Peter Boozan

About Peter Boozan

Peter is a Client Success Director with over 12 years of experience serving financial services clients in commercial, strategy consulting and research capacities. Currently, he is working on Cognitive Credit\'s commercial team overseeing a portfolio of enterprise and strategic accounts to drive product integration and revenue growth. He leverages his industry and technical knowledge coupled with relationship building skills to expand Cognitive Credit\'s reach in the US corporate credit market. He joined in 2023 as Cognitive Credit\'s first full-time US-based Client Success hire post its Series A fundraise.Cognitive Credit is a financial technology company that has developed proprietary machine learning (ML) software to build customized financial models and analytic tools for the corporate bond market (IG & HY). Portfolio managers, desk analysts, traders, publishing research teams and other market participants rely on our data integrity and speed to conduct single-name, bottom up credit analysis as well as scan the market for relative value opportunities.If interested in learning more about Cognitive Credit or seeing a product demo, please reach out to p••••••••@cognitivecredit.com

Experience

1. Client Success Director

   Cognitive Credit

   Jul 2023 — Present · New York, NY, US

   Lead Account Management and Customer Success for US clients, focusing on relationship building within existing portfolio, commercial expansion across client organizations, and domain expertise to drive product integration and revenue growth.• Meet and exceed NRR (contract price uplift + upsell + cross-sell - churn - contract price decrease) & retention targets • Provide detailed product demonstrations tailored to clients\' use cases during the post-sales process• Source, organize and lead trial evaluations within existing client portfolio (i.e, sell-side client currently subscribes to US high yield data set and is interested in trialing US leverage loan data set)• Build strong relationships with advocates (\"champions\") of the product which aid team adoption, account retention, insightful product feedback & improvements, and warm introductions to prospects / potential clients • Negotiate contract renewals and additional product subscriptions with decision makers and market data• Leverage client relationships to unlock new revenue opportunities & logos to portfolio (i.e, past users who join firms that are not subscribed to Cognitive Credit)• Own HubSpot report & dashboard creation to track pipeline, product feedback and opportunity set• Collaborate with cross-functional (New Business, Engineering, Data) teams on API integrations, Excel Add-in deployments, and pitches• Joined as Cognitive Credit\'s first US-based Client Success hire Cognitive Credit is a financial technology company that has developed proprietary machine learning (ML) software to build customized financial models and analytic tools for the corporate bond market (IG & HY). Portfolio managers, desk analysts, traders, publishing research teams and other market participants rely on our data integrity and speed to conduct single-name, bottom up credit analysis as well as scan the market for relative value opportunities.

Education

• Franklin & Marshall College

  Bachelor's Degree: Business, Organizations, and Society, Concentration: Finance

  2009 — 2013

Skills

• Data Analysis
• Social Skills
• Microsoft Office
• Fixed Income Analysis
• Hedge Funds
• Social Networking
• Facebook
• Research
• Financial Modeling
• Finance
• Powerpoint
• Microsoft Excel
• Public Speaking
• Girl Scout Leader
• Credit Analysis
• Microsoft Word
• Financial Analysis
• Business Networking
• Leadership
• Investments