CEPRES

CEPRES is a leading private market investment technology startup, providing the largest and most trusted ecosystem for private market investing. It connects investors with proprietary deal data, complete cash flows of funds and deals, and portfolio company operating metrics—all within a single, modular platform designed to deliver real-time analytics and optimal investment outcomes.

Accomplishments and Experiences:
- Achieved a 93% CSAT score over 22 months by cultivating strong relationships with senior clientele and providing an unmatched customer experience.
- Managed cross functional projects across data, product, and marketing teams, resulting in superior client satisfaction and a 31% increase in average net promoter scores.
- Conducted new user trainings on product use cases and API's, while providing world class technical support as needed.
- Implemented data-driven project tracking systems using Power BI to identify operational inefficiencies and present solutions to the COO, CRO, and head of customer success.
- Gathered and analyzed customer feedback used to launch 3 new product features resulting in a 16% increase in annual recurring revenue.
- Orchestrated the formation of the professional services internship program including the design of interview processes, driving university partnerships, and creation of role/responsibilities. 

Technologies: Salesforce, HubSpot, Gainsight, Asana, Atlassian, Excel, Power BI, Figma, Notion, Canva, Loom, Jira, Tableau, Slack, Microsoft Office Suite, Google Suite

Private Equity Client Associate

Mercer

Mercer is a global consulting firm specializing in human resources, health and benefits, wealth and investments, and career development. A subsidiary of Marsh McLennan, Mercer operates in over 130 countries and serves clients ranging from small businesses to large multinational corporations.

Accomplishments and Experiences:
- Played a key role in fundraising $7.5b in commitments for Mercer funds PIP V and PIP VI.
- Fostered strong client relationships, onboarded 7 new portfolios over 12 months from project initiation to closure.
- Evaluated target company Go-To Market (GTM) Strategy, competitor landscape, and financials used to present investment recommendations to senior management.
- Analyzed complex private market investment data, identifying key company revenue drivers and operational improvements to enhance company performance.
- Led a cross functional team of 5 analysts, increasing productivity 23% through process design and improvement.

Technologies: Salesforce, HubSpot, Excel, Power BI, Canva, Tableau, Microsoft Office Suite, Google Suite

Senior Private Equity Investment Analyst

Mercer is a global consulting firm specializing in human resources, health and benefits, wealth and investments, and career development. A subsidiary of Marsh McLennan, Mercer operates in over 130 countries and serves clients ranging from small businesses to large multinational corporations. 
 
Accomplishments and Experiences:
- Performed due diligence on $50m+ companies targeted for leveraged buyout opportunities.
- Built and maintained quarterly investment performance reports for over 20 existing clients in excel.
- Designed new hire procedures and training materials resulting in a 37% increase in onboarding speed.
- Modeled and analyzed fund management fees in excel for endowment and pension fund clients.
- Monitored cash flows and investment performance for 45 private equity fund of funds.

Technologies: Salesforce, HubSpot, Excel, Power BI, Canva, Tableau, Microsoft Office Suite, Google Suite

Private Equity Investment Analyst

BNY Mellon

BNY Mellon (The Bank of New York Mellon Corporation) is a leading global financial services company specializing in investment management and investment servicing. The firm manages approximately $1.8 trillion in assets under management (AUM) and oversees $46.9 trillion in assets under custody and administration.

Accomplishments and Experiences:
- Analyzed and modeled dynamic investment trends in the medical cannabis industry, presenting key insights to senior management on a quarterly basis. 
- Conducted diligent portfolio monitoring for $25 million in client holdings, identifying risks and opportunities to optimize performance. 
- Researched and developed regulatory opinions, contributing to presentations for the SEC and industry peers.

Technologies: Excel, Power BI, PowerPoint, Microsoft Access, Microsoft Office Suite

Control Analyst

JND Properties

Real Estate Investment Summer Analyst 

Concept Food Sales (Acquired by Acosta)

Food Sales Intern

I help struggling professionals take their career to The Next Level | Follow for posts on career development, personal growth, and discovering your potential.

As a dedicated Customer Success Manager, I strive to act as the voice of the customer for CEPRES by providing an excellent customer experience and leveraging strong user relationships. My diverse background has yielded extensive experience in customer success management, go-to-market strategy, project management, and business strategy & operations. I thrive when growing in an entrepreneurial environment where the users and product iteration are the #1 priority.

Taplio

Samuel Sheridan's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Samuel Sheridan's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Samuel Sheridan's Linkedin Analytics