Serve as a key resource to assigned accounts to support effective onboarding, implementation, and drive engagement of products and services to new and existing customers. Collaborate and consult with customers so that they can achieve their goals by turning the vision they hold for their business into a reality.

• Served as the main point of contact and relationship manager for over 50 accounts across a variety of industries.• Accountable for developing and maintaining partnerships with key stakeholders and department leads within the client’s organization to assess IT needs and execute an IT strategy around ever-changing business needs, growth, regulatory compliance, and security.• Managed all projects from inception for on-boarding and implementation of new hardware and software. Responsible for creating project plans and meeting strict deadlines with internal and external resources.• Insured all operational processes and deliverables adhere to the contracted service level agreements specific to each client. Created escalation and communication paths between the client and internal resources to continuously build long lasting partnerships.• Served as the client’s advocate and final point of escalation. Worked with multiple internal departments and the client to resolve invoice errors and disputes, insure all SLA objectives and expectations are met, create sales and referral opportunities, and to establish and foster effective working relationships. • Performed scheduled client consultations to review critical metrics related to organizational uptime, security risks and solutions, quality of service delivery, upcoming projects and migrations, short and long-term recommendations, and budget forecasting and planning.

• Maintained SQL based portfolio management system for $2.5 billion assets under advisement.• Supervised annual audits on internal funds/corporations to ensure SEC compliance in addition to creating quarterly financial statements for clients and advisors.• Oversaw all aspects of the firm’s collections processes including accounts receivables, state filings, monthly revenue reporting, and legal compliance.• Assessed IT needs from multiple departments to create and implement IT initiatives to increase organizational efficiency.