● Managed and expanded existing accounts, driving customer success through strategic relationship management and tailored solutions, resulting in increased client retention and revenue growth.● Prospected and qualified new leads while nurturing long-term relationships, consistently exceeding sales quotas through effective account farming and cross-selling financial products.● Delivered solutions-oriented sales by effectively engaging with clients, ensuring customer satisfaction and aligning products to business needs in fast-paced environments.● Collaborated with internal teams to address customer concerns, enhancing client engagement and optimizing the customer experience to foster loyalty and long-term partnerships.

● Grew revenue by 130% for two consecutive years for a midmarket book of over 500 B2B customers, nearly doubling portfolio value. Details include: ○ Training customers and employees on services and technologies, including walking through software and troubleshooting ○ Tracking KPIs in real-time, analyzing account performance, and proactively working with clients to optimize their partnership ○ Placing in the top 20% for cross-selling success and volume by cultivating and proposing expansion opportunities ○ Championing client requests and sharing service feedback to leadership team, helping retain and renew key clients ○ Supporting organizational growth by mentoring teams, including helping top performer get promoted to a leadership role ● Surged total volume of accounts from 2.5m units to over 4m, grossing $1m in profitability per month. Consistently placing in the top third of all AMs

● Led a data-driven approach to managing over 500 SMBs and midmarket clients ● Addressed inherited account issues, including significantly boosting renewal rates and mitigating churn loss to competitors

● Hired in a sales role to pitch, close, and manage SMB and midmarket accounts ● In addition to building relationships and coordinating daily operations, onboarded new clients and educated on product technology and services

● Promoted to lead, coach, and train a team of 10 sales reps while overseeing a key sales chat pilot project from kickoff to completion, exceeding leadership goals

● Played a dual sales and success role, increasing revenue by adding lines and accessories, while improving NPS scores–an exceptional undertaking

● Consistently earned top ranking for NPS and sales metrics

● Raised store performance to top regional store for months in a row, and navigated substantial product change, placing in top 30 reps in the region