Account Manager

Manage a diverse enterprise and SMB client portfolio within the financial services industry, achieving 120% of the quota.
Collaborate with cross-functional teams to identify upselling opportunities and execute technical solution designs.
Conduct 60+ impactful Quarterly Business Reviews (QBRs) to identify upselling opportunities, measure account health, and use metrics to provide valuable business insights.
Exceed sales quotas by applying consultative selling techniques, closing high-value deals ranging from $5,000 to $150,000.
Achieve and surpass target renewal, retention, and upsell rates consistently.

Closed business to meet and exceed monthly, quarterly, and annual quota by 30%.
Proactively prospected, identified, qualified, and developed a sales pipeline.
Built strong and effective relationships, resulting in growth opportunities.
Worked closely with cross-functional teams to achieve customer satisfaction.
Facilitated customer engagements, connecting customers to the right internal and external resources to close deals.
Looked for and implemented improvements to sales processes, tools, and materials.