Katherine Blansett

Katherine Blansett Email and Phone Number

Customer Success Leader passionate about helping Enterprises achieve their goals @ Standard Metrics
Katherine Blansett's Location
San Francisco Bay Area, United States, United States
Katherine Blansett's Contact Details

Katherine Blansett personal email

n/a

Katherine Blansett phone numbers

About Katherine Blansett

Data and process-driven Customer Success Leader with demonstrated experience building high performing teams to drive revenue retention and expansion.• 15+ years of account management and sales experience with a focus on implementing customer success best practices to drive team efficiencies and product adoption.• Caring leader skilled at mentoring and enabling team members to reach professional goals while delivering business results.• Excellent relationship building and communication skills with experience presenting to C-suite executives and international partners.• Track record of growing customer satisfaction and fostering strong customer champions across a wide range of personas.• Strong financial modeling and analytical skills with Wall Street experience; ability to translate complex data into actionable business insights.

Katherine Blansett's Current Company Details
Standard Metrics

Standard Metrics

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Customer Success Leader passionate about helping Enterprises achieve their goals
Katherine Blansett Work Experience Details
  • Standard Metrics
    Customer Success
    Standard Metrics May 2022 - Present
    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.
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  • S&P Global
    Team Lead, Venture Services & Lp Client Management
    S&P Global Jan 2022 - May 2022
    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 iLevel and Qval products.• 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 proactively problem solve.• Mentored junior client managers; led the new college grad mentorship program for support analysts.
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  • S&P Global
    Client Manager - Venture Services
    S&P Global Aug 2020 - Dec 2021
    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 clients into references.• 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.
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  • Addepar
    Enterprise Account Manager
    Addepar Nov 2016 - May 2020
    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 ensure client success.
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  • Mobile1St
    Lead Sales And Relationship Manager
    Mobile1St Jul 2016 - Nov 2016
    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.
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  • Wedbush Securities
    Institutional Equity Sales
    Wedbush Securities Dec 2011 - Mar 2014
    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 clients.• 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.
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  • Merriman Capital, Inc.
    Institutional Equity Sales
    Merriman Capital, Inc. Jan 2011 - Oct 2011
    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.
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  • Wetherby Asset Management
    Investment Associate
    Wetherby Asset Management Feb 2008 - Jan 2011
    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 scenarios.• Supervised operations staff in client meeting package preparation and collaborated with the research department and separate investment managers to calculate private investment performance.
  • Jpmorgan
    Research Assistant
    Jpmorgan May 2006 - Feb 2008
    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 notes.• 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.
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  • Uc Berkeley
    Accounting Assistant
    Uc Berkeley Jan 2003 - May 2006
    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.
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  • Saronix, Llc
    Account Manager
    Saronix, Llc Feb 2000 - Feb 2002
    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 relationship building and working with others.• 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.

Katherine Blansett Skills

Series 7 Investments Bloomberg Equity Research Hedge Funds Equities Alternative Investments Securities Asset Management Series 63 Asset Allocation Capital Markets Fixed Income Finra Financial Modeling Valuation Customer Advocacy Relationship Building Business Relationship Management Key Account Relationship Building

Katherine Blansett Education Details

  • University Of California, Berkeley
    University Of California, Berkeley
    Interdisciplinary Studies

Frequently Asked Questions about Katherine Blansett

What company does Katherine Blansett work for?

Katherine Blansett works for Standard Metrics

What is Katherine Blansett's role at the current company?

Katherine Blansett's current role is Customer Success Leader passionate about helping Enterprises achieve their goals.

What is Katherine Blansett's email address?

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What is Katherine Blansett's direct phone number?

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What schools did Katherine Blansett attend?

Katherine Blansett attended University Of California, Berkeley.

What are some of Katherine Blansett's interests?

Katherine Blansett has interest in Children, Economic Empowerment, Civil Rights And Social Action, Education, Arts And Culture, Health.

What skills is Katherine Blansett known for?

Katherine Blansett has skills like Series 7, Investments, Bloomberg, Equity Research, Hedge Funds, Equities, Alternative Investments, Securities, Asset Management, Series 63, Asset Allocation, Capital Markets.

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