Andrea Everett
Client Success Manager at Bankjoy- Claim this Profile
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Experience
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Bankjoy
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United States
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Banking
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1 - 100 Employee
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Client Success Manager
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Nov 2021 - Present
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data.world
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South Africa
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IT Services and IT Consulting
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1 - 100 Employee
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Engagement Manager
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Apr 2021 - Nov 2021
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Senior Customer Success Manager
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Jun 2018 - Apr 2021
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CLEAResult
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United States
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Utilities
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700 & Above Employee
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Senior Program Manager
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Jul 2017 - Jun 2018
Oversees leadership of Small Business Program resources and attainment of all program defined, energy reduction goals associated with CLEAResult’s South Region Central Service group. Responsible for the design, development and implementation of all program components including: client and partner educational outreach, client management, staff resource management, program data management including energy savings and financials.• Ensures outreach efforts produce the appropriate project pipeline to ensure energy reduction goals are met on time.• Establishes program budgets, analyzing actual results and re-forecasting accordingly• Properly documents and tracks project financials and energy savings for the South Region Small Business Program.• Oversee all quality assurance and control efforts including all appropriate approvals are obtained before proceeding to the next step in the program workflow• Directs day to day activities and sets priorities of the Central Services Small Business team and project management activities designed to meet all program goals including customer satisfaction.• Generates program updates and reports as required.• Collaborates with customers, trade allies and utility representatives as needed to promote the program, address program issues and improve program participation.• Innovates new program design efforts including delivery and tools development Show less
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Program Manager
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Oct 2016 - Jul 2017
Lead and direct the project management of a team of 12 support specialists, analysts, and consultants. Design, develop and implement all program components, including client and partner educational outreach; client management and satisfaction; staff resource management; and program data management including savings and financials. Oversee quality assurance and analyze KPI data to maximize program outcomes for ongoing success.
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NetSpend
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United States
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Financial Services
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400 - 500 Employee
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Account Manager Partner Channel
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May 2015 - Oct 2016
•Strategize to assist partners with sales growth by identifying opportunities (IT integration enhancements, incentives, training, etc) •Cultivate partner relationships via quarterly onsite visits to include a business review •Support Enterprise level partner accounts day to day needs by acting as the main corporate contact •Create marketing plans and designed collateral for partner use •Assist with contract renewal negotiations and terms to retain partner relationships •Strategize to assist partners with sales growth by identifying opportunities (IT integration enhancements, incentives, training, etc) •Cultivate partner relationships via quarterly onsite visits to include a business review •Support Enterprise level partner accounts day to day needs by acting as the main corporate contact •Create marketing plans and designed collateral for partner use •Assist with contract renewal negotiations and terms to retain partner relationships
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Enterprise Manager Fanatical Support
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Apr 2007 - Feb 2015
•Lead and mentor a team of Account Managers and Senior System Administrators in escalation management and Enterprise customer strategies •Cultivate and own client relationships via web, video conferencing, and on-site visits•Promote organic growth through identifying impact to client and recommending enhancements•Coordinate internal resources to fulfill client needs (Security, PCI, Marketing)•Create strategic initiatives to exceed customer retention and service expectations•Regular analysis of market growth and development to leverage competitive advantages Show less
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Enterprise Senior Strategic Account Manager
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Apr 2007 - Mar 2012
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Wells Fargo Bank
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United States
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Banking
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Store Manager II
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Aug 2001 - Apr 2007
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Education
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The University of Texas at Austin
BS, Corporate Communication -
ITESM University Mazatlan MX
Study Abroad, Spanish Language and Culture