Marguerite Emerson
**** *** *** **** ********* 304 Silver Spring, MD 20906 ***********@*******.***
Telephone: 240-***-****
Qualifications Summary
Experienced portfolio manager with excellent client management and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive, and business audiences.
Skills
Client account & relationship management
Customer training and development
Project management
Deadline-oriented
Efficient multi-tasker & organizer
Goal setting, training, and effective team building skills.
MS Office (Word, Excel, PowerPoint, and Outlook). Photoshop, Salesforce and Infoview
Professional Experience
Sr. Strategy & Portfolio Analyst
IHS Energy (a.k.a. PFC Energy) - Washington DC, 20036 2013 to 2015
Assisted the Account Managers with key client accounts through a targeted sales campaign pipeline and client services infrastructure. Ensured the transition of Legacy PFC Energy client relationships, training and contracts.
Managed client and new logo marketing campaigns for intergrading and new product launches.
Assisted in broadening IHS’s global reach to customers and further improve industry visibility. Focused on North American subscription services for product enhancement, integration, reform and re-launch for ensuring customer satisfaction.
Manager, Business Development
PFC Energy - Washington DC, 20036 2005 to 2013
Responsible for new sales generation and maintaining a 90% or better client renewal rating.
Coordinate all aspects of the client relationship for the upstream & gas teams with little or no oversight.
Managed 33 client accounts and client relationships. Maintained PFC’s sales pipeline and client services infrastructure.
Demonstrate leadership qualities consistent with PFC Energy values and commitment to our clients.
Assist in monitoring upstream group revenue and subscription profitability to ensure financial goals are met. Recommend and obtained client up-sale opportunities, prepared contracts, SFA’s and amendments.
Obtain and manage client renewal confirmations. Maintained communications and effective working relationships with upstream & gas clients including client executive management, as well as, government agencies and third party representatives.
Developed and assisted with marketing and sales campaigns.
Manage client requirements, organization changes, client tier level, and contracts in Salesforce and other internal tracking systems.
Schedule, manage and facilitate client meetings, including agenda preparation, internal report generation for attending teams, and client follow-up.
Negotiate, review and approve client annual renewals, maintain accurate listing of client products and access tier.
Coordinate activities with onboarding new clients by scheduling client demos one-on-one and by operating group.
Senior Business Development & Client Services Coordinator
PFC Energy - Washington DC, 20036 2000 to 2005
Managed client queries and leads and converting to opportunities by strategically identifying potential opportunities.
Annual client contracts and retainer responsibility for upstream & gas subscription renewals
Strengthen the client relationship by recommending ongoing training and workshop opportunities with executive staff and industry specialist.
Promote and market new offerings to clients and build a target list for new logo campaigns.
Proposed business development efforts, scheduled and facilitated client meetings.
Prepared client relationship briefing reports for upstream & gas subscription managers, identified potential sales targets, tracked client interactions and documentation.
Developed and managed client website. Provided user access, training sessions, access to analysts, client navigation issues follow up.
Client & Information Services Coordinator
PFC Energy - Washington DC, 20036 1997 to 2005
Centralized and dispatched web-related client issues for North America. Responded to European and Asia Pacific inquires and ensuring follow-up within a 24-hour timeframe.
Designed, maintain, marketed and managed client websites. Worked with web developer for best user friendly outcome.
Provided client user access to website and custom project websites.
Ensured client product satisfaction for revenue sustainability and retention.
Managed help-desk inquiries.
Office Manager & Assistant to the Chairman
PFC Energy - Washington DC, 20036 1994 to 1997
Responsible for overall office administration activities. Arranged and managed corporate client seminars, special workshops and conferences.
Managed domestic and international business travel and meeting schedule for the Chairman.
Liaison between the Chairman and high level contacts on a daily basis.
Associate Analyst, Upstream Group - 1993 to 1994
PFC Energy - Washington DC, 20036
Administrative Assistant & Receptionist, Upstream Group 1991 to 1993
PFC Energy - Washington DC, 20036
Education & Training
University of Phoenix, Business Management In progress
Affiliations
Phipps Conservatory
Urban Petals Floral Design