Lana Rose Levine Email & Phone Number

New York, New York, United States

● Manage a $2MM portfolio of high-value clients● Provide training and virtual sessions to ensure clients receive maximum ROI from their membership● Update clients on relevant media pieces, news articles, and industry-specific activity● Create usage analysis reports and spreadsheets to analyze patterns and ensure return on investment● Understand what successful implementation entails and strategize client calls, training, and outreach to achieve goals throughout the license period and continued relationship● Identify opportunities for growth and upgrade clients’ memberships options (license structure, modules, content, etc.)● Renew clients year-over-year with growth● Work with other teams internally to provide feedback based on client experience (sales, marketing, product development, management)● Build meaningful relationships with clients at all levels - key stakeholders, decision makers, end-users, admin - and act as main point of contact for all queries● Provide strategy and coaching to other staff on team● FY2023: 106% to target, $100k over target (Q1 146%, Q2 111%, Q3 105%, Q4 100%)● Current Quarter: 109% to target ($40k over)

New York, New York, United States

• Oversee a team of Client Relationship Managers and work closely with Canada Sales Team• Strategize on how to grow existing business, continually renew accounts, and maintain strong relationships• Lead bi-weekly training sessions for staff• Hold monthly action-plan meetings for Vice President & COO• Hold career path conversations, disciplinary conversations, etc.• Finished FY 2019 109% to target as a department

New York, Ny

• Manage a book of business of over 100 clients, including Accounting firms, Business Valuation professionals, Consultants, M&A Advisors, Corporate Strategists, Marketing & Advertising firms, Investment Banks, Private Equity firms, Commercial Banks, and Universities• Build rapport to ensure long-lasting relationships, renewing clients year over year (Finished FY 2019 at 101% with 5 months left in the year)• Identify and work upgrade opportunities throughout book of business• Provide webinars and in-person training sessions to ensure full knowledge and utilization of the database• Coordinate and lead new hire-training sessions including overview of entire IBISWorld system, Salesforce training, Administrative training, and overcoming objections• 1 of 6 selected to represent IBISWorld as a Brand Ambassador: representing & promoting company culture, propel forward company initiatives, update social media and Instagram

New York, Ny

• Built and maintained great rapport with candidates by gaining their trust, understanding their career background, and actively communicating throughout the entire interview process• Actively searched for candidates on relevant job sites and scoured resumes for key relevant information• Constant telephone and email activity calling and conferring with candidates concerning new opportunities• Negotiate employment terms including salary, bonus, and relocation• Kept in touch with candidates after interview process to alert them of new opportunities, check-in on their role, and keep the line of communication open