David Adam
Client Success Director/ Account Director
Saint Louis,MT
Summary
Professional with strong background in account management and client relations. Known for strategic thinking, effective communication, and adaptability to changing needs. Skilled in driving team collaboration, maximizing revenue, and fostering client satisfaction. Reliable and results-focused, consistently delivering high-quality outcomes.
Overview
22
22
years of professional experience
Work History
Account Director
Ansira Inc.
St Louis, Missouri
01.2021 - Current
- Product owner/ Scrum master of SaaS platform roadmap planning and strategy
- Manage client engagements with a focus on quality, budget and schedule to set (i.e
- Plan and scope) and meet (i.e
- Deliver) contracted requirements
- Identify opportunities to grow/ improve procedures, success and collaboration within the delivery team (ops, strategy, analytics, technology)
Director, Client Success
Maritz Motivation
01.2017 - 01.2020
- Worked as a key member of the business team to plan and implement a successful client management strategy
- Managed a team of Client Success, Project Management, and IT staff to create growth plans, leading to a 35% promotion rate in 3 years
- Led a top customer success team to ensure high customer satisfaction and growth through strategic reviews
- Developed metrics for improving the onboarding process for new clients, resulting in a 35% increase in productivity and accuracy
- Built strong relationships with internal teams to create sales presentations, acquire new clients, and increase revenue
- Held collaborative sessions to understand client needs and provide effective service or product recommendations, helping to grow and retain business
General Manager
Maritz Motivation Solutions
01.2014 - 01.2017
- Promoted by President to lead $9 million client portfolio
- Retained and grew company’s lowest profitable and unsatisfied client business
- Reorganized the Client Success team to become more efficient at solving client challenges
- Established account growth plans, Corrective Action Plans, and key performance indicators (KPIs) improving client services requests time by 42% and reducing task oversights by 26%
- Enhanced CSAT scores 34% through structural transformation of project management team into an agile client-centric design Client Success team
- Increased revenue 16% by identifying new opportunities within existing business
- Negotiated and secured 100% renewal of assigned client business
Director, Client Services
Maritz Incentives
01.2005 - 01.2014
- Created a methodical escalation process for analyzing customer attrition and retention
- Successfully achieved onboarding excellence on more than 62 technology projects involving multiple data sources, third party vendors, and proprietary systems
- Improved team effectiveness 30% by implementing automation tools and processes by assessing workflows, technical process and eliminating outdated tasks
- Developed an Agile/Scrum framework to drive focus on building client relevant software updates, completing project requirements, and reducing labor costs
- Trained European Operations to be self-sufficient for upgrading, implementing, and supporting proprietary technology required for the execution of projects globally
Project Manager II
Maritz Motivation
01.2003 - 01.2005
- Completed accredited training certification for Project Management Professional (PMP)
- Successfully managed over 35 large-scale client software projects by adhering to Project Management Principles (PMP) utilizing PMBOK Guide and PMI global standard guidelines
- Mentored other PMs to improve adoption and ensuring they were adhering to PMO and company policies, methodologies, and practices
Education
Master of Business Administration (MBA) -
Lindenwood University
Saint Charles, MOBachelor of Arts - Business Management
Maryville University
Saint Louis, MOSkills
Account relationship management
Strategic planning
Innovation
Project Management
Operations management
Adaptability and flexibility
Leadership
Upselling strategies
Client onboarding
Client retention
Teamwork and collaboration
Timeline
Account Director
Ansira Inc.
01.2021 - Current
Director, Client Success
Maritz Motivation
01.2017 - 01.2020
General Manager
Maritz Motivation Solutions
01.2014 - 01.2017
Director, Client Services
Maritz Incentives
01.2005 - 01.2014
Project Manager II
Maritz Motivation
01.2003 - 01.2005
Master of Business Administration (MBA) -
Lindenwood University
Bachelor of Arts - Business Management
Maryville University