New York, New York, United States
I am a client-facing account manager/executive with experience in SMB growth and relationship management, SaaS sales, and digital marketing solutions. Working directly with business owners and decision makers, I was able to consultatively improve business performance and revenue, managing client relationships and growth from onboarding to continued partnership. Combining sales strategy with years of account management/executive experience specializing in onboarding, retention, and expansion, I’m seeking a new senior client facing role owning and driving long-term value. KEY HIGHLIGHTS: ❖ Closed over $645K in lifetime revenue across 235+ clients at Yelp, specializing in SMB consultative selling, new account onboarding, and long-term account growth and expansion ❖ Repeatedly closed over quota, achieving greater than 200% during peak periods while maintaining account retention ❖ Top 10 producer by revenue in a 1200+ person NY office ❖ Contributed to over 40% new customer growth during peak season at SuperBook via affiliate acquisition strategy and performance optimization ❖ Managed and grew high-volume SMB accounts across multiple positions, specializing in new account onboarding, client retention, and expansion opportunities ❖ Took on leadership role mentoring sales teammates, guiding pipeline and sales performance, and delegating to drive execution SKILLS: Account Management | SMB Business Growth | SaaS Products | Client Onboarding, Education, and Adoption | Client Retention and Expansion | QBR Planning and Management | Upsell and Cross-sell Strategy | Customer Success | Relationship Management | Salesforce CRM | Appsflyer | Income Access Portal | Digital Advertising | Behavioral Analysis
• Worked hands on with SMB customers and founders to develop their app and software ideas from start to finish helping with scoping, pricing, and planning for development • Led consultative discovery process with clients to help build out their ideas into products through defining features, timelines, and budgets work closely with development teams • Owned customer lifecycle from beginning of sale through onboarding and project handoff to ensure there were clear expectations and alignment between sales and what was delivered • Generated revenue through new customer acquisition and expansion by identifying opportunities for additional features to build, iterate, and post-launch development
• Directly managed a portfolio of SMB clients that encompassed high-volume pipelines, focused on guiding potential clients through product selection, welcoming new accounts, and driving product activation • Collaborated with business owners to learn about cash flow needs and recommended financial products to meet short-term and long-term requirements • Supported revenue growth by balancing new account acquisition, existing client education, and expansion opportunities within current client base • Engaged in regular follow up and communication to improve account activation rates and customer retention • Worked with cross-functional teams to ensure seamless customer onboarding experience and handled issues that arose during account activation
• Managed affiliate partner portfolio driving customer acquisition, retention, and revenue growth by implementing and analyzing performance based affiliate marketing strategy • Improved long-term customer value by analyzing user behavior and conversion data, and used insights to optimize channels driving acquisition • Contributed to over 40% new customer growth, via usage of various CRM and Data platforms, during peak season at SuperBook via affiliate acquisition strategy and performance optimization • Communicated with affiliates regularly to establish and grow partnerships through negotiating, performance analysis, and reviews • Led the onboarding process of new affiliates to ensure proper setup and promote success from the start • Identified opportunities to cut campaign costs while increasing market visibility and enhancing customer engagement • Collaborated with internal Marketing and Analytics teams to identify improvement opportunities
Elite Account Director (2020-2022), Elite Account Executive (2017-2020) • Managed a book of small to medium sized restaurant clients focusing on customer retention, Yelp product adoption, and expansion of SaaS solutions and digital marketing offerings • Lead generation interest and onboarding of Yelp’s digital waitlist and reservations platforms, ensuring platforms were implemented correctly and created noticeable impact for clients • Educated clients on how digital marketing works and walked them through process of setting up campaigns where we hit consistent quota outruns, closing over 200% of quota during peak sales periods • Scheduled and conducted account health reviews with clients to provide insights on their accounts and make recommendations to improve performance • Pitched and closed additional services and features within Yelp’s advertising platform and product ecosystem to existing clients • Prospected, negotiated, and closed SMB clients onto Yelp’s advertising platform, managing clients through the entire sales process and early account life cycle
• Managed day-to-day operations of live performance venue, including scheduling, event logistics, and coordination with outside vendors • Facilitated communication between teams to serve as point person for execution of live events • Managed hectic/fast-paced environments with attention to client and patron experience - During this time was also Operations Manager at Liberty Theatres