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Business Development P A

Location:
Sacramento, CA
Posted:
October 11, 2025

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Resume:

Information Classification: GENERAL * P a g e

Qualifications Summary

Dynamic and results-oriented business leader with extensive experience in the financial technology (FinTech) sector. Demonstrated success in driving sales growth, strengthening client relationships, and increasing market share in highly competitive environments. Skilled in understanding client business needs, interpreting sales data and performance metrics, and providing strategic guidance across the entire customer lifecycle. Proven expertise in identifying growth opportunities and collaborating with cross-functional teams to expand organizational presence. Possesses deep knowledge of private equity, venture capital, and hedge funds. Recognized panelist, contributor, and speaker at national and international FinTech conferences. Known for a strong work ethic, unwavering integrity, and a commitment to excellence. Core Competencies

I am part of a hyper-focused group at MSCI and serve as the principal MSCI Private Capital Solutions resource for >50 clients in the book of business. Forge and maintain robust relationships across levels of client organizations while leading upsell/cross-sell opportunities within MSCI LOBs.

Optimize the usage of products and execute strategic account management plans for identified clients.

Serve as an advocate for the client while ensuring a 96% client satisfaction rate, including overseeing client requests, providing feedback to Product Management to identify new product ideas, and resolving client escalations.

Educate clients on optimizing and expanding the use of the product while amplifying positive internal relationships. Spearheaded new business growth and advisory efforts within privately held company stages–seed/startup to later-stage private companies. Yielded 160% of annual recurring software revenue goals and 235% of recurring professional services goals.

Reduced client risks by workflow optimization reviews, enforced compliance, and streamlined corporate equity management.

Generated new prospects and led discovery calls and platform discussions as well as negotiated prices and closed deals. Successfully negotiated multi-year contracts to close deals worth $75K- $350K and up/cross-sold equity plans, transfer agent services, ownership data analytics, corporate governance, and proxy services to new prospects and current clients.

Presented new solutions and piloted the process of implementation by coordinating specialist communications.

Represented the company and networked for new business at industry events on investor relations & corporate governance. Secured 105% of Q3 2018 revenue quota worth $210K in newly launched sales and CS group. Ranked #1 as a revenue producer in Q3 and largest deal pipeline in Q4 ($375K) and keynoted as the largest contributor of executive-level client references.

Led a team of 5 members, advising the C-suite and finance teams on equity program design and industry trends. JAMES “JIM” ALFRED

San Francisco Bay Area + Sacramento, CA 707-***-**** *********@*****.***

linkedin.com/in/jdalfred My Website: Delivering Strategic Value and Seeing Increased Revenue from your Clients Account Retention Client Relationship Management Consultative Sales Customer/Client Success Account and Engagement Plan Business Process Business Analysis Marketing Programs Marketing Budget Banking Relationships Management Training & Development Marketing Plans Account-based Marketing Value Proposition Business Development Market Research Revenue Growth Project Management Strategic Management and Operations Global Markets Competitive Analysis Business Acumen New Business Development Team Leadership Financial Processes Compliance Sales Methodologies Excellent Verbal and Written Communication Skills Teamwork Skills Problem-solving Analytical Thinking PROFESSIONAL EXPERIENCE

MSCI, Inc. Denver, CO + San Francisco, CA

VICE PRESIDENT, PRIVATE CAPITALS SOLUTIONS GROUP (MSCI ACQUISITION OF BURGISS) May 2021 – Present

Certent, Inc. (ACQUIRED BY INSIGHTSOFTWARE) San Francisco Bay Area SALES DIRECTOR, PRIVATE MARKETS

Apr 2020 – May 2021

American Stock Transfer & Trust Company (AST) San Francisco Bay Area SENIOR SALES EXECUTIVE, WESTERN REGION

Aug 2019 – Apr 2020

Carta, Inc. San Francisco, CA

ENTERPRISE RELATIONSHIP MANAGER, WESTERN REGION TEAM LEADER Feb 2018 – Nov 2018

James “Jim” Alfred Continued *********@*****.*** 707-***-**** 2 P a g e

Information Classification: GENERAL

Launched new sales & customer success divisions, focusing on CxO building relationships with the largest late-stage private companies.

Established partnerships with senior contacts involving C-suite, finance, accounting, human resources, and legal.

Facilitated onsite workflow optimization reviews and employee training while maximizing upsell/cross-sell opportunities.

Mentored colleagues in facets of client relations, sales methodology, business correspondence, and market strategies. Guaranteed optimal customer satisfaction with company products and services in coordination with four (4) business line managers, three (3) managing directors, and up to four (4) product specialists within a cross-functional environment.

Territory revenue growth was achieved by 44% ($1.2M) by launching new sales and CS divisions to generate new business revenue.

Drove end-user growth and expanded business revenue from financial services companies through product sales.

Elevated recurring revenue streams in professional services, outsourcing, custom engineering, and training/education.

Deployed migrations, upgrades, and workflow optimization reviews to introduce new services and renew contracts.

Executed consultative sales methodology to close the company’s first “hosting services” client and become the top priority. DIRECTOR OF SALES & RELATIONSHIP MANAGEMENT, GLOBAL ACCOUNTS, Xignite, Inc. San Mateo, CA Functioned as an Account Executive for the largest quarterly new sales revenue deal worth $750K in company history.

Highly contributed to the worldwide sales efforts of startup and established teams to compete with market leaders.

Keynoted for catapulting 140% of 2013 sales quota; winner of the Stakhanovite Award for Top Sales Production in 2014. REGIONAL SALES MANAGER, KEY ACCOUNTS, Intuit Financial Services Mountain View, CA Accelerated revenue and ensured business continuity via product sales while maintaining relationships with top-tier clients.

Thoroughly reviewed current programs and assessed processes by performing quarterly onsite meetings.

Directed technology platform migration sales process and onboarding to top regional banks & credit unions. NATIONAL ACCOUNT MANAGER, CLIENT SUCCESS & SALES OPERATIONS MANAGER, Asset Dedication, LLC Mill Valley, CA Acted as a key resource for customer success and client loyalty program, including implementing a new client onboarding system.

Trained in lead generation/qualification, sales process, CRM, back-office workflow, and sales forecasting for Fixed Income and Growth Model Asset Management firms, as well as oversaw daily operations and relationship inquiries. VICE PRESIDENT, SALES OVERLAY MANAGER, Advent Software (SS&C) San Francisco, CA Managed the highest account volume of $13M of annual $25M annual revenue and a Co-Founder of Advent Premier Accounts Program. Led the top 10% of clients, such as Fidelity Investments, Merrill Lynch, TD Ameritrade, and Charles Schwab Institutional.

Achieved 100% of sales quota for the last 12 quarters

Rewarded Advent Chairman’s Council multiple years by achieving over 120% of revenue target Economics/Liberal Arts and Science Santa Clara University, Santa Clara, CA European Economic Systems (SCU Study Abroad) University of Durham, England, County Durham, UK College Prep/High School Jesuit High School, Sacramento, CA CAIA Fundamentals of Alternative Investments Credential (2024) CAIA Private Equity Credential (2025)

CAIA Private Debt Credential (currently enrolled) Solium, Inc. (Shareworks Morgan Stanley) San Francisco, CA RELATIONSHIP MANAGER, PRIVATE MARKETS

Jun 2017– Feb 2018

MD Solutions, LLC Fort Myers, FL & San Francisco, CA SALES & RELATIONSHIP MANAGEMENT EXECUTIVE, WESTERN AND CENTRAL US APR 2016 – APR 2017

MEDICAL LEAVE SEP 2014 – APR 2016

PREVIOUS WORK EXPERIENCE

EDUCATION

James “Jim” Alfred Continued *********@*****.*** 707-***-**** 3 P a g e

Information Classification: GENERAL

Goldman Sachs Investment University Opportunities in Infrastructure Investing (2025) Goldman Sachs Investment University Opportunities in Real Estate: Equity and Debt (2025) Goldman Sachs Investment University Private Credit Investing (2025) McKinsey Academy - Management Accelerator Program Problem Solving, Adaptability & Resilience, Business Strategy

- IRONMAN Triathlon (2-time Finisher)

- Volunteer Staff: Faith Food Fridays (Food Bank of Contra Costa and Solano Counties) 2018-Present

- Head Football Coach: Saint Dominic’s School (Benicia, CA) 2016-2019 PROJECTS & VOLUNTEERING

James “Jim” Alfred Continued *********@*****.*** 707-***-**** 4 P a g e

Information Classification: GENERAL

TECHNICAL SKILLS

Salesforce, Microsoft Dynamics 365 Database, Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams), MSCI Private I PE/VC Software Tech Platform



Contact this candidate