Kevin Tully Email & Phone Number

Madrid, Community Of Madrid, Spain

London, England, United Kingdom

London, United Kingdom

-Assist during the discovery sessions to walk through an organization's current business model, needs, and challenges they are facing-Present Morningstar's understanding of the client needs and any challenges they are facing-Design, create and present a recommended Morningstar solution which meets the client's needs while being innovative, scalable and sustainable following Morningstar best practices-Work with the Business Development team to design and structure potential opportunities which are involving different capabilities to offer a sophisticated solution by leveraging multiple Morningstar products or services-Ensures solution is consistent with Morningstar strategy-Illustrate how the proposed solution will provide business benefit and provide ballpark cost for the service/delivery of the identified solution-Share industry insights and what other similar institutions are doing with Morningstar-Provide a comprehensive demonstration of relevant Morningstar capabilities-Collect and translate market and local needs into product ideas to present to the Product Management team

Greater Chicago Area

-Educate clients about our software, focusing on data, functionality and features; as well as on industry trends.-Identify opportunities within existing accounts, participate in account reviews and provide initial product demonstrations.-Develop account strategies with Sales and identify new user groups and business opportunities, which will help Morningstar meet and exceed revenue goals.-Responsible for converting product trials into subscriptions, promoting product usage, and maximizing client retention by helping companies integrate our products with their workflows.-Demonstrate superior product knowledge and consultative account management skills.-Provide valuable feedback and insight to the product team and developers.-Interact with Morningstar’s data operations group, product managers, and internal service consultants to resolve client issues in a timely manner.-Contribute to market research, marketing and promotional events, and other projects as needed.

Greater Chicago Area

-Accountable for overall client satisfaction and renewal/retention.-Grow the book of business by identifying new revenue opportunities-Gain a deep understanding of clients' business and provide applicable best practices.-Demonstrate superior product knowledge and consultative account management skills.-Analyze both usage statistics and client feedback to proactively promote product value.-Ensure quality data conversions through timely updates and project management.-Provide valuable feedback and insight to the product team.-Develop account strategies with sales directors and identify new user groups and business opportunities, which will help Morningstar meet and exceed revenue goals.

Greater Milwaukee Area

-Strategically manage assigned group of Advicent's customers and partnerships providing single source of service delivery and consultation for Financial Planning and related software products.-Make strategic recommendations for adoption strategies and opportunities. Adoption strategies may include co-marketing campaigns, collateral, trade show involvement or other activities to drive adoption, brand awareness and retention.-Proactively track and periodically assess the success and health of existing partnerships and implement modifications to achieve required business goals.-Proactively and regularly meet with customers on-site or remotely to analyze, innovate and improve their business processes through the applied use of Advicent products and services.-Work closely with other teams, particularly Professional Services, Sales, Marketing and Product Management, in supporting the growth and retention of each relationship, maximizing recurring revenue.-Assist with implementations and other special projects, such as communication campaigns, in-person meetings, user conferences or other product and customer initiatives.

Greater Milwaukee Area

-Resided as the Enterprise Case Owner for Ameriprise, MetLife, Prudential, and Citi/Pershing-Monitored the growth and development of Partner Support Technicians and Specialists to provide excellent customer service to our partners.-Used SalesForce.com to provide proper reporting for trends and areas of improvement related to the software and specific partners.-Participated in the Net Promoter Score survey program by adding to the list of prospective customer referrals and potentials success stories to continue the marketing of our software and company.-Monitored the Partner Support Center surveys on a weekly basis and assigned tasks to reach out to dissatisfied partners based on their feedback.-Took phone calls for 1 hour daily during the busiest periods of the day to aide our Partner Support Specialists, maintain my strong product knowledge, and determine overall departmental improvements.

Greater Milwaukee Area

-Acquired and maintained current technical knowledge necessary to provide accurate solutions to partner inquiries.-Supplied user feedback to assist with development of future products and enhancements.-Acted as Enterprise Customer Owner for Prudential, Ameriprise, Citi/Pershing, and MetLife.-Assisted in furthering the knowledge of the Partner Support Specialist team through financial knowledge training as well as workflow training.-Collaborated with the Web Application Operations team, Quality Assurance team, Software Development team, Partner Relations team, and Accounting department to obtain necessary information to ensure the Partner’s overall satisfying experience.

Greater Chicago Area

-Involved a $100 million development project, which included a 32-story tower senior living community located in Chicago, Illinois.-Ensured design quality by formulating punch lists (list of tasks and improvements) and assigning tasks to the proper tradesmen.-Worked with home office officials of each contractor to receive closing documentation of the work completed.-Participated in weekly meetings with department chairs of our company as well as the customer.

Certificate, Business Spanish Certificate Program

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Bachelor Of Science - Bs, Civil Engineering

Activities and Societies: University of Wisconsin Cheerleading Program Bachelor of Arts in Spanish Language

Bachelor’S Degree, Spanish Language And Literature

Activities and Societies: Liberal Arts Study Abroad Program