Customer Success and Account Management professional with over five years of experience supporting clients, managing relationships, and improving retention across financial services and ecommerce marketing environments. I currently work as a National Account Executive where I manage a pipeline of more than 100 active partners, maintain daily communication with brokers, and help structure complex loan scenarios while consistently handling 40 to 60 outbound and follow up interactions per day. I previously founded and operated a full service marketing agency, overseeing the entire client lifecycle from lead generation through delivery. I built and optimized advertising and email campaigns, created repeatable internal workflows, and implemented project management systems that improved client satisfaction and on time execution. Earlier in my career I worked in ecommerce conversion and account support, where I analyzed customer behavior and ran testing initiatives that increased a subscription program adoption rate from 2% to 14% and contributed to a 35% lift in sales. My strengths include organization, clear communication, problem solving, and the ability to translate technical or financial processes into simple next steps for customers. I am comfortable working cross functionally with sales, operations, and marketing teams and thrive in fast paced environments that require responsiveness and ownership. I am seeking a fully remote Customer Success, Account Management, or Client Operations role where I can manage accounts, support customers throughout onboarding and ongoing use, and contribute to retention and expansion revenue.
Member Since
February 21, 2026
Last Active
4 months ago