Flexport
Jan 2018 - Present
Account Executive, Global Key Accounts
Apr 2022 - Present
• 2 yrs 9 mosSenior Account Executive, Enterprise
Sep 2020 - Apr 2022
• 1 yr 8 mos* #1 Ranked Enterprise Account Executive for 2021 (company-wide)
* Achieved 140% of quota for H2 2020 (#1 company-wide)
FLEXPORT IS THE MODERN FREIGHT FORWARDER.
Only Flexport combines powerful technology with physical transit infrastructure and extensive human expertise — delivering deep, real-time supply chain visibility, outstanding ROI, and a best-in-category customer experience.
First to market in 2013 with a purpose-built cloud software and data analytics platform, Flexport today serves more than 10,000 customers in over 100 countries, offering a full range of services, including ocean, air, truck and rail freight, drayage & cartage, warehousing, customs & compliance, financing and insurance — all informed and powered by our software platform.
With offices in San Francisco (HQ), New York City, Los Angeles, Chicago, Atlanta, Amsterdam, Hamburg, Hong Kong and Shenzhen (and expanding rapidly), Flexport is today’s standard for technology-powered, global freight forwarding and logistics.
Global Account Executive, Mid Market
Jan 2018 - Sep 2020
• 2 yrs 9 mos* Achieved 160% of quota for H1 2020 (#1 on East Coast)
* Achieved 103% of quota for 2019
Key Responsibilities:
• Build relationships with CEOs, Founders, COOs, VPs, Operations & Logistics Managers via cold calls and warm leads.
• Responsible for all net new logos, up-sell and cross-sell opportunities, and annual renewals.
• Collaborate with team of Sales Development Representatives on strategic client outreach via email campaigns, cold calls, and target marketing.
• Self-prospect into mid-market and enterprise level accounts via relationship-based selling.
• Demonstrate the value of Flexport’s operating system through remote and in-person discovery calls and demos.
• Serve as the point person and as the decision maker regarding strategic partnerships and structuring trials.
• Conduct quantitative and qualitative strategic analysis, particularly pricing and profitability forecasts.
• Build and manage a pipeline of prospective clients across a diverse set of industries.
Greenwich Associates
May 2010 - Jul 2015
Vice President
Feb 2012 - Jul 2015
• 3 yrs 6 mosSecurities & Trading Fixed Income
• Manage the firm’s North American Fixed Income Program which included coverage of Credit, Rates, Securitized, Emerging Markets, Municipal, and Foreign Exchange Markets.
• Serve as relationship manager to over 75 key stakeholders at global top tier investment banks including group heads, desk heads, client/relationship management teams, strategy groups and firm-wide marketing.
• Deliver consulting reports on market share, revenue share, footprint, and qualitative feedback on dealer’s sales, trading, and research efforts.
• Facilitate collection of competitive data points from portfolio managers and traders at the largest U.S. and LatAm based asset managers, hedge funds, end-user banks, and insurance companies.
• Serve as consultant, client manager, research manager, and strategic business manager for sell –side clients.
• Handle client inquiries relating to performance information and general market trend questions.
Associate Consultant
May 2010 - Feb 2012
• 1 yr 10 mosSenior Associate
MSCI BARRA
Mar 2009 - Apr 2010
• 1 yr 2 mos· Managed equity and multi asset class book of risk model business covering Canadian asset managers and banks.
· Maintained existing client relationships as well as new business development for all MSCI Barra products.
· Positioned and closed sales of quantitative investment decision support tools such as multi-factor models, portfolio
optimization models, and international equity indices.
· Responsible for all aspects of accounts including senior level relationship management, product demonstrations, contract
negotiation, sales closing, product setup and delivery.
Mar 2007 - Jan 2009
• 1 yr 11 mosInvestment Grade Corporate Bond Sales (2008 2009)
· Worked with syndicate and trading desks to market and distribute $5B+ in investment grade new issue mandates.
· Executed cash and CDS transactions via reverse inquiry from institutional client base.
· Supported coverage of hedge funds, investment managers, insurance companies, prop desks and mutual funds across
investment grade cash, CDS, Credit Indices, and Tranche products.
· Advised clients on current and forecasted credit market conditions and related trading opportunities.
· Collaborated with credit salespeople and traders on unique and profitable secondary trading opportunities.
· Conducted continual credit sales production analysis for firm management.
· Worked part-time with Hedge Funds Sales team during second year of business school.
· 2007 Global Markets Summer Associate: Rotated through Equity Linked Products, Credit Sales, and Mortgage Sales.
Sales/Trading Assistant
Deutsche Bank
Aug 2002 - Jul 2006
• 4 yrsInterest Rate Derivatives/Mortgage Backed Securities
· Captured interest rate swaps using working knowledge of global market and ISDA conventions.
· Resolved derivative and mbs trade discrepancies between front and back trade capture systems.
· Coordinated communication between institutional clients and the firm's various back offices.
· Booked and allocated Treasury, REPO, CMO and MBS trades ensuring timely settlement.
· Allocated MBS pools to TBA trades to ensure clearance and minimize settlement expense.
· Communicated incoming and outgoing orders (pool changes) to institutional clients.