Kevin Pena Perez
Implementation Specialist @FactSet
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WORK HISTORY
Implementation Specialist @FactSet
Los Angeles, CA, US
Lead and manage the post-sale implementation process, ensuring clients are fully operational on newly purchased products before being handed off to their permanent support team- Document and own the implementation process, streamlining efforts based on client type and product mix for increased efficiency- Drive client retention by ensuring clients can maximize the value of newly purchased products from day one- Reduce implementation-related inquiries to the support desk by ensuring thorough product onboarding and support throughout the implementation phase- Collaborate with sales, pre-sales specialists, customer experience teams, and account managers to ensure alignment and effective communication throughout the client journey- Ensure internal teams are aligned and aware of next steps for clients as they transition to full FactSet users.
EDUCATION
Villanova Preparatory School
High School Diploma
Chapman University
Bachelor of Business Administration - BBA, Finance, General
ABOUT KEVIN PENA PEREZ
Client solutions and project management professional with a strong track record of leading post-sale implementations, driving product adoption, and enhancing the client experience across the financial technology space. I’ve supported hundreds of users across diverse investment firms, delivering tailored onboarding, developing custom workflows, and streamlining processes to improve retention and operational efficiency. My background spans roles from associate to implementation specialist, with deep experience aligning cross-functional teams and ensuring clients quickly realize the full value of their solutions. I hold a B.S. in Business Administration with an emphasis in Finance and a minor in Leadership Studies, and I’m passionate about delivering results that create long-term client success.
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