Provides high quality customer experience in the use and interpretation of Thomson Reuters products and data - including product demonstrations and client trainings.Builds detailed spreadsheets and Excel models that supports client research and analysis activities.Ensures a high level of customer satisfaction.Maintains a consistent dialogue with Account and Sales teams to ensure a co-ordinated approach to value-added support services, with a particular emphasis on global investment banks and investment management firms.

Developed and designed custom financial models using Thomson Reuters premium product. Provided expert level product and content support for all financial asset classes. Integrated client workflows with advanced features of Thomson Reuters Eikon API’s using VBA.Provided business analysis to support pre-sales, competitive displacements, retention activities or to enhance broader user experience.Contributed to product development through channeling regional requirements to product management.

Built and maintained customized solutions for various asset classes including workspaces for a Global Wealth Management institution.Provided product and content support during the migration of users to new products.Participated in the product release cycle, in particular QA activities.

Led campaigns and trained end-users on Thomson Reuters premium products.Provided feedback and client requests to marketing and development groups. Communicated product enhancements to clients.Developed and maintained senior/management level client relationships.

Member of 3-person team managing sales, support, and training for suite of products.Developed strong client relationships at end user and management levels. Coordinated demonstrations to answer client needs. Targeted enterprise-wide opportunities to retain customer base while increasing market share.