Generate new revenue and retain existing revenue within D&B's largest accounts in a financial services vertical. Build strong executive-level relationships and identify growth opportunities across multiple business units. Understand and articulate customers' corporate objectives, aligning with key initiatives. Negotiate complex agreements, securing substantial growth despite challenges and competitive pressures. Develop and lead account planning processes, including sales forecasting, relationship mapping, and strategy proposal for growing account spend by introducing new products, solutions, and services. Engage with senior leadership, line of business (LOB) leaders, and peers to achieve growth objectives within assigned accounts. Transform underperforming portfolios into growing long-term partnerships.

Identified and developed new business opportunities/strategic alliances with partner portfolio valued at $4.5 million, with focus on driving revenue in areas of finance, capital markets, compliance, digital marketing, and cloud technology. Expanded current alliances into new product offerings and identified new partnerships with high-growth potential. ★ Identified and closed 5 new logo partnerships, including 3 Insuretech partners.★ Successfully exceeded 8% performance growth targets every year during tenure in role, while retaining and growing 100% of existing business: 103.6% (2018) | 101.3% (2019) | 106.2% (2020)

Provided comprehensive consulting, data-driven insights, and integrated finance, underwriting, and marketing solutions tailored for commercial insurance.★ Played pivotal role in establishment of Insurance Vertical team; addressed challenge of customer attrition, successfully turning around underperforming portfolios.★ Developed and introduced novel distribution optimization service tailored for carriers to maximize agency relationships.★ Introduced innovative agreement structures such as flexible market-based agreements, leading to mutually beneficial relationships and sustained revenue growth.★ Initiated and implemented sophisticated analytical commercial marketing solutions lauded for enhancing client operations and efficiency.★ Transformed underperforming portfolio into thriving book of business almost immediately, consistently surpassing set revenue targets: 107.5% (2012) | 117.8% (2014) | 113% (2015) | 104.4% (2016)

Enhanced customer retention and satisfaction while serving as primary point of contact for post-sales support. Led complex customer solutions across Fortune 500 companies, providing consultancy, education on solutions, and identifying opportunities for up-sell/cross-sell opportunities. ★ Posted revenue results of 183% to goal, with retention rate of 97%, exceeding 90% goal (2010).★ Achieved revenue results of 109% to goal, with recognition as CCC Team MVP (2009).★ Developed standardized business review templates implemented organization-wide, enabling comprehensive assessments of D&B solutions' value and ROI for customers.

Built, supervised, and executed life insurance-funded endowment program designed for college/university alumni associations. Defined and implemented corporate strategy and go-to-market plan. Communicated value and benefits to C-level association executives and board members.

★ Promoted to leadership role within 18 months of hire after exceeding target in all 3 key objectives: revenue (109%), value added products (107%), and overall sales (110%).★ Qualified for 100% Club for revenue and sales (2000, 2001, 2002 and 2003).