Sarah Monson
Grand Forks,ND
Summary
Dynamic and results-driven professional with a passion for leading high-performing teams in delivering exceptional customer experiences and driving account growth. Seeking to leverage 10+ years of experience in client advocacy, strategic account management, and cross-functional collaboration. Committed to fostering a culture of ownership, client-centricity, and operational excellence. Skilled in identifying upsell opportunities, managing renewals, and aligning product value with customer goals. Eager to contribute to our mission by enhancing retention, expanding revenue, and building lasting client relationships within the small business segment.
Overview
22
22
years of professional experience
Work History
Senior Team Leader, Mid-Market
WEX, Direct Health & Benefits
02.2022 - Current
- Demonstrated ability to lead, mentor, and develop high-performing Account Executive teams members.
- Deliver results that surpass expectations in both client retention and revenue growth
- Proficient in Salesforce and OnBase Unity; able to track KPIs and report on performance metrics.
- Own client portfolio segmentation and proactively design engagement initiatives to support long-term success.
- Assist with and create data driven proactive workflows to support Customer Success strategies to elevate client results and support scalable business development
- Consistently assess client health and evolving needs by gathering feedback and insights to proactively develop solutions and surface strategic opportunities."
- Collaborate cross-functionally with internal and external stakeholders to ensure seamless partnership execution while identifying service gaps and opportunities for growt
Account Executive
WEX, Direct Health & Benefits
04.2021 - 02.2022
- Leverage client data and insights to proactively identify strategic solutions, enhancements, and growth opportunities.
- Manage a diverse portfolio of client accounts, varying in size and complexity, ensuring high satisfaction and retention.
- Serve as a trusted client advocate, aligning internal teams with customer priorities to strengthen long-term partnerships.
- Maintain up-to-date knowledge of product offerings and market trends to deliver tailored, high-impact recommendations.
- Regularly assess account performance and operational health, taking initiative to resolve issues and optimize outcomes.
- Conduct strategic check-ins aligned to client goals, KPIs, and priorities, ensuring continuous alignment and progress.
- Cultivate strong relationships with broker partners to drive account collaboration, retention, and shared success.
- Communicate upcoming changes and initiatives clearly and proactively to prepare clients and mitigate disruption.
- Identify and pursue upsell and cross-sell opportunities that align with client needs and contribute to business growth.
VERIZON WIRELESS, INDIRECT
01.2014 - 01.2017
- Held leadership roles, working directly with customers and executive leadership. Built out a business-to-business channel for multiple stores.
BEST BUY
01.2004 - 01.2014
- Held multiple roles, working directly with customers and executive leadership. Built strong relationships with customers, vendors, and other team members across multiple districts.
Education
Business Management
Northland Community And Technical College
East Grand ForksSkills
- Team Leadership & Coaching
- Strategic Account Management
- Client Retention & Growth (ARR)
- Customer-Centric Mindset
- Product Enablement & Adoption
- Cross-Functional Collaboration
- Escalation & Conflict Resolution
- Industry & Regulatory Knowledge
- CRM & Data-Driven Decision Making
- Change Management
Timeline
Senior Team Leader, Mid-Market
WEX, Direct Health & Benefits
02.2022 - Current
Account Executive
WEX, Direct Health & Benefits
04.2021 - 02.2022
VERIZON WIRELESS, INDIRECT
01.2014 - 01.2017
BEST BUY
01.2004 - 01.2014
Business Management
Northland Community And Technical College
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