Mark Moran Email & Phone Number

Myrtle Beach, SC, US

Hoboken, NJ, US

We specialize in connecting top-tier sales professionals and account managers within Fintech and SaaS verticals. Our mission is to empower businesses to achieve their sales objectives by providing them with the most talented and dedicated professionals.

New York, US

RevGenius is a group of revenue-generating sales and marketing professionals brought together to learn, share, support, and grow with each other. You can consider us your alt work family!

Columbia, South Carolina, US

Since 1998 The Exchange Network is a non-profit committed to being a valuable member networking organization for the wealth and investment management industry. Users who join have an edge when it comes to operating their technology solutions in the highly-regulated investment industry. The Exchange Network supports all levels of firms; from entry level.

London, GB

• TORA is a cloud-based front-to-back office technology provider for both the buy and sell-side. TORA provides everything you need to run a fund: portfolio, risk, order and execution management systems, and compliance.
• Increased market exposure by 300% by expanding product offerings and improving growth.
• Designed marketing and product materials/enhancements to deliver tools to the US markets.
• Launched a new strategy to solidify the US position against incumbent platform offerings.
• Increased broker and wirehouse contacts where leads were being provided.
• Created asset manager and RIA focused collateral partnering with Marketing/Product teams.

California, California, US

Caspian is a complete asset management solution that covers the lifecycle of the trade. It includes a fully developed OEMS, PMS, and RMS. It provides a single interface into all major crypto exchanges, a complete suite of sophisticated trading algorithms, real-time and historical P&L and exposure tracking and professional customer service

Wilton, CT, US

Consult and Partner with a wide variety of investment firms to help design and implement a data centric operating model. Most firms experience performance, reporting and customer engagement issues...but what all of them typically have in common is actually a data quality issue. Provided structured and unstructured aggregated post trade investment.

Jacksonville, FL, US

• Created a down market strategy to bundle large enterprise applications into an SAAS offering and price them to tackle the competition in the $10B - $50B financial services space.
• Achieved $6M in net new business and closed the 1st new client sale in the US in over 4 years.
• Partnered with teams from senior executives to product owners to bring bundles to market.
• Covered half of the US market targeting C suite and operational stakeholders to expand relationships and build new logo pipelines.
• Positioned platform and services to build ROI and business cases to executive level buyers.
• Oversaw all aspects of the sales process including prospecting, qualifying, and responding to RFPs/RFIs; worked on building out a new outsourced bundle offering.

Berwyn, PA, US

• Source new sales opportunities through inbound leads and outbound cold calls and emails. Identify Prospects, create trust, align products and services to create need and drive deals to close. Manage internal sales and.
• Increased revenue by 30% and worked on the second largest client proposal at $1.6M ACV.
• Sourced new sales opportunities through inbound leads and outbound cold calls and emails.
• Identified prospects, aligned products/services to create need, and navigated deals to close.
• Led internal sales and product teams to deliver product solutions in line with client needs.
• Positioned platform and services to build ROI and business cases to executive level buyers.

San Francisco, CA, US

• Strategic account executive for 195 top tier clients. This is a dedicated sales role responsible for exceeding sales quotas by leveraging a deep knowledge of client needs, creating strong relationships and providing.
• Closed the largest deal in HP sales
• Increased Revenue by over 2mm in first year
• Achieved over 100% sales quota for the last 4 years
• Top Salesperson across all sales teams closing deals of new cloud platform

San Francisco, CA, US

• Client advocate for ~100 of the top 25% of Advents 5000 plus clients. Work closely with clients to build strategic relationships that help focus Advent resources and product development in order to achieve high levels.
• Increased revenue by over 6 million
• Achieved 100% of sales quota for the last 12 quarters
• Volunteered to participate on product steering committees to strengthen software product lines
• Rewarded Advent Chairman's Council the last 3 years by achieving over 120% of Revenue target
• Created and hosted annual East Coast Executive client golf outing

Milwaukee, Wisconsin, US

• Manager responsible for maintaining and growing $12 million in client revenue. Fostered relationships more than 25 Tier-1 and Tier-2 money managers, hedge funds, and broker-dealers focusing on the strategic goals of.
• Consistently performed above performance targets by increasing client satisfaction and revenue
• Established and maintained 100% client retention level by providing superior client service
• Recommended and facilitated transition of client base to be the first on innovative, new platforms and technology
• Utilized strong client relationship skill set to turn poor relationships around and strengthen business for the future
• Regularly rewarded staff for good work by providing opportunities to attend a sporting event or team dinners

US

Advocate of 90 small to mid-sized Institutional money managers that comprised 15% of the total client base and represented $8 million in annual revenue. Handpicked to head new arm of relationship management focused on institutional managed money.

US

Championed 15 mid-sized money manager client base producing annual revenue of $1.7 million. Regularly interacted with clients to better understand business models and conducted product demonstrations and training sessions based on identified client needs.

US

Monitored $400 million short biased hedge fund for real time delta adjusted risk exposure and P&L. Facilitated loading and executing of orders, maintaining models, and monitoring compliance for all wrap programs consisting of $4 billion in assets across 10,000 accounts. Rebalanced hedge fund sleeves for cash flows and processed option exercises. Team.

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New York, NY, US