Summary
Work History
Education
Skills
Websites
Timeline
Sales Training
Overview
Generic
Kevin Grist

Kevin Grist

Sales & Account Management Executive
Bridgewater,MA

Summary

Accomplished sales and account management executive with a demonstrated history of working in the financial and information services industry. A proven leader with excellent salesmanship, negotiation and closing skills. I am currently seeking opportunities to utilize my vast experience as a top performer to produce and contribute to a company’s revenue growth and overall success.

Work History

Sales Executive – Institutional Sales

EPFR (Formerly Informa Financial Intelligence)
01.2016 - Current
  • Responsible for growth of assigned BOB, client retention and acquiring new logo’s.
  • Increase revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
  • Consistently achieve assigned sales goals by cultivating and securing new customer relationships.
  • Sell financial data and technology solutions; Web tools and data feeds.
  • Conduct client meetings, provide demo's and presentations.
  • Partner with multiple internal clients to ensure customer satisfaction.
  • Utilize CRM - Salesforce to create and prepare accurate sales forecast.
  • Attend industry conferences to build network and create new opportunities.

Head of Sales & Marketing

IMoneyNet
10.2005 - 01.2016
  • Led high-performing international sales team to exceed targets through effective coaching, mentoring, and performance management.
  • Responsible for $8MM book of business.
  • Consistently exceeded new logo and renewal revenue targets.
  • Achieved consistent 98% retention rate year over year.
  • Coordinated new product launches. Our flagship product conversion resulted in 30% increase in revenue.
  • Sold data feeds, software/Web-based technology solutions to leading financial firms; BlackRock, Fidelity, JPMorgan and more.
  • Oversaw global marketing and social media campaigns ensuring consistent messaging across all channels.
  • Produced our annual Money Market Expo, premier money market industry event.

Market Manager, Fidelity Institutional Cash Distribution Group

Fidelity Investments
02.2002 - 10.2005
  • Partnered with Sales Management to develop marketing and distribution strategies for Fidelity’s institutional money market funds.
  • Liaised between senior management and front-line team members to implement effective changes and revitalize market growth.
  • Identified new business opportunities consistent with defined strategies
  • Networked in market to build new connections with prospects.
  • Attended industry conferences, client meetings and events.

Senior Internal Wholesaler, Fidelity Institutional Cash Services

Fidelity Investments
11.2000 - 02.2002
  • Sold institutional money market funds to bank capital market and trust desks.
  • Managed prospective leads and existing accounts to accurately forecast revenue and develop long-term business partnerships.
  • Attended industry events and client meetings.
  • Recipient of 2002 President’s Club Leadership Award.

Internal Marketing Representative, Fidelity Advisor Distribution Group

Fidelity Investments
09.1999 - 11.2000
  • Marketed Fidelity Advisor Mutual Funds to broker dealers and banks.
  • Determined customers' needs and provided brand awareness and recommendations to fulfill requirements.
  • Created reports to track performance of marketing campaigns and suggest improvements.

Customer Service Representative, Fidelity Institutional Service Group

Fidelity Investments
09.1997 - 09.1999
  • Service Quality Award winner, 1998.
  • Processed customer trades and service orders promptly to increase customer satisfaction.
  • Focused on addressing customer needs and resolving concerns.

Customer Service Representative

Putnam Investments
06.1996 - 09.1997
  • Answered constant flow of customer calls with minimal wait times.
  • Responded to customer requests for products, services, and company information.
  • Supported both retail and institutional markets.

Education

Associate of Arts - Business Administration

Johnson & Wales University
Providence, RI

Bachelor of Arts - Liberal Arts

Providence College
Providence, RI
05.2001 -

Skills

    Professional Networking

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Timeline

Sales Executive – Institutional Sales

EPFR (Formerly Informa Financial Intelligence)
01.2016 - Current

Head of Sales & Marketing

IMoneyNet
10.2005 - 01.2016

Market Manager, Fidelity Institutional Cash Distribution Group

Fidelity Investments
02.2002 - 10.2005

Bachelor of Arts - Liberal Arts

Providence College
05.2001 -

Senior Internal Wholesaler, Fidelity Institutional Cash Services

Fidelity Investments
11.2000 - 02.2002

Internal Marketing Representative, Fidelity Advisor Distribution Group

Fidelity Investments
09.1999 - 11.2000

Customer Service Representative, Fidelity Institutional Service Group

Fidelity Investments
09.1997 - 09.1999

Customer Service Representative

Putnam Investments
06.1996 - 09.1997

Associate of Arts - Business Administration

Johnson & Wales University

Sales Training

  • SPIN
  • Sprint
  • Sandler

Overview

28
28
years of professional experience

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Kevin GristSales & Account Management Executive