KAYLEIGH CORBETT
Clearwater Analytics
Caldwell,Idaho
4
years of professional experience
Account Manager with 4 years of FinTech SaaS experience managing high-value institutional portfolios, driving contract renewals and expansion, and translating complex financial data into strategic client value. Proven track record building trusted C-suite relationships and embedding platforms into clients’ core workflows within investment management and capital markets.
Work History
Account Manager - Top 15
- Own a portfolio of top 15 strategic accounts ($10B+ AUM); serve as primary advisor to C-suite stakeholders and lead contract renewals, deal structuring, and expansion negotiations end-to-end.
- Facilitate QBRs, product demos, and training sessions to drive adoption and embed Clearwater’s investment analytics SaaS platform into clients’ core workflows.
- Leverage engagement analytics to identify cross-sell/upsell opportunities.
- Deliver 10+ executive dashboards reducing ad-hoc reporting by 15%.
- Coordinate cross-functionally to cut escalation turnaround by 10%.
Lead Client Servicing Associate
2 Years- Built Power BI dashboards for real-time performance tracking used by 10+ executive stakeholders.
- Analyzed data across 6+ asset classes to surface trends and compliance risks.
- Maintained strategic client relationships, synthesizing product feedback for the Product team.
- Validated 100+ reports ensuring accuracy across all deliverables.
- Partnered with Account Management and Sales teams on renewal preparation and client health reviews, contributing data-driven insights to retention and expansion strategy.
Client Servicing Associate
1 Year- Aggregated financial data from 5+ sources for institutional client reporting and strategic reviews.
- Identified workflow inefficiencies improving service delivery time by 15%.
- Utilized Clearwater's proprietary SaaS platform daily to process, aggregate, transform, and visualize complex financial data.
- Supported onboarding of new clients onto the platform.
- Collaborated cross-functionally with the Support and Product teams to resolve client issues, ensuring timely resolution and high-quality client experience.
Client Servicing Analyst
1 Year- Analyzed datasets supporting $2B+ in portfolio assets.
- Streamlined data collection improving turnaround by 10%.
- Created 10+ detailed analytical reports and visualizations for stakeholder presentations.
- Conducted data validation checks across client reports, ensuring completeness and accuracy of financial data delivered to clients.
- Supported senior associates with ad-hoc analysis, platform data pulls, and client-facing documentation as a part of a high-volume servicing environment.
Education
Bachelor of Science - Accounting
- Professional Development: GenAI in Deception — Automated the creation of hyper-personalized, authentic-seeming content to exploit human trust and bypass traditional security filters using GitHub.
- Research Project: Southwest Europe — Led role in creating data-driven PowerPoint with tables and visuals built in Power BI.
- Research Project: Consulting on Albertsons Corporation — Led research on internal and external competencies, delivering data-backed strategic recommendations.
Skills
Account Management & Renewals
Cross-sell & Upsell Strategy
QBR & Executive Presentations
C-Suite Relationship Building
Salesforce CRM
SQL
Power BI & Tableau
Data Modeling & Visualization
Financial Analysis
Dashboard Design & KPIs
Data Validation
Process Optimization
Cross-functional Collaboration
Timeline
Account Manager - Top 15
Clearwater Analytics
08.2026 - CurrentRead More
Lead Client Servicing Associate
Clearwater Analytics
08.2024 - 08.2026Read More
Client Servicing Associate
Clearwater Analytics
08.2023 - 08.2024Read More
Client Servicing Analyst
Clearwater Analytics
08.2022 - 08.2023Read More
Boise State University
Bachelor of Science from Accounting
Read More