ALEXIS ELLIOTT
Austin
Summary
Client Services Leader with 10+ years of experience driving client satisfaction, retention, and operational excellence in banking and financial services. Proven success leading teams, managing large portfolios, and guiding organizations through complex transitions including acquisitions and large-scale banking migrations. Recognized for building trusted client relationships, solving problems proactively, and ensuring seamless service delivery in fast-paced environments.
Overview
15
15
years of professional experience
Work History
Manager, Client Services
LeafLink, Inc. (via acquisition of Dama Financial)
07.2024 - 08.2025
- Oversaw a team of 9 client service professionals managing a portfolio of 1,150+ banking clients.
- Supported integration of an additional 150 financial institution clients following an external acquisition, ensuring uninterrupted service and smooth onboarding.
- Partnered cross-functionally with operations, compliance, cash operations, and banking partners to improve client support processes and reduce resolution times.
- Acted as escalation point for complex client issues, driving quick resolutions and high client satisfaction.
Manager, Client Services
Dama Financial
03.2023 - 07.2024
- Led client services through a major banking transition, successfully migrating 1,000+ clients to a new processing bank.
- Promoted to manage client services team after consistent performance as top Relationship Manager.
- Built, trained, and mentored a growing team while ensuring departmental KPIs were consistently met.
- Remote
Relationship Manager
Dama Financial
12.2019 - 03.2023
- Solely managed and nurtured relationships with 300+ banking clients, consistently exceeding retention and satisfaction goals.
- Collaborated with banking partners to streamline onboarding, compliance, and transaction support.
- Recognized for handling complex client escalations with professionalism and speed.
Inside Sales Executive / Client Services Manager / Coordinator
AllClear ID
01.2016 - 01.2019
- Held multiple progressive roles spanning sales and client services.
- Managed client onboarding, renewals, and engagement strategies.
- Supported breach implementations and delivery partner coordination.
Hospitality Leadership Roles
01.2011 - 01.2016
- Developed strong customer service and leadership foundation in fast-paced, client-facing environments.
Education
Associates - Hospitality
Mercer County Community College
05-2011
Skills
- Client Relationship Management
- Banking & Financial Services
- Team Leadership
- Client Onboarding
- Process Improvement
- Acquisitions & Transitions
- Problem Solving
- Cross-Functional Collaboration
- Customer Retention
Timeline
Manager, Client Services
LeafLink, Inc. (via acquisition of Dama Financial)
07.2024 - 08.2025
Manager, Client Services
Dama Financial
03.2023 - 07.2024
Relationship Manager
Dama Financial
12.2019 - 03.2023
Inside Sales Executive / Client Services Manager / Coordinator
AllClear ID
01.2016 - 01.2019
Hospitality Leadership Roles
01.2011 - 01.2016
Associates - Hospitality
Mercer County Community College
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