Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Accomplishments
Timeline
AdministrativeAssistant
Brittany Phillip

Brittany Phillip

ACCOUNT MANAGER
Houston,TX

Summary

Accomplished Account Manager with 5+ years of experience in the FinTech and SaaS industries. Expertise in managing a book of business and driving account growth. Skilled in contract negotiation, key account management, and client retention. Consistently focused on maximizing client satisfaction and operational health. Proven track record aligning solutions with customer needs, mitigating risks, and driving adoption of new technologies. Notably achieved a 62% increase in upsells, generating $150K in revenue.

Overview

13
13
years of professional experience
7
7
years of post-secondary education
3
3
Certifications

Work History

Implementation Manager

Tapcheck Inc
02.2024 - Current
  • Consistently exceeded OKRs by 15%
  • Spearheaded account implementation & management for 75+ enterprise clients
  • Enhanced client satisfaction by conducting quarterly and annual reviews accounts to assess client needs, set new goals, and identify opportunities for expansions
  • Developed comprehensive training materials for new Implementation Managers, improving onboarding efficiency and team cohesion
  • Collaborated with cross-functional teams to ensure successful project outcomes, fostering strong relationships within the organization.

Account Executive

Wolters Kluwer
09.2022 - 02.2024
  • Managed full sales cycle; generating new contacts through territory mapping, networking, and cold calling.
  • Attained 105% sales quota in 2023, with an AOV of $5K
  • Negotiated complex agreements with key clients, resulting in 10% increase in annual revenue
  • Identified multi-threaded growth opportunities by engaging with C-level executives, generating $50K in new contract sales
  • Maximized revenue potential by upselling additional products or services to clients.

Senior Account Manager

Fundbox
02.2020 - 08.2022
  • Managed a book of business of 60+ accounts, aligning business goals with tailored engagement strategies to drive a 40% increase in retention and satisfaction
  • Used CRM to analyze client data to identify upsell and cross-sell opportunities
  • Achieved higher client satisfaction ratings through consistent communication and problem resolution
  • Collaborated with cross-functional teams to develop new sales strategies resulting in 15% increase in sales revenue

US Account Manager

Intuit
02.2019 - 02.2020
  • Managed a portfolio of 55+ high-value accounts, achieving a 62% upsell rate and securing an 88% contract renewal rate through proactive relationship management and tailored solutions
  • Met monthly revenue quota($8-$10K), month over month, through proactive customer interactions & upsell strategies
  • Successfully recovered 30 dormant accounts worth $130,000 through strategic outreach and client engagement
  • Collaborated with cross-functional teams to implement new service offers that resulted in 25% of client renewals and retention

Collections Sales Manager

Kohls Operation Center
05.2016 - 02.2019
  • Led a high-performance team, achieving a remarkable 93% customer retention rate and collecting over $10M in renewals
  • Collaborated seamlessly with sales teams, driving a substantial 37% increase in annual sales through strategic initiatives
  • Executed impactful promotional campaigns, resulting in increased sales revenue and successful customer acquisition
  • Recognized as the Top Sales Manager for two consecutive quarters (Q3 '18 & Q4 '18), demonstrating consistent excellence and leadership in achieving sales goals

Renewals Account Manager

Neopost USA
07.2014 - 05.2016
  • Exceeded monthly renewal quota consistently, ensuring the retention of 300+ key accounts; surpassing revenue targets by 27%
  • Inducted into the prestigious Sales President's Club for outstanding performance and contributions to exceeding company renewal goals
  • Played a pivotal role in customer retention efforts, implementing personalized strategies that resulted in a high rate of satisfied and loyal clients

Sales Development Representative

Neopost USA
03.2012 - 07.2014
  • Exceeded daily call targets by consistently making 150+ calls, showcasing exceptional dedication and efficiency, surpassing the expected goal of 120 calls
  • Surpassed monthly lead generation goals by an impressive 20%, utilizing Challenger Sales methodology to engage prospects and drive interest in our solutions
  • Implemented strategic time management, consistently dedicating 4 hours daily to outreach, exceeding the 3-hour requirement, maximizing productivity and effectiveness
  • Collaborated seamlessly with cross-functional teams, contributing to a 15% improvement in lead conversion rates and fostering a cohesive work environment

Education

Business Administration And Management

Tuskegee University
Tuskegee, AL
05.2001 - 05.2008

Skills

Account Management

Certification

Customer Success Management, NEIT Center for Technology, 05/01/20

Personal Information

Relocation: Open to Relocation

Accomplishments

  • Collaborated with team of 5 in the development of Integration Playbooks.
  • Grew existing account sales by $130K, through CRM data and client engagement.
  • Achieved Top Account Manager ranking in 2019.
  • Achieved 50% client implementation completion by introducing OnRamp for Onboarding tasks.

Timeline

Implementation Manager

Tapcheck Inc
02.2024 - Current

Account Executive

Wolters Kluwer
09.2022 - 02.2024

Senior Account Manager

Fundbox
02.2020 - 08.2022

US Account Manager

Intuit
02.2019 - 02.2020

Collections Sales Manager

Kohls Operation Center
05.2016 - 02.2019

Renewals Account Manager

Neopost USA
07.2014 - 05.2016

Sales Development Representative

Neopost USA
03.2012 - 07.2014

Business Administration And Management

Tuskegee University
05.2001 - 05.2008

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Brittany PhillipACCOUNT MANAGER