Aimee Dress Email & Phone Number

Sacramento, California Area

Sacramento, California Area

As Account Director, Customer Success at ON24, I lead a team focused on enriching the client experience through consultation and partnership. My team directly supports 8 of the top 11 strategic full service accounts using the ON24 platform for webcast and virtual environment delivery. We lead the account delivery and relationship management on global.

Sacramento, California

- Directly owned relationships with strategic accounts including Intel, SAP and Cisco.- Coordinated resources with multiple departments including webcast managers, the virtual events team and operations to assure successful delivery of projects. - Worked as a client advocate to mitigate potential project risks and escalations.- Communicated platform.

Sacramento, California

• In this role, I act as the primary point of contact for day 2 support of or our enterprise customers who subscribe to Cisco's SAAS offering, WebEx. I partner closely with the WebEx & Cisco Account Managers to support.
• Responsible for maintaining customer relationships, with revenue of over $3.4 million/year.
• Consultant to strategic clients on industry changes and new product offerings.
• Knowledgable in Microsoft Office Suite, with the ability to create professional presentations, including customized data reports for trend analysis.

Sacramento, California

• Managed daily operations for two financial planning & education contracts, CalPERS & Oregon PERS. Managed small administrative staff, while traveling extensively to deliver education seminars across the two states.
• Developed business strategy including processes and reporting, of financial & educational services, for CalPERS & Oregon PERS.
• Oversaw daily operations of Financial Planning & Education business segment, including department budget & administrative staff.
• Tracked, evaluated and prepared reports on qualitative and quantitative statistics including data from 450 seminars annually & over 5,000 direct customer interactions per year.
• Developed and delivered training sessions to financial advisors participating in affiliated program.
• Delivered over 350 financial education seminars to audiences up to 100 participants.

Sacramento, California Area

In this role, I worked primarily with with public employees as part of a contract with CalPERS. I provided both education through seminars and planning tools through 1:1 appointments with individuals and families. As a part of the comprehensive financial plan, I advised on retirement planning, education savings and investment allocation needs for short.

Sacramento, California

Compiled and reported up statistical data on sales numbers and lead generation. Plan district meetings including the coordination of sponsors and keynote speakers.