Establishes new accounts by planning and organizing daily work schedule to call on existing or potential customers. Maintains professional and industry knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies. Keeps management informed by submitting activity and results reports, such as sales proposals, meetings scheduled / attended and daily call reports and monthly analyses. Provides historical records by maintaining records on area and customer sales. Contributes to team effort by accomplishing related results as needed. Travel across New York state to meet with potential customers and determine the scope of their project.

Identify, validate and close cross brand software compliance opportunities.Develop strong relationships with IBM Business Partners and sales team to uncover sales leads.Penetrate accounts in the Federal space to reintroduce the benefits of IBM maintenance and support.Maintain accurate sales forecasts and opportunity reporting to management.Monitor the PMR Technical Support process for all Software leads.Utilize Siebel CRM to forecast all new license revenue opportunities

for the Sales Agent for Passport Advantage program for state and local contracts. Coordinated the launching of this program with Legal, Finance, Sales and Business Partners. Managed the day to day operations including forecasting, compliance and ensuring rebates are accurate and paid in a timely manner. Business Partner Exception process owner. Required reviewing, validating, and providing all supporting documents to ensure audit readiness. Coordinated approvals for those requiring the Business Partner Exception Board review which included Channel Sales VP, Finance and Legal when needed.

Fielded Channel, IBMers and customer inquiries regarding Passport Advantage ProgramHelped IBM authorized distributors and resellers close PPA businessTeam Leader responsible for training, monitoring and mentoring new team members.

Provided timely and accurate revenue "sell-thru" data to Channel Sales applications and Customers.Provided analytical overview to Channel Sales in an effort to identify account trends and product trends.

Acted as MFS Back Office point person for 5 major Brokerage firms.Communicated operational issues, researched dividend concerns, reconciled commission questions, and trade discrepancies, with contacts at Brokerage firms.Responsible for reviewing, preparing and entering incoming transaction requests for Mutual Fund accounts with a concentration on investments and new accounts.