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Business Development Data Management

Location:
Long Beach, NY
Posted:
January 29, 2024

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Resume:

MICHAEL A. POISSON *** Shore Road, Apt. ***, Long Beach NY 11561

Email: ad260h@r.postjobfree.com

Mobile: +1-201-***-****

LinkedIn: https://www.linkedin.com/in/michaelpoisson/ WebSite: http://www.theesgdatarevolution.com

Summary

Working with corporates, governments, asset managers and asset owners to better understand ESG/Sustainability issues, the impact on they have on themselves and the outside world. Thinks Big – I think strategically, simplify the complex, solve complex problems, see the big picture. Drives Change – I thrive on change, have learning agility, I’m intellectually curious, have an appetite for risks, and digital drive.

Helps others – I build relationships, actively collaborate, remove obstacles to other peoples’ success. Gets it done – I acts decisively, drive results, have a passion to win, take ownership, am accountable, and resilient.

Business first – I focus on customers and clients, possess business/financial acumen. Inspires – I inspire others, create vision and strategy, and energize others. MAJOR HIGHLIGHTS:

• Sustainability Expert Sharing Expertise - Best-Selling ESG/Sustainability Author who is passionate about integrating ESG/ Sustainability, reporting frameworks and regulatory reporting with data and technology to provide impactful services.

• Sales, Pre-sales, and Sales Data Management – implemented and custom configured SalesForce.com and HubSpot CRM sales and marketing technologies to measure and improve sales process effectiveness. Led sales teams ranging in size from 5 to 50.

• Trusted Advisor to Clients who Developed Sales Opportunities – implemented the Voice-of-the- Customer (VOC) to create/manage products from development to market launch to sales success.

• Team Player with High Ethical Practices – very transparent in my commitment to my employer, my family, my community, my faith, and my work.

Experience

Managing Director (Advisory, Consulting, Sales, Executive Management) IdealRatings

Jul 2016 - Present

I have worked to elevate an un-recognized provider of serves into a leading brand (Top 100 ESG FinTech Company) of ESG/Sustainability Advisory, Big Data Analytics, Ratings and Scores. This was done by creating a successful Business Development organization and network of partners including banks (State Street, JP Morgan and Northern Trust) and Top-Ten Hedge Funds and other service providers (like Clarity AI and OWL Analytics). I’ve worked with large corporations to help them understand ESG Reporting Frameworks and Regulatory requirements including: SFDR, EU-Taxonomy, TCFD, CSRD, SASB, and Carbon Offset/Accounting issues.

Author

The ESG Data Revolution: Sustainable Fuel for Tomorrow's Business Mar 2023 - Present

My new book, “The ESG Data Revolution: Sustainable Fuel for Tomorrow’s Business” was well received achieving Best Selling Status from Amazon in its first week of publication. This comprehensive guide to Environmental, Social and Governance (ESG) data, reporting frameworks and regulatory issues has sold in 14 countries and has actionable advice for organizations large or small to confidently explore the cutting-edge tools of this rapidly expanding field and tap into sustainability for long-term success. This book is invaluable for understanding the mechanics of ESG data usage and mastering current trends driving it forward.

Managing Director (Business Development, Marketing, Executive Leadership) Confluence (formally Investor Analytics)

Jan 2007 - Jan 2016

I drove business development, partnership creation hiring/firing and overall executive leadership from start-up to successful exit. Hired by the CEO and board of directors to create and develop a high- performing sales and marketing organization. Accelerated company growth for 8+ years ending with a successful exit being acquired by StatPro Inc.

Financial & Sales Results:

- Increased recurring revenues by +500% managing a staff of 5 sales professionals, 1 sales engineer and 1 marketing/PR resource.

- Created entire sales mythology and measurement process by studying the Risk Measurement Systems marketplace and by implementing and customizing Salesforce.com.

- Developed and deployed state-of-the-art marketing technology working with an outsourced Chief Marketing Officer, implemented Hubspot marketing management and measurement system

(integrated with Salesforce.com) increasing in-bound leads by over 500%.

- Developed and managed Strategic Partnerships/Distribution Channels including working with major service providers and fund administrators such as BNY Mellon. Leadership & Planning Highlights:

- Introduced the ‘Agile Sales methodology,’ a highly visible and accountable process requiring salespeople to plan their sales campaigns around measured weekly sprints and report back to the sales team and management through daily ‘stand-ups’.

- Led Corporate Planning and Goal setting by introducing a new approach to long term strategic thinking based on thought leadership of Jim Collins, Verne Harnish and Patrick Lencioni.

- Created a strategic alliance partner program resulting in a revenue share with Advent Software, a recognized industry leader in the alternative investment space.

- Set corporate and product direction as a key member of the Executive Team and Service Delivery committee.

Vice President of Sales

iON Analytics (formally Cogency Software)

Jan 2005 - Jan 2007

Using an Voice-of-the-Client development methodology launched a new “product” out of our proprietary technology and created a team to close and deliver the first dozen “product” clients. Cogency Software provides Business Intelligence solutions to the Alternative Investment Industry. Hired by the board. Senior Vice President

FIS (Formally SunGard)

Jan 2001 - Jan 2005

As SVP & Managing Director, with an operating budget of just under $100 million and a staff of 125, I removed obstacles to allow sales professionals exceed their targeted goals, I empowered professional services and client services staff to over-deliver on client expectations in North and South America making Sungard Treasury Systems the leading supplier of comprehensive enterprise treasury and risk management solutions.

Here are some highlights:

Financial & Sales Results

- Produced record License Fee sales in 2004 despite a declining and highly competitive marketplace. ̈ Increased ASP recurring revenues by over 200% in 2004 by refocusing the business and creating an increased value proposition.

- Created a new recurring revenue stream, which generated over $1.2 million per year, by connecting core products to financial services partners through straight-through-processing.

- Achieved customer satisfaction ratings higher than any other SunGard division, by creating a company-wide customer-centric climate.

- Orchestrated key alliances with financial institutions to deliver on our key corporate strategy of straight- through processing

- Introduced an effective management philosophy based on the Core Management Competencies noted above.

- Boosted overall productivity and communications between departments by re-organizing around solution delivery.

Education

Rensselaer Polytechnic Institute

B.S, Management

Licenses & Certifications

Certificate in ESG Investing - Candriam Academy

Certificate in Corporate Social Responsibility (CSR) - Rutgers University Certified Hedge Fund Professional – Hedge Fund Association Certified Cash Manager – Association of Financial Professionals Skills

Environmental, Social, and Governance (ESG) • Sustainability • Project Management • Business Development • Corporate Social Responsibility • Socially Responsible Investing • Regulatory Compliance

• Leadership • Teamwork • Entrepreneurship • NetZero • Carbon Accounting • Analytics Anti-Money Laundering • Corporate Actions • Defining Requirements • Due Diligence • Economics • KYC Verification Knowledge Acquisition • Lead Qualification • Reference Data Honors & Awards

Best Selling Author - Amazon Mar 2023

Best Selling Book - Green Finance

NCAA Division I Hockey Champion - NCAA May 1985



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