CHRISTOPHER A. WOLFE

• Advise corporate clients and plan sponsors on pension strategies, leveraging data-driven insights for enhanced financial outcomes.

• Generated 25% time savings on low-value administrative functions through the integration of generative Al into daily workflow. (Notion, Claude, Zebra.AI, AlphaSense).

• Manage client relationships while coordinating with investment, compliance, and benefits teams to ensure seamless service delivery.

• Conduct risk and performance analyses to facilitate informed decision-making for institutional clients.

• Led partnership development across East, Central, and West Coast markets, negotiating contracts with hospitals, schools, and corporate clients.

• Executed blended in-person and digital marketing strategies to enhance client engagement and retention.

• Oversaw P&L, forecasting, and KPI tracking while mentoring a 15-member sales team to exceed annual goals.

• Maintained and grew strategic business relationships with key clients, tax credits, and pension funds.

• Built outbound motion to $5M
year in annual pipeline

• Built channel/partnerships motion to $2M year in annual pipeline

• Leading team of 15 AEs, BDRs, RevOps

• Crushed sales targets every quarter, hitting 140% – 158% of quota, turning ambitious goals into repeatable wins.

• 140% of annual quota in FY21, earning President’s Club for top performance and being recognized as a revenue-driving superstar.

• Closed deals with 50+ new clients, building trusted relationships while consistently generating measurable business impact and revenue growth.