Josh Kleinman is a seasoned professional with extensive experience in sales and operations, currently serving as Senior Sales Representative at FactSet since June 2018, where responsibilities include managing a $7.8 million ASV portfolio and supporting over 1500 investment professionals. Prior to this role, Josh held various positions at FactSet, including Sales Representative, Account Manager, and Consultant. Experience also includes an internship in Sales Operations at Eze Software, where contributions involved facilitating the rollout of Salesforce CPQ and maintaining sales data for better visibility. Additionally, Josh has worked as a Business Consultant at Delgado Alba y Asociados, S.C., where recommendations on software implementations helped small firms improve agility and efficiency. Josh holds a Bachelor of Science degree in Finance from the University of Delaware, completed in 2018.
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