Brian Coleman
Brian Coleman

Territory Sales Manager- Account Manager

Open to offers · Member since 10 Nov 2026
Location
Rome, United States
Desired salary
Unspecified
Work preference
On-site / Full Time, Contract
Experience level
Mid

About

Professional summary

I am a results-driven sales professional with experience in financial services, territory-based retail sales, and construction materials. I specialize in consultative, relationship-first selling and in translating technical product information into clear recommendations for customers.

I currently serve as a primary MAPEI product expert at Lowe's in Rome, New York. I advise contractors, tile installers, flooring professionals, and DIY customers on adhesives, grouts, mortars, underlayments, waterproofing, and surface preparation solutions.

My background includes client relationship management and account sales roles with London Stock Exchange Group, Edgar Online/Donnelley Financial, S&P Global, and BNY Mellon. I have managed institutional portfolios, supported onboarding and training, scoped client requirements, and coordinated with sales, product, operations, engineering, and technology teams.

I bring practical familiarity with concrete behavior, workability, curing, admixture concepts, and masonry-related materials through hands-on experience, product training, and conversations with professional contractors. I am comfortable learning complex product lines and matching technical specifications to project requirements.

I have strong territory knowledge across Upstate and Northern New York and experience managing multi-county client accounts. My professional development includes SQL, Excel analytics, ESG data, technology sales, credit analysis, and financial modeling.

I am focused on long-term sales and account-management opportunities where I can combine technical product expertise, customer success skills, and disciplined relationship management.

Skills

23 capabilities

Experience

Career history

Independent Contractor – Sales Lowe's

Serve as the primary MAPEI product expert in the Rome, New York store, advising contractors, tile installers, flooring professionals, and DIY customers on appropriate solutions for specific applications and substrate conditions.

Sell and recommend MAPEI tile adhesives, grouts, mortars, underlayments, waterproofing membranes, and surface preparation products by matching technical product attributes to project requirements. Built working familiarity with concrete admixture concepts through product training and conversations with professional concrete contractors.

Support Lowe's associates through consultative-selling and AI-assisted product-matching guidance. Also participated in a paid consulting discussion for D. E. Shaw Group regarding financial index data licensing, pricing structures, and negotiation considerations.

Territory Sales Manager Mountain Service Distributors

Managed a multi-county client territory, providing account maintenance, relationship support, and consistent service across retail locations.

Maintained records of client interactions, orders, and follow-ups through structured home-office workflows. Coordinated with operations and logistics to support timely deliveries, issue resolution, scheduling, and client documentation.

Ensured product accuracy, maintained organized displays, and resolved day-to-day client concerns professionally.

Professional Development & Caregiving Independent

Provided caregiving support during a family medical situation while completing professional development coursework in SQL, Excel for data analysis, ESG data, technology sales fundamentals, and credit analysis.

Returned to the workforce fully available and focused on long-term career stability.

Client Relationship Executive (Customer Success Manager) London Stock Exchange Group (FTSE Russell)

Managed a portfolio of institutional client relationships under a KYC-aligned model, maintaining accurate documentation, workflow understanding, and proactive service.

Gathered client requirements, prepared structured account updates, and coordinated across Sales, Product, Operations, and Client Services to resolve issues and ensure delivery of contracted services.

Provided onboarding, training, and workflow guidance for clients using FTSE Russell indices across equity, fixed income, thematic, and alternative strategies. Promoted for strong performance and client satisfaction.

Account Manager – Sales Edgar Online / Donnelley Financial

Served as the primary liaison between clients and Product, IT, Engineering, Billing, and Operations teams, ensuring accurate documentation and timely execution.

Scoped client requirements, translated them into technical specifications, and prepared statements of work and RFP responses. Delivered onboarding, product training, and support for financial datasets including filings, ownership and insider data, mutual fund data, and reference data.

Managed inquiries and CRM records, authored client-facing materials and workflow documentation, and exceeded performance expectations while growing territory revenue for three consecutive years.

Client Support Analyst – Securities Evaluations S&P Global

Managed institutional client portfolios and supported the accuracy of pricing data and documentation in a high-volume, regulated environment.

Collected requirements for custom data requests and translated them into scoped project outlines used for statement-of-work creation. Partnered with Sales, Product, and Engineering to validate feasibility, timelines, and delivery standards.

Authored the CP360 Compendium, a comprehensive user manual covering system functionality and best practices. Received the ACE Award for innovative client solutions and strong performance.

Technology & Support Liaison – Funds Transfer Division BNY Mellon

Acted as a liaison between client-facing teams and technology operations, supporting clear ownership, escalation workflows, and execution readiness.

Maintained documentation accuracy and ensured client-impacting issues received timely communication, resolution, and follow-through.

Education

Learning history

Colgate University

Bachelor of Arts, Economics

Bachelor of Arts in Economics.

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