Haley White, Mba Email & Phone Number

Nashville, Tennessee, United States

‌• Drive adoption, engagement, and value realization for retention and growth across a book of tech, agency, consultancy, financial services, security & risk, and enterprise clients‌• Serve as strategic client partner and trusted advisor to identify client/business needs, capture priorities, align resources, consult recommendations, and drive outcomes/ROI• Own post-sale client experience, including onboarding, advocacy, partnership review, and renewal‌• Identify and manage… Show more ‌• Drive adoption, engagement, and value realization for retention and growth across a book of tech, agency, consultancy, financial services, security & risk, and enterprise clients‌• Serve as strategic client partner and trusted advisor to identify client/business needs, capture priorities, align resources, consult recommendations, and drive outcomes/ROI• Own post-sale client experience, including onboarding, advocacy, partnership review, and renewal‌• Identify and manage opportunities for cross-sell and upsell• Collaborate cross-functionally across sales, marketing, events, product, and research teams to innovate effective communications, marketing automation offerings, and product enhancements• Analyze weekly KPIs and engagement dashboards to identify, escalate, and mitigate risk Key Awards & Achievements: ‌‌‌•‌‌‌ 104% total 2023 wallet share retention‌‌‌•‌‌‌ Hundreds of thousands dollars worth of cross-sell and upsell opportunities identified and closed in 2023• 156% wallet share retention in H1 2023• Q1 2023 companywide CSM top performer (CEO Club)• Q1 2023 companywide CSM top wallet retention• 100% wallet share retention in 2022‌• Q2 2022 companywide CSM top performer (CEO Club)‌• 2022 CSM team MVPInternal involvement: • Member of the Customer Success Culture Champion program• Member of the Digital Customer Success Advisory Council• Member of multiple product & initiative pilot programs• Reference contact for founding the Customer Advocacy program Show less

Franklin, Tn

Owned and executed all business development needs for a growth-focused team of financial advisors managing $500M+ AUM with average 20% yearly increase in new book of business. ‌• Served as point-of-contact for a book of over 1,000 clients and prospects‌• Developed firm's client acquisition and retention processes• Specialized in enhancing new client onboarding processes‌‌• Analyzed and assessed weekly KPIs, focusing on engagement metrics• Innovated and implemented… Show more Owned and executed all business development needs for a growth-focused team of financial advisors managing $500M+ AUM with average 20% yearly increase in new book of business. ‌• Served as point-of-contact for a book of over 1,000 clients and prospects‌• Developed firm's client acquisition and retention processes• Specialized in enhancing new client onboarding processes‌‌• Analyzed and assessed weekly KPIs, focusing on engagement metrics• Innovated and implemented industry and role best practices through technology and compliance‌• Planned and hosted all branded prospect, client, wholesaler, and COI events and meetings Show less

Indianapolis, Indiana

‌• Served as person-of-contact for business development and partnering opportunities‌• Strategized and designed industry RFPs, proposals, bids, and brochures‌• Developed programs and processes to track media mentions, press, and KPIs• Analyzed performance metrics across all channels‌• Organized industry conferences and client events• Curated content for two social media accounts, biweekly newsletters, website pages, e-blasts, press releases, and miscellaneous marketing… Show more ‌• Served as person-of-contact for business development and partnering opportunities‌• Strategized and designed industry RFPs, proposals, bids, and brochures‌• Developed programs and processes to track media mentions, press, and KPIs• Analyzed performance metrics across all channels‌• Organized industry conferences and client events• Curated content for two social media accounts, biweekly newsletters, website pages, e-blasts, press releases, and miscellaneous marketing materials‌• Led corporate campaigns from initial brainstorm to implementation Show less

Center For Information And Communication Sciences

Part-time administrative role for a graduate program of Ball State University while completing full-time undergraduate studies.‌• Performed administrative work: Filing, database entry, scheduling‌• Managed daily operations: Meeting prep, phones, visitors, mail

Elwood, In

• Tracked social analytics, consumer insights and KPIs for three brands• Grew website traffic and customer leads by launching web pages for digital campaigns• Executed three multi-channel campaigns• Increased social engagement by over 100% on Pinterest, Facebook, Twitter and Instagram• Researched competitor actions and industry trends• Collaborated with PR and ad agencies to leverage social influencers for product positioning• Managed inventory and distribution of… Show more • Tracked social analytics, consumer insights and KPIs for three brands• Grew website traffic and customer leads by launching web pages for digital campaigns• Executed three multi-channel campaigns• Increased social engagement by over 100% on Pinterest, Facebook, Twitter and Instagram• Researched competitor actions and industry trends• Collaborated with PR and ad agencies to leverage social influencers for product positioning• Managed inventory and distribution of promotional materials Show less

Noblesville, In

‌• Executed targeted sales pitches to increase equipment sales ‌• Increased awareness for Klipsch Audio equipment by strategic promo item distribution ‌• Compiled surveys for market research and analytics

Ball State University

‌• Created in-depth marketing plan for a Traditional Medicinals start-up foundation ‌• Completed over 40 marketing analyses, both internal and external ‌• Presented 3 separate proposals that led the foundation international for the first time‌• Developed extensive written plan, including appendix and situational analyses

Fishers, In

‌• Endorsed salon services and products for increased sales‌• Created promotional content – discounts, weekly specials, social media ads‌• Analyzed supply and demand of products/services for optimal ordering‌• Conducted regular research on industry standards

Greenfield, In

‌• Collaborated on projects with Marketing, Management, and Administrative teams ‌• Performed administrative work: Filing, scheduling, database entry

Master Of Business Administration - Mba

● MBA graduate with focus on leadership and project management ● GPA: 4.0 / 4.0 ● Notable Courses: Business Leadership, Organizational.

Bachelor’S Degree, Marketing/Communications

● GPA: 3.97/4.0 ● Software Training: Adobe Photoshop, Adobe Illustrator, Key Note, Canva, Piktochart, Delivra ● Certifications: Hubspot.