Kelsey O'Niell
New York,NY
Overview
8
8
years of professional experience
Work History
Senior Client Relationship Manager
ECI (Eze Castle Integration)
New York, USA
06.2022 - Current
- Maintained and expanded relationships with 30+ hedge fund and private equity clients.
- Generated $14.2 million in annual recurring revenue.
- Led quarterly business reviews with C-suite executives to assess performance and strategy.
- Advocated for clients by escalating incidents while meeting KPIs and SLAs.
- Increased existing account revenue by 125% through strategic upselling.
- Exceeded sales quota by 231% during 2024 fiscal year.
- Analyzed client portfolios, offering tailored recommendations based on business needs.
Account Manager
Zoe Financial
Austin, USA
02.2022 - 06.2022
- Managed a nationwide network of solo and enterprise independent financial advisors (RIAs)
- Host sales coaching calls, plan advisor webinars and blog postings
- Manage 400 Registered Independent Advisor's on the Zoe FinTech platform resolving day-to-day inquiries and provide tailored feedback
Senior Client Communications Associate
Pacific Investment Management (PIMCO)
Austin, USA
02.2019 - 01.2022
- Collaborated with Executive Office to develop tailored marketing presentations for Institutional and Global Wealth Management clients across United States, Europe, and Latin America.
- Led marketing and macro training sessions for Analysts and Associates within Client Management Group.
Client Specialist
Vanguard
Scottsdale, USA
06.2017 - 08.2018
- Facilitated high net worth clients in navigating complex financial transactions for fund investments and share redemptions.
- Developed employee training platforms, enhancing efficiency and improving onboarding processes.
- Surpassed performance metrics related to high volume client transactional requests, driving operational success.
Education
Bachelor of Business Administration - Finance & Marketing
New Mexico State University
Las Cruces, New MexicoSkills
- Salesforce
- Hubspot
- Enterprise Account Management
- White-space Growth Strategies
- Client Advocacy
- Key account development
- Revenue growth
- Account Management
- Upselling techniques
Timeline
Senior Client Relationship Manager
ECI (Eze Castle Integration)
06.2022 - Current
Account Manager
Zoe Financial
02.2022 - 06.2022
Senior Client Communications Associate
Pacific Investment Management (PIMCO)
02.2019 - 01.2022
Client Specialist
Vanguard
06.2017 - 08.2018
Bachelor of Business Administration - Finance & Marketing
New Mexico State University