Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for building and sustaining relationships.
Overview
13
13
years of professional experience
Work History
Account Executive
ZeOmega
08.2023 - Current
Develop and enhance relationships with key stakeholders, understanding each client's business goals and key initiatives
Act as strategic partner for clients, determining where company systems can help reach their goals
Responsible for revenue generation for existing customers, including upsells, upgrades, services and contract renewals
Exceeded renewal target of $15 million in 2023
Upsells of $1 million in 2024
Schedule and conduct in person and/or web meetings with key stakeholders and executives
Discuss product knowledge with key client stakeholders, helping them understand how ZeOmega's products can be instrumental in achieving their vision
Deliver analytics on performance and productivity, and update on key issues discuss the product roadmap.
Manager of Higher Education Client Experience
Nelnet Campus Commerce
06.2021 - 08.2023
Manage all operational functions/processes related to service Higher Ed institutions
Work directly with Team Leads, Training, and Quality Assurance to ensure expectations are met
Creating and maintaining goal sets with Team Leads for entire Account Management Team
Collaborate with Managers across Sales, IT, Product, and Implementation on strategic initiatives and client experience
Prepare Account Maintenance Department's annual operating and capital budget and monitor expenses to operate within the budget
Lead and coordinate projects of various complexity and scope
Assist in the development, coordination, and promotion of the Nelnet Campus Commerce Client Annual Users Group.
Team Lead – Higher Education Client Experience
Nelnet Campus Commerce
03.2019 - 06.2021
Hire, lead, coach, develop and supervise a team of Higher Ed Account Managers
Performance Management with monthly reviews and assist and monitor Account Manager individual and team goals
Review processes and establish quality assurance procedures
Collaborate with other departments on new products/enhancements, upselling clients and client retention
Manage upgrading clients to current version of platforms
Coordinate and lead client communications that are informative and useful related to their usage of Nelnet Campus Commerce Platforms.
Senior Account Manager
Nelnet Campus Commerce
11.2017 - 03.2019
Build and maintain relationships with largest revenue clients
Have knowledge of the various ERP systems, and how clients integrate with the Nelnet Campus Commerce products
Educate institutions, students, and payers of all new release enhancements and how it impacts the products clients use
Manage issue tickets and resolve in a timely manner
Work with clients on payment processing and marketing to their students and families
Support clients through upgrades of their platforms
Develop and implement a test plan with the institutions for new products added.
Account Manager
Nelnet Campus Commerce
12.2015 - 11.2017
Day to day contact for clients
Develop and maintain strong relationships within assigned client segment to ensure maximum satisfaction and retention levels
Contribute to Product Releases and relay information/trainings to the team.
Assistant Account Manager
Nelnet Campus Commerce
04.2013 - 12.2015
Provide superior customer service and support to education-seeking families as well as the educational institutions that we serve
Assist customers with various issues related to their payment accounts and provide follow up on inquires
Maintain a high level of professionalism and display ownership in escalated situations
Serve as a positive first point of contact while engaging customers one-on-one.
Union Bank and Trust
05.2011 - 04.2013
Processing of customer transactions
Support branch in achieving departmental goals
Maintain high level of customer service
Participate in product and sales training meetings