Sales Management
Resume:
Tara Farbent
********@*****.***
Hoboken, NJ ****0
EXPERIENCE:
Thomson Reuters, New York, NY Oct 2013 - Present
Senior Account Manager- Tax Accounting Solutions Consultant
Created business plan and developed solution sales presentations
Negotiated and Managed Solution sales for Benchmarking solutions the southeast from DC to Florida
Consistently meeting quota since month one while maintaining pipeline of 400k plus within Salesforce CRM
Experienced sales professional averaging about 200 cold calls a week, 5-8 presentations a week from hunted leads
Coordinate all client communications including weekly/monthly reporting, client status and escalations
Barclays Wealth, New York, NY 2010 - 2013
AVP Business Systems- Project -
Manage new system access and set up for Managing Directors, Directors managing offshore teams
Create and maintain processes and SLA’s
Facilitate high priority Wealth Management onboarding/offboarding system access/rollouts
Coordinate On boarding management with human resources, branch managers and admins to improve new joiner experience
Evaluate access and assist on priority changes to meet compliance standards and quality
Assist in multiple new office openings while managing all levels of project needs
Diagnose problems and issues quickly and efficiently and developed long term process for compliance issues
Fortis International /First Rain /Alas Consulting, New York, NY 2007 – 2010
Director of New Business Consultant
Assist in launching new inventory management software sales efforts to medical and pharmaceutical target market. Building
understanding and creating need within the industry. Previous project within compliance tool for banking industry.
Worked closely with senior executives at all major banks and hedge funds
Evaluate multiple methods of income for industry.
Create new sales opportunities and build relationships with decision makers, facility managers, operations,
and materials management.
Maintain all opportunities and contacts with detailed notes in CRM database of clients
Assist in development of Manuals and Train all clients on system
Full Pipeline with leads valued over 150,000
Create brochures, literature, and sales tools working directly with CEO
Schedule, conduct and assist in meetings and presentations, create agendas, take detailed or general overview meeting minutes and
distribute to necessary parties
Managed and navigated set up of new clients and handled negotiations
Created growth opportunities with creative thinking and new opportunity awareness
Evaluated client uses and needs to create detailed reporting and prioritize business requirements
AOL Relegence, New York, NY (Purchased by AOL) 2002 – 2007
Director Sales & Account Management
Researched, developed, implemented, and managed communication and training plans for clients worldwide for real-time news and
information service. Responsible for maintaining current customers and up-selling within those accounts. The product was used both as
a desktop application and embedded within company portals and proprietary applications. Territory covered started with 2 accounts and
85,000 annual revenue. Territory under my direction was at 40 customers and $2.5 million in annual revenue.
Responsible for managing key global financial and corporate clients- Citigroup, Bloomberg, UBS, Merrill, JP Morgan CSFB, AIG,
Deutsche Bank, Fidelity, Bank of Montreal, RBC, Reuters, Barclays, Dow Jones, AP and Mars Inc.
Managed opportunities in Financial, Legal and Corporate Markets
Maintained and found opportunities of growth within the top investment banks to assist in generating millions in sales and generated
leads which have brought in 3 million in revenue and another 3 that will generate 2 million in revenue.
Planned and coordinate international software releases for new client installations such as a Citigroup project which is a $780,000 deal
and a rollout for Bloomberg for thousands of users and provided worldwide training.
Researched tools to assist sales and to inspire product direction
Oversaw projects including time, cost, and progress
Coordinate conferences and special events
Planned integrations with OMS systems and Portals
Fully involved in product testing and Q&A procedures
Handled E-learning, one on one, and large classroom training
Proactive with information gathering, data collection, and analysis
Research and compare vendor prices and options and manage vendor relationships
Implemented assessment strategies for training curriculum and methods, using metrics to report results to senior management
Make business travel arrangements( international and domestic)
NDB Capital (Purchased by Deutsche Bank), Jersey City, NJ 2000 – 2002
Equities Sales Trader
Placed and executed OTC and Listed orders for major institutional clients in a time-sensitive, fiscally competitive environment.
Cultivated key relationships, stock interests, and positions on daily basis
Executed trades and worked client orders
Key communication liaison for money managers on breaking news, earnings reports, and of block trades
Trained new equity trading recruits on multiple trading platforms and indication systems
Bank of America, New York, NY 1998 – 2000
International Equity Trading Assistant
Responsible for daily communication with management on staff trading reports and operations schedules. Initiated, tracked, and settled
institutional client sales orders on Autex and Fidelity trading systems. Maintained and placed trades on orders.
Reconciled cross border trading reports to locate and correct discrepancies.
Analyzed system errors and coordinated efforts with technical staff to solve issues and simplify process bottlenecks.
EDUCATION:
State University of New York Albany, Albany, NY May 1996
Bachelor of Science – Business Administration & Minor in Economics
Deans List of Distinguished Students, National Honor Society: Secretary, Financial Management Association
SKILLS & QUALIFICATIONS:
Computer skills: Proficient in Microsoft, Excel, WebEx, and Power point and varying sources of client communication methods;
Familiarity with many systems such as Reuters, NYFIX, Bloomberg, Bridge, ILX, Autex, Trading platforms, SaaS
Qualifications: Client Relationship Management & Retention; Business & Technology Training; Problem Solving Skills; International
Rollout Management; Trading, Institutional Sales Background; Technology Product Sales; Certified Solution Sales; Strong presentation
skills; Ability to perform testing and Q&A procedures; Understanding of data feeds, integrations, oms and taxonomy; Ability to quickly
analyze problems using all capabilities of the team while finding solution to resolve the issue; Performance Reporting and Analysis;
Excellent Network database- constantly refreshed
Certifications: Series 7, 63, 55 license examinations
Contact this candidate