Earnest Analytics New York, NY+ Santa Monica, CA
Head of Business Development, Financial Services Oct 2022-May 2023
- Inherited leadership responsibilities for financial services BD team after successful tenure as individual contributor (continued as player/coach)
- Developed and implemented training guidelines and best practices for the 6 new hires immediately added to the team upon promotion to manager role
- Worked with the marketing team to revamp company website and lead capture processes
- Forged new strategic partnership initiatives to drive ongoing business development objectives and sustainable future growth
Sr. Director of Business Development NY, NY + Santa Monica, CA
Nov 2017-Sept 2022
- Responsible for top revenue generation in the financial services vertical, growing ARR from $20m-$37m in 5 years exceeding quota by 110% 2017-2022
- Identified business development opportunities within the consumer + healthcare sectors and implemented effective strategy for client acquisition in the institutional investor, corporate, and consulting verticals
- Outside of successfully penetrating the rich financial services NYC market, established new regional accounts in CA, UT, NV, AZ, OR, CO, and MN
- Spearheaded the introduction of Earnest’s data to institutional investors in Brazil, Hong Kong, Sydney, Singapore, and APAC region
- Regularly attended data analytics conferences on behalf on Earnest in Hong Kong, Los Angeles, London, NYC, and San Francisco (all pre covid)
- Successfully interviewed, hired, and trained 4 BDRs to assist in lead generation for all client verticals