Livecareer-Resume
Jessica Claire
  • , San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary
Strategic and industrious Account Executive with 10 years of experience in wealth management and 5 years of experience in enterprise sales. Articulate and tenacious sales professional with strong history of surpassing objectives by leveraging strategy and advanced people skills. Detail-oriented with skill in streamlining sales procedures to increase revenue.
Skills
  • Enterprise sales
  • Relationship management
  • Account development
  • Revenue generation
  • Problem resolution
  • Team management
  • Strategic planning
  • Retention strategies
  • Project organization
  • Process improvement
  • Accruals, Team management
  • Arts
  • Bonds
  • Business solutions
  • Interpersonal skills
  • Consulting
  • Credit
  • Clients
  • Client
  • Excellent customer service
  • Equity
  • Equities
  • Futures
  • Managing
  • Market
  • Excel
  • Office
  • Enterprise
  • Problem resolution
  • Process improvement
  • Processes
  • Project management
  • Real-time
  • Relationship management
  • Sales
  • Selling
  • Spreadsheet
  • Strategy
  • Strategic planning
  • Swaps
Work History
Sr Enterprise Account Executive, 05/2019 - Current
Servicenow Sacramento, CA,
  • Responsible for the largest enterprise clients increasing revenue by 20% and exceeded established sales objectives by 202%.
  • Maximize revenue and growth potential by providing excellent customer service and ensuring 100% client retention.
  • Develop trusting relationships with executive stakeholders through consulting, developing, and selling complex business solutions, identifying growth opportunities, and collaborating with and managing internal teams to perform timely and cost-effective project management.
Enterprise Relationship Manager, 01/2016 - 04/2019
Citrix Systems Inc. GA, State,
  • Exceeded sales quotas and retention targets from 2017-2019, and negotiated more than $1.2M in revenue from over 15 renewals and add-on services in 2019.
  • Created customer relationship strategy for team of 7 to increase enterprise bank, wirehouse, RIA, channel partner, and family office client retention by 5%.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Bank Loan Analyst & Trading Assistant, 06/2012 - 01/2016
Loomis Sayles Oakbrook Terrace, IL,
  • Analyze all loan transactions and evaluated all bank loan operations and processes including booking trades, fees, daily accruals, and LIBOR interest.
  • Established and upheld strong relationships with both emerging market and bank debt trading desks across dozens of brokers.
  • Created and maintained live Excel spreadsheet to provide real-time positions and P&L for over 6 portfolio managers covering spot and NDF FX, OTC FX options, High Yield/Investment Grade/Corporate/Emerging Market bonds, bank loans, corporate loans, and TBA's.
Operations Analyst, 05/2010 - 05/2012
TRG Management LP / The Rohatyn Group City, STATE,
  • Performed all trade confirmation, position and cash reconciliation, and margin management.
  • Expedited between 600 to 1,000 trades daily from execution to settlement for all foreign currency trades, OTC FX options, OTC bond options, equities, equity swaps, IR/Currency Swaps, bonds, repurchase agreements, futures, and credit default swaps.
Education
Bachelor of Arts: Economics, Expected in Dec 2010
-
New York University - New York, NY
GPA:
  • GPA: 3.81, magna cum laude
  • Received NYU Founders' Day Scholar Award
  • Awarded Dean's List
: , Expected in Spring 2010
-
Rhode Island School of Design - Providence, RI
GPA:
Awarded Certificate of Fine Arts, CE
: , Expected in Spring 2009
-
- ,
GPA:
: , Expected in Spring 2008
-
- ,
GPA:
Work History
Sr Enterprise Account Executive, 05/2019 - Current
Addepar New York, NY
  • Responsible for the largest enterprise clients increasing revenue by 20% and exceeded established sales objectives by 202%.
  • Maximize revenue and growth potential by providing excellent customer service and ensuring 100% client retention.
  • Develop trusting relationships with executive stakeholders through consulting, developing, and selling complex business solutions, identifying growth opportunities, and collaborating with and managing internal teams to perform timely and cost-effective project management.
Enterprise Relationship Manager, 01/2016 - 04/2019
Addepar New York, NY
  • Exceeded sales quotas and retention targets from 2017-2019, and negotiated more than $1.2M in revenue from over 15 renewals and add-on services in 2019.
  • Created customer relationship strategy for team of 7 to increase enterprise bank, wirehouse, RIA, channel partner, and family office client retention by 5%.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Bank Loan Analyst & Trading Assistant, 06/2012 - 01/2016
Stone Harbor Investment Partners, LP New York, NY
  • Analyze all loan transactions and evaluated all bank loan operations and processes including booking trades, fees, daily accruals, and LIBOR interest.
  • Established and upheld strong relationships with both emerging market and bank debt trading desks across dozens of brokers.
  • Created and maintained live Excel spreadsheet to provide real-time positions and P&L for over 6 portfolio managers covering spot and NDF FX, OTC FX options, High Yield/Investment Grade/Corporate/Emerging Market bonds, bank loans, corporate loans, and TBA's.
Operations Analyst, 05/2010 - 05/2012
TRG Management LP / The Rohatyn Group New York, NY
  • Performed all trade confirmation, position and cash reconciliation, and margin management.
  • Expedited between 600 to 1,000 trades daily from execution to settlement for all foreign currency trades, OTC FX options, OTC bond options, equities, equity swaps, IR/Currency Swaps, bonds, repurchase agreements, futures, and credit default swaps.
Skills
  • Enterprise sales
  • Relationship management
  • Account development
  • Revenue generation
  • Problem resolution
  • Team management
  • Strategic planning
  • Retention strategies
  • Project organization
  • Process improvement,
  • Accruals, Arts, bonds, business solutions, interpersonal skills, consulting, credit, clients, client, excellent customer service, equity, equities, futures, managing, Market, Excel, office, Enterprise, Problem resolution, Process improvement, processes, project management, real-time, Relationship management, sales, selling, spreadsheet, strategy, Strategic planning, Swaps, Team management
  • By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

    Disclaimer

    Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

    How this resume score
    could be improved?

    Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:

    79Average

    resume Strength

    • Formatting
    • Measurable Results
    • Personalization
    • Strong Summary
    • Target Job

    Resume Overview

    School Attended

    • New York University
    • Rhode Island School of Design

    Job Titles Held:

    • Sr Enterprise Account Executive
    • Enterprise Relationship Manager
    • Bank Loan Analyst & Trading Assistant
    • Operations Analyst

    Degrees

    • Bachelor of Arts

    By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

    *As seen in: