Sr. Manager, Lead Portfolio Performance Manager
Current• Utilized advanced analytic tools to build comprehensive client value analyses with account coverage reaching more than 400+ accounts in a single sitting.• Provided strategic solutions and business insights to clients, articulating the executive-level value of our product suite.• Ensured client retention by managing accounts during employee transitions, including Leave of Absence, FMLA, termination, and promotions.• Leveraged SFX to document all dealer sales calls, information, and opportunities.• Trained, supported, and coached new hires, achieving a 99% retention rate.• Collaborated with account teams to understand client challenges and objectives, aligning Cox Automotive solutions to meet their needs.• Identified and mitigated risks to client business goals, including: Providing designated sales experts and rooftop support.• Analyzed financial data, business processes, and KPIs to identify performance issues and opportunities for improvement.• Empowered sales partners with tools, data, and resources to enhance retention efforts.• Coordinated with internal functional support services (e.g., marketing, operations, pricing, product) to maximize retention efforts.• Partnered with local sales teams to improve their understanding of the retention process and utilization of available resources.