BAI is the financial services industry’s leading provider of information, education and research on important strategic topics in retail banking, payments and compliance management. We work with financial services executives and industry thought leaders around the world. We provide high-value objective information in the form of conferences, seminar, research, learning & development and print and online publishing vehicles. - Relationship Manager for 16 States, with clients in Banks, Credit Unions, Mortgage Companies, and Non Banks- For the past two fiscal years of 2021 and 2022, I have achieved over 110% in Renewals as well as exceeding over 100% in Revenue dollars.- Account Retention, Contract Negotiations, and Technical LMS training-Contract Renewals for all clients on a 36 month term or negotiation - Work with SaaS LMS Latitude programs, Slack, Jira, Dynamics 365, Dealhub, Salesforce, and Microsoft Teams-Create and Deliver monthly reports to show success and provide ongoing recommendations -Quarterly or Monthly Executive Business Reviews-Identify Growth Opportunities for clients when necessary -Self Motivated and Driven and results oriented with obsession to keep learning -Operational Consultant while supporting and sharing best practices- Work with all Teams of BAI Learning & Development including Content, CSS Support, Project Managers, RM and CSM teams, IT, Sales Associates, and Management- Train and Support clients on the Technical aspects of our LMS on a daily basis, including Onboarding -Work with all levels of the company. This includes Training Admins, Compliance, Human Resouces, and C-Suite-Work with the Project Management Team on HRIS integration, Single-Sign On, and uploading Courseware from Articulate, Storyline, and Captivate-Maintain and Succeed Quarterly Renewal Goals, Cross-sales Goals, and Annual Renewal Goals.-Met and exceeded all Renewal goals for the past 10 years.

- Managed 60+ B2B clients- Work closely with other areas of the Bank to add additional business to Treasury Services, Business Banking, Trust, Commercial Lending, and Retail- Focus on account retention, contract renewals, adding new products to grow business, and keep attrition low- A consultant to managed accounts providing industry updates, new products, cost analysis, and interchange management- Work with several other specialty team members such as Fraud, Chargeback Specialists, PCI Compliance, IT and Support Desk to bring value to the relationships

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