Account Manager

• Oct 2022 - Present

Associate Account Manager

• Feb 2022 - Oct 2022

-create and deliver strategic brand messaging for clients across a range of industries (E-commerce, SaaS, Logistics) -generating new business and maintaining relationships for 20+ accounts, B2B sales development with C-Suite professionals across a diverse set of backgrounds. -manage and collaborate with an international team of outreach associates, data analysts, and client service representatives to exceed objectives -Manage and oversee the implementation of campaigns for clients, monitor and report KPIs Show less

Loan Consultant Associate - Ally Partner

• Aug 2021 - Dec 2021

-Managed a rotating client list of over 100 at any time -Prepared analytical briefs on current client portfolios to remain compliant with partnership SLAs -Provided consultative services to help clients secure products most aligned with their objectives -Managed a rotating client list of over 100 at any time -Prepared analytical briefs on current client portfolios to remain compliant with partnership SLAs -Provided consultative services to help clients secure products most aligned with their objectives

Customer Success Associate

• Nov 2020 - Aug 2021

-Increased customer retention by conducting regular check-ins for tactical items and performing strategic business reviews for alignment of objectives and outcomes -Maintained a deep understanding of both research and product interface to confidently speak with customers about the most relevant features/functionality for their specific business needs -Ensured that a plan is in place with each customer for deployment, change management, and adoption programs -Tracked accounts to identify churn risk and work actively to eliminate that risk -Strong collaboration with IT, Product Management, Marketing, and Account Management to advocate for clients and provide internal feedback and processes improvement Show less

Client Relationship Consultant

• Jun 2019 - Oct 2020

-Utilized financial software and critical reasoning skills to assist clients with standard banking practices. -Maintained and updated book of business to ensure clients were satisfied with the service both the company and I was providing. -Utilized financial software and critical reasoning skills to assist clients with standard banking practices. -Maintained and updated book of business to ensure clients were satisfied with the service both the company and I was providing.