Summary
Overview
Work History
Education
Skills
Timeline
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Shale Cleveland

Austin,TX

Summary

Dynamic and results-driven Account Management Team Lead with a strong background in financial analysis, property management, and client relations. Proven expertise in leveraging data-driven insights to drive business growth and enhance client satisfaction. Adept at leading cross-functional teams, optimizing processes, and delivering strategic solutions in fast-paced environments.

Overview

7
7
years of professional experience

Work History

Account Management Team Lead

Fathom
03.2021 - Current
  • Led team of account managers, overseeing client relationships and ensuring quarterly KPIs were met.
  • Collaborate with cross-functional teams to develop and implement strategies that enhance client engagement, NRR, and GRR, globally.
  • Conducted quarterly webinars and training sessions with key accounts and product team members to enhance client understanding of product functionality.
  • Represented company at industry events, fostering relationships with key stakeholders and gathering valuable market insights.

Senior Account Manager

Fathom
01.2022 - 04.2024
  • Ranked as #1 account manager for revenue generation, consistently meeting milestones and quotas.
  • Drove global campaigns for annual contracts with key accounts, achieving 95% closure rate within three months.
  • Secured renewals and upgrades, driving portfolio growth through new contracts.
  • Managed top 100 accounts at Fathom, facilitating strategic growth.

Account Manager

Fathom
03.2021 - 01.2022
  • Established and executed global processes for account management teams to enhance and expand business portfolios.
  • Managed client accounts by addressing inquiries and providing tailored solutions.
  • Developed strong relationships with clients to enhance satisfaction and retention.
  • Coordinated project timelines and deliverables with internal teams for smooth execution.

Community Manager

Lexblog
06.2020 - 03.2021
  • Onboarded lawyers and firms into platform, expanding community reach and engagement through partnerships with Bar Associations, law schools, independent firms, and large legal organizations.
  • Delivered valuable resources that cultivated strategic relationships and amplified digital presence on key social media channels.
  • Delivered resources that cultivated relationships and amplified digital presence across key social media channels.
  • Leveraged data-driven strategies to identify and recruit high-quality legal publications that aligned with LexBlog's editorial standards.

Community Associate + Operations Lead

WeWork
06.2019 - 06.2020
  • Led daily operations and facility management for a WeWork location serving 300+ members, ensuring seamless functionality and an exceptional member experience.
  • Served as primary liaison for member-related escalations, providing timely solutions to enhance member satisfaction.
  • Collaborated cross-functionally with a team of 10 to implement and optimize operational processes, increasing efficiency and reducing service delays.
  • Planned and executed business-focused events that facilitated networking and collaboration among member companies.
  • Built and maintained partnerships with local businesses and vendors to enhance event programming and community engagement.
  • Fostered a collaborative culture by curating meaningful member experiences and initiatives that strengthened relationships.

Education

Bachelor of Arts - English & Psychology

Azusa Pacific University
Los Angeles, CA
01-2017

Skills

Skills include:

  • Client onboarding
  • Account growth
  • Sales forecasting
  • Upselling techniques
  • Relationship management
  • Project management
  • Cross-functional teamwork
  • CRM proficiency
  • Data analysis
  • Data-driven insights
  • Webinar facilitation

Timeline

Senior Account Manager

Fathom
01.2022 - 04.2024

Account Management Team Lead

Fathom
03.2021 - Current

Account Manager

Fathom
03.2021 - 01.2022

Community Manager

Lexblog
06.2020 - 03.2021

Community Associate + Operations Lead

WeWork
06.2019 - 06.2020

Bachelor of Arts - English & Psychology

Azusa Pacific University
Shale Cleveland