Phil Schneider Email & Phone Number

Naples, FL, US

Lake Oswego, OR, US

• Boosted Franchise segment revenue growth by scaling existing clients, cross-product adoption, and new business acquisition.
• Developed the CX workflow, book size, outreach strategy, and cross-selling tactics for managing over $2M in annual franchise relationships.
• Maintained >95% client and revenue retention over 3 quarters.

Lake Oswego, OR, US

• Refined SOPs for seven business units, enhancing efficiency and growth across 120 account managers.
• Forecasted $5M in annual revenue savings by spearheading the implementation of a formal loss reduction process.
• Reduced cancellation rates by 15% by creating an automated CRM integration to identify high risks proactively.
• Partnered on the creation of an automated budget tracking system, resulting in a 50% decrease in refunds/credits and over 259 hours saved.

Lake Oswego, OR, US

• Developed strategies tailored to a new client persona, resulting in improved client satisfaction and account retention.
• Led the first cross-functional remote team of three Account Managers and one Sales Executive, enhancing team collaboration and driving a successful transition to remote operations.
• Won $1M in repeatable revenue by leveraging industry relationships and networks.

Lake Oswego, OR, US

• Drove a 30% increase in recurring revenue and 60% multi-product adoption by identifying and pitching strategic opportunities.
• Inspired the creation of a formal strategy team.
• Led Account Managers and Team Leads, optimizing workflows and cross-selling for $2M in new revenue.

Lake Oswego, OR, US

• Doubled a book of high-profile business accounts, including NFL teams and other noteworthy brands.
• Grew department revenue to sustain the first account management department; implemented training and mentorship programs, resulting in five subsequent leadership promotions.
• Increased customer retention to >97% by establishing and scaling proven retention strategies.

San Francisco, CA, US

• Initially hired as a Local Account Manager, I was promoted swiftly to Franchise Account Manager in 3/15 and Franchise Account Specialist in 6/15. I set performance standards and supported seven Account Managers in.
• Distinguished as top performer by achieving negative churn/positive revenue results, setting company-wide record of -15% churn vs. average benchmark of +5%.
• Played a key role in improving account growth and increasing renewals/retention by crafting scalable, flexible conversation frameworks.
• Facilitated collaboration by cultivating lasting relationships with cross-functional colleagues, managers, and other stakeholders.Roles Held:Franchise Account Specialist 6/2015 - 6/2016Franchise Account Manager 3/2015.

New York, NY, US

• I managed relationships of government and commercial clients, including municipal governments, not-for-profit, healthcare, and higher education clients with complex requirements. I was accountable for daily assets.
• Protected bank against liabilities and compliance violations by maintaining strict adherence to federal banking regulations and anti-money laundering process and policies.
• Motivated team to achieve fastest loan processing turnaround of eight days vs. department average of 30 days.
• Ranked as number one in the district for teller referrals by communicating with clients, understanding needs, and recommending additional products.
• Tapped to asst with launch of retail rebranding initiative and introduction of new branch features, impacting all high-value locations nation-wide.Roles Held:Client Service Professional, Govt. NFP. Healthcare Higher Ed.

Bachelor'S Degree, Business, Management, Marketing, And Related Support Services

Entrepreneurship/Marketing