John Ferris Email & Phone Number
Enterprise Client Success Manager @ Dynamo Software
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John Ferris Location
- Boston, MA, US
John Ferris Work
- Enterprise Client Success Manager @ (January 2024 - Present)
- Senior Client Success Manager @ (February 2021 - March 2024)
- Client Success Manager @ (November 2017 - February 2021)
- Sales Executive @ (February 2016 - July 2017)
- Sales and Client Services @ (September 2014 - February 2016)
- Investment Sales and Client Services (various roles) @ (August 2011 - August 2014)
John Ferris Education
- Salve Regina University
MBA
2008-2009 - Salve Regina University
Bachelor of Arts (Business Management)
2004-2008
John Ferris Skills
- Client Accounts
- Attention to Detail
- Enterprise Accounts
- Communication
- Sales Processes
- Presentations
- Customer Engagement
- Presentation Skills
- Business Reviews
- CRM
- Account Management
- Sales
- Portfolio Management
- Finance
- Series 63
- Investments
- Retirement
- Financial Analysis
- Financial Services
- Mutual Funds
- Equities
- Securities
- Retirement Planning
- Financial Planning
- Wealth Management
- Asset Allocation
- Analysis
- Capital Markets
- Analytics
- Social Media
- Big Data
- Business Development
- Microsoft Excel
- Microsoft Office
- S&P Capital IQ
- Salesforce.com
- SaaS
- Customer Service
- Leadership
- Public Speaking
- Series 7
- Series 66
- Software Sales
- Training the Street
- FinTech
- Dynamo
- Enterprise Software
- Consultative Selling
- Lead Generation
- Software as a Service (SaaS)
- Software Implementation
- Direct Sales
- Uniform Combined State Law
- Financial Modeling
- Banking
- Microsoft Word
- PowerPoint
- Change Management
- Marketing
- Strategy
- Management
- Software As A Service Saas
- Software as a Service
John Ferris Summary
- John Ferris, based in Boston, MA, US, is currently a Enterprise Client Success Manager at Dynamo Software. John Ferris brings experience from previous roles at Dynamo Software, Financial Recovery Technologies and S&P Capital IQ. John Ferris holds a 2008 - 2009 MBA @ Salve Regina University. With a robust skill set that includes Client Accounts, Attention to Detail, Enterprise Accounts, Communication, Sales Processes and more. John Ferris has 2 emails and 2 mobile phone numbers on RocketReach.
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