Top-performing Account Manager in Financial Tech with a track record of exceeding quotas and optimizing sales processes. Skilled in consultative selling and cross-functional collaboration to navigate complex customer scenarios and drive strategic relationships.
Overview
10
10
years of professional experience
Work History
Key Money Specialist -
Intuit
Mountain View, California
09.2025 - Current
Collaborated with cross-functional enterprise teams to influence the adoption of our key payments and bill pay features.
Delivered a 240% increase in billings number quarter over quarter between Q1 and Q2.
Partnered with over 20 different Mid-Market Account Executives to deliver an excellent client experience.
The top three ranked teams with the highest billings for Q2 were the top performers under my partnership.
Delivered an excellent client experience by providing excellent product knowledge and problem-solving for true adoption.
Mid Market Account Manager Money -
Intuit
Mountain View, California
09.2023 - 09.2025
Managed book of business valued at approximately $800 million in charge volume.
Achieved 127% of quota, securing a position among top three performers on direct team.
Recognized as Q2 Top Performer during first year at Intuit.
Documented processes to optimize approaches for sellers, enhancing overall efficiency.
Navigated challenging customer scenarios, collaborating with cross-functional teams to resolve complex issues.
Account Manager / Customer Success (Global) -
Adyen
San Francisco, CA
02.2022 - 10.2022
Manage relationships with Enterprise clients with a book of business of around $10M in revenue.
Build relationships with C-Suite teams via consultative, needs based, and data driven approach with a land an expand upsell approach.
Develop holistic engagement strategies focused on resource education, industry trends, risk prevention, and revenue.
Collaborate on internal global cross-functional efforts to articulate client needs: teams included the Risk Team, Financial Support, Dev-Ops, Compliance, Technical Support, Marketing, Legal Teams, as well as Account Executive Teams.
Prepared and executed Quarterly Business Reviews with C-Suite teams and Managers leveraging data from internal analytics tools to provide strategies around expansions.
Global Account Manager -
Aerospike
Mountain View, CA
10.2020 - 04.2021
Company Overview: (Reduction in workforce)
Responsible for Managing Existing Customer Accounts for the West Coast.
Managed Quarterly Business Reviews for Current Customers to ensure optimal service throughout their customer journey.
Identified customer issues through support tickets and acknowledged these issues with clients during QBRs.
Proactively identified customer challenges to management and engineering teams to create consulting and mentoring action items.
Collaborated Cross-Functionally with Solutions Architects, VP-Level Leaders within Aerospike.
Organized sessions with Management and Engineering teams to provide Product Roadmap Sessions to ensure planned adoption of future products.
(Reduction in workforce)
Corporate Account Executive -
Redis Labs
Mountain View, CA
03.2019 - 10.2020
Company Overview: (Moved entire team to Austin, TX)
Joined a new team solely focused on new ARR in the Emerging/Mid Market to even Large Enterprise accounts.
Leveraged Cold Calling and Email Prospecting (~1000+ emails monthly and 100 calls monthly) to generate leads.
Reached 100% of quota attainment by the fiscal year of a newly built out team.
Brought the first customer logo for the team - focused on providing a great customer journey experience from pre-sales to post-sales.
Worked closely with Customer Success team to outline Quarterly Business reviews and define on-boarding path for my new customers.
Provide regular communication to management on client concerns and feedback.
Ensure retention of clients within the collective and grow existing relationships with solutions and additional up-sell on products.
(Moved entire team to Austin, TX)
Account Manager -
Redis Labs
Mountain View, California
03.2017 - 02.2019
First Account Manager in a growing team solely dedicated to renewal revenue and the post-sales customer lifecycle.
Served as a strategic partner for our SMB to Large Enterprise customers to ensure a strong customer experience.
Managed the post-sales experience for overall success that includes on-boarding, adoption, customer health, and overall satisfaction.
Established first quarterly business review experience for our clients to ensure overall customer health and happiness.
Responsible for over 100 customer accounts for the US territory.
Achieved over $5M of customer renewals, exceeding over 100% of renewal quota on-top of up-sell opportunities.
Partnered with a Solutions Engineer to deliver proper product messaging to a highly technical target audience for the post-sales experience.
Additionally, on-boarded 2 new customer logos in the first 2 months of promotion, seeing the entirety of the sales process from start to finish.
Channel Manager -
Nimble Storage
San Jose, CA
10.2015 - 04.2017
Cultivated relationships with 15+ partner Value Added Resellers to promote products to end users.
Collaborated with 9 Account Executives in Mountain Territory to develop strategies for increasing channel volume.
Executed Partner Campaigns to identify opportunities within partner customer bases.
Achieved over 35% year-over-year growth against quota for incoming channel opportunities.
Nurtured and strengthened relationships with authorized VAR representatives daily.
Education
B.S. - International Business, Marketing
San Jose State University
San Jose, CA
01.2013
Skills
Customer Success Management
Customer Onboarding
Customer Retention Strategy
Customer Health Management
Strong negotiation, influencing and analytical skills