Max Rose Email & Phone Number

Seattle, WA, US

• Responsible for a book of enterprise customers representing over $7MM+ in annual recurring revenue
• Led creation of success plans for each account in collaboration with the account team and key customer contacts that aligned to each organization's strategic priorities
• Conducted virtual and on-site QBR/EBR meetings
• Collaborated with customer stakeholders to identify and define value metrics to identify business impacts of DocuSign's solutions

• Owned, executed, and negotiated multi-variable contract renewals to ensure positive outcomes for both the client and DocuSign
• Forecasted book of business to one year minimum to proactively identify both areas of risk and growth opportunity
• Facilitated cross functional internal collaboration within the renewal period, including Revenue Operations, Legal, and Professional Services
• Mentored new Renewal Managers and led trainings on specific HLS related regulations such as 21 CFR Part 11
• Participated in cross team program helping work with SMB Account Executives on their largest at-risk customers
• Maintain strong working knowledge of the DocuSign Agreement Cloud: eSignature, CLM, and Insight, as well as integrations and partnerships

• Directly managed the online pay-per-click and marketplace businesses for retail clients
• Responsible for average of $400-500k in media spend per month
• Managed task/project lists for Specialists and Assistants assigned to my accounts
• Responsible for quarterly business review meeting strategy and upsell proposals
• Maintained 90% satisfaction score on quarterly customer surveys
• Provided technical account management services to clients such as training on Mercent platform

• Interfaced with multiple teams at various campaign stages including: advertising operations, sales, legal, product, design & retail
• Recognized as 2011 west coast Account Manager of the Year
• Helped train and on-board new Account Managers for the Seattle office
• Actively participated in hiring process for new Account Managers
• Acted as project manager for all custom executions
• Helped lead implementation of two brand new advertising products and trained the AM team on both

• Actively prospected for new accounts and responded to incoming client inquiries
• Prospected within existing customer base to up-sell additional complimentary products
• Signed up an average of 80 new clients between 4 small business solutions per quarter

• Performed sales, sales support and customer service duties
• Acted as Salesforce database administrator
• Actively prospected new leads for senior sales team members
• Passed an average of 10-15 qualified leads per month to senior sales team members