Derek Lewis Email and Phone Number

Develop, nurture, and sustain positive and productive long-term relations to optimize Key Account’s return on investments. Promote renewals, retention, growth, and customer satisfaction.

Meet with principle heads to create, coordinate and schedule media launch while providing insight, data and direction for ongoing production.

● Created and implemented a global service model for support, sales and product to seamlessly work and escalate efficiently to the Account Specialist team. This measure increased retention and revenue. ● Collaborate with department heads to anticipate client problems and present useful and intelligent solutions that ultimately lead to improved efficiency of their workflow. ● Drove customer satisfaction by understanding their workflow while cultivating relationships for effective networking. While exceeding retention and sales goals. ● Worked closely with clients, product team, sales managers, technical team and development team ensuring proper product development and ease of client use.

Created and managed global escalation teams, including US technical team, within the primary regions throughout the US, UK and Asia to ensure global alignment of processes and procedures in order to provide a consistent customer experience. • Implemented and maintained global client satisfaction survey, conforming to company’s process and standards to bolster satisfaction scores within our call centers. • Created training and sales support plan for the Americas, Europe and Asia to ensure a unified sales and support model.

Managed the collection, compiling, and mining of data from all institutional mutual fund companies in order to develop products and services to sell within the industry. Data was also distributed through channels such as the Wall Street Journal and company annual reports.• Managed the overall satisfaction of key accounts over $100M in existing revenue, while consistently pushing to exceed annual retention target. • Lead corporate communications ensuring consistency and professionalism from leading stakeholders. • Created and implemented cross business collaborations to ensure workers have the resources throughout the company to complete and excel at their position.

Assembled, communicated with, and directed client services team members to manage the account strategy plans for all account levels to achieve total customer satisfaction. This including leading a team of 5 direct reports and managing a $350K annual operations budget.• Created sales opportunity to capture Tier 1 custom reports, capturing $120k in new revenue in the first year of implementation.• Managed a high performing team with +90% satisfaction throughout my tenure.