Manage key and strategic relationships for 17-20 accounts across Canada and North America (Buy Side, Sell Side, and Insurance)• Acted as customer advocate, trusted advisor and main point of contact/escalation. Portfolio included Wells Fargo, Charles Schwab, Vanguard, Truist, Regions Bank, Fannie Mae, Fidelity Investments, Flagstar, PacificLife, Dow. • Safeguarded approximately $25M in Annual Contract Value (ACV).• Developed and executed strategic account plans to drive adoption, retention, and expansion opportunities within existing client accounts. • Conducted regular business reviews with clients to review performance metrics, identify areas for improvement, and uncover opportunities for upsell or cross-sell.• Coordinated the efforts across Adenza teams and partnered with customers to align with their strategy, address critical issues and mitigate risks.• Built strong relationships with all stakeholders (external and internal) allowing us to achieve a mutually beneficial outcome.• Functioned as the “Voice of the Customer” internally to drive strategic development.• Identified and accelerated upsell opportunities within my portfolio of accounts and drove cross-functional opportunities for feature/function/services adoption growth.

Provided day-to-day relationship management for all iLEVEL client accounts, focusing on client retention, client satisfaction and client profitability. Acted as “Voice of the Customer” internally and drove customer-focus behavior across all verticals within our organization.• Designed a playbook and developed a plan for expanding my team anticipating future growth.• Established strategic relationships with iLEVEL clients, ensuring accurate knowledge of iLevel platform by identifying and addressing client challenges and concerns as well as gauging client satisfaction.• Identified opportunities for client growth, including expanding usage into additional asset classes and upselling opportunities for new iLEVEL offerings, increasing Annual Recurring Revenue (ARR) and minimizing churn.• Increased Annual Recurring Revenue (ARR) by an average of 15% by renegotiating terms of original contracts.• Established and rolled out detailed contract-monitoring facility using Salesforce, ensuring timely renewal actions, and improving view of uptick and downtick trends.

Managed key and strategic relationships for 15-20 accounts across North America, South America and Canada (Buy Side, Sell Side, Corporate and Insurance). Tenure included time in both Sales and Professional Services.• Sr. Account Manager – AmericasManaged relationships for 15 accounts across North America and South America (Buy Side, Sell Side, Corporate and Insurance)• Acted as customer advocate, trusted advisor and main point of contact/escalation. Portfolio included JPMC, HSBC, Citi, Société Générale, Jefferies, Alliance Bernstein, Marshall & Ilsley, Northwestern Mutual, RBC and CME.• Safeguarded approximately $7M in Annual Contract Value (ACV).• Developed and maintained client relationships based on trust, integrity and respect.• Performed annual contract compliance audit, resulting in identifying overlooked client usage and additional revenue.• Guided Product Development team, using client feedback, ensuring software functionality enhanced when appropriate and business requirements met.• Consulted clients through upgrade and version management, maximizing new feature benefit with minimal disruption to operations.Professional Services Delivery Manager – North America• Onsite project engagement.• Ensured the project and associated business case are scoped, initiated, and resourced properly.Sales Executive – North America• Sold Calypso Technology solutions to existing clients and prospects.• Achieved established Sales targets and goals.ADDITIONAL RELEVANT EXPERIENCEBROADRIDGE FINANCIAL SOLUTIONS, (6yrs), New York, NYSr. Account Manager (Fixed Income and Equity Solution)INFORMATION CATALYSTS INC., an ADP company, (2yrs), New York, NY Sr. Business Analyst (Fixed Income Solution) OMR SYSTEMS, an ADP company, (4yrs), Skillman, NJAccount Manager, Support, Sales, - Client ServicesMERRILL LYNCH ASSET MANAGEMENT, (8yrs), Princeton, NJAssistant Vice President - Mutual Fund AccountingManaged a staff of up to 10 Investment Accountants