FactSet’s Channel Partner program exists to create and build deep relationships and connectivity with the products our clients use. By having deeper integration with these key partners, clients can get their own content into FactSet quicker and receive access to FactSet’s high quality market data in the other products they use. This allows a faster and easier way to experience the FactSet workstation and realize the benefits of adding FactSet market data to other products.

-Responsible for all sales for BI-SAM's newest Performance and Attribution SaaS offering"BI-SAM GO" (www.bi-sam.com/go)-Building a significant pipeline of prospects from scratch and introducing BI-SAM GO to a territory of prospects who are not familiar with our services-Perform both sales presentation and sales demos.-Assist in design, pricing and launch of BI-SAM GO.BI-SAM (Business Intelligence Solutions for Asset Management) was created by experts in asset management, new technology, strategy and organization consulting. In twelve years, BI-SAM’s B-One platform has become a market leader for Performance, Attribution, Risk, GIPS Compliance and Reporting solutions. Our B-One platform has been adopted by many leading European, North American and Asia Pacific asset managers (AUM from $2B to $1.3T) and asset servicers (AUA up to $4T).B-One system has been voted “Best Performance Measurement and Attribution Product 2014″ for the seventh consecutive year at the Buy-Side Technology Awards

-Proactively develop new business within the territory of Massachusetts and Connecticut by calling on Financial Advisors. -Maintain consultative contact with Financial Advisors and keep them up to date on Columbia Mutual Funds. Offer timely information, sales ideas and other material required for completing sales.-Extensive travel within the territory to build and maintain consultative sales relationships.-Create and maintain proactive relationships with key firms in the territory by establishing own method of sales communication.-Maintain territorial database of the Financial Advisors in the MA and CT region. -Effectively utilize the Columbia Management Retirement Learning Center to help advisors with complex Retirement questions.-Run competitive analysis using such programs as Morningstar and Zephyr to gain a deeper understanding of products.

-Proactively market and solicit John Hancock Variable and Fixed Annuities throughout thebroker-dealer community while working as a partner with two Outside Wholesalers to build sales in ourregion and with the firm.-Proactively manage and cultivate these two sales territories via professional telephone salesactivity. Responsible for providing value added ideas and marketing support to all brokers,agents, and registered representatives in the defined territory.-Establish and maintain relationships with individual investment executives while providingsales support and service to wholesalers in the field.-Support wholesalers with information about territory sales and broker requests. Helpinvestment executives increase their business by producing hypothetical illustrations,updating them on current marketing materials, and informing them of upcoming conferencecalls or conferences in their area.

-Supervise a team of customer service and sales representatives in a high volumeenvironment-Train employees on effective communication skills and soft sales techniques-Identify areas where the team would benefit from sales, customer service, and producttraining-Attend to escalated orders and resolve all issues while ensuring customer satisfaction-Produce weekly and monthly reports to track the team’s call time, close rates, and grossrevenue-Build relationships with suppliers and sales representatives to achieve profitable solutions-Attend monthly supplier meetings and trade shows to discuss pricing and new product lines