- Driving 10% efficiency gain for global sales teams by redesigning Salesforce workflows and interface using Agile methods- Developed and managed a team to educate Salesforce users on best practices in workflow, new feature releases, and ad hoc trouble shooting of complex errors - Quarterly global webinars attended by 400+ learners - Shortened sales cycle by troubleshooting 250+ incidents per quarter- Facilitated business process enhancements by developing and managing relationships between leaders in Sales, Account Management, Client Service, Technical Services, Business Development, Product Management, Project Management, Legal, Marketing, Human Resources and Finance

- Increased run rate by developing and delivering educational programs for global sales teams focused on practical, hands-on skill development and value messaging- Shortened learning curve for 800+ client-facing staff via comprehensive on-boarding pathways, regular virtual classroom training, and in-person workshops focused on product, technical, communication, and value proposition- Managed a team which developed, deployed, and curated over 1100 pieces of self-paced content, including interactive SCORM courses, and organized 50 immersive curricula- Selected, implemented, and deployed a learning management system adopted by the entire organization of 3000+- Organized and delivered multi-day, immersive in-person product training boot camps globally

- Maintained over 90% retention rate on multi-million dollar book of business across 16 states in western U.S.- Trusted advisor driving double-digit revenue growth at 50+ clients in the multi-asset class and equity analytics business- Focused on new client acquisition through founding and facilitating several different conferences and product learning workshops for prospects- Improved engagement by coaching new joiners in products and culture

- Delivered service to well over 1000 clients which consistently received satisfaction scores 5 points about the world-class level benchmark (94 vs. 89)- Managed support volume in excess of 1000 phone calls and 1000 emails per quarter in support of analytics software, data, and risk models- Mentored and coached a team of 8 individuals who became a talent bench for Sales, Account Management, and Product Management teams

- Lead quality assurance team on flagship equity analytics platform focused on risk management, portfolio construction, and performance attribution- Drove revenue growth by acting as client advocate and collaborating with sales, account management, product, and research teams to resolve issues and implement value-add enhancements