Alex Carlson Email & Phone Number

Maryland, United States

Conducting in-depth Security Solution Assessments for potential clients to help them maximize their use of Microsoft security tools. Working closely with Microsoft channel account managers to identify and convert warm leads through customized pre-sales initiatives. Enhancing and innovating assessment methodologies using Power tools and Power platform resources, while also having the flexibility to create new tools and processes. Preparing and presenting comprehensive assessment summaries alongside Microsoft representatives and shared customers in interactive sessions. Participate in post-sales conversations and ongoing relationship management to ensure high customer satisfaction and foster business growth.

Arnold, Maryland, United States

Streamlining the technology renewal process for directors and C-Level staff while influencing Microsoft revenue, while working to negotiate cost savings to the organization. Advising IT departments on how to optimize their Microsoft software spending, while understanding licensing rules and compliance risks, while reviewing the existing infrastructure and software environment. • Built, implemented and maintained multiple Power BI dashboards for teams to monitor benchmarking, workload, and close rate while pulling data from several sources to save time and increase productivity.• Tailored client interaction to gather data around existing deployments from a software asset management capacity while reviewing licensing application and remediation of the on-premises environment.• Designed and delivered custom consultant engagements for customers, while helping account teams identify future sales opportunities allowing customers to save on their software spend.• Delivered value as a subject matter expert on software licensing for specified vendors and work with IT Directors and C-Suite staff to achieve technological goals through a complete analytical process. Supported customers with negotiation tactics around licensing configurations, for their technology contracts.• Curated content as the project manager for each engagement, led customers through the relevant exercises, while meeting deadlines and working with members of multiple groups within each organization to save time and streamline the renewal process. • Developed a web application with software development team, to streamline MLO engagement and data collection for use by my team, while completing user acceptance testing and compiling feedback.

Silverthorne, Colorado, United States

Provided customers with financial and analytical data analysis concerning their Microsoft software investments through a hands-on exercise to establish needs and work to align those needs with licensing methodologies.• Conducted customer technology discovery sessions, to understand utilization of software within their workplace and discuss their go forward strategy for various software components and vendors.• Applied discovery information gathered from customers, to develop customized Microsoft software solutions and procurement strategies based on the organization’s goals resulting in cost savings, while increasing consumption and utilization of their owned software.• Established and maintained strong business relationships between account teams and customers, while acting as a support resource for both.• Delivered organized and detailed documentation throughout engagements to leverage for negotiations by the customer, while meeting deadlines and contract expiration dates.• Streamlined the excel workbooks used by the team, by writing formulas, adding macros, and leveraging automation features within the excel toolset.

Bala-Cynwyd, Pennsylvania, United States

Financial Services sales and building of a personal practice, while supporting senior consultants in their existing practices. Established relationships with new customers and leveraged existing relationships to build a book of business from scratch.• Built out investment and insurance portfolios for clients based on factual analysis and financial goals.• Assessed target markets and client acquisition strategies, to build and expand a client base.• Used financial analysis to determine suitable client needs and developed comprehensive financial plans to increase efficiency of investments and build wealth.

Bachelors, Finance

Activities and Societies: Men’s Division I Rugby Football Club, Stock Portfolio Competition, Finance Society

Finance