Saarah Ahmad Shaikh Email & Phone Number

Executive leadership role involved in sale of PowerReviews to 1WorldSync in August 2023. Managed entire post-sale client journey, including Customer Success, Technical Services, Technical Operations, Implementation, and Project Management.

Executive Leadership role focused on the full client journey, including Customer Success, Technical Services, Technical Operations, and Project Management. Focus on leadership responsibilities including GTM planning, team budgeting, and scaling CS team.

Led the entire Customer Success organization, and was ultimately responsible for full company retention goals.

Managed a team of ten Enterprise Customer Success Managers. Developed a retention strategy which I executed by implementing new process and collaborating cross-functionally with other leaders across the company.

Greater Chicago Area

Managed $2M book of Enterprise clients, engaging their brand-level and executive teams. Exceeded retention goals and contributed to upsells measured on a quarterly basis.

As an Account Executive on the Hedge Fund team, I supported a book of what were known to be some of FactSet’s most unique and challenging clients. The ability to establish and manage relationships is key to success in this role. I also worked to develop my sales skills by focusing on three main areas: maintaining and supporting existing clients, selling new products to existing clients, and assisting in closing sales with new business clients.

After identifying a need for a position focused primarily on strategy for some of the largest accounts in the region, and creation of the position was approved, I served in the role to support these accounts and increase usage of FactSet’s software. This role required coordinating all elements of clients support, including project work, consultant mentorship, client education, and communication with FactSet’s engineers and product developers. The key skill sets I developed in this role revolved around big-picture account strategy and planning.

In this role, I supported a diverse book of FactSet clients in the Midwest, corresponding daily to manage client expectations. I was responsible for all client project work, troubleshooting, and user training, to ensure high levels of client retention. This role helped me develop client communication and relationship building skills.

My main responsibilities were helping to generate reports for client portfolio reviews, and contacting potential clients regarding services offered by Merrill Lynch.

I coordinated meetings for Development Officers with high-level donors, while establishing and maintaining ongoing communication with donors before and after university-sponsored fundraising events, in order to promote long term relationships.