Kate Egan Email and Phone Number
Kate Egan work email
- Valid
- Valid
- Valid
- Valid
Kate Egan personal email
Sales and Customer Success Leader with 8+ years' experience in Financial Technology, high volume sales, and scaling Account Management and Customer Success organizations, with a passion for driving growth, innovation, and customer success to deliver exceptional customer experiences for SaaS companies.
Raymond James
View- Website:
- raymondjames.com
- Employees:
- 18734
-
Financial Advisor - Private Client GroupRaymond JamesCalifornia, United States
-
Career TransitionCareer Break May 2024 - Present
-
Manager, Customer SuccessFinley Technologies, Inc. Feb 2023 - Apr 2024San Francisco, California, Us- Pioneered the Customer Success Management department at Finley, establishing frameworks thatenhanced customer engagement and identified customers at risk- Developed and managed the customer journey & lifecycle across all customer segments includingimplementation, onboarding, renewal, and expansion- Led the integration of post-sales tools, increasing cross-functional efficiency and improvingcollaboration across key teams such as Customer Success, Engineering, Product, Sales, and SolutionsEngineering.- Developed the first iteration of customer health scoring in collaboration with Product and SolutionsEngineering; Incorporated the use of data-driven insights- Developed and delivered on post-sales KPIs in collaboration with our CEO- Led recruitment, training, and supervision of Customer Success and Solutions Engineering teams -
Manager, Commercial Customer SuccessAirtable Jan 2022 - Dec 2022San Francisco, California, Us- Strategically managed the full customer life cycle from implementation, onboarding, adoption, and renewal for over 2k customers and $32M ARR- Managed a team of 7 direct reports across 2 segments- Collaborated cross-functionally with operations, marketing, finance, growth, and product to fit the needs of the US customer and US team members -
Head Of Account Management & Customer Success - UsReceipt Bank Feb 2020 - Jan 2022London, Gb- Oversaw the full customer lifecycle from onboarding, training, adoption, support, renewal, and upsell of the US customer base- Managed a team of 5 direct reports, including Account Managers and Customer Success Managers- Improved Net Dollar Retention from 83% to 92% from Feb 2020 through Aug 2021 by introducing individual outreach and activity standards and reframing the focus of the CSMs and Account Managers to focus on adoption strategies - Reduced Churn rate from 3% in 2019 to 1.3% in 2021 with the introduction of annual contracts and a refocus of rep activities- Received "Top Sales Leader" Award in 2020- Collaborated cross-functionally with operations, marketing, finance, growth, and product to fit the needs of the US customer and US team members -
Manager, Customer Success - North AmericaReceipt Bank Apr 2019 - Feb 2020London, GbOversaw the onboarding, training, and adoption of the US and Canadian customer baseManaged a team of 5 direct reports
-
Customer Success Team Lead - North AmericaReceipt Bank Nov 2018 - Apr 2019London, GbActed as a player-coach for the 6 CSMs across onboarding and retention, while maintaining a portfolio of 20 new customers / month for onboarding
-
Customer Success Manager - Onboarding SpecialistReceipt Bank Jul 2017 - Nov 2018London, GbOversaw the implementation and training of our SMB to Mid-Market customers, 40 new customers/monthAs the first in the role globally, I helped determine the behaviors and activities to define the success of partners in their onboarding period, and how to best execute their success plan
-
Account ManagerReceipt Bank Aug 2016 - Jul 2017London, Gb
-
Membership Advisor, Strategic AccountsThe Advisory Board Company Feb 2016 - Aug 2016Washington, District Of Columbia, Us- Delivered service and quality assurance for two high profile hospital and health systems with a total contract value of over $9M- Developed strategic relationships with hospital executives and staff to effectively drive value across each organization. - Commercial responsibilities included creating and negotiating renewal contracts, managing at-risk client relationships, and growing new business through coordination with a dedicated sales team. -
Senior Marketing And Sales AssociateThe Advisory Board Company May 2014 - Feb 2016Washington, District Of Columbia, Us- Developed content knowledge of the healthcare industry to execute strategic outreach and communication methods to target prospective members- Managed all external and internal scheduling for a Senior Director in a unique marketing structure• Assisted with collateral development, marketing strategy, and pipeline management• Recruited Alpha members for a new technology platform
-
Research AssistantClean Agency Mar 2014 - Apr 2014Ventura, Ca, UsConducted an industry bench-marking research project in March and April, 2014 -
Phonathon Student CallerDickinson College Sep 2013 - Apr 2014Carlisle, Pennsylvania, UsFundraised for the Dickinson Annual Fund by contacting alumni and parents -
Student ConsultantMccormick & Company Oct 2013 - Dec 2013Hunt Valley, Maryland, UsProvided recommendations to the CIO for their new flavor advisory service, FlavorPrint on how to both be more sustainable and market the service to the millennial generation. -
InternUpraise Marketing + Public Relations Jun 2012 - Jul 2013San Francisco, California, UsA PR firm based in San Francisco that represents clients in the technology field. Here I wrote blog posts, reached out to reporters for clients, managed social media pages for both Upraise as well as our clients, monitored client competition, found speaking opportunities for clients and Upraise, and more. -
InternHarambe-Cameroon Mar 2013 - Jun 2013The Cameroon branch of Harambe focuses on social entrepreneurship and youth empowerment.
-
InternCcd Innovation May 2011 - Aug 2011Market research, worked in the Consumer Trends department, wrote article for monthly publication
Kate Egan Skills
Kate Egan Education Details
-
Dickinson CollegeInternational Business And Management -
The Athenian SchoolGeneral Education
Frequently Asked Questions about Kate Egan
What company does Kate Egan work for?
Kate Egan works for Raymond James
What is Kate Egan's role at the current company?
Kate Egan's current role is Financial Advisor - Private Client Group.
What is Kate Egan's email address?
Kate Egan's email address is ka****@****ble.com
What schools did Kate Egan attend?
Kate Egan attended Dickinson College, The Athenian School.
What are some of Kate Egan's interests?
Kate Egan has interest in Cooking, Backpacking, Etc, Crafting, Going To Concerts, Snowboarding, Soccer, Baking, Economic Empowerment, Environment.
What skills is Kate Egan known for?
Kate Egan has skills like Social Media, Powerpoint, Facebook, Microsoft Excel, Twitter, Microsoft Word, French, Leadership, Research, Social Networking, Organization, Tumblr.
Who are Kate Egan's colleagues?
Kate Egan's colleagues are Karl Fehn, Harris Ali, Chanley Christman, Joseph Keyser, Jennifer Duffy, Abhay Trivedi, Neil Willoughby.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial