Engagement Manager, Financial Services Strategy
CurrentAs an Engagement Manager on our strategy team, I work closely with select accounts in the Financial Services industry, collaborating with our Client Experience team to deliver measurable strategies, tailored recommendations and thought leadership based on what is impacting the industry, to ultimately drive growth and retention goals for those clients.I also identify thought leadership opportunities, plan and execute our annual Elevate event (both in-person and as a webinar), and produce content used by our sales and client experience teams to support conversations and presentations with prospects and clients.I also have the distinct pleasure of serving as Co-Chair for our Movable Pink ERG for female and non-binary employees (200+ members). We plan programming throughout the year that focuses on professional development, mentorship, and connection.
