Eric Dias Email & Phone Number

New York City Metropolitan Area

New York City Metropolitan Area

New York, United States

Greater New York City Area

• Owned overall relationship with clients, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions.
• Conduct client health checks, identifying critical goals and key performance indicators for each client to clearly understand and measure client satisfaction and rollout success.
• Provide consultative guidance on best practices for deep software adoption, advising on product capabilities and potential application to customer's unique requirements.
• Proactively suggest improvements to existing processes and think creatively to promote new ideas that will benefit the team and our overall efforts.
• Oversee and manage execution of client projects.
• Identify upsell opportunities and work collaboratively with colleagues to manage the opportunity to close process.

NYC

• Project management and deployment consulting on implementations for the iLEVEL SAAS platform.
• Manage multiple project timelines and resources, meeting estimated target implementation schedules and budgets.
• Coordinate project kickoffs, identifying project stakeholders’ responsibilities, defining and clarifying all deliverables and necessary data sets.
• Responsible for tracking and communicating status on project milestones, risks, and issues on a weekly basis.
• Played a key role in leading the firm’s efforts on increasing user adoption, identifying ways the client base can expand usage while working closely with the product team on providing feedback from the field.
• Manage hand offs/transitions from sales to support and account managers.

• Consulting on the implementation of Advent products on-site to drive adoption with all users.
• Lead projects to ensure the successful adoption of a new portfolio accounting and client relationship management system on multiple projects across North America.
• Monitor an investment manager’s entire front to back office activity to make sure all critical tasks for each department are processed smoothly and resolve any issues that may arise.
• Analyze customer's business and technical requirements and create a project plan to tailor a suite of products to best fit a clients operation and workflow.
• Perform in-depth training sessions for clients to teach the new benefits of Advents products compared to their previous system and relate the new tools to their daily tasks.
• Mentor and train entry level employees on financial products and how Advents products integrate with these and investment manager strategies.

• FACTSET RESEARCH SYSTEMS Inc., Norwalk, Connecticut (January 2007 – August 2009)Financial Software Consultant – Investment Management
• Consulting multiple institutional investment manager accounts, including JP Morgan, Key Bank, National City Bank, and Fifth Third Bank.
• Frequent travel to client sites to train and support clients on FactSet’s Company and Portfolio Analytics products as well as offering strategic advice for current and new products based on workflow evaluation
• Give presentations and demos of new products to CIO’s and purchasing officers to show which products each client would benefit from purchasing, describing in detail the value added of new applications
• Build strong personal relationships with clients and prospective clients
• Advising CIO’s, portfolio managers and analysts on integrating FactSet’s systems into their investment processes, financial research models, and performance presentations to streamline workflow

• GE Capital Intern
• Interacted with Account Managers and Chief Investment Officers while working on various projects
• Performed SAM (Strategic Asset Management) system updates to allow proper access to Account Managers and Originators
• Reviewed, coordinated, and catalogued original closing documents to ensure conformity with document retention policies while interfacing with Legal and Compliance organizations

• Prepared investment portfolio matrixes based on the performances of various securities and coordinated the compilation of current and past client files on a computer database
• Handled all quarterly account reviews and performance reports for clients
• Organized and mailed promotional material to current and prospective clients