Stephanie Von Der Luft Email & Phone Number

Boston, Ma, Us

New York, Ny, Us

As Senior Account Executive, I govern $5 million in annual subscription revenue for a book of enterprise clients. Oversee 20+ institutional equity accounts/hedge funds/private equity spanning Boston/New York and Connecticut with 350+ individual contributors that entails:Providing strong product/technical knowledge across 220+ covered companies, 80+ dashboard products, and 450+ data endpoint solutions, including hosting client meetings and product demonstrations.Engaging in the entire sales life cycle from origination to solution and close, including writing proposals and negotiating contracts.Partnering with Research/Product/Legal/Compliance and Engineering to identify a pipeline of opportunities and continue to grow business.Owning all client sales/account management accountabilities, including upselling and cross-selling.Connecting customers' specific investments/technology gap with offered products/services. Forecasting/tracking key account metrics (engagement stats/readership/dashboard usage/calls/emails, etc.).Mentoring and training new sales and account managers.

Cleveland, Oh, Us

During my 8-year tenure with KeyBanc, including their acquisition of Pacific Crest Securities, I strived to deliver highly specialized investment advice to Boston-based institutional/hedge fund clients with companies in the TMT sector (internet/software/hardware/networking/media/semiconductors, etc.) and contribute to revenue generated. I spearheaded the fast-paced/labor-intensive corporate and investment banking roadshows attended by 1500+ to increase client engagement metrics and trading activity.Additionally, I:Formulated sales strategies, customized research, and created targeted events per client's investment approach, including award-winning, industry-leading marketing events.Piloted KeyBanc's technology digitization research efforts on the impact of technology across traditional verticals.Created attention-grabbing themes, secured prominent speakers, and executed planning/logistics for seminars.Participated in the integration of sales and research efforts following the acquisition of Pacific Crest Securities in 2014.

Portland, Oregon, Us

(Acquired by KeyBanc Capital Markets 07/2014)My accountabilities in this role included identifying/managing and expanding relationships with Boston's highest-level institutional money managers to increase Boston's market and footprint and grow revenue. I promoted a collaborative sales environment, structured tailored banking presentations for corporate finance clients, and enhanced investor meetings. I customized the firm's research targeting each client's investment approach, leveraging TMT/Investment Banking and MOSAIC expertise and ensuring notable quality/depth of service. I earned Top Salesperson status for 3 consecutive years.

New York, Ny, Us

While with Bank of America Merrill Lynch, I earned recognition as a TMT sales expert and one of the country's most knowledgeable TMT research salespersons, delivering superior investment services and access events to the world's largest institutional money managers. I also managed the Capital Markets pipeline for technology deals and marketed ~200 technology IPOs and secondary offerings, organized Boston roadshows (700+) to connect investors with corporate technology executives, and spearheaded the company's first small-cap and private company conference to promote new client engagement activity in Boston; subsequently replicated in additional regions.