e3 Wealth provides world class service and education through our integrated financial resource network to help people protect and grow their personal economy. e3 Wealth manages over $1B in assets and provides a family office model to individuals, families, and business owners at all levels of net worth. We have resources available to our clients in almost any area that deals with money: investment management, insurance solutions, tax strategies, estate planning, banking solutions, cash flow strategies, Social Security benefit planning, Medicare planning, and Long Term Care solutions as examples.

Formulate retention and growth strategies for SMB globally. Design and direct SMB client acquisition and onboarding process. Collaborate with business systems and development teams to improve online contact forms and cut down internal hand-offs regarding account management needs. Develop SMB Client Success team to combine sales and client retention, as well as enhance clients experience and maximize operational efficiency by devising automated processes.

Led and guided U.S. Local Account Management and E.U Client Retention teams. Reviewed client management and client onboarding process by serving on EPMO committees. Coordinated bi-weekly meetings with company president and global executives to evaluate churn and ongoing client initiatives. Conducted targeted retention marketing campaigns, as well as compiled overall client analysis by collaborating with marketing and data analytics. Formulated and implemented leading-edge strategies for sales, service, and client retention by liaising with senior members of global sales and operations teams.