Client Strategy Manager

• Owned both revenue and retention quotas quarterly, consistently achieving an average of 103% MRR attainment, directly driving customer retention, increased customer investment, and stronger client partnerships • Increased client engagement by 206% from Q2 to Q4 through data-driven expansion strategies, generating $1.4M+ in incremental client spend beyond subscription revenue • Consistently mitigated churn risk across renewals by leading executive-level ROI discussions and realigning customer spend with business priorities, converting retention risk into expanded client spend • Partnered cross-functionally with product, onboarding, and leadership team to improve post-sale efficiency, championing a new AI tool that reduced manual workflows and enabled more strategic customer engagement • Mentored and supported the ramp of a junior associate through structured onboarding and regular feedback cycles, improving execution and outcomes across shared accounts and readiness for increased responsibility

Senior Associate

Relationship Manager

Maintained over 30 million dollars of annual revenue for core products by serving as the primary point of contact for 4 tier one accounts in southern sales region, consisting of a user base of over 1300 end users • Fostered stronger client relationships with key stakeholders and individual users by holding over 700 virtual and on-site meetings a year to answer questions, understand and optimize client workflows, onboard new users, educate users on product offerings within firm’s subscription model, and share relevant product updates • Identified potential business threats by analyzing client usage data, setting up meetings to uncover usage of other products, and generated 3 strategies with account team to engage with clients and displace competing products. • Served as a coach for 3 new account managers entering the salesforce by creating weekly and monthly strategies for them to better understand the role, our client base, day to day responsibilities, and department structure

Account Manager | Senior Account Manager

(Senior) Financial Analyst