Summary
Overview
Work History
Education
Skills
Volunteer & Other Experience
Timeline
Generic

Elizabeth Haynes

Westport,CT

Summary

Distinguished executive with 15+ years of leadership in SaaS/FinTech and high-growth environments, specializing in architecting Client Success strategies and driving Net Revenue Retention (NRR). Expertise in building world-class customer organizations, owning $300MM+ P&L/Retention targets, and implementing value-realization frameworks that quantify outcomes for enterprise clients and channel partners. Proven ability to scale customer-facing teams, leverage data (NPS/CSAT/Health Scoring), and secure long-term client advocacy across Fortune 500 employers.

Overview

22
22
years of professional experience

Work History

AVP – Partner Account Mgt, Employee Benefits

Equifax Workforce Solutions
St. Louis, MO
11.2023 - Current
  • Strategic Account Architecture: Architected and implemented a strategic account planning process to drive adoption and ensure value realization across the full Workforce Solutions product suite.
  • Revenue Growth (NRR): Drove Net Revenue Retention, achieving +14% YOY revenue growth in a $20MM book of direct and channel partner business.
  • Retention & Expansion: Secured $46MM+ in future business by leading complex multi-year contract negotiations, resulting in a +12% price uplift.
  • Client Advocacy: Established a customer health scoring and advocacy program and delivered results of NPS=57, CSAT=93%.

AVP – Client Relationship Sales and Development

Merrill Lynch / Bank of America
Westport, CT
01.2019 - 10.2023
  • Strategic Operations & CRM Implementation: Directed business operations, leading a year-long digital transformation and CRM migration to optimize client data management and workflow efficiency.
  • Client Retention: Managed end-to-end client lifecycle for a high-net-worth portfolio, driving business development and retention through white glove service delivery and operational best practices.

VP – National Client Management & Retention

ADP – Automatic Data Processing, Inc.
Parsippany, NJ
05.2015 - 12.2018
  • Organizational Leadership: Built and led a 50-person Client Success and business development organization, focused on retention and expansion across a $300MM SaaS/FinTech P&L in a hyper-growth environment.
  • Strategy & Playbook Design: Defined the Client Success strategy and operational playbook, setting KPIs to maximize client lifetime value (CLV) and retention predictability.
  • Net Revenue Retention (NRR): Achieved retention of >95%, setting an all-time division record.
  • Client Health: Achieved the #1 NPS rating across the division, confirming high client health and advocacy.

Strategic Client Management & Business Operations

The American Express Company
New York, NY
02.2004 - 05.2015

Promoted through multiple leadership roles

  • Enterprise Negotiation: Led business development for a $180MM portfolio of strategic clients (e.g., Best Buy, Home Depot), successfully negotiating a complex 5-year enterprise MSA.
  • Data-Driven Solutions: Collaborated across product and marketing teams to deploy BI and analytics capabilities, enhancing client marketing effectiveness and ROI.
  • Strategic Operations (Chief of Staff): Served as Chief of Staff to a senior executive, leading enterprise-wide strategy, business planning, and operational execution.
  • Scalable Service Models: Built and led a team of 150 professionals, developing a shared-service delivery model to serve the SMB client base profitably at scale.

Education

MBA - Finance

The Wharton School, University of Pennsylvania
Philadelphia, PA

BA - Applied Mathematics

Harvard University
Cambridge, MA

Skills

  • Client Success Strategy: Net Revenue Retention (NRR) Churn Mitigation Enterprise Account Management Strategic Channel Partnerships Customer Value Realization
  • Operational Leadership: P&L Management ($300MM) Operational Excellence & Scaling Customer Journey Mapping Contract Negotiation CRM & Tech Adoption
  • Team & Data: High-Performance Team Building Data-Driven Decision Making NPS & Health Scoring Executive Stakeholder Management Cross-Functional Collaboration

Volunteer & Other Experience

Girl Scouts of Connecticut | Board Member (2019–2020)

Catchafire | Executive Advisor (2018)

New Jersey Institute of Technology (NJIT) - Mathematics Lecturer | 2010–2013

Timeline

AVP – Partner Account Mgt, Employee Benefits

Equifax Workforce Solutions
11.2023 - Current

AVP – Client Relationship Sales and Development

Merrill Lynch / Bank of America
01.2019 - 10.2023

VP – National Client Management & Retention

ADP – Automatic Data Processing, Inc.
05.2015 - 12.2018

Strategic Client Management & Business Operations

The American Express Company
02.2004 - 05.2015

MBA - Finance

The Wharton School, University of Pennsylvania

BA - Applied Mathematics

Harvard University
Elizabeth Haynes
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