Account Executive Management

Holly L. Montalvo

*** ********* ****** ( Highland Park, IL 60035

*************@*****.*** 312-***-****

Professional Experience

MSI Advisors

Director Business Development & Strategy- Legal Sept 2010 to Present

A strategic business advisory that works with

technology channel partners who provide cutting edge technology

applications to be implemented within the law firm, corporate counsel and

government agency space. Our technology partner applications include:

End to End e-Discovery platform, Encryption software, and Data Mining

Applications for structured and unstructured data.

. Schedule and initiate client discovery interviews to assess needs

. Present demonstrations of technology solutions regularly to executive and

user level decision makers

. Implement and oversee pilot with prospects

. Develop client roadmap to broaden use of the tool into different

departments, groups, and practice areas

. Liaison between channel partners & front facing clients regarding product

demonstration, pilot, and securing new business.

. Negotiate new contracts, upgrades and renewal contracts

. Work extensively with IT staff to schedule integration and implementation

of the tool within the client enterprise.

. Developed presentation materials highlighting ROI for target customers

. Work directly with customers regarding needs, feedback, etc.

Llesiant, Inc. - Company acquired March 2010 by BNA

Director Business Development - July 2007 to March 2010

Technology Company that provides web based information solutions for legal

sector

. Conducted client discovery interviews to flush out weak points in the

work flow to highlight gap areas for opportunities

. Regularly presented web based solutions to key decision makers

. Implemented strategy for product roll out and training

. Team leader of two internal staff members in charge of customer issues;

billing, tracking of usage, training, scheduling, etc.

. Developed client roadmap to ensure product was being utilized &

implemented effectively

. Point person between product and service to the client

. Developed Client Advisory Team to pilot upcoming product releases

. Collaborate effectively with internal team to meet and exceed client

needs

. In charge of securing contracts & renewals from clients

. Integrated information solutions to be accessed via dashboards, embedded

widgets, portal pages, e-newsletters, handhelds, etc.

. Extensive experience working within law firm enterprise - SharePoint,

CRM, KM and Case Management applications

. Met and exceeded sales and project goals throughout tenure

. Managed multiple projects simultaneously varying in size and scope

Winston & Strawn

Business Development Department, Analyst - Litigation

April 2005 to July 2007

Amlaw 50 Global Law Firm

. Provided strategic intelligence and analysis for firm leadership

. Developed daily email briefing tracking developments regarding top 100

clients

. Analyzed litigation profiles to keep abreast of emerging trends in

litigation

. Team Leader for three key litigation client teams

. Pulled internal content from CMS, Interaction, Docket Management System,

KM, to produce Crystal reports breaking down top 250 client footprint by

revenues, industry, practice area and geography

. Developed Strategic Business Plans for cross selling of services across

practice lines

. Responsible for product evaluation and selection of online tools

purchased by the Business Development Department for firm wide use

. Worked directly with IT on rollout of products via dashboards, portal

sites, e-newsletters, handhelds, extranets, CRM, etc. Extensive exposure

working within SharePoint to roll out firm initiatives

. Collaboration with major departments at firm to ensure effective use of

online tools

. Expert knowledge of online product offerings in legal arena

Law Bulletin Information Network

Division of Law Bulletin Publishing Company

Account Executive - January 1998 to April 2005

150 year old Legal Publishing Company focused on providing online legal

tools such as Jury Verdict, Litigation Profiles, Case Management tools,

etc.

. Successfully led business development efforts targeting law firms

. Presented products regularly to executive and user level decision makers

. Developed presentation materials highlighting ROI for target customers

. Analyzed internal data from accounting to breakdown top clients by

revenue, firm size, and products used. Developed hot target lists from

this data.

. Implemented cross selling approach across multiple roles within law

firms. Touch points included: Docket Department, Library, Business

Development Department, Practice Chairs, and C Suite within law firm

arena

. Head of five person team responsible for rollout of new reseller products

such as ChoicePoint, CORE, CourtExpress, Lois Law, etc.

. Selected and Implemented Client Advisory Team for pilot testing of new

products

. Conducted client interviews to glean product feedback & ideas for future

enhancements

. Developed expert level knowledge of competitor information solutions

utilized within the legal arena

. Collaborated effectively with entire internal team providing product &

service to our clients

. Top Producing Account Executive throughout entire tenure

Technology Proficiency

. LexisNexis Suite . Thomson Reuters Suite

. BNA Suite . Wolters Kluwer Suite

. SharePoint . Law Bulletin Suite

. Bloomberg . Interaction

. MS Access . Case Management Software-DM2000

. KM Platform . e-Discovery SaaS

Education

Western Michigan University 1983-1987

Bachelor of Arts - Political Science

References available upon request

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