Amy Josef
Eagle
Summary
Dynamic Client Services Leader with 20 years of agency experience driving pipeline growth and revenue acceleration for Fortune 500 clients. Expert in managing high-value portfolios and cross-functional teams to deliver impactful solutions that enhance client relationships and profitability.
Overview
30
30
years of professional experience
Work History
Senior Account DIRECTOR
The Marketing Practice
01.2019 - Current
- ABM Planning & Strategy: Spearheaded end-to-end campaign strategy and execution to drive pipeline growth and deal acceleration within global Fortune 500 Tech, FinServ, Cybersecurity and Health Care sectors.
- Sales & Marketing Alignment: Collaborated with senior marketing and sales leadership within the Cybersecurity vertical to accelerate revenue, improve pipeline velocity and KPIs through 1:1, 1:few and 1:Many ABM frameworks.
- Relationship Management: Cultivated strategic relationships with primary stakeholders at key client accounts, enhancing customer satisfaction and driving growth.
- Revenue Management: Within TMP, managed and delivered a consistent $5.5M revenue target by identifying and securing strategic cross-sell and upsell opportunities.
- High-Performance Leadership: Led a team of 5 Account Managers, overseeing hiring, training, and goal-setting to align team efforts with business objectives.
- Data-driven Decision Making: Worked with the data and analytics team to analyze campaign performance metrics to optimize strategies and ROI.
- Process Architecture: Developed and implemented internal and client-facing processes to streamline work management and support organizational scalability.
- Technology Optimization: Evaluated and implemented mission-critical collaboration tools, including Asana, Slack, and Teams, to enhance team productivity.
- Foundational Strategy: Served as a key member of the leadership and management team that built a startup from the ground up, implementing the core policies and technologies necessary to measure and achieve company success.
SENIOR CRM DIRECTOR – Customer success
Inntopia
01.2006 - 01.2019
- Scalable Practice Leadership: Built and expanded a premier account management and consulting division supporting award-winning CRM software for a diverse portfolio of 120+ global ski and hospitality clients. Grew client base by over 40% per year while retaining 95% of clients through delivering the highest level of service and support.
- Multidisciplinary Team Governance: Directed a team of 15 account managers, fostering a culture of strategic consulting and tactical excellence to deliver superior client results.
- Proactive Retention Strategy: Established an account health monitoring system to identify at-risk clients and execute intervention strategies, ensuring 95% client retention.
- Consultative Business Strategy: Partnered with clients to define core business objectives and implemented automated marketing strategies, resulting in increased profitability.
- Sales Support & Lead Generation: Guided sales team in lead generation initiatives and provided strategic support, accelerating deal closures by enhancing collaboration.
- Data-Driven Decision Making: Enhanced marketing and decision-making processes for organizational stakeholders by providing real-time, measurable reporting and analytics.
- Process Optimization: Developed and implemented streamlined organizational processes, creating a leaner, more scalable account management model.
- Acted as a key stakeholder for custom development and cross-functional initiatives, managing complex requirements, prioritization, and development.
- Financial Stewardship: Managed all aspects of monthly billing, exceptions, and financial expectations to ensure operational transparency.
- Acted as an integral member of the senior management team, contributing to operational scaling and strategic positioning for the company's acquisition by Inntopia.
- Formerly Ryan Solutions
Senior manager
vail Resorts
01.1996 - 01.2006
- Omni-channel Execution: Directed comprehensive marketing campaigns spanning direct mail, email, website design, advertising, and in-resort signage to drive season pass sales.
- Budgetary Stewardship: Delivered marketing initiatives within $1.3M annual budget, ensuring high performance across all product lines through strategic resource allocation.
- Strategic Program Development: Architected and implemented high-profile loyalty and discount programs, including the foundational development of the Colorado Pass (now the Epic Pass) and the PEAKS loyalty initiative.
- E-commerce Product Ownership: Acted as the business owner for multiple e-store products, overseeing the end-to-end digital purchasing experience and copy.
- Strategic Partnerships: Managed third-party relationships, overseeing creative and production retainers, account management, and agency partnerships to enhance collaboration and project outcomes.
- Marketing Technology Integration: Collaborated with Marketing Technologies team to implement technical improvements, supporting seamless execution of PEAKS program.
Education
Bachelor of Arts - Economics
College of The Holy Cross
Worcester, MASkills
- Account management
- ABM planning
- Campaign execution
- Revenue management
- Strategic development
- Talent management
- Client engagement
- Relationship building
Websites
Timeline
Senior Account DIRECTOR
The Marketing Practice
01.2019 - Current
SENIOR CRM DIRECTOR – Customer success
Inntopia
01.2006 - 01.2019
Senior manager
vail Resorts
01.1996 - 01.2006
Bachelor of Arts - Economics
College of The Holy Cross