Bryan M. Email & Phone Number

Sterling, Ma, Us

United States

Led a support team and managed enterprise-level project implementations for high-value clients, delivering customized software solutions across diverse industries.Built strong relationships with C-level executives, increasing upsell and cross-sell opportunities by 30% and driving a 25% rise in annual revenue.Achieved a 90% client retention rate by creating tailored onboarding programs and KPIs to track product usage, ensuring seamless adoption.Developed and managed a robust sales pipeline, collaborating with clients and internal teams to analyze usage data and directly influence product feature development.Consistently led teams to deliver measurable outcomes and strengthen long-term client partnerships.

Boston, Massachusetts, United States

The PreSales Academy is immersive 10-week program that provides both live and online instruction, mentorship, coaching, community and hands-on roleplays to empower students from all professional backgrounds to develop the business and technical competencies to be successful in a PreSales role.

Boston, Massachusetts, United States

Partnered with senior account executives to drive contract negotiations, closing net new business and expanding accounts by 25%.Built strong relationships with CIOs, CMOs, and CTOs, using a consultative selling approach to identify problems and provide customized solutions that aligned with client goals.Achieved a 95% annual client retention rate by consistently demonstrating ROI and value, ensuring successful contract renewals.Leveraged insights from Gainsight and Salesforce to strategically drive account expansion through upselling and enhance overall client satisfaction.

Greater Boston Area

Led project management initiatives to integrate multiple data sources into a unified data lake, improving data processing workflows by 30% and enhancing operational efficiency.Ensured compliance with data governance policies, empowering the organization to make informed, data-driven decisions that increased overall performance.Provided daily support for data pipelines, troubleshooting issues to maintain a 98% uptime and collaborating with cross-functional teams to enhance data integrity and drive strategic insights.Conducted analysis to lower costs with vendors, consolidating workflows that resulted in a 15% reduction in vendor-related expenses.

Greater Boston Area

Managed the successful implementation of the Charles River Investment Management System (CRIMS) OMS, training traders and portfolio managers on key functionalities, which enhanced user proficiency.Ensured seamless integration into workflows, empowering teams to optimize trade execution and risk management.Played a key role in managing a successful merger between OMS platforms for asset managers, aligning technical solutions with end-user needs to enhance operational efficiency.Leveraged client feedback to increase adoption of additional services and system features among existing client bases.

Greater Boston Area

Analyzed client needs and system requirements, translating complex technical specifications into actionable insights, ensuring alignment with business objectives.Collaborated with cross-functional teams to enhance system functionality, driving improvements that increased user satisfaction and operational efficiency.Developed and maintained strong relationships with stakeholders, providing ongoing support and expertise to optimize system usage and address any issues promptly.Conducted training sessions and workshops for end-users, fostering a deep understanding of system capabilities that improved adoption rates and overall client satisfaction.

Greater Boston Area

Conducted thorough market research and competitive analysis to identify client needs and product opportunities, providing insights that informed strategic decision-making and product development.Collaborated with product management and development teams to define product features and enhancements, ensuring alignment with market demands and client expectations.Developed and maintained strong relationships with clients, gathering feedback to inform product improvements and drive customer satisfaction.Analyzed product usage data to identify trends and performance metrics, enabling targeted strategies for client engagement and retention.Led cross-functional initiatives to launch new product features, coordinating efforts across teams to ensure successful delivery and client adoption.Advocated for clients’ needs during product development cycles, ensuring that solutions addressed pain points and provided clear value, fostering long-term partnerships and upsell opportunities.

Engaged with clients to understand their needs and challenges, providing tailored solutions that aligned with their goals and driving immediate sales opportunities.Collaborated with cross-functional teams to enhance the sales process, improving efficiency and client experience.Leveraged data analytics to track sales performance and client interactions, informing strategies for account growth and customer retention.Developed and maintained strong relationships with key stakeholders, facilitating trust and open communication to support long-term partnerships.

Master Of Science - Ms, Applied Economics, Gpa: 3.8

Coursework: Statistics, Data Analysis, Econometrics, Applied Microeconomic Theory, Applied Macroeconomic Theory, Calculus for Economist

Bachelor Of Arts - Ba, Business Administration, Management And Operations

International Business

Studied abroad domestically in D.C. and participated in a travel component to China's financial districts; specifically Shanghai, Beijing.

Education record