Melanie Platte
Orem,UT
Summary
Dynamic Client and Partnership leader with proven success in team mentorship, operational efficiency, strategic planning, data-driven decision making, life-cycle management, relationship building and objective based/metric driven consultation to drive team and stakeholder satisfaction, as well as Client ROI, retention and growth.
Overview
17
17
years of professional experience
1
1
Certification
Work History
VP; Client Success/ Partnerships/ Special Projects
BMA Management
West Valley, UT
01.2023 - 10.2025
- Cultivated strong relationships with key stakeholders including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Collaborated with fellow senior management to develop company-wide strategic initiatives and long term goals focused on agility, innovation, efficiency and growth, and then planned, implemented and managed successful project outcomes while working cross-functionally with internal stakeholders, vendors, partners and clients.
- Maintained a Partner portfolio of services, deliverables, timelines and processes, fostered high & wide relationships, performed risk assessment and management, and aided in documentation and auditing.
- Conducted regular Partner business reviews, coordinated NPS and secured renewals through contracting with focus on development, retention, and expansion.
- Spearheaded process improvement projects and collaborated on a full conversion of CRM systems that resulted in better delivery and management of internal and external information and objectives.
- Facilitated company wide trainings focused on product, industry, partners and clients to improve understanding and collaboration.
- Developed CSM leveling, training and metrics which lead to the implementation of my proposed bonus structure and increase in salaries which lead to deeper commitment, professional growth and knowledge sharing across the team.
Director; Client Success
Bloom Credit
NYC, NY
04.2022 - 01.2023
- Created the baseline Client Success team framework with related expectations, metrics and growth plan in order to formulate the first team.
- Focused on internal process optimization, efficiency and streamlining to ensure a smooth client onboarding and life cycle that would enhance user experience and protect retention.
- Facilitated regular communication between clients and internal stakeholders to ensure alignment, evaluate progress toward objectives and strategically grow revenue.
- Resolved escalated customer concerns related to third party providers and credit bureaus promptly, taking necessary corrective actions to prevent future occurrences while preserving positive relationships.
- Presented data-driven insights and recommendations to fellow senior leadership on strategies for enhancing client experiences.
Manager; Partner Client Strategy Consultants
MX Technologies
Lehi, UT
06.2015 - 04.2022
- Lead a team of 9 Consultants focused on management of over 40 Strategic Partners & 1,200 Clients.
- Provided mentorship and training for my team focused on fostering development, promoting collaborative problem solving, excelling in relationship management and optimizing client experience.
- Conducted regular performance reviews, led hiring initiatives and managed team budget.
- Analyzed, developed and implemented process optimization.
- Focused on strategic initiatives and developed frameworks through high & wide contact management, business objectives, regular company wide business reviews, cross-sell and upsell efforts, and integration/implementation management in order to optimize Partner & Client performance and drive business/revenue growth.
- Guided initial and deeper integration, provided ongoing strategic support and internal/external executive reporting, led trainings for financial institutions and online banking providers on maximizing utilization of MX products & services, consulted on the creation of customized, data-driven training and marketing campaigns, and advised on best practices and prioritization strategies.
Partnerships Manager
AutoNetTV Media Inc
American Fork, UT
12.2013 - 06.2015
- Consulted with top partners to determine success path for them and their clients.
- Coordinated internal teams to support defined strategic initiatives and keep stakeholders informed of progress.
- Revamped entire cancellation and renewal process, as well as oversaw training and implementation.
Symantec Platinum Partner Manager
Intuitive Technologies
Remote
02.2012 - 12.2013
- Relationship manager for Government, Education & Enterprise accounts for Eastern US.
- Provided customer qualification and needs assessment for vendors, distributors and executives that helped influence project implementation and completion as related to the Symantec product and service offerings.
Global Channel Alliance Marketing Data Specialist
Symantec
Lindon, UT
04.2011 - 02.2012
- • Global reporting on NAM, EMEA & APJ marketing statistics for executives and shareholders to prove value in marketing activities.
• Audited and coordinated massive data clean up for over 30k accounts in Salesforce.
Enterprise & SLED Account Manager
Symantec
Lindon, UT
05.2008 - 04.2011
- SME for Government, Education and Enterprise accounts
- Conducted strategic reviews with clients for budget and process proficiency related to our products and services.
- Coordinated efforts between Clients and Internal Stakeholders such as Systems Engineers, Licensing and Operations to meet contracted SLAs.
- Exceeded 98% revenue retention annually.
Education
Some College (No Degree) - English Education
Sierra College
Rocklin, CASkills
- Team leadership
- Training & Mentoring
- Complex problem solving
- Critical thinking
- Effective time management
- Strategic planning
- Process creation
- Change management
- Data-driven decision making
- Relationship building
- OKR Creation & Fulfillment
- Fintech
- SaaS, ITaaS
Certification
Miller Heiman Strategic Sales Certification
ICBA Principles of Banking Certification
Timeline
VP; Client Success/ Partnerships/ Special Projects
BMA Management
01.2023 - 10.2025
Director; Client Success
Bloom Credit
04.2022 - 01.2023
Manager; Partner Client Strategy Consultants
MX Technologies
06.2015 - 04.2022
Partnerships Manager
AutoNetTV Media Inc
12.2013 - 06.2015
Symantec Platinum Partner Manager
Intuitive Technologies
02.2012 - 12.2013
Global Channel Alliance Marketing Data Specialist
Symantec
04.2011 - 02.2012
Enterprise & SLED Account Manager
Symantec
05.2008 - 04.2011
Some College (No Degree) - English Education
Sierra College