Account Manager

Sales Professional Manhattan, New York, United States

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Summary

I am a results-oriented FinTech sales professional based in New York, NY, with a proven track record of exceeding growth targets and ensuring client satisfaction. In my recent role as Associate Account Manager at Envestnet | Yodlee, I managed a portfolio of accounts, securing renewals and negotiating upsells. I spearheaded the opening of a new sales vertical and analyzed consumer spending trends to identify trading opportunities.

Prior to this, I gained experience as a Financial Advisor at McAdam Financially Advanced, focusing on generating demand for financial services and fostering client relationships. I hold a Bachelor of Science in Business Administration from Boston University's Questrom School of Business, with dual concentrations in Finance and Information Systems. With proficiency in Salesforce, Excel, Python, SQL, and FactSet, I am well-equipped to drive sales success and contribute to innovative financial technology companies.

Expectations

I'm actively seeking an opportunity to leverage my skills and drive growth in a dynamic environment. I'm drawn to forward-thinking financial technology companies that value innovation and empower employees. I'm eager to collaborate on strategic initiatives and contribute to client success while embracing professional development opportunities. I'm looking for a culture of collaboration and excellence where I can make a difference and contribute to innovative solutions.