Leah Robertson
Lake Mary
Summary
Account management expert with a track record of enhancing client retention and product adoption for enterprise clients. Successfully managed over 70 accounts across 100 organizations, utilizing Salesforce data and cross-functional teamwork to boost customer satisfaction and operational efficiency. Skilled in relationship management, onboarding, and analytics-driven problem-solving.
Overview
7
7
years of professional experience
Work History
Executive Account Manager
Paylocity
03.2023 - Current
- Managed 70+ enterprise and mid-market client relationships across 100+ companies, serving as the primary point of contact.
- Increased client satisfaction by 20% while managing 300+ monthly interactions through proactive account support.
- Collaborated with Sales, Operations, and Finance teams to resolve client issues, support renewals, and enhance service delivery.
- Analyze account usage trends and service data using Salesforce to identify risks, optimize workflows, and recommend solutions.
- Led onboarding and training sessions to facilitate product enablement and boost client adoption.
- Deliver timely reporting, follow-ups, and insights to ensure consistent communication and goal alignment.
Insurance Verification Specialist
Complete Care
08.2021 - 03.2023
- Streamlined workflows and reduced errors by 30% through process optimization and cross-team collaboration.
- Resolved discrepancies through detailed research and data validation, improving accuracy and client trust.
- Acted as a liaison between clients, payers, and internal teams, facilitating communication on high-volume accounts and complex documentation.
Nurse's Assistant
Various Nursing Homes
05.2019 - 08.2021
- Provided client-centered support in fast-paced environments, ensuring accuracy and effective communication.
- Collaborated with interdisciplinary teams to maintain precise documentation and uphold compliance standards.
- Assisted nurses with daily patient care and personal hygiene tasks.
- Monitored vital signs and reported changes to nursing staff promptly.
- Helped patients with mobility and transferred them safely between locations.
Education
Associate of Arts -
Seminole State College
Lake Mary, FL12-2019
Bachelor of Science - Business Administration
Seminole State College of Florida
Sanford, Florida, FLSkills
- Executive Account Support
- Client Retention
- Client training
- CRM (Salesforce, Paylocity)
- Data Analysis
- Process Optimization
- Team collaboration
- Presentation skills
Websites
Timeline
Executive Account Manager
Paylocity
03.2023 - Current
Insurance Verification Specialist
Complete Care
08.2021 - 03.2023
Nurse's Assistant
Various Nursing Homes
05.2019 - 08.2021
Associate of Arts -
Seminole State College
Bachelor of Science - Business Administration
Seminole State College of Florida