Designed customized (on-site, classroom and web-based) client training materials and curriculum and developed internal TPA training programs for sales/marketing, commercial managers and developers.Coordinated the transmission and loading of clients' historical portfolio holdings from their internal platforms or custodian banks and updated all inventory when neccessary.Operated as a liaison between clients and operational level contacts to gauge potential emerging issues. Prepared marketing materials for TPA sales calls and led product demonstrations to potential clients.Managed client retention, up selling for all existing west coast accounts and notified clients of any product enhancements, releases and patch fixes.Assist clients in building out custom: classification/quality/fractile schemes, Attribution/Profile/Risk reports, Fixed Income attribution and respond to all client queries regarding methodology.

Responsible for retaining a territory-based book of business for all west coast accounts via in-person, group, classroom and web instruction. Identify potential new clients and new sales within existing customer base and help in creating the initial presentation, defining the contract terms, negotiation, pricing, closing business and implementation.Keep abreast with all product enhancements and responsible for notifying/training clients at each new product release.Act as a consultant to assist clients in utilizing Thomson Reuters Products in the most effective ways possible and to help them find the best Thomson Reuters solutions for their market data needs.

Gathered and distributed timely and accurate financial event data throughout the Thomson Reuters product channels. Built client relationships by providing a high level of service for over 340 accounts. Developed Relationships with C-level executives at several Fortune 500 companies, investor relations officers, portfolio managers, analysts, and event coordinators. Supported Thomson Reuters' sales team by identifying, generating and closing new business leads and up sell opportunities and helped implement product changes designed to enhance the data quality and integrity of StreetEvents.