In this role, I ensured system configurations, user management, and data integrity across the organization by serving as the Salesforce subject matter expert. I improved sales performance by delivering regular analysis and actionable insights through sales reports and dashboards. Collaborating with cross-functional teams—including marketing, finance, and operations—I coordinated sales strategies and initiatives to drive alignment and efficiency. Additionally, I analyzed sales performance against targets and quotas to provide actionable updates to the sales team and leadership. I also administered the sales tech stack, managing tools and integrations such as Salesforce (SFDC), Outreach, ZoomInfo, NetSuite, HubSpot, and LinkedIn Sales Navigator to support seamless sales operations.• Optimized operational workflow by streamlining the cloud contract renewal process.• Elevated sales representative activity and productivity through outreach integration.• Led special projects, delivering high-quality results on time and within budget to meet business objectives.• Facilitated process improvements by identifying areas for enhancement and implementing changes in conjunction with cross-functional teams.

In this position, I directed the full cycle of business development operations for Central and East Coast territories, providing both tactical and strategic support to sales representatives. I conducted in-depth analysis and reporting on sales trends to uncover key patterns and inform data-driven sales strategies. Leveraging market insights, I orchestrated targeted marketing campaigns to address opportunities and mitigate weaknesses. I also led project management efforts, oversaw new business processing, acted as an attorney liaison, and compiled essential information to enhance sales initiatives. Utilizing tools such as Salesforce.com, NetSuite, and other systems of record, I extracted and analyzed sales data to identify performance trends and uncover growth opportunities.• Achieved a 50% increase in revenue for the Central region by strategically driving sales efforts.• Boosted representative engagement and lead conversion rates by sending thousands of emails monthly.• Recognized trends in sales data and proposed tactics to refine current plans and capitalize on emerging trends.• Reviewed account performance through detailed Saleforce.com report generation and advanced Excel analysis.• Drove seamless lead nurturing processes by exercising discretion over the evaluation/assignment of incoming leads.• Expanded client base by planning and deploying outreach initiatives targeting key client segments such as M&A attorneys, VC/PE investors, and corporate acquirers.

During this tenure, I ensured compliance across all parties by preparing, revising, and managing financial reporting production schedules for internal departments and clients. I conducted in-depth data analysis and research to identify discrepancies and implement effective solutions. My contributions spanned a wide array of financial reporting tasks, including SAI, N-CSR, N-CSRC, N-Q, N-SAR, 24F-2, N-MNP filings, Board Reporting, and Quarterly Fund Disclosure, ensuring accuracy and alignment with regulatory requirements.• Increased accuracy of mutual fund reporting, upholding high standards of quality in financial documentation.• Spearheaded financial reporting projects across all reporting cycles, ensuring precise execution and timely delivery.• Maintained operational continuity/data integrity by facilitating seamless back-office transition during organizational shift from JHI to BNP.

As a Research Associate, I streamlined business operations by managing diverse functions, including account billing, sales incentive fulfillment, client programs, and sales advisor support. I produced and organized Salesforce.com reports to deliver critical progress updates to management and leveraged historical data to forecast budgetary requirements, presenting detailed reports to the CFO. I provided expert financial planning advice, such as stock and pension plan analysis and strategic 401k allocation recommendations.• Enhanced customer experience by assisting clients with account opening, transferring assets, and account service.• Enabled correct application of promotional offers within a specified timeframe by resolving an issue with the billing process.• Developed client portfolios by executing trades with complex algorithms, aligning accounts with financial objectives.• Represented Personal Capital at volunteer community outreach programs, strengthening company reputation and community involvement.• Raised accuracy and efficiency of monthly financial operations by establishing tracking and fulfillment processes for client billing promotions.