I specialize in developing and cultivating relationships at all levels of an organization to manage expectations, timelines, costs and quality while collaborating with cross-functional teams. I consistently ‘make priorities a reality', which requires the personal attributes of focus, tenacity and a depth of business acumen that comes from my experience with all aspects of the sales process. My best fit is with an organization focused equally on improving the client experience as well as profits. I do my best work in a collaborative team environment where I can distill client requirements into an actionable road map to increase both client retention and revenue.
Global Relationship Manager within Bloomberg Enterprise Solutions covering Bloomberg's Major Strategic Accounts (7 leading Global Banks) consisting of $110 million in revenue
As Content Specialist I served as the primary point of contact for the data content-related needs of Bloomberg Enterprise customers. A liaison between the customer, Enterprise Solutions business, and other Bloomberg teams. Responsible for maintaining ownership of all client content interaction throughout the pre- and post-sale. Instigated dialogue with internal and external business units to fill occasional content gaps identified through in results of my analysis. Helped clients gain a detailed understanding of how our products and services can solve real problems for their business.
Selected as part of elite team to build an Enterprise Solutions business at Bloomberg. Managing regional and global sales relationships with major sell-side (Global Banks) and buy-side clients (Hedge Funds/Wealth Managers/ Corporations), fund administrators, custodians and auditors in the U.S., Canada, Mexico and Central America including:
Worked closely with Sales by taking ownership of escalated customers' issues and bringing them to resolution. Issues ranged across the Operations, Accounting, and Administrative groups. Improved regional processes by coming up with effective methodologies to handle customer complaints. Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability. Managed and improved various procedures, including requirements, gaps analysis, training and development and new program rollout.
Bloomberg Equity Markets Certified
Bloomberg Fixed Income Markets Certified
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