Directly supported over 200 clients in the small to the medium Business sector, with a primary focus on C-Suite and Senior HR Management. I established and maintained effective relationships with nonqualified clients, financial professionals, and TRS service teams to ensure customer success, client retention, growth of the client service block, and profitability for all stakeholders. Delivered accurate and timely retirement plan administration and client services.Notable Contributions:Engaged in a comprehensive discovery process with the client, testing assumptions, and benchmarking client compensation plans against other clients of their size and industry. Provided visibility for our clients into individualized compensation plan construction that has successfully promoted our clients' retention, which is our primary performance indicator in this role.Consistently exceeded the peer average account retention rate by up to 6%, with a rate of 98%, and met all company MBO (Management by Objectives) goals.Superb track record of meeting clients' needs has resulted in a company-wide Salesforce integration and communication project between our group and our home office.Gained reputation as a highly successful customer advocate, providing insights through frequent touchpoints with clients, financial professionals, and other stakeholders.Delivered Improved customer satisfaction through an ongoing collaboration with clients and continuous process improvement in our program execution, developing a communication channel between our teams to gain consensus on our program's core elements and expectations. Built a trust level with PNC, BB&T, Food Lion, and Sara Lee resulting in rarely permitted security badge access to their IT facilities.Staunchly defends our customer accounts from competitors by selling our unique value proposition and gaining our customer’s concurrence.

Provide investment education in 401k plans for Large Plan Services Companies, including Ford, General Motors, and CA.Notable Contributions:Recognized and rewarded by Fidelity Investments for outstanding performance in quality, CSI, and operational metrics.

Daily management of a varied population of persons with Multiple Sclerosis.Notable Contributions:Dramatically improve healthcare outcomes by proactively contacting assigned patients to ensure they draw the most from their Avonex therapy.Drove revenue growth and achieved a 98% patient retention rate, which was more than 6% higher than peers.

Central point of contact for eight major accounts with total annual revenue to Computer Associates of $16.2 M. Notable Contributions:Oversaw a comprehensive and successful account strategy for three sales groups within Computer Associates.Ensured account satisfaction with Computer Associates solutions, participating in corporate training events that focused on customer satisfaction and technical issue resolution.