Experience

Numerated

• United States
• Software Development
• 1 - 100 Employee

• Senior Sales Engineer

  • Mar 2020 - Present



FIS

• United States
• Information Technology & Services
• 700 & Above Employee

• Business Solutions Consultant

  • Nov 2015 - Mar 2020

  • Coordinate with appropriate internal groups to generate and deliver winning Proposals, RFI/RFP Responses, and Statements of Work • Conduct technical pilots and competitive reviews • Develop proof-of-concept solutions and drive the customer to work through the process • Build prospect specific demonstration tools and support custom demo development • Assess functional requirements and detail requests from prospects/clients to drive product roadmap and satisfy contract requirements • Conduct client focus groups to drive customer-centric development



SunGard - now part of FIS

• United States
• Information Technology & Services
• 700 & Above Employee

• Presales Solutions Specialist

  • Sep 2013 - Nov 2015

  • Coordinate with appropriate internal groups to generate and deliver winning Proposals, RFI/RFP Responses, and Statements of Work• Conduct technical pilots and competitive reviews• Develop proof-of-concept solutions and drive the customer to work through the process• Build prospect-centric demonstration tools and support custom demo development • Assess functional requirements and detail requests from prospects/clients to drive product roadmap and satisfy contract requirements

• Account Manager/Product Specialist

  • Jan 2012 - Sep 2013

  • Consult customers in regards to their Code of Ethics, implementing process improvements and providing insight into similar firms Trading Policies(204a-1 & 17j-1)• Gather enhancement request from compliance analysts and CCOs, to create use cases and specifications to be submitted to Product Management, ensuring customer’s requirements are fulfilled• Provide sales demonstrations to new and existing customers• Act as implementation project manager and business analyst• Perform 1-on-1 and web-based training session for entire client population• Act as a main escalation point for “at-risk” customers to drive customer retention• Level 2 support for the Product Support Team

• Support Engineer

  • Nov 2010 - Jan 2012



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Financial Rep

  • Nov 2009 - Nov 2010

  • Supported customers performing equity, option, mutual fund, and fixed income trades • Research and update work items for customer transactions • Provide coaching to fellow representatives to improve customer interactions and technical knowledge • Supply “voice of the customer” feedback for technical support • 100% trading accuracy and consistently exceed sales lead goals • Supported customers performing equity, option, mutual fund, and fixed income trades • Research and update work items for customer transactions • Provide coaching to fellow representatives to improve customer interactions and technical knowledge • Supply “voice of the customer” feedback for technical support • 100% trading accuracy and consistently exceed sales lead goals



Assembly Guidance Systems

• Marketing Consultant

  • Nov 2006 - Nov 2009

  • Performed sales functions, such as customer demonstrations and system customizations• Coordinated duties for major tradeshows, including obtaining permits, marketing displays, equipment rental, creating electrical plans, and writing copy for tradeshow magazines• Collaborate with partners and professional associations to identify media demonstrating the capabilities and innovations for industry communications

• Field Engineer

  • Oct 2004 - Oct 2006

  • Supported sales team with customer demonstrations, pre-sales system design, installation of systems, customer training, and post sales support for Laser Projection System• Worked as part of a team that attracted 6 new customers from over 3 countries from a very limited customer base• Provided on and off-site technical support for tradeshows, including equipment planning, pre-show setup, post-show breakdown, issue support, and customer demonstrations during the show• Supported customers via phone and email, earning the industry’s highest rating