Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Emily Kern

Client-Facing Consultant
Charlotte,NC

Summary

Client-focused Consultant with expertise in delivering compelling product demonstrations, training programs, and strategic enablement for SaaS solutions. Adept at translating complex technical concepts into engaging client narratives that drive adoption, retention, and revenue growth. Strong communicator with a passion for storytelling, stakeholder engagement, and user education.

Overview

5
5
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

Consultant

FactSet
06.2023 - Current
  • Deliver 50+ live product demonstrations and customized training sessions per quarter, enhancing client adoption and engagement
  • Manage an account book of 1,600+ clients across 12 accounts, driving engagement for over $7M in Annual Subscription Value (ASV)
  • Develop custom use cases showcasing platform capabilities to align with diverse client workflows and industry-specific needs
  • Partner with sales teams to craft compelling pre-sales demonstrations that drive conversions and upsell opportunities
  • Analyze client feedback and product usage data to refine demo strategies and improve user adoption rates
  • Collaborate with product and engineering teams to relay insights that inform feature enhancements and roadmap decisions
  • Optimize client onboarding processes, creating scalable learning resources and training materials
  • Developed innovative strategies for clients, resulting in increased revenue and business growth.
  • Designed tailored training programs for employees at various levels within the organization, boosting overall skillsets.
  • Developed and maintained strong client relationships, ensuring high levels of satisfaction and repeat business.

Client Training & Corporate Development Intern

Alkami Technology
05.2022 - 08.2022
  • Designed onboarding training programs for new hires and clients, ensuring a smooth adoption of Alkami's digital banking platform
  • Led the development of integration playbooks for newly acquired companies, detailing transition timelines and best practices
  • Delivered a capstone presentation to executives showcasing project impact on client education and business operations

Client Training Intern

Alkami Technology
05.2021 - 08.2021
  • Created training content using Adobe InDesign, Camtasia, and Articulate 360 to educate clients on platform features
  • Developed video tutorials and learning modules that streamlined product onboarding and improved customer retention
  • Produced high-energy 'Pump Up' videos to drive excitement around digital banking platform rollouts

Product Management Intern

Alkami Technology
06.2020 - 08.2020
  • Contributed to the development of the Product Strategy Playbook, a standardized framework for product development
  • Conducted cross-functional interviews to document best practices and role-specific insights for internal teams

Education

B.S. - Management, Human Resources Concentration, Information Design & Corporate Communication

Bentley University
Waltham, MA
08.2019 - 05.2023

Skills

Demo & Training Tools

  • Zoom

  • Webex

  • Camtasia

  • Articulate 360

  • Absorb LMS

Technical Proficiencies

  • Adobe Creative Cloud Suite

  • Microsoft Office Suite

  • Confluence

  • Salesforce

  • SAP

Soft Skills

  • Client Engagement

  • Product Storytelling

  • Data-Driven Presentations

  • Stakeholder Collaboration

  • Strategic Thinking

  • Problem-solving

  • Team collaboration

  • Client relationships

  • Client engagement

Certification

Certified Associate in Project Management (CAPM), In Progress

Timeline

Consultant

FactSet
06.2023 - Current

Client Training & Corporate Development Intern

Alkami Technology
05.2022 - 08.2022

Client Training Intern

Alkami Technology
05.2021 - 08.2021

Product Management Intern

Alkami Technology
06.2020 - 08.2020

B.S. - Management, Human Resources Concentration, Information Design & Corporate Communication

Bentley University
08.2019 - 05.2023

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Emily KernClient-Facing Consultant
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