Experience

TheoremReach

• United States
• Market Research
• 1 - 100 Employee

• Sr. Digital Account Manager

  • Apr 2022 - Present

  During my time at TheoremReach, I've been in charge of developing and maintaining strong professional relationships with all clients as the main point of contact while providing real-time troubleshooting and technical and onboarding assistance. As part of my responsibilities, I vetted and successfully onboarded more than 200 new accounts in 2022. Whenever a client had technical or administrative issues or questions, I was the person they relied on to help them understand our product and… Show more During my time at TheoremReach, I've been in charge of developing and maintaining strong professional relationships with all clients as the main point of contact while providing real-time troubleshooting and technical and onboarding assistance. As part of my responsibilities, I vetted and successfully onboarded more than 200 new accounts in 2022. Whenever a client had technical or administrative issues or questions, I was the person they relied on to help them understand our product and processes. I've created documentation internally and for clients, including client FAQs and SOPs for account management tasks and goals. I use HubSpot and spreadsheets to keep track of and maintain client information. I also created the first client newsletter that was sent out quarterly, which included working with the team to determining important information for clients and writing copy. Because of the complex nature of the company and its many facets, I also analyze data across multiple tables, dashboards and spreadsheets to assess and identify trends, problems and successes. Because we're a small team, it's necessary to work swiftly and efficiently and to work both independently and closely with our team. As part of that, there are weekly and quarterly team meetings to discuss projections and goals. I identified key individual goals and projects to ensure that I was helping the company and also challenging myself. And lastly, I also assist our end user support team when there are more complex technical issues that they are unable to evaluate. Show less