Summary
Overview
Work History
Education
Skills
Timeline
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Saige Kratenstein

Brooklyn,NY

Summary

Strategic and results-driven Sales and Marketing Professional with a proven track record in the financial industry. Adept at analyzing customer needs and developing targeted strategies that drive success. Highly self-motivated and goal-oriented, consistently exceeding sales targets while contributing to organizational growth.

Overview

3
3
years of professional experience

Work History

Senior Account Executive

Macrobond Financial
02.2024 - Current
  • Managing a portfolio of clients across sell-side and buy-side institutions, driving upsell opportunities and new business development to meet 77% of a $250K annual quota
  • Leveraging outbound strategies to book and conduct product demonstrations, achieving the highest average weekly demos of 2.8 in my office
  • Performing recurring check-ins with existing clients, leading to a 33% increase in product adoption.
  • Negotiating contracts that maximized profit margins while maintaining competitive pricing for clients.

Sales Development Consultant

Euronext
09.2023 - 02.2024
  • Spearheaded the development of a robust sales pipeline for Euronext's Commcise SaaS research software, effectively reaching hundreds of buyside and sellside firms through a targeted outreach strategy.
  • Crafted tailored presentations, and deliver product demonstrations that highlight client pain points and showcase competitive advantages.
  • Meticulously managed the HubSpot CRM system, ensuring precise records of all activities, while generating detailed reports to track sales performance and optimize outreach efforts for maximum results.

Enterprise Account Manager

Bloomberg
10.2022 - 10.2023
  • Oversaw a client portfolio of 800+ users within the tier-one asset management industry, conducting in-person meetings with clients to present customized product functions aligned with their roles, significantly boosting product adoption
  • Fostered strong relationships with C-level executives in large organizations, conducting annual meetings to monitor evolving business trends and identify strategic growth opportunities
  • Proactively managed pipelines by identifying lucrative upsell, cross-sell, and displacement opportunities through frequent in-person meetings with key decision makers.

Fixed Income Analyst

Bloomberg
06.2021 - 10.2022
  • Resolved over 6,000 complex fixed income queries from clients, including building excel formulas, proving out calculations for bond metrics, and leading one-on-one trainings
  • Trained and on-boarded over 300 new and existing analysts as the Global Content Manager on fixed income concepts to advance internal product knowledge and provide client solutions
  • Conducted in-depth analysis of fixed income securities and provided recommendations based on market trends and financial indicators to help clients make informed investment decisions.

Education

MBA - Masters in Business Administration

University of Maryland Global Campus
07.2026

Bachelor of Science - Marketing

University of Maryland - Robert H. Smith School of Business
12.2020

Skills

  • Bloomberg
  • Hubspot
  • Salesforce
  • Microsoft Office
  • Relationship Management

Timeline

Senior Account Executive

Macrobond Financial
02.2024 - Current

Sales Development Consultant

Euronext
09.2023 - 02.2024

Enterprise Account Manager

Bloomberg
10.2022 - 10.2023

Fixed Income Analyst

Bloomberg
06.2021 - 10.2022

MBA - Masters in Business Administration

University of Maryland Global Campus

Bachelor of Science - Marketing

University of Maryland - Robert H. Smith School of Business

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Saige Kratenstein