Brian Robinson

Experience

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  CROSSMARK

  May 2009 - Aug 2010

  Retail Merchandiser

  Provided insight into product effectiveness and merchandising by tracking consumer healthcare sales and product turnover in over 25 Wal‐Mart and Target retail stores. Also analyzed retail promotional effectiveness by interfacing with retail managers and clients, resulting in improved point‐of‐sale merchandising tactics and product orders. In addition, ensured proper merchandising and inventory at retail to maximize product visibility by creating displays which resulted in new product distribution throughout retail stores. Lastly, implemented various merchandising adjustments, which led to increased product orders in pharmacy department by managers in 80 percent of covered stores Show less

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  Strategy&

  May 2011 - Aug 2011

  Consultant

  Developed and created graphics for strategic planning document for two different client projects, identifying focus areas for new products and emerging markets. Also, conducted desk research on market and macroeconomic trends and analyzed key product and market opportunities in Asia for a generic pharmaceutical company. Assisted in the development of a White Paper for generic pharmaceutical company that delineated strategies for entering new markets and identified new client targets. Frequently interfaced with and presented data to clients on two separate teams, which contributed to extensive report that was presented to executives of company Show less

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  NYSE

  May 2012 - Aug 2012

  Trading Floor Intern

  • Identified potential NYSE Website enhancements, initiated corrections for inconsistencies and developed automation of manual processes for IT department to implement revisions• Designed daily spreadsheet for upper management to analyze effectiveness and efficiency of new trading procedure leading to extension of new trading process and 25% increased efficiency• Updated and refined FLEX reference booklet, which was distributed to 17 Trading Officials, members of Options Trading Floor, as well as new hires• Analyzed manual trades versus electronic trades to identify trends in trading behavior• Ensured hand written Option FLEX trades were properly entered into computer database resulting in improved accuracy and efficiency in daily trading, as well as accurate reporting Show less

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  J.P. Morgan

  Jun 2013 - Apr 2022

  • Managed team and book of business across many financial institutions, including hedge funds, banks, broker dealers, corporations, and pension funds • Sell B2B financial software to new and existing clients, and assist in the account opening process • Work cross-functionally with various internal stakeholders to develop sales, product, and marketing strategies to expand into new client segments while utilizing market trend analysis• Maintain and develop long-term relationships through thoughtful client management, while identifying areas for service improvement, client experience, and peak satisfaction • Execute repricing and fee negotiations with existing customers on an annual basis, leading to increased revenue and product usage • Develop recommendations and actively pitch to segment customers and geographic clusters leading to new business and increased market share • Research regression trends and create analysis to aid top management in predicting market behavior and strategy development for future opportunities and areas of growth Show less

  • Vice President - Head of Canadian Sales

    Feb 2019 - Apr 2022

  • Sales Associate

    Jan 2017 - Jan 2019

  • Sales Analyst

    Jun 2013 - Jan 2017
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  Salesforce

  Mar 2022 - now

  Senior Account Executive - Financial Services

  I manage overall relationships with prospective and existing accounts. The primary focus is always on customer success and satisfaction. I work to proficiently understand our customers' business, strategic goals, and top priorities. I'm responsible for the entire lifecycle, including initial needs assessment, demonstration, contract negotiation, account management, and up-sell.