• Increased platform usage to 90% across 300+ client base over 18 months by proactively demonstrating relevant and newly added SaaS content and functionalities. Managed retention efforts of a multi-asset class book of business and for partnering with Sales to support pre - and post-sales efforts. • Created Success Plans and conducted Value Reviews with key client stakeholders which improved retention and generated cross-selling opportunities.• Monitored Salesforce and Gainsight for client health, adoption metrics, and renewals uncovering potential cancels and activating risk reduction measures to mitigate. • Delivered customized training emphasizing best practices which increased usage rates and client loyalty.• Acted front-line contact to the client and onsite resource to the sales team, demonstrating how Refinitiv platforms can be used in helping clients succeed and achieve their goals. • Identified new sales opportunities at existing clients by performing needs analysis, conducting platform demos, and providing support through trial period to sale.• Acted as voice of the customer by escalating feedback to product management. Created enhancement requests improving SaaS functionality. Built workarounds and provided troubleshooting pending resolution. • Developed and promoted on-line classes that delivered topical and workflow- based content which educated and guided clients on platform usage.• Created and implemented complex news filters and alerts that generated actionable trading opportunities for clients. Partnered with Reuters News editor for client discussions related to the news process, meta-data and how journalists tag headlines in the platform.

Managed 16 client relationships by providing comprehensive support service, analysis, and training for Portfolio One and IMpower systems encompassing accounting, trading, performance measurement, trade matching / affirmation and client reporting.

Executed mergers, tender offers, conversions, exchanges, and stock splits. Monitored 400 domestic and international portfolios including daily adjustments for tender offers, mergers, warrants, stock splits, rights, and optional dividends.