Rachelle Stewart

Lead a strategic Client Services team supporting enterprise asset management clients, with accountability for customer outcomes, executive relationships, and service excellence.

Drive client success strategies that improve customer satisfaction, advocacy, product adoption, and long-term retention. Partner with senior client stakeholders and cross-functional teams to align business objectives with technology solutions and deliver measurable value.

Key responsibilities and impact:
• Lead, coach, and develop a high-performing Client Services team focused on strategic relationships and customer success
• Build executive partnerships that strengthen trust, alignment, and long-term client value
• Drive client health initiatives focused on CSAT, NPS, product adoption, and retention
• Establish governance models and engagement strategies that improve accountability and client experience
• Collaborate across Product, Engineering, Sales, and Operations to address client needs and influence improvements
• Lead continuous improvement and change initiatives that enhance scalability and service delivery

• Partnered with strategic and enterprise asset management firms to enhance client success and platform adoption through Clearwater’s SaaS solutions.
• Advised executive stakeholders on optimizing investment accounting, reporting, and analytics capabilities, aligning solutions with evolving business objectives.
• Led complex client initiatives by collaborating across Product, Technology, Operations, and Delivery teams to influence outcomes, resolve challenges, and deliver tailored solutions that improved efficiency, transparency, and decision-making.
• Cultivated trusted relationships with key stakeholders by understanding client goals and translating business needs into actionable strategies.
• Leveraged client insights and industry expertise to identify opportunities for continuous improvement, enhance the customer experience, and influence product and service enhancements.
• Managed service delivery processes to ensure client satisfaction and operational efficiency.
• Collaborated with cross-functional teams to align service strategies with client needs.
• Oversaw implementation of software tools for enhanced service management and reporting.

Prioritized family and personal development during a planned career break while traveling across 16 U.S. states—including Alaska—as well as British Columbia, Mexico, England, Greece, Italy, and Croatia.

Professional value gained:

• Enhanced adaptability and resilience through diverse experiences and changing environments
• Expanded cultural awareness and global perspective by engaging with different communities and traditions
• Strengthened relationship-building and communication skills across diverse settings
• Developed a renewed perspective, greater self-awareness, and long-term strategic focus
• Returned to the workforce with renewed energy, curiosity, and commitment to delivering meaningful results

• Cultivated key relationships with enterprise lines of business in JPMC Commercial Bank, supporting over 4,000 CRM users with an outcomes-focused approach
• Established and communicated OKRs and KPIs to increase adoption, revenue, and productivity
• Navigated strategic execution of client onboarding, decommission of former CRM and deployment of Salesforce
• Developed go-to-market strategy, multi-channel support and training, and effective marketing communications to promote adoption
• Engaged internal and external stakeholders throughout project planning, weekly and quarterly reviews, and escalation management to maximize time and investment
• Coordinated cross-functional teams of product management, technical support, and UI/UX design throughout large scale digital transformation and operationalization of new enterprise platform
• Served as Voice of the Customer to drive outcomes, improve technical capabilities, and influence timely resolution of client's issues
• Utilized data analytics to identify utilization trends and enhance understanding of customer behavior, informing strategic decisions and feature capability roadmap

• Strategic advisor to executive leadership teams providing actionable insights, financial performance analysis, expense management, and execution of tactical projects nationally
• Developed budgets and forecasts that supported strategic projects across JPMC Middle Market and Specialized Industries banking
• Managed key initiatives and established controls that mitigated risk and enhanced overall business performance
• Principal sales enablement partner charged with delivering intelligence, managing ongoing portfolio calibration, coordinating well-informed business reviews, discerning pipeline analysis, and evaluating operational effectiveness across systems and processes
• Hired, trained, and managed large, dispersed team to adapt and excel in a dynamic environment with changing targets and resources

• Managed client relationships and analyzed data in CRM for targeted campaigns that increased revenue
• Executed competing projects with urgency while collaborating across business groups and cross-functional teams to create innovative client solutions
• Delivered financial and portfolio analysis to executive leadership, highlighting growth opportunities in new and existing markets

• Launched Chase At Work executive and employee financial benefit program to enhance employee engagement and financial literacy
• Executed delivery of tailored financial wellness programs within Commercial Bank client portfolio to meet specific client needs
• Analyzed program performance to identify growth opportunities and collaborated with executive team to align program with organizational objectives

• Managed high opportunity acquisition programs such as Wells Fargo At Work, Worldwide Military Banking, First Responder Banking, and Student Banking to enhance client engagement and drive growth.
• Identified priority clients, presented business plan, delivered financial education and services, and managed relationships to retain and grow portfolio, supporting clients' financial success.
• Led project teams to implement strategic initiatives across multiple business units.
• Coordinated cross-functional collaboration to enhance operational efficiency and effectiveness.
• Managed stakeholder communications to ensure alignment on project goals and timelines.

• Developed and implemented sales and service strategies that enhanced team member expertise to anticipate financial needs and exceed client expectations based on individual financial priorities
• Managed and facilitated residential training for personal bankers and business banking specialists
• Developed training programs for employees on financial products and services.
• Facilitated workshops to enhance skills in customer service and compliance.
• Collaborated with leadership to identify training needs across departments.