Brian Long

Experience

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  Best Buy

  Jan 1998 - Jan 2003

  Product Specialist

  Obtained experience working in a fast paced, demanding environmentEducated and explained different computer packages to our customersAssisted customers in purchasing the computer packages that best fit their needsObtained extensive knowledge of computer hardware and software

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  Thomson Reuters

  Jun 2003 - Jul 2010

  AccuDraft Account Manager

  Exceeded $300,000 quota by 25 - 50% for 4 consecutive yearsSold $100,000+ service engagements to several major financial services and legal institutions.Created strategic alliance with $200m+ law firmLaunched strategic initiative within Healthcare marketplaceCultivated opportunities from suspect to prospect to clientFollowed up on qualified leads provided through telemarketing and/or partnershipsExpanded relationships with current clients into additional areas of their businessPrioritized, managed and maintained customer expectationManaged customer rollout and implementation of enterprise level document automation and management solutionTranslated needs of client subject matter experts to internal IT and Document Automation developersIdentified new potential market opportunities for business development and expansionManaged workload, priority and schedule of direct reports and other internal resourcesOrganized exhibit and attendance of industry trade showsExecuted mass client communications regarding new product or service offerings Show less

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  Business Integrity

  Jul 2010 - Jan 2012

  Sales and Account Manager - Eastern Region

  Business Integrity is the leader in self-service contract creation and document assembly technology. I am responsible for all sales related activities in the eastern and central portions of the United States.

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  Wolters Kluwer Legal & Regulatory US

  Jan 2012 - now

  As the Associate Director of Sales at ftwilliam.com & TAG, specializing in the Retirement Benefits & Employee Benefits (Health & Welfare) verticals, I lead a dynamic team comprising Account Executives, Account Managers, Business Development Representatives, and Solution Specialists. My role encompasses driving new business initiatives, optimizing client retention strategies, overseeing operational efficiencies, and formulating strategic growth plans. I ensure our efforts are meticulously aligned with overarching business objectives and revenue targets, fostering a culture of success and excellence. Show less As the Sales Leader of ftwilliam.com & TAG team in the retirement vertical, I am responsible for leading a team of Account Executives, Account Managers, and Solution Specialists. I lead new business efforts, retention, operations, strategy & growth to ensure success and alignment with business objectives and revenue expectations.Achievements:Double digit CAGR year-over-year - 2020 - 2024200+% Portfolio Value Increase 2020 - 2024Launched New Business offering BPO/Managed Services in the Retirement Benefits SpaceLaunched New Vertical focused on Employee Benefits/Health & Welfare Benefit PlansDoubled Sales StaffLed Retention Efforts, increasing customer retention to 99.91% of Beginning Portfolio Value to end 2024100% Success of Achiever's Club Recognition 5-years running - 2020 - 2024Manager of the year 2021 and 2024 Show less In addition to my responsibilities of managing and growing my territory for the ftwilliam.com and TAG product lines, I work as a liaison between sales, product marketing/development and management by gathering information on product, market conditions, and competition and communicating issues/needs/ideas with other teams within the organization. I work with other member of the sales team in providing feedback, recommendations and/or mentoring to help improve the sales process and/or rep performance. I also assist on or lead projects related to process improvement, team collaboration, training initiatives and other topics. Show less

  • Associate Director of Sales, Retirement - ftwilliam.com & TAG

    Apr 2025 - now

  • National Sales Manager, ftwilliam.com & TAG

    Sept 2020 - Apr 2025

  • Lead Sales Consultant - ftwilliam.com & TAG

    Jan 2019 - Sept 2020

  • ftwilliam.com Sales Consultant

    Jan 2012 - Sept 2020