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Relationship/Account Manager Client Success Manager

Location:
Queens, NY, 11370
Posted:
July 29, 2015

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Resume:

Pamela A. Maiorana

**** **** ******, **

East Elmhurst, NY 11370

347-***-****

acqzrt@r.postjobfree.com

PERSONAL SUMMARY

Key Skills

Relationship Management

Client Success

Team Leadership

Process Management

Account Retention

Business Development

Networking

Project Management

A proven energetic leader in customer success and account management with a winning track record in client and revenue retention. Adept in client on-boarding and product implementation, process improvement, communication and administration. A respected relationship manager recognized for skills in account growth, penetration and the ability to foster deep customer loyalty. Skillful at delivering the best product and service in a diverse and changing marketplace.

PROFESSIONAL EXPERIENCE

Sr. Account Manager, Strategic Partnerships & Alliances

July 1999-January 2015

Interactive Data Corporation – financial information helping to support investment activities and operational workflow through a broad range of offerings, such as millions of independent evaluations of fixed income securities, a wide range of global reference data and listed markets pricing, ultra-low latency data and trading infrastructure services to facilitate electronic trading, sophisticated analytical tools for investment managers, customized web-based financial information systems, and desktop solutions

Actively manage, cultivate and expand an account portfolio worth $13-$15 million dollars.

Fostered high customer satisfaction and retention by leveraging problem solving skills to improve product delivery and procedures for the assigned account base and collaborated with internal stakeholders in support of accounts’ day-to-day activities.

Provide pre-sales product demos and support while working with sales managers to close sale.

Pro-actively strengthened relationships with top-tier enterprise accounts through frequent in-person meetings, phone contact, company and industry sponsored events.

Promote and encourage product adoption and new service offerings by working closely with product management and other internal resources.

Demonstrated strong crisis management skills if product delivery failed. Key skills include communicating solutions within the account, communicating internally to product and technology groups, providing and managing timeline for correct product delivery, and setting up reviews and detailed process analysis to prevent issues going forward.

Advanced customer loyalty through advocacy and developing an understanding of account’s core business, proprietary software applications and providing timely solutions to their data needs.

Successful in mining and up-selling account base by identifying needs for new solutions and providing a consultative approach presenting new product information and demonstrations.

Closed $ 1 million in new sales in 2014 generated from the mining of existing accounts, usage upgrades and through new sales in partnership with a Senior Relationship Manager.

Consistently grew territory over last 8 years by meeting or exceeding aggressive revenue targets of 15%-20%.

Led sales campaigns created to target a software vendor’s direct clients. Collaborated with marketing and product specialist resources to create a Q2 2014 campaign which resulted in $45k of new business and offered special incentives for clients who participated in early product adoption.

Reported and maintained all sales and CRM activities through saleforce.com. Appointed by management to collaborate with internal teams to design, customize and test several functions in sf.com ahead of formal roll-out.

Mentoring of new account managers. Gave insight into assigned account base and assessed sales skills and account management techniques which brought them up to productivity levels quickly. Aided in problem solving account issues, technical assistance, mining of account bases and handling of internal processes.

Account Executive

May 1999-July 1999

Muller Data Corporation (acquired by Interactive Data July 1999)

Partnered with Regional Sales Manager to coordinate pre-sales support for new business opportunities.

Conducted in-person meetings with existing clients and prospects to cultivate new business

Provide a consultative approach which offered solutions that would resolve immediate and specific client needs.

Prepared product presentations for prospect meetings.

Provided all contract administration from billing to data delivery.

Facilitate the alignment of client with implementation staff, coordinating details between parties, and ensuring proper data delivery.

Managed all customer service issues for assigned book of business by directing the appropriate internal teams.

Sales Support Representative

October 1996 – May 1999

Muller Data Corporation

Collaborated with sales team in all phases of pre-sales activity, which included cold calling, product demonstrations, proposal creation, sale presentation and after sale implementation.

Produced and maintained testing and implementation efficiencies for prospective clients in concert with the new business objectives of sales team.

Documented all phases of data and service implementations in Muller’s tracking system database.

Worked together with operations, communications and programming staff to develop and implement new services.

Lead monthly account status meetings with sales staff.

Contributed, attended and reported on weekly status meetings with operations for updates on issues involving account files, data management and delivery.

Created monthly status reports to upper management which highlighted specific achievements and accomplishments.

Additional Experience (Details available upon request)

Gained extensive experience and cultivated a diverse skill set as an inter-dealer broker on high yield, convertible bond and corporate desks with three inter-dealer brokerage firms. Learned how to effectively communicate, problem solve, manage crises and affect process change within complex organizations while working within these fast paced financial markets and dealing with high energy traders and brokers.

EDUCATION

As a Senior Account Manager completed numerous continuing education and professional development courses which included instruction in account management, customer relationship building, economics, technology, and negotiations.

Anderson & Mitterling, Presentation Skills Workshop

Scotwork Negotiating Skills Training

Dale Carnegie Course, Effective Communications and Human Relations

TECHNOLOGY

MS Office (Word/Excel/PowerPoint)

Salesforce.com

WebEx; GoToMeeting

Social media outlets

Windows (all)

Citrix VPN Client



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