Kasey McMullen
Atlanta,GA
Summary
Strategic and results-driven professional with extensive experience in renewal management, financial analysis, and customer support within SaaS environments. Proven ability to oversee multimillion-dollar revenue pipelines, accurately forecast and close renewals, and identify upsell opportunities to drive growth and retention. Adept at managing high-visibility projects, leading cross-functional teams, and implementing system migrations to enhance operational efficiency. Currently pursuing an MBA at the University of Georgia to further strengthen strategic decision-making and leadership capabilities.
Overview
5
5
years of professional experience
Work History
Enterprise Renewal Manager
UserTesting
01.2024 - Current
- Proactively managed renewal opportunities by forecasting, negotiating, and coordinating with cross-functional teams, ensuring retention and timely contract renewals.
- Identified upsell opportunities through consultative discussions, collaborating with sales representatives to maximize account growth while delivering value-based pricing solutions tailored to customer needs.
- Maintained and updated account pipelines in Salesforce daily, leveraging data-driven insights to monitor customer health, mitigate risks, and enhance retention strategies.
Team Lead, Senior Analyst, Financial Validation & Crediting
Qualtrics, LLC
02.2023 - 10.2023
- Acted as team leader for a large cross-departmental system migration project by coordinating with the new system developers to build out and ensure team functions were integrated seamlessly into the new system.
- Managed a high visibility project to identify and delete over 1,000 licenses that had unpaid access to our platform due to system inaccuracies.
- Validated the financial accuracy of over 350 deals submitted by sales teams per quarter by conducting in-depth analyses of their Annual Contract Values (ACV).
- Facilitated and owned quarterly updates to our 50+ page company-wide Sales Crediting Rules and acted as the first point of contact for escalations related to those rules.
Team Lead, Senior Renewal Manager
Qualtrics, LLC
10.2020 - 02.2023
- Managed a personal book of business with a total value of over $15M in renewal revenue per quarter with less than 5% pushing past expiration.
- Accurately forecasted, planned and assessed the risk of over 500 renewals in personal book of business to assist in meeting total renewals bookings goals of over $150M per quarter.
- Led team of 8 individual contributors and acted as a main point of contact for questions and escalations from both internal and external stakeholders.
- Facilitated the training and onboarding of a new team manager hired externally by providing comprehensive guidance and resources to ensure a seamless transition into their role and into the company.
Senior Renewal Specialist
Qualtrics, LLC
07.2020 - 10.2020
- Developed and organized a team training program for new hires and successfully onboarded 4 new team members over a 6 month period.
- Owned and managed book of business worth over $10M per quarter to ensure timely renewals bookings.
- Proactively engaged with over 500 clients from 120 days out from their renewal date to close, to gauge satisfaction, resolve objections, and secure timely contract renewals.
- Assumed the role of interim manager during my manager's maternity leave, overseeing team operations and ensuring continuity in her absence.
Education
MBA -
University of Georgia, Terry College of Business
Atlanta, GA06.2025
Bachelor of Science - Finance
Florida State University
Tallahassee, FL05.2019
Timeline
Enterprise Renewal Manager
UserTesting
01.2024 - Current
Team Lead, Senior Analyst, Financial Validation & Crediting
Qualtrics, LLC
02.2023 - 10.2023
Team Lead, Senior Renewal Manager
Qualtrics, LLC
10.2020 - 02.2023
Senior Renewal Specialist
Qualtrics, LLC
07.2020 - 10.2020
MBA -
University of Georgia, Terry College of Business
Bachelor of Science - Finance
Florida State University
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