Megan Estenson
Salt Lake City
Summary
Strategic account management professional with 5+ years driving client success through consultative relationship-building and data-driven marketing strategies. Proven ability to manage large client portfolios (1,000+ annually), reduce churn, and identify growth opportunities while coordinating cross-functional teams to deliver seamless execution. Expert at translating complex technical solutions into client value and building trusted advisor relationships that maximize ROI and lifetime value.
Overview
6
6
years of professional experience
Work History
Digital Strategist
Lead Gen Lab
09.2022 - Current
- Serve as primary client relationship manager for 1,000+ annual clients, acting as liaison between clients and cross-functional teams (Ad Ops, Finance, Leadership) to monitor campaign performance, resolve issues, and deliver strategic recommendations that reduce churn and increase lifetime value
- Design and execute client engagement strategy by pioneering the "BFF System" featuring custom weekly dashboard walkthroughs, monthly strategy sessions, and video performance summaries to drive campaign optimization and client satisfaction
- Provide consultative support and revenue growth through proactive client outreach via open Calendly availability (3+ daily meetings), identifying upsell opportunities, recommending strategic upgrades aligned with client goals and budgets
- Bridge technical operations and client success by developing deep expertise in digital advertising workflows, balancing client results with operational efficiency, and serving as "voice-of-the-agent" to inform product strategy and execution improvements
Marketing Advisor
Compass, Inc.
08.2021 - 09.2022
- Managed diverse portfolio of real estate agents, delivering strategic marketing consultation, proactive account support, and customized solutions that maximized client ROI and business growth
- Led end-to-end project management for custom marketing campaigns, coordinating cross-functional stakeholders, vendors, and timelines while ensuring seamless execution and post-campaign reporting
- Developed data-driven marketing strategies across multiple channels (digital, print, social, paid media) by analyzing market performance and client needs to recommend high-impact tactics aligned with business objectives
- Built strong client relationships through consultative communication, proactive updates, objection handling, and delivering personalized solutions that exceeded expectations and drove satisfaction
Marketing Specialist
Willis Allen Real Estate
09.2019 - 07.2021
- Drove technology adoption and process improvement by training agents on internal systems, troubleshooting issues, and identifying workflow efficiencies to enhance operational performance
- Delivered strategic client support as first point of contact, anticipating stakeholder needs, coordinating cross-functional resources, and maintaining consistent service standards
Education
Bachelor of Arts - Psychology
Los Angeles Pacific University
Associate of Arts - Psychology
Santa Barbara City College
Skills
- Account/portfolio management
- Client relationship building
- Strategic consultation
- Cross-functional collaboration
- Project management
- Data-driven decision making
- Client retention and growth
- Technical proficiency
Timeline
Digital Strategist
Lead Gen Lab
09.2022 - Current
Marketing Advisor
Compass, Inc.
08.2021 - 09.2022
Marketing Specialist
Willis Allen Real Estate
09.2019 - 07.2021
Bachelor of Arts - Psychology
Los Angeles Pacific University
Associate of Arts - Psychology
Santa Barbara City College