Tyler Manning Email & Phone Number

Atlanta, Georgia, United States

• Leveraged data insights from PowerBI and Salesforce to design and implement client engagement campaigns to target at-risk accounts, which improved gross retention revenue 7% YoY• Collaborated with Sales team to identify 64 expansion opportunities across mid-market, SMB, and enterprise customer segments, which generated 23% new revenue growth YoY• Conducted 125+ YoY best practice training sessions for key stakeholders and underlying departments on how to optimize value of eVestment software, which expanded new-user product adoption rate 39% YoY• Incepted and executed change management strategy for internal employees to fuse new social and learning development platform into project management processes, which elevated total users from 0 in 2022 to 30 in 2023• Led quarterly consultative strategy meetings with external key stakeholders to review key success metrics, business objectives, processes, challenges, and organizational structures, which elevated CSAT 17% YoY

Atlanta, Georgia, United States

• Fielded and resolved average of 52 weekly ad-hoc customer inquiries through phone, chat, and email channels by troubleshooting technical issues, interpreting data insights, and reconciling and automating reports• Partnered with Professional Services team to design, automate, and present trends analyses reports to deliver competitive insights and eliminate report reproduction bottlenecks, which elevated NPS 11% YoY • Spearheaded project to improve user onboarding process that customized platform training scripts for users across customer departments, delivering it to internal stakeholders 8 days early and contributing to average time savings of 63% • Served as client advocate by gathering and distributing feedback to product and marketing teams, which led to reception of 2022 eVestment Client Service Award

Washington, D.C. Metro Area

• Developed and deployed outreach and marketing strategy leveraging social media and Salesforce, which generated 19% revenue growth YoY • Synthesized data insights from Salesforce and Asset Map software to prepare monthly and quarterly financial gap and goal analyses for existing customers, which maintained customer retention rate of over 90% YoY• Led weekly internal trainings to educate junior associates on sales, marketing, and financial planning strategies, which reduced junior associate churn by 27% YoY• Deployed tactical asset allocation strategies incorporating client time horizons, risk tolerances, and financial goals to develop cost-efficient financial plans, which created average cost savings of 7% per client YoY• Coordinated and delivered financial planning seminars for 100+ individuals and families reviewing retirement planning, education planning, and risk mitigation planning strategies, which drove 43% customer acquisition growth YoY