Summary
Overview
Work History
Education
Skills
Timeline
Generic

Robby Nelson

Chicago,IL

Summary

Analytical finance professional with experience in revenue generation, client relationship management, and data-driven decision-making. Background in economics and financial analysis with exposure to high-value client portfolios and revenue forecasting. Strong interest in investment banking, with a focus on valuation, financial modeling, and transaction execution.

Overview

7
7
years of professional experience

Work History

Account Manager

Zynga
08.2023 - Current
  • Managed a portfolio of high-value customers ($1K–$200K lifetime value), driving revenue growth through targeted engagement strategies
  • Increased customer retention and spend by identifying behavioral trends and aligning promotional offers with player segments
  • Conducted regular performance analysis to optimize campaign effectiveness and maximize ROI
  • Partnered with cross-functional teams to develop revenue-generating initiatives and improve customer experience
  • Mentored new hires on sales strategy, CRM utilization, and performance metrics tracking

Sales Development Representative

DocuSign
12.2021 - 02.2023
  • Generated $85K+ in monthly recurring revenue through strategic prospecting and pipeline development
  • Analyzed prospect business needs and positioned solutions to improve operational efficiency and cost savings
  • Collaborated with Account Executives to refine go-to-market strategy and improve conversion rates
  • Leveraged Salesforce and Outreach to track pipeline metrics, forecast performance, and optimize outreach campaigns
  • Led local impact initiatives, demonstrating leadership and cross-functional coordination

Customer Service Representative

Uline
07.2019 - 01.2021
  • Managed transactional sales ranging from $50–$20K while maintaining high accuracy and customer satisfaction
  • Identified upsell opportunities and recommended products based on customer needs and purchasing patterns
  • Resolved order and logistics issues, minimizing revenue loss and improving customer retention
  • Achieved error-free processing across 600+ orders during peak quarter

Education

Bachelor of Business Administration - Economics

University of Iowa
Iowa City, IA

Skills

  • Financial Analysis & Revenue Modeling
  • Marketing Analytics & Customer Segmentation
  • CRM & Sales Tools: Salesforce, Outreach
  • Data Analysis: Excel (advanced), Google Workspace
  • Campaign Strategy & Performance Tracking
  • Financial Analysis & Forecasting
  • Revenue Modeling & KPI Analysis
  • Excel (Pivot Tables, Financial Analysis)
  • Salesforce (Pipeline & Revenue Tracking)
  • Data Analysis & Market Research

Timeline

Account Manager

Zynga
08.2023 - Current

Sales Development Representative

DocuSign
12.2021 - 02.2023

Customer Service Representative

Uline
07.2019 - 01.2021

Bachelor of Business Administration - Economics

University of Iowa