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.)

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.
• 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