Solutions Consultant
Current
Nov 2024 - Present
Who is Mark Lalli? Overview
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Quick answer
Mark Lalli is listed as FinTech | Pre-Sales at Q2, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Mark Lalli.
Mark Lalli previously worked as Solutions Consultant at Q2 and Sales Engineer (Academy Student) at Presales Academy. Mark Lalli holds Master Of Business Administration (Mba), Specializations: Strategy And Finance from Nyu Stern School Of Business.
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Email format at Q2
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Q2
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Profile bio
About Mark Lalli
I am an experienced fintech professional with functional proficiency in operations, relationship management, and customer success. My diverse work experience drives an empathetic approach to stakeholder engagement. My career objective is to pair relationship building skills with technical expertise to demonstrate the value of technology solutions.Relevant SaaS Skills:- Presentations & Storytelling - presented monthly product release overviews and product roadmap discussions to tie platform functionality to customer success stories and tangible business outcomes.- Problem Solving - garnered customer feedback to design solutions that grew market share by 6% and reduced operational risk events by 50% in 2022.- Discovery and Product Demonstration - performed discovery and demonstrated technology solutions in a post-sales capacity to uncover ARR expansion opportunities amounting to $137K in 2022 and $660K in 2023.I spend my free time staying fit, playing guitar, and skiing.Please DM or email with relevant opportunities -> marklalli39@gmail.comRoles of Interest: Solutions Consultant, Sales Engineer, Pre-Sales ConsultingDataCamp Portfolio: datacamp.com/portfolio/marklalli39
Listed skills include Fixed Income, Investments, Analysis, Finance, and 8 others.
Current workplace
Mark Lalli's current company
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8 roles · 18 years
Mark Lalli work experience
A career timeline built from the work history available for this profile.
Sales Engineer (Academy Student)
10-week intensive PreSales professional program focused on developing competency in Discovery, Demos, and Consultative Sales
Jun 2024 - Sep 2024
Senior Customer Success Manager
- Managed a portfolio of 30+ customers generating $8.4M in total ARR; advised customers ranging from C-suite decision makers to power users and IT professionals throughout the customer journey including implementation, growth, and renewal.- Delivered quarterly business reviews to align on customer business outcomes and third-party integration optimization.
Mar 2022 - Mar 2024
Sales And Operations Lead - Post-Trade Solutions Group, Americas
- Managed day-to-day operations of a business unit generating $8M+ in revenue and engaging with customers at 35+ financial institutions in North America.- Owned sales forecasting and KPI reporting for the region; responsible for revenue sharing metrics calculations for distribution to internal partners.- Managed 5 direct reports across sales and operations.
2021 - Mar 2022
Product Specialist, Matchbook Americas
- Managed technology solutions for trading interest rate derivative and foreign exchange products.- Trained Sales and Operations teams on product features and trade analytics tools.- Designed solutions for customers addressing functional or competitive product gaps.- Grew market share by 6% and reduced operational risk events by 50% in 2020 using employee.
2015 - 2021
~6 yrs
Account Manager, Tpmatch Americas
- Managed 6 key accounts with total annual revenues of $850,000.- Onboarded 2 new accounts generating $125,000 in total annual revenue.- Simultaneous ownership of Operations Associate functions as outlined in previous role.
2012 - 2015
~3 yrs
Operations Associate, Tpmatch Americas
- Set parameters in trading algorithm aligning to customer requirements; analyzed trade execution data for interest rate derivative and foreign exchange products.- Prepared custom trade reports for customers for integration with third-party systems.- Resolved trade errors and trade confirmation discrepancies.
2010 - 2012
~2 yrs
Associate Financial Advisor
- Contacted and qualified leads for a team of wealth management professionals. - Performed ad hoc trading and administrative duties for the group.- passed FINRA Series 7 & 66 examinations for licensing as a Financial Advisor
2008 - 2010
~2 yrs
3 education records
Mark Lalli education
Master Of Business Administration (Mba), Specializations: Strategy And Finance
Nyu Stern School Of Business
Bs, Business Administration - Finance
University Of Colorado Boulder - Leeds School Of Business
Education record
The Pingry School
FAQ
Frequently asked questions about Mark Lalli
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What company does Mark Lalli work for?
Mark Lalli works for Q2.
What is Mark Lalli's role at Q2?
Mark Lalli is listed as FinTech | Pre-Sales at Q2.
Where is Mark Lalli based?
Mark Lalli is based in Austin, Texas, United States while working with Q2.
What companies has Mark Lalli worked for?
Mark Lalli has worked for Q2, Presales Academy, Addepar, Parameta Solutions, and Tp Icap.
How can I contact Mark Lalli?
You can use AeroLeads to view verified contact signals for Mark Lalli at Q2, including work email, phone, and LinkedIn data when available.
What schools did Mark Lalli attend?
Mark Lalli holds Master Of Business Administration (Mba), Specializations: Strategy And Finance from Nyu Stern School Of Business.
What skills is Mark Lalli known for?
Mark Lalli is listed with skills including Fixed Income, Investments, Analysis, Finance, Equities, Financial Markets, Bloomberg, and Sales.
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