Katherine Blansett Email & Phone Number

San Francisco, California, US

Developed and built the Customer Success team, which covers all aspects of post-sale customer experience including implementation, support, account management, retention, upsells, and training.

New York, NY, US

• Merger of IHS Markit and S&P Global completed Feb. 2022. Led team of 4 client managers covering Venture and LP customer relationships, covering 159 accounts and 26.8% of ACV for the Global Alts business for Ipreo.
• Managed team reorg and account reallocations to align with the company shift to sector-based coverage from product-based coverage model.
• Led cross functional account team to problem solve strategic client issues; collaborated with product and engineering to address critical feature and performance gaps and drove successful issue resolution.
• Redesigned client engagement and escalation playbooks to foster more strategic relationships; created quarterly business review process; partnered with support to streamline coverage, enabling analysts to more.
• Mentored junior client managers; led the new college grad mentorship program for support analysts.

New York, NY, US

• Responsible for managing and growing key relationships with Venture customers for Ipreo iLevel and Qval products.
• Managed between 28-44 relationships, covering between 24%-52% of ACV for Americas VC segment; maintained 95% client retention and grew ACV 20% from upsells and expansions. Owned full lifecycle post-sale and converted.
• Developed and executed custom account plans and KPIs; led client trainings across user roles to drive broader user adoption; leveraged usage data and KPIs to articulate product value realization.

New York, New York, US

• At Addepar, I was responsible for ensuring that my clients were continuously receiving and recognizing value from our software, thereby driving renewal and upsell opportunities.
• Managed top enterprise relationships, covering between 16-25% of company ARR; grew ARR under coverage over 35%.
• Developed and implemented success plans and KPIs to ensure client goals were met and value was realized. Owned overall client success and led business reviews to identify new solutions to address evolving client needs.
• Built strong relationships with C-Suite level decision makers as well as power users to turn clients into vocal advocates.
• Collaborated with solutions architects, project managers, product, engineering, and sales throughout the client lifecycle. Managed client escalations and coordinated necessary internal resources across the org to.

Austin, Texas, US

• As the lead of Mobile1st’s sales and relationship management team, I helped companies achieve and exceed their mobile goals, from increasing mobile revenues to driving user action rates.
• Developed vision and strategy for client lifecycle management; collaborated with CEO on go-to-market strategy and ensured cross functional alignment with engineering, marketing, and optimization teams.
• Managed lead generation and sales cycle. Drove 150% increase in prospect pipeline and 50% increase in sales conversion.
• Led one sales associate, directed daily workflows to ensure support of all sales activities, and served as general mentor.

Los Angeles, California, US

• As the primary sales person for the Pacific Northwest region, I focused on growing existing client relationships and engaging with clients that had historically not done business with Wedbush.
• Managed 37 client account relationships, covering both enterprise mutual fund segment and core hedge fund segment, with clients ranging in size from $100mn AUM to $500bn+ AUM. Grew revenue 140% on average per client.
• Collaborated with research and trading to identify suitable investment ideas to pitch to clients. Promoted equity research products as appropriate, filtered research for relevancy and communicated key research ideas to.
• Managed research analyst and public company C-Suite marketing trips for the Pacific Northwest region. Generated client interest in meetings and ensured full schedules. Attended all meetings and coordinated follow up.

San Francisco, CA, US

• At Merriman Capital, I was able to utilize my background in tech sales, relationship management, and equity research to successfully promote and sell Merriman’s equity products.
• Developed and managed client relationships for 13 institutional accounts. Grew revenue 150% on average per client.
• Developed high level knowledge of deals and pitched to clients while ensuring discretion with material, non-public information. Collaborated with deal syndicate and served as liaison with clients.

• At Wetherby, I focused on portfolio management, investment strategy, and asset allocation, helping ensure that my clients could meet their financial goals.
• Supported 22 clients, including foundations, non-profits and ultra-high-net worth individuals. Advised clients on asset allocation and investment strategy and monitored compliance with investment policy statements.
• Led client meetings to discuss portfolio performance, market trends and tax and estate planning issues.
• Performed long-term portfolio projections, analyzed results and counseled clients on implications for portfolio longevity. Prepared and analyzed performance reports, liquidity schedules, and Roth IRA conversion.
• Supervised operations staff in client meeting package preparation and collaborated with the research department and separate investment managers to calculate private investment performance.

New York, NY, US

• As a member of Institutional Investor Magazine’s 2007 No. 1 ranked Semiconductor Capital Equipment Equity Research Team, I assisted with sector coverage and performed fundamental analysis and market research.
• Supported team of five analysts. Created and maintained industry and financial models. Analyzed quarterly financial results, participated in quarterly earnings calls, and wrote financial analysis portion of earnings.
• Produced daily industry update notes and created marketing handouts. Edited all publications for content and grammar and monitored through final publication. Mediated all issues between research and compliance.

Berkeley, CA, US

• While attending UC Berkeley as a full-time student, I also worked 20-30 hours per week as an accounting assistant at the Center for Social Services Research (CSSR), School of Social Welfare.
• Assisted in managing $3mn in research funds. Analyzed and projected payroll budget, and processed accounts payable.
• Organized quarterly conferences for clients from a consortium of 20 counties, universities, and foundations.
• Led two junior accounting assistants after managing the hiring process; directed all training and supervised daily workflows.

• Prior to attending UC Berkeley as an undergraduate, I had the opportunity to work in the heart of Silicon Valley during the tech boom of the late 1990’s, exploring my interest in business and discovering my passion for.
• Managed two of the top five customer accounts and generated over $15mn in annual sales.
• Led team of two sales associates, coordinated daily client support activities, and served as coach through escalations.