Experience

IRALOGIX

• United States
• Software Development
• 1 - 100 Employee

• Relationship Manager

  • Jun 2023 - Present

  Pittsburgh, Pennsylvania, United States



NetSuite

• United States
• Software Development
• 700 & Above Employee

• Senior Account Manager - High-Tech

  • May 2021 - Mar 2023

  Denver, Colorado, United States



Bold Font

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Director of Business Development / Coach

  • Sep 2019 - May 2021

  Greater Denver Area Analyze the current curriculum and modify to create the digital leadership coaching platform. Collaborate to create content, product solutions and messaging. Align the marketing strategy to provide the highest level of customer satisfaction. Co-Active Training Institute leadership coach.



vWise, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Director, Client Services

  • Jun 2015 - Jul 2019

  HQ: Orange County, CA Responsible for being the voice of the customer; helping to grow the client's business efficiently through onboarding/training of the SaaS product, and transforming chaos into order, all while remaining a truly collaborative customer champion. Oversaw project enhancements through internal collaboration in order to incorporate intra-company knowlege and anticipate future customer needs. Analyzed, enhanced, and documented processes. Facilitated customer email marketing campaigns. Communicated… Show more Responsible for being the voice of the customer; helping to grow the client's business efficiently through onboarding/training of the SaaS product, and transforming chaos into order, all while remaining a truly collaborative customer champion. Oversaw project enhancements through internal collaboration in order to incorporate intra-company knowlege and anticipate future customer needs. Analyzed, enhanced, and documented processes. Facilitated customer email marketing campaigns. Communicated effectively in order to deliver a cohesive customer service experience. Show less



OppenheimerFunds

• United States
• Investment Management
• 500 - 600 Employee

• Assistant Vice President

  • Oct 2013 - May 2015

  Greater Denver Area Defined, documented and presented the client contract management process flow to internal stakeholders. Negotiated new language and pricing with clients in order to create a more cohesive, standardized process. Acted as internal liaison and collaborative relationship manager to sales, finance, accounting and legal in order to ensure insights from across the company were incorporated into additional process enhancement opportunities and change initiatives.



Broadridge

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Relationship Manager

  • 2008 - Sep 2013

  Matrix Financial Solutions, Denver, CO 80202 Drove sales, marketing and operational improvement for Third Party Administrator and Advisor relationships. Subject Matter Expert for the trading platform process. Identified new product opportunities to enhance customer experience, provided plan-level asset reviews, negotiated contract pricing, and provided RFP assistance. Internal communications liasion for operations team, working closely with them on escalated client issues.



Matrix Financial Solutions

• Assistant Vice President, MG Advisory Services

  • 2004 - 2007

  Greater Denver Area Built and managed the operations team for the advisory channel, streamlined procedures and provided relationship support to Third Party Administrators and outside money managers. Created the strategy and implementation for new customer SaaS products. Coached and mentored staff to help produce tangible outcomes and increased employee engagement.

• Operations Manager

  • 2002 - 2004

  Greater Denver Area Managed a team of Account Executives servicing our Third Party Administrator customers on a day-to-day operational and administrative level.

• Sr. Account Executive

  • 1999 - 2002

  Greater Denver Area Provided all daily support to our largest Third Party Administrator. As a startup company, responsible for creating and documenting operational procedures that ensured a scale-able business model.



Trust Company of America - Gemisys

• Account Executive

  • 1996 - 1999

  Centennial, CO Trained new employees and managed client accounts that involved end-to-end coordination of all client driven mailings, communications and the processing of annual Schedule K-1 tax filing for partnerships. Worked closely with the Call Center and Transfer Agent to assist with elevated client issues.