Brian Heffernan Email & Phone Number

Chicago, Illinois, United States

• Assist our Legal Counsel generating contracts for new clients.• Maintain data cleanliness in our CRM system by using developed weekly processes.• Created a group of reports in our CRM for our Sales Reps and Relationship Managers to help them more efficiently update necessary account and opportunity fields to maintain a clean pipeline.• Created and Enterprise Sales Book using power query to display progress to KPI’s for Sales Reps that I update weekly and share with sales leadership.• Proposed and implemented changes to pricing tiers for prospective firms and clients using data from Preqin.

Greater Chicago Area

- Engage with prospects via e-mail in order to further conversation and gauge interest.- Improving my verbal communication skills via qualification calls with prospective clients.- Consistently help in meeting the weekly MQL requirement for the marketing team.

Chicago, Illinois

- Conducted research on potential clients, their market, and their competition.- Developed decks with completed research to present to the strategy team.- Collaborated with the strategy team in developing pitch decks and narrative copies.