MSCI Private Capital (formerly Burgiss) is a global provider of investment decision support tools for the private capital market. Our tools are software applications for portfolio monitoring and reporting, performance measurement and benchmarking, cash flow forecasting, document management, investor administration and exposure analysis; investment services, such as holdings and fundamentals transparency, portfolio reporting, data management and research, including model validation and simulations; and data and analytics, such as benchmarks, performance, risk and behavioral data on the private capital market.Report to the President of the company, representing the highest point-of-contact and final decision maker for the Greater Boston and Midwest Region providing opportunities to retain current customers and establish new growth prospects.

Establish and built relationships with key stakeholders at Morningstar’s largest strategic accounts to address industry trends, changing investor preferences, digital evolution, upping their analytics and data, competitive intelligence, and the modern adviser. Utilize data, research, and analytics to help product management and strategy, marketing and distribution, manager selection groups, portfolio analytics teams, and consultants. Handled all global contract agreements & renewals with Market Data Sourcing for Morningstar Direct to ensure they are aware of contract changes, price movement, software enhancements, and data initiatives across the entire book of business.Exhibited clear success in meeting or exceeding sales goals each year in the role. 100% in 2019, 115% in 2020, 214% in 2021, 304% in 2022, and 270% in 2023.Rising Sun Award Winner in 2021.

Successfully manage seventy-five accounts across New England, demonstrate superior product knowledge and consultative account management skills, analyze both usage statistics and client feedback to proactively promote product value, work alongside the sales team to identify additional opportunities with existing clients, provide product demonstrations to prospects and trial users, gain a deep understanding of client’s business and provide applicable best practices, accountable for overall client satisfaction as well as renewal and development.Expertly achieves client retention levels above 99%.Reached at least 100% of sales quota in four of first five quarters.

Spearheads daily account management activities, educates clients on use and benefits of products, documents feedback, develops reports, oversees on-boarding and efficiently assists with product upgrades. Analyzes and troubleshoots application and data issues ensuring a swift resolution. Identifies growth opportunities and provides guidance with renewals and sales. Collaborates with marketing, engineering and sales and develops technology based solutions. Implements best practices for direct clients, partners and outstanding matters and ensures organization’s policies are adhered to.Expertly leads team to achieve client retention levels above 93%.Assisted in effectively increasing data sources from around 3000 to over 14000 since being hired. Managed a team of four who reduced inbound call and email volume by 15% by proficiently creating tutorial videos and other training materials for clients.

Efficiently ensured the organization achieved sales and revenue goals. Designed plans to achieve targets and developed strategies to prevent potential revenue losses. Assisted and guided multiple fixed income clients with trades, cash movements, securities, financial reports, account set ups, and corporate actions and delivered detailed and up-to-date information. Efficiently implemented and oversaw client training on using both tools and on-line products. Streamlined processes and effectively reduced manual work for both clients and the organization by executing product enhancements, client surveys and conversions.Increased individual accounts to over 150 which were successfully developed from three main clients.

Identified project requirements, analyzed operations, and determined project scope. Developed project estimates and effectively identified phases and elements, and project costs. Facilitated and interpreted client requirements and developed problem solutions. Efficiently maintained systems, researched, and rapidly resolved corporate action inquiries. Significantly improved automation by 80% and effectively supported technology upgrades. Designated to collaborate on Action World project as Security Master File subject matter expert.

Proficiently organized and assisted in team-based projects, and effectively monitored receipt of tax and client data. Identified and successfully prevented high-risk transactions from accelerating into corporate actions, errors and omissions, and ensured ongoing solid client relations. Successfully accomplished the upgrade three months ahead of scheduled deadline and as a result of upgrade, 99% of Corporate Action Income payments became automated.