• Establish and maintain strategic, trusted advisor, executive level relationships adding value to the high-profile customers in harmonious and turbulent periods alike• Primary focus on retention, sales, and reference-ability across my book of UKG’s largest Global customers totaling $40mm annual recurring revenue, most of any ERM for last 2 years • Maintained 100% customer retention rate from 2013 to 2023, with one exception of 98% retention in 2019• Ability to build relationships deep and wide across high value organizations and navigate competing priorities• Lead strategic quarterly business reviews with the purpose to strengthen partnerships, communicate product roadmaps, uncover sales opportunities, and remain unified• High stake, successful negotiations for multi-million-dollar annual revenue contracts, navigating internal and customer priorities• Keen ability to design creative solutions that align customer goals with the goals of UKG for mutually beneficial outcomes• Collaborative management and measurement of ongoing customer success as an initiative-taking partner to expand the UKG solution and footprint – consistently in top 5 of incremental annual revenue among peers• Successfully partner with internal teams including Product, Engineering, Consulting, Integrations, and Implementation as the lead advocate for my customers • Facilitate solutions for customers when products and services are not performing as intended or as sold• Achieved ERM President’s Club status every year during tenure for exemplary performance and consistently surpassing goals• Stave off prospecting efforts of the competition through an on-going understanding of the competitive landscape and customer business needs with knowledge of UKG’s strengths and where gaps exist• Secure executive participation in UKG events and programs including annual conferences, leadership forums, networking events, and product pilot programs

• Overall responsibility for 50 clients with assets under management totaling $1.1 Billion• Highly skilled at forging strong, consultative client relationships with senior leaders• 100% client retention rate during entire tenure in this position, 3 and a half years• Developed solid relationships with internal groups to ensure efficient resolution of client escalations• Direct the service team to ensure the highest level of client satisfaction• Assisted Sales team with prospects by utilizing strong relationships with current clients as well as provide solid leads • Confidently conduct new and current client presentation to stakeholders from many functional areas• Identify new opportunities with current clients and effectively position value-add to decision makers• Negotiate new client contracts, plan add-ons, renewals and associated pricing• Keen ability to adapt style to fit that of the client culture and each client’s business objectives• Plan and organize on-site meetings with key decision makers to perform account reviews to strengthen relationships and brand loyalty

• Direct and ensure accuracy of monthly audits for a variety of domestic and international funds for internal and external auditors which include the Federal Government, SEC, PWC and E&Y• Cultivate successful relationships with internal departments and clients world-wide• Manage timely and accurate NAV submittal to external agencies requiring rapid decision-making • Resolve differences in accounting changes between fund accounting and pricing• Active member in the review and testing of database enhancement projects resulting in increased analyst efficiency