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
Microsoft Office Suite
Confluence
Salesforce
Client Engagement
Data-Driven Presentations
Stakeholder Collaboration
Strategic Thinking
Problem-solving
Team collaboration
Client relationships
Client engagement
Client training
Software implementation
Project planning
Requirements gathering
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