Lori Fisher Email & Phone Number

Boulder, Colorado, Us

Norwalk, Connecticut, Us

FactSet (2012- 2015):Account Executive & Web Sales Promoted to engage existing clients and expand subscription numbers for the FactSet/StreetAccount web product and other web offerings throughout an area encompassing Boston, Toronto, and Montreal. Regularly performed competitive analyses to identify previously unsolicited prospects. Served as clients’ main point of contact. Assessed needs for expanded stock coverage in Canada. Rolled out complimentary trials to new branches, divisions, and teams. Worked with client services to market product benefits as well as to target and initiate customized product trials. Presented to and negotiated with decision makers. Trained subscribers, educated on new features, and gathered feedback.*Immediately secured client meetings that resulted in an increase in subscription numbers (Most notable: doubled subscription numbers at 2 key accounts). *Expanded Canadian region through cultivation of new client relationships as well as gathering feedback from current clients. Increased user count by 800% at a key account.*Strong advocate for Canadian -based clients, which resulted in the development of strength indicators and other customized services for their specific market.StreetAccount (2010-2012) acquired by FactSet 2012:Account Management & Sales*Recruited to work in direct support of the only sales person in the United States, which required constant contact with national clients in distinct professional roles.*Contributed customer service expertise in guiding clients through online and on-site demonstrations, WebEx training seminars and subscription/contract process.*Our only marketing was word of mouth. It was essential to gain exposure but to also cultivate relationships

Established and ran a photography business focused on capturing high-impact images of musical artists, celebrities, corporate speakers, corporate events, and galas. Developed and executed strategies for sales and customer relations. Built a reputation for high-quality work and discretion.

*Successfully managed more than 50 clients and their enrollees in the Cafeteria Plan consisting of FSA, DCA, HSA on behalf of the 3rd Party Administrator.*Promoted an unwavering commitment to customer service through meticulous account management and support of client teams.*Served as the organization’s liaison for benefits questions and resolved any escalated issues.

Interfaced regularly with clients, suppliers, and shipping companies while spearheading all phases of the project lifecycle, from needs assessment to solution design to timely implementation. Input orders, scheduled installers, and communicated with stakeholders regarding timelines. Displayed carpet options based on designers’ creative vision and budget. Forged relationships with design firms, carpet representatives, and installers to obtain superiorproducts, competitive pricing, and preferential scheduling.