Summary
Overview
Work History
Education
Skills
Attributes
Accomplishments
Timeline
Generic
Romy Grennan

Romy Grennan

Sales Account Manager UKI
London

Summary

Romy has spent the last four years focusing on selling a full suite of financial software, including desktop solutions, indices, data licenses, portfolio management systems, quantitative analysis tools and more. Extensive experience working directly with C-suite, IT departments, and front office end-users across a wide range of firms, including banks, hedge funds, asset managers, private equity firms, and private investors.

Prior to her financial software sales role, Romy gained valuable experience in CRM sales, working with key clients in the travel, transport, and hospitality sectors, where she developed strategic sales approaches tailored to these industries.

Romy also owned and managed an equine operations business, where she rented out equestrian facilities, demonstrating her entrepreneurial mindset and ability to manage operations, customer relationships, and financials independently.

Romy is seeking an Enterprise Account Executive role in the tech and software sector, based in London.

Overview

7
7
years of professional experience
4
4
years of post-secondary education

Work History

Sales Account Manager

Bloomberg LP
12.2021 - Current
  • Oversee a portfolio of 100+ companies across the financial services sector, including prominent asset managers, insurance firms, banks, fund service providers, hedge funds, private equity firms, private investors, family offices, government entities, and corporations
  • Successfully manage existing client accounts while simultaneously defending, driving revenue growth through increased product adoption and proactive new business development
  • Proven expertise in demonstrating and selling a wide range of Bloomberg products, including portfolio management systems, order management systems, data and index licenses, ESG data, Bloomberg terminals, risk and compliance solutions, electronic trading platforms, and more
  • Consistently ranked as a top performer for the last two consecutive years, achieving a high volume of client engagements (100+ in-person meetings and demos per month) while maintaining exceptional KPIs
  • Leveraged strong relationship-building and networking skills to identify and capitalize on significant sales opportunities, managing deals ranging from $30k to $750k from initial demo through to successful implementation and ongoing customer success
  • Expert in displacing major competitors such as MSCI for ESG, Aladdin for portfolio and order management systems, Eikon/FactSet for desktop solutions, and PitchBook for private equity data, transforming clients’ tech stacks
  • Possesses deep industry knowledge and hands-on experience with both Bloomberg products and competitor offerings.

Equity and Portfolio Risk specialist

Bloomberg LP
03.2021 - 12.2021
  • Specialized in Equity and Portfolio & Risk Management upon joining the firm, demonstrating a strong aptitude for these areas
  • Integral member of the Swiss team (German-speaking), providing expert support on a live desk for Swiss clients, addressing complex Bloomberg equity and portfolio-related inquiries
  • Thrived in a fast-paced environment, demonstrated through managing up to six clients simultaneously via phone and live chat, delivering precise, clear, and detailed solutions under pressure.

Sales and Solution Engineering Intern

Salesforce
06.2020 - 09.2020
  • Led a six-week, industry-focused sales strategy project, culminating in a final presentation delivered to an audience of 50+ Account Executives
  • Focused on the Transport, Travel, and Hospitality sectors, collaborating directly with major industry players to develop impactful strategies
  • Demonstrated strong teamwork and cross-cultural collaboration within the EMEA cohort, effectively working across diverse teams.

Audit Summer Intern

Deloitte
06.2017 - 09.2017
  • Managed bank account reconciliations, balanced payments, and provided direct client support to directors, ensuring accuracy and efficiency in financial operations
  • Operated in a dynamic and diverse sector, requiring meticulous attention to detail, strong communication, critical thinking, and advanced technical proficiency to navigate complex market factors.

Education

Bachelor of Science - Business And German

University College Dublin
Dublin
09.2016 - 05.2020

Skills

Business fluency English and German

Attributes

  • Successfully displaced a major competitor, securing +12 Bloomberg terminals for the equity research team of a large American bank (deal value $720k)
  • Closed a significant $170K index sale at a large Nordic investment manager, displacing a well-established index provider.
  • Defended and retained over $1M in business at a major Italian asset manager by reinforcing product value and delivering strong customer support during contract renewal discussions, maintaining a critical long-term relationship.
  • Currently leading a $750K deal for quantitative analysis solutions at a large reinsurance firm.

Accomplishments

  • Fluency in English, German and Irish
  • Volunteering and raising money for the Peter McVerry Trust
  • Successfully completed Vienna Marathon 2019 for charity

Timeline

Sales Account Manager

Bloomberg LP
12.2021 - Current

Equity and Portfolio Risk specialist

Bloomberg LP
03.2021 - 12.2021

Sales and Solution Engineering Intern

Salesforce
06.2020 - 09.2020

Audit Summer Intern

Deloitte
06.2017 - 09.2017

Bachelor of Science - Business And German

University College Dublin
09.2016 - 05.2020
Romy GrennanSales Account Manager UKI