Nicholas Walden Email & Phone Number

Boise, Id, Us

San Francisco, California, Us

San Francisco, California, Us

- Focus on selling a suite of Saas products to Venture Capital firms to help them streamline their operations- Carta Presidents Club FY 2022 & FY 2023- Annual outperformance of sales targets: 2021: 146% / 2022: 188% / 2023: 213%- Attained high renewal rates through driving product adoption, regular business reviews and polished escalation process- Carta Account Manager of the Year: FY 2023

San Francisco, California, Us

San Francisco, California, Us

Partner with venture capital funds of all sizes to manage their quarterly data collection from portfolio companiesEngaged with multiple complex enterprise venture capital funds and many emerging managers as the sole delivery point of contactAcquired the most customer references among my team while managing collection from the most portfolio companiesWorked with the Product team to identify platform bugs and present ideas for product improvementsWorked closely with our valuations team to support fund valuations and ensure funds are ASC 820 compliantDeveloped and deployed training for 50+ employees with the Directors of Fund Admin for a new process linking investments on the platform

London, Gb

Maintains effective and productive relationships with clients by optimizing current client programs and providing insight and analysis into additional value-added servicesWorks closely with clients to assist during times of large transformation; ie: Mergers & Acquisitions, changes in corporate structure, name changes, selling of assets, large-scale expansions, etc.Manages projects, renewal process and day-to-day work for 13+ large accounts by coordinating and participating in internal account servicing meetingsEnsures high level of client satisfaction by utilizing vast network of resources and expertise within the company

London, Gb

Supported the completion of 2000+ strategic client service plans by collaborating with national office leaders and customizing regional and national Salesforce reportsHelping to roll out new nationwide client service methodology to 450 Account Executives in over 40 offices and managing the structure and distribution of a client satisfaction survey to 2000+ clientsSupporting the client retention process for accounts with over $400k in company premiums by organizing calls, customizing Salesforce reports with timely business metrics/KPIs and providing key talking points. Frequently interfacing with corporate teams in Marketing, Finance, Design and IT to gather additional relevant dataAnalyzing public documents and SEC filings (10K, 10Q) to assess potential risk and identify business opportunities for targeted clients and prospects

London, London, Gb

• Rapidly immersed into an entrepreneurial business and quickly grasped the business as well as a new funding concept • Captured new business through digital marketing and collaboration with other sales persons • Presented the value proposition to prospects focused on potential business growth and brand awareness