Jeff Otten Email & Phone Number

New York, Us

Jersey City, New Jersey, Us

Supervise team of 50 across full spectrum of demand generation professionals’ while architecting go to market strategies and profitability management for Volante covering North America, LatAm, UK, Europe, and MEA. Collaborate as member of executive leadership team aimed at growing and running daily operations. Accelerate pivot to SaaS focus from on-prem enterprise historical model and diversified customer base to penetrate down market asset tier banking segments.• Led sales organization 3 years running as #1 in wholesale payments league table (IBS Intelligence) • Re-engineered sales and GTM at Volante while introducing net new sales enablement functions• Achieved bookings growth of 236% and CAGR of ARR of 48% with less than 3% in customer churn• Engineered close of the largest SaaS contract in wholesale payments software vertical to date• Introduced and coached solution selling discipline across global sales organization to increase win rates

Paddington, London, Gb

(Acquired by Vista Equity Partners): Led team of business development and account management executives across North America region focused on selling payment software, digital trade, corporate online banking solutions, FX, financial messaging and API capabilities. Managed all facets of gross new bookings target with annual targets of $50M - $70M ACV including mix of license / SaaS revenue models. Supervised business book comprising of 500 banks covering large enterprise banks and regional FI’s.• 2020 Diamond Circle Winner - 146% of plan and Region of the Year globally (B2B Winner)• 2019 Diamond Circle Winner - 180% of plan and Region of the Year globally • 2018 Diamond Circle Winner - 137% of plan• 2017 Diamond Circle Winner - 130% of plan• 2016: Managed #1 sales team globally - achieving more than 120% of target quota

Chicago, Illinois, Us

(Acquired by Salesforce): Provided predictable outbound lead engine by rebuilding outside sales team and establishing inside sales group. Developed and executed new sales plans / data driven performance metrics to align and measure value creation by sales organization. Established sales strategy for penetrating and expanding within financial services vertical, including developing key anchor customers in asset management, institutional research, and wealth / trading. Built first channel partnerships with key players in performance analytics and business intelligence reporting. • Increased ACV by 6X and closed first multi-million dollar contract with large Tier 1 Enterprise customer• Developed sales strategy for penetrating and expanding within Financial Services vertical, including establishing key anchor customers in asset management, institutional research, wealth and trading• Re-built outside sales team and established inside sales group to deliver predictable outbound lead engine• Instituted new sales plans and data driven performance metrics to align and measure value creation by sales org

New York, Ny, Us

(Acquired by Dealogic): Member of executive management team to define overall company strategy and business positioning. Directed all aspects of executing sales strategy, outlining key objectives, developing partnership, nurturing / training sales organization team, and managing daily sales personnel. Spearheaded development of all key marketing collateral, social media strategy, and product white papers. Planned and executed international sales strategy including expansion of product and revenue growth across Europe and Canada. Established robust partnership agreements with CNBC, Markit Group, Agence France-Presse, Genscape, Zacks Investment Research, Wedbush/Lime Securities.• Created initial sales team and BD structure for startup company, achieving 500% growth in revenue over 3 years• Increased opportunity pipeline by more than 400% and established a 80% close rate of trial clients and 90% client retention• Implemented international sales strategy, including expansion of product and revenue growth in Europe and Canada• Participated in capital raising efforts including successful Series B round in January 2013Selerity is a financial technology company using proprietary A.I. to deliver content and data solutions designed to automate inefficient workflows in finance. The Company’s clients range from sophisticated asset management firms and banks on Wall Street to innovative media and technology companies serving retail investors. Selerity’s flagship product, Selerity Context, offers search and personalization solutions for the capital markets and digital wealth industries, while the Company’s event data powers trading, risk, and investment models used by retail and institutional investors.

London, England, Gb

Managed high performing specialist sales teams which consistently exceeded sales targets and ranked in top 10% of quota performance globally. Pioneered the sale of Thomson’s first algorithmic news feed sale in late 2007 and developed comprehensive strategies to expand the market for emerging technology. Responsible from the inception of Thomson Financial News in 2004 for driving all aspects of the commercial strategy including overseeing the sales, marketing, service and management of recurring revenue. • Led team that exceeded 2009 sales target by more than 50%, top 10% performance globally and awarded CEO Circle achievement in 2008, 2009 and 2010• Exceeded sales targets during first 3 years post launch of TFN, growing revenue stream from $0 to $20M• Achieved 140% of 2008 sales target, top 10% performance across all of North American sales teams• Closed one of TR's single largest contracts during 2007, accounting for nearly $3M in annual revenue, achieved more than 210% of quota• Led sales initiative for Canadian product re-launch, achieving $1.75M in net new sales in first year• Directed successful migration efforts of legacy product generating more than $1M in up-sell for project

Managed team of ten analysts covering more than fifty client relationships with ARR in excess of $15M. Responsible for growing teams revenue base by more than 30% 5-year CAGR. Increased the number of products per client to the highest level in the division through aggressive cross-selling efforts. Developed Corporate Group’s presence in Latin America, including creating business plans, marketing strategies and representing group during numerous sales trips to Mexico and Brazil.

New York, Ny, Us

Conducted primary research across a number of industries with a focus on high-alpha, low beta investment recommendations. Supported asset management group at industry events, created and maintained models, developed research reports & notes, worked closely with key sell-side analysts and institutional clients.

Mba, Finance & International Management

Ba, Economics