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Client Success Rep/Data Analyst

•	Act as first point of contact and run software helpdesk for all clients, which include 25 of the largest asset managers in the world and over 1,200 end users.
•	Lead the marketing efforts on a total rebranding of sales materials. This included organizing and designing new collateral, video recording and editing, and creating new procedural and training documents.
•	Created a system of usage reporting and analysis to leverage sales opportunities and capitalize on trends.
•	Supported in over $2M in renewed revenue during the first six months of using my system.
•	Assisted in the sales process for three territories, creating over $24,000 in peer commissions.

•	Collect, calculate, and document returns and assets of twelve Hedge Funds and over $1B AUM.
•	Daily subscription/redemption overview and cash transfers for five Mutual Funds and over $1.5B AUM.
•	Update client balances given fund performance and answer all balance related inquiries.
•	Daily tracking of index and commodity pricing to help leverage asset and sub-advisor allocations.
•	Developed data tracking procedures and implemented reporting schedules to ensure consistent and organized processes.
•	Marketing material creation, review, and submission through compliance and research for final blessing.

Operations Assistant

Find out detailed information about Sean Plaisted, Client Success Rep/Data Analyst in san diego, CA

Sean Plaisted: Client Success Rep/Data Analyst in san diego, CA

Sean Plaisted

BrightScope

Altegris Investments

San Diego State University