Marcus Guillestegui Email & Phone Number

San Francisco Bay Area

The core components of my role as a Solutions Consultant are:Understands and executes Solution Consulting/Sales Methodology.Acts as subject matter expert on Advent’s solutions during sales process.Uncovers, elevates, quantifies, and confirms customer’s critical business issues.Assists in defining sales strategy and is proactive about preparing appropriate data and reports for sales event.Provides customized solution demonstrations which link Advent’s value back to the CBI’s.Effectively demonstrates and communicates the differentiating value of Advent’s solutions.Acts as a consultant on product integration strategy with customer's internal applications and 3rd party applications and technologies.Properly sets expectations with regards to implementation timeframes and resources required to be successful.Understands and effectively communicates the value of Advent’s Implementation Methodology (AIM).Participates in demand creation events (seminars, trade shows, conferences, etc).Feeds knowledge gained from customers back to the business management and product management groups.Proactive about maintaining high level of product/solution knowledge, as well as, applicable technology changes.Delivers high quality documentation of recommended solutions to clients and internal stakeholders.Highlights from tenure in Solutions Consulting:• 2011 – Exceeded 100% of Product Quota target in territory• 2014 – Exceeded 100% of Product Quota target in territory• 2014 – Chairmen’s Council Award winner• 2016 – Exceeded 100% of Product Quota target in territory• 2019 – Exceeded 100% of Product Quota target in territory• Led Solution Consulting team’s transition from a local VM to a hosted shared demonstration environment.

San Francisco Bay Area

An Advent Consultant (AMG) is a high impact role involving extensive client interactions. The Consultant is responsible for successful implementation and adoption of Advent's AMG products.Highlights from tenure in Consulting:• Dealt primarily with our Premier Elite client base.• Engaged in 109 distinct projects over 5 years.• Exceeded individual targets 5 straight years.• Chairmen's Council award winner 5 straight years.• Lead internal consulting team trainings, Advent User Conference presenter/trainer• Designated as PM&R Concentration Lead within Consulting organization. Emphasis for this project was to develop deeper knowledge, documented best practices and innovative solutions around Advent’s products.

San Francisco Bay Area

Advent’s AMG Client Support department promotes a client-focused support culture that rewards employees for innovation, professionalism, and personal development. The Client Support department attracts and develops the top talent within Advent and has traditionally been the launching pad for long term careers at Advent that span multiple business units.Highlights from my tenure in Client Support:• Supprted products: Axys (Tier 1/Tier 2), BREU/BRI, MyAdvent/Tax Lot Manager, Wealthline, APX. Highly Proficient in: Advent Office suite, SQL, IIS and Windows networking.• Internal Projects: Wealthline 2.0 Migration Consultant, IDC lead resource, ACA lead resource, APX 1.0 Beta SWAT Team member.• Delivered internal training on Windows Networking, Report Writer, and ACA; Consulting desk at User Conference• Cross-departmental resource where technical/product expertise was needed.