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Skills

  • Team building
  • Relationship development
  • Executive-level communication
  • Key account growth
  • Team management
  • Revenue forecasting
  • Project organization
  • CRM software proficiency standard
  • Mentorship and team leadership
  • Data-driven decision making

Work Experiences

  • Consistently achieved over 64% of quarterly revenue targets by leveraging existing client relationships and cross-selling relevant solutions.
  • Analyzed client feedback.
  • Collaborated with product development to tailor offerings per client feedback, leading to 8 successful product launches in 2023.
  • Conducted detailed financial analysis for clients, securing 15 strategic partnerships with international stakeholders.
  • Saved $16 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved results over 18 months.
  • Built and nurtured long-term partnerships with key accounts, increasing customer retention by 26% over several months.
  • Collaborated with product teams to develop value-driven offerings, leading to a 24% increase in product adoption across high-value clients.
  • Built cross-departmental teams.
  • Achieved this over three years.

Summaries

  • Captured Tier-1 contracts.
  • Aligned client needs with internal business objectives.
  • Adept at securing multi-million-dollar contracts.
  • Key Relationship Manager with 14 years of successful stakeholder engagement and project management experience.
  • Boosted client portfolios by $15.
  • Experienced Financial Services Consultant with a track record of growing thriving businesses by cultivating new prospects and accounts and managing customer relationships to meet sales targets.
  • Applied data-driven techniques.
  • Accomplished Key Relationship Manager committed to helping small businesses achieve financial success. Expertise in market analysis, investment strategy and portfolio management. Detail-oriented and tech-savvy professional proficient in Tableau and SAP.
  • Built trust-based relationships.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.

Accomplishments

  • Used customer feedback analytics to identify service gaps, resulting in tailored recommendations and a 68% increase in net revenue.
  • Collaborated with product and marketing teams to launch Power BI, leading to a 36% increase in client base within 18 months.
  • Achieved consistent customer satisfaction rating of 42% by developing personalized service solutions and ensuring seamless execution.
  • Played a key role in securing Innovation Award, which was instrumental in positioning the company for expansion in the Pacific Northwest.
  • Delivered detailed qualitative and quantitative reports to clients, which boosted quarterly ROI by 58% through focused decision-making.
  • Led the restructuring of the customer service program, improving NPS by 48% and reducing service escalations by 13%.
  • Championed knowledge-sharing sessions, equipping cross-departmental teams with insights that improved delivery timelines by 78%.
  • Collaborated with team of 2 in the development of method.
  • Streamlined communication protocols across departments, resulting in a 69% quicker resolution time for client inquiries.
  • Forecasted annual revenue trends for category, helping leadership reallocate resources and achieve 15% improvement in margins.

Affiliations

  • Customer Experience Foundation (CXF)
  • Account Management Institute
  • Financial Services Global Forum for Executives
  • Society of Financial Service Professionals (SFSP)
  • CX Network Professionals
  • National Association of Social Workers
  • Client Relationship & Vendor Management Professionals Group
  • CRM User Group of Chicago (specific software, i.e. Salesforce or HubSpot related)
  • International Association of Business Communicators (IABC)
  • Toastmasters

Certifications

  • Google Analytics Individual Qualification (GAIQ)
  • Harvard Business School Online: Negotiation Mastery
  • Salesforce Certified Administrator
  • Certified Business Relationship Manager (CBRM) by BRM Institute
  • Certified Strategic Relationship Manager (CSRM) by IACCM
  • Certified Customer Success Manager (CCSM level 1-3) by SuccessCOACHING
  • Certified Sales Leadership Professional (CSLP) by The Sales Association
  • First Aid/CPR Certified
  • Certified Problem and Change Manager by framework
  • Certified in Risk and Information Systems Control (CRISC) by ISACA

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