Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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ALEX H. UNNERSTALL

Downers Grove,IL

Summary

Dynamic Senior Account Manager with a proven track record at Verizon, Fiserv and Access Softek Inc., excelling in client portfolio management and pricing proposal development. Skilled in leveraging CRM platforms to drive customer retention and revenue growth, I effectively negotiate and build strong relationships, achieving significant results in account expansion and satisfaction.

Overview

10
10
years of professional experience

Work History

Senior Account Manager

Access Softek Inc.
Naperville, IL
12.2020 - Current
  • Support digital banking sales and strategy for 20 Tier 1 and Tier 2 credit union accounts.
  • Grow revenue through upsell opportunities of in-house products, SSO/API integrations, and contract renewals, with a strong focus on retention across the book of business.
  • Work with reseller partnership vendors to sell new products for assigned clients and closed multiple new sales with partners such as Jack Henry, Array, and Plaid.
  • Conduct monthly check-in calls and strategic planning meetings on-site with clients to align their objectives and address digital banking needs.
  • Collaborate with sales leaders and finance team to build custom pricing proposals for new deals and contract renewals.
  • Present proposals to clients and negotiate pricing requests internally.
  • Manage client development requests and work with product team on quarterly sprint cycle planning.
  • Coordinate implementation projects and align with the deployment team to keep digital banking products current with latest technology for clients.
  • Manage Jira ticketing system to track customer escalations and inquiries, resolve technical issues, and coordinate product enhancements with support team.
  • Trained new hires on account management team processes.

Business Consultant II

Fiserv
Chicago, IL
10.2019 - 12.2020
  • Managed Citibank partnership across Chicagoland, nurturing relationships with business customers for referrals.
  • Retained clients through relationship building, strong customer service, and account growth across portfolio.
  • Sold Clover payment processing products and delivered on-site support to Citibank business clients.
  • Generated B2B leads through merchant referrals and developed strategic partnerships.

Business Account Manager

Verizon Wireless
Schaumburg, IL
07.2017 - 09.2019
  • Cultivated relationships with customers in assigned territory through regular in-person account reviews, enhancing customer loyalty.
  • Assessed customer needs and presented tailored wireless service solutions, contributing to increased ROI for businesses.
  • Closed sales contracts for a wide range of technology services, expanding client portfolio by 30%.
  • Recognized as top business account manager for August 2016 in Great Lakes West market, with 315% gross service line adds to plan.
  • Managed account escalations and provided high-level customer support, achieving 80% net promoter score and improving customer retention.

Business Development Representative

Verizon Connect
Rolling Meadows, IL
06.2016 - 07.2017
  • Cultivated relationships with decision makers, uncovering organizational pain points and specific needs.
  • Facilitated qualified sales opportunities for product demo specialists, driving new business growth.
  • Prospected transportation companies to align GPS vehicle tracking solutions with operational needs.
  • Achieved recognition as top performer in SMB Sales at CHI Division for November 2016.
  • Participated in Circle of Excellence Sales Conference as leading rookie from SMB Sales, CHI Division.

Education

Bachelor of Science - Marketing

Northern Illinois University
DeKalb, IL
05-2016

Skills

  • Portfolio management
  • Upselling and cross-selling
  • Client retention strategies
  • Price proposal development
  • CRM platforms (HubSpot and Salesforce)
  • Project management (Jira)
  • Collaboration tools (Confluence)
  • Microsoft Office Suite

Personal Information

Title: SENIOR ACCOUNT & CUSTOM SUCCESS MANAGER

Timeline

Senior Account Manager

Access Softek Inc.
12.2020 - Current

Business Consultant II

Fiserv
10.2019 - 12.2020

Business Account Manager

Verizon Wireless
07.2017 - 09.2019

Business Development Representative

Verizon Connect
06.2016 - 07.2017

Bachelor of Science - Marketing

Northern Illinois University
ALEX H. UNNERSTALL