbound prospecting across HR and talent acquisition leaders.
- Executed structured multi-touch outreach campaigns via phone, email, and LinkedIn within a competitive HR-tech market.
- Maintained consistent activity metrics while qualifying prospects against ideal customer profile criteria.
- Built early pipeline by identifying hiring trends and aligning outreach to company growth signals.
- Recognized for consistent performance and promoted to Senior SDR.
Education
Bachelor of Science - Exercise Physiology
University of Miami
Miami, FL12-2018
Skills
- Full-Cycle Revenue Ownership (Prospecting → Close)
- Contract Negotiation & Commercial Closing
- ARR Ownership & Quota Performance
- Expansion & Upsell Strategy
- Multi-Stakeholder & Complex Deal Execution
- Executive-Level Discovery & Value-Based Selling
Timeline
Senior Account Manager
Grata
10.2024 - Current
Senior Account Executive
Potloc
04.2024 - 10.2024
Account Manager
PitchBook Data
03.2022 - 03.2024
Account Manager, Field Sales
LexisNexis Risk Solutions
03.2021 - 03.2022
Account Executive
The Muse
10.2020 - 03.2021
Senior Sales Development Representative
The Muse
02.2020 - 10.2020
Sales Development Representative
The Muse
07.2019 - 02.2020
Bachelor of Science - Exercise Physiology
University of Miami