Tate Peters
Summary
Enterprise relationship manager and sales specialist with expertise in financial analytics and data integration. Consistently exceeded revenue targets and successfully navigated complex sales cycles. Proficient in translating advanced financial analytics into actionable business insights. Known for fostering collaboration and driving the adoption of innovative analytics solutions.
Overview
2026
2026
years of professional experience
Work History
Senior Sales Specialist
Factset Research Systems Inc
2024 - Current
- Delivered $1.9M in new & expansion revenue (150% of quota) last year, ranking as a top performer across America's Sales Org.
- Conduct 20 technical demos per month on factor backtesting, optimization, attribution, and risk workflows.
- Lead 7+ on-site client sessions monthly to map workflows and identify expansion opportunities.
- Build strong relationships with CIOs, CROs, PMs, quants, and IT leaders while owning the entire sales cycle.
- Collaborate with Product teams on roadmap enhancements, including AI-driven quant analytics workflows.
Sales Specialist
Factset Research Systems Inc
2021 - 2024
- Achieved 97% client retention rate, driving renewal success and enhancing engagement with quantitative research and risk management teams.
- Consistently exceeded annual sales quota, averaging 125% target with $800K in sales per year.
- Developed expertise in FactSet’s API and cloud solutions (Azure, AWS S3) integrating into financial investment workflows.
- Presented portfolio risk exposure insights to Boards of Directors and CROs using Axioma, Barra, and FactSet analytics.
Consultant
Factset Research Systems Inc
2019 - 2021
- Cultivated strong client relationships through consultations and workflow analyses, enhancing adoption and satisfaction.
- Delivered tailored models and automated processes, streamlining portfolio analysis and research workflows.
- Conducted product training sessions at client locations and seminars, promoting advanced analytics solutions.
- Managed multiple client accounts concurrently, gaining insights into financial research workflows and risk analytics.
- Developed expertise in FactSet systems, APIs, and advanced Excel to align technical solutions with business requirements.
Education
Bachelor of Science - Finance & Statistics
California Polytechnic State University, San Luis Obispo
San Luis Obispo, CA01-2019
Skills
- Financial Services Sales & Strategy: B2b Enterprise Sales, Strategic Account Management, Complex Sales Cycles, SaaS & Emerging Technologies, Revenue Growth, Negotiation
- Technical & Quantitative Fluency: Python/Excel, FactSet, Equity risk modeling (Axioma/Barra/FactSet), Portfolio Optimization, Multi-Asset Class Financial Research, Performance Attribution
Accomplishments
CEO Equity Award (2024)
Timeline
Senior Sales Specialist
Factset Research Systems Inc
2024 - Current
Sales Specialist
Factset Research Systems Inc
2021 - 2024
Consultant
Factset Research Systems Inc
2019 - 2021
Bachelor of Science - Finance & Statistics
California Polytechnic State University, San Luis Obispo