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
Start Up Experience
Client Retention
Project Management
Contract Negotiation
CRM Proficiency(SFDC, Hubspot,etc)
Territory Management
Sales Methodologies
Pipeline Growth/Management
Cross-Functional Collaboration
FinTech
Software Implementation
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