CB Insights

Strategic Account Manager

> Managing a global portfolio of 40 global insurance and financial services accounts worth over $2.5 million 
> Led the mid-market customer success team in total ARR renewed in 2023 with over 1.3 million
> Supported development of the go-to-market strategy & onboarding process for new product line (Yardstiq)
> Owner of internal relationship with intelligence unit & mentor to younger CSM's 
> Mentored younger CSM's, helping with new product adoption, customer engagement and training calls

Team Lead

> Actively managed a portfolio of 35 global financial services accounts worth over $1.7 million dollars
> Led the customer success team in gross retention achieving 116% quota in 2021 & upsell revenue generated
> Managed the entire customer lifecycle from implementation, adoption, goal setting, QBR, and renewal
> Held meetings with global leaders in venture capital, innovation, strategy and corporate development
> Co-created a process within the CRM to more efficiently share client research requests with Intelligence Unit

Senior Customer Success Manager, Financial Services 

> Actively managed a portfolio of 29 global financial services accounts worth over $1.3 million dollars
> Achieved 132% gross retention quota in 2020

Customer Success Manager, Financial Services 

Wonder (AskWonder.com)

> Achieved 136% of ramp quota while leading team in qualified meetings delivered
> Managed complete sales cycle from prospecting clients to closing accounts
> Consistently scheduled and held meetings with c-suite leaders in the marketing, brand and financial service sectors

Account Executive

> Consistently exceeded 115% of quota and led team in delivering over 120 qualified meetings during recent fiscal year 
> Top performer in generating over $160K in new business, while also expanding channel penetration
> Facilitated numerous deals across a range of brands, agencies and consulting firms, including Clorox and Aspen Dental
> Interviewed, trained and mentored new Sales Development Representative (SDR) class during Wonder’s most profitable quarter ever, resulting in over $1.3 million in revenue
> Coached peers to surpass team goals, resulting in a 30% revenue increase over previous quarter   Conducted high volume daily outreach campaigns of 80-100 cold calls, emails and LinkedIn messages to c-suite leaders 
> Key member of a high performing sales team which increased revenue by 68% year over year.

Skills acquired: 
- Consultative selling 
- Prospecting 
- Solution Selling 
- Discovery Skills
- Objection Handling 
- Planning and Closing

Sales Development Representative

Whistle Sports

Whistle Sports is a global digital entertainment brand that appeals to the positive interests, values and motivations of the young male viewer. We entertain, engage and empower this upcoming generation with content we know they enjoy. 

The Marketing Strategist is an integral part of the Whistle Sports Brand Partnerships Team. In addition to providing support to our sales efforts, this role also includes owning Whistle's relationship with the NFL and assisting the league with key initiatives aimed at reaching new fans through humorous and positive content.

Responsibilities incude: 

> Creating external sales collateral 
> Responding to RFP's from brands and media companies 
> Utilizing data driven insights from Cassandra and Ypulse to shape strategy and creative
> Campaign reporting for NFL fan development initiatives  
> Sourcing talent for influencer marketing campaigns through CreatorIQ 
> Drafting campaign recaps and case studies 
> Researching industry trends and news 
> Creative ideation for Whistle and NFL

Marketing Strategist

Greater Than One

> Executed the launch of branded and unbranded websites, Facebook, Twitter campaigns, CRM emails and digital promotional creative for clients 

> Coordinated multiple client marketing projects; collaborated with designers, developers and Account Executives

> Managed, reviewed and processed invoicing and billing for client accounts

Assistant Account Executive

Avis Budget Group

>  Created needs analysis assessments for courtesy bus drivers
>  Partnered with fellow interns to update Avis Budget's internship program
>  Key member of project team that developed internal web page for career paths
>  Supported HR managers in planning and executing city and district manager conference

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