Sadie Edwards
Herriman
Summary
Client Success and Relationship Manager with experience supporting high-net-worth clients in trust-based, regulated environments. Brings a relationship-first approach to client onboarding, ongoing communication, and quarterly review preparation while working closely alongside advisors and CPAs. Known for strong organization, thoughtful questioning, and disciplined follow-through that helps ensure client objectives are clearly understood and consistently executed. Valued for professionalism, discretion, and a genuine commitment to delivering a high-touch client experience.
Overview
8
8
years of professional experience
Work History
Account Manager
Studies Weekly
02.2022 - 06.2025
- Served as the primary relationship manager for a high-volume portfolio of 200+ clients, acting as the consistent point of contact from onboarding through renewal
- Led structured client onboarding by clarifying goals, timelines, communication expectations, and success criteria to ensure a confident and seamless start
- Maintained ongoing client relationships through proactive communication, regular check-ins, and timely issue resolution
- Prepared meeting agendas, summaries, and supporting materials to guide productive client conversations and reviews
- Advocated internally for client priorities, ensuring commitments were met and expectations managed professionally
Bookkeeper
King & McCleary LLC
American Fork
11.2021 - 02.2022
- Provided entry level bookkeeping support under CPA supervision with a focus on accuracy, organization, and timely preparation
- Entered and categorized bank and credit card transactions in QuickBooks to support monthly bookkeeping and reporting
- Assisted with basic reconciliations and reviewed entries for accuracy prior to CPA review
- Supported year-end 1099 preparation, including W-9 collection, vendor list cleanup, and amount verification
- Performed payroll cross-checks and flagged discrepancies for review prior to processing
Office Manager
King & McCleary
American Fork
07.2018 - 01.2021
- Acted as the primary administrative point of contact for a high volume of clients annually, managing communication related to scheduling, documentation requests, billing inquiries, and follow-up
- Implemented a client e-signature and online payment system that eliminated 65% of manual processing
- Created a structured tax return tracking and filing system, improving document retrieval and reducing errors
- Reviewed tax return packages for completeness and accuracy of supporting documentation, then coordinated distribution to clients, helping streamline client intake and filing workflows during peak seasons
- Oversaw billing, invoicing, and accounts receivable processes; implemented a structured follow-up system that recovered over $438,000 in outstanding payments within nine months
Administrative Assistant
Squire & Company
Orem
01.2017 - 04.2017
- Supported daily front-office operations by organizing schedules, managing inbound calls, and processing check entries using office productivity tools
- Helped streamline client handoffs by coordinating with tax preparers and assisting with intake needs for 60+ clients per week
- Facilitated the preparation and distribution of routine correspondence and reports, ensuring timely communication between clients, tax professionals, and internal teams
- Provided professional, client-facing communication in a fast-paced environment
Education
Accounting Certificate -
BYU Pathways
BYU Idaho 04.2022
Dental Office Administration Diploma -
Practical Dental Assisting
Lindon, Utah06.2015
High School Diploma -
Lone Peak
Highland, Utah05-2013
Skills
- Proactive communication and relationship management
- Client onboarding and retention
- Ownership and accountability
- Cross-functional collaboration
- Process optimization and workflow management
- Quoting, renewals, and upselling strategies
- Project coordination and execution
- Time Management & Prioritization
Timeline
Account Manager
Studies Weekly
02.2022 - 06.2025
Bookkeeper
King & McCleary LLC
11.2021 - 02.2022
Office Manager
King & McCleary
07.2018 - 01.2021
Administrative Assistant
Squire & Company
01.2017 - 04.2017
Accounting Certificate -
BYU Pathways
Dental Office Administration Diploma -
Practical Dental Assisting
High School Diploma -
Lone Peak