Clare Zimmerman

In my current role as a Client Manager, I oversee a portfolio of 20–25 clients across Network360, S365, SmartShopper, and Provider Nexus. Along with traditional client management - building strong relationships, driving satisfaction, and identifying growth opportunities, I also take on technical and tactical responsibilities. I conduct product trainings and support implementations, manage ongoing support needs, lead recurring client meetings, and facilitate and present Business Reviews. This blend of strategic relationship management and hands-on product expertise allows me to deliver a seamless, high-value experience for my clients.

I managed client relationships and was promoted to Enterprise CSM, taking on a portfolio of our largest accounts. I conducted SaaS trainings, led proactive outreach to drive satisfaction and growth, built strong client relationships, advocated for their needs, and shared feedback with internal teams. I also identified cross-sell and upsell opportunities, supported full sales cycles, and represented the company at industry conferences to strengthen client connections, and generate new leads.

I generated new business by researching and identifying prospects across industries, engaging them through cold calls, emails, and social media. I qualified leads by understanding their pain points, processes, and priorities to uncover opportunities for growth through our software solutions.

I completed a two-week training program on national and international banking and earned the CFA Foundations certificate. Generated new business through cold calls, emails, and social media outreach, and qualified leads by understanding their needs to identify opportunities for our financial software solutions.