Theresa Wynne
Workiva
Rhome ,TX
30
years of professional experience
Dynamic and results-driven professional with a proven track record in cultivating collaborative partnerships that define objectives and drive successful outcomes. Expertise in overseeing multiple initiatives simultaneously, ensuring high-quality, accurate, and timely results while leading and mentoring high-performing teams. Proficient in managing complex financial services projects, including mutual funds administration and comprehensive reporting for mergers, acquisitions, and IPOs, while maintaining compliance with federal securities laws. Committed to leveraging strong problem-solving abilities and effective communication skills to foster teamwork, implement operational efficiencies, and contribute innovative solutions that align with organizational goals.
Work History
Senior Customer Success Mangager
5 Years 2 Months- Drive customer adoption of Workiva solutions
- Ensure ROI to customers at the Senior Management level
- Consult on best practices, workflows, and management business reviews
- Develop multi-level relationships throughout customer organizations, serve as a trusted advisor to executives & key stakeholders
- Identify risks and develop risk mitigation plans within high touch named accounts & take appropriate actions to manage and/or escalate to an efficient resolution
- Record customer activity, outcomes, issues, and communication in customer management tools
- Ensure top customers are continuously working toward key milestones of the Customer Journey using customer facing Success Plans
- Advocate for customers internally by providing continuous feedback to Workiva’s Sales, Services, Marketing, Product, & Engineering teams
- Work with Sales to manage a pipeline of upcoming renewal opportunities & consistently achieve revenue retention targets
- Enable customers to use the Workiva Platform to achieve technology goals and maximize return on investment
Associate Client Services Manager
1 Year 10 Months- Onboard customers and drive the initial implementation and integration of Wdesk while effectively managing Working Group expectations
- Collaborate on design and execution of onboarding project plans for Investments/Mutual Funds customers. Account is transferred to a Customer Success Manager after the transaction is completed (Associate Client Services Managers do not maintain a book of business)
- Champion customer responsiveness and issue resolution
- Serve as a customer advocate while effectively collaborating with internal, cross-functional teams including Product Management, Sales, Marketing, Engineering and Finance
- Deliver high quality service and support under pressure with a keen attention to detail
- Develop methods of project management that allow for continuous improvement in customer satisfaction
- Provide primary customer contact for Workiva products and services and execute a "wow" interaction
- Build strong Working Group relationships and explore opportunities for growth
- 24/7 dedication to Working Group (internal counsel, external counsel, paralegals, fund administrators, EDGAR filers and customer) throughout the completion of the project
- Assist in identifying revenue opportunities within the framework of the organization-wide strategy
- Assist Client Services Team on ancillary Wdesk projects as needed
- Coordinate filing process for Investments/Mutual Funds customers either remotely or onsite
Financial Advisor/Training Program
1 Year- Executed Financial Advisor training program, gaining essential skills for client relationship management and investment strategy development.
Mutual Fund Specialist, Legal & Compliance
2 Years- Contribute to the preparation and review of Mutual Fund related SEC filings for 2 attorneys that provide legal and compliance expertise for the American Beacon Funds.
- Led document preparation for 18 of 36 funds; researched and collated data for new mutual fund products and annual updates, ensuring compliance with regulatory guidelines on code of ethics, proxy policy, portfolio disclosures, brokerage transactions, and operating expenses.
- Contributed to the development of a legal and compliance department procedures manual and new securities regulation implementation.
- Developed legal and compliance department procedures manual and implemented new securities regulations to enhance operational standards.
- Interfaced with sub-advisors to gather data and prepare American Beacon Funds' annual updates.
Implementation Specialist
1 Year- Facilitated kick-off meetings with new clients to define goals, develop project plans, prepare statement of work (SOW), and deliver consistent status reports and presentations throughout the process.
- Coordinated with production, programming, sales, and account managers to execute plans, analyze workflows, resolve roadblocks, and track milestones and deliverables.
- Executed full lifecycle project management for IT solutions implementations for banking clients as part of a 4-person team.
Project Manager, Global Capital Markets Customer Service
17 Years- Managed portfolio of printing assignments for capital markets clients, ensuring timely delivery of quarterly reports, M&A and IPO documents, prospectus, sales materials, and ad hoc requests.
- Oversaw full lifecycle project execution; obtained and reviewed client content for accuracy, created workflow instructions, and collaborated with composition, desktop, pre-press, manufacturing, and shipping teams to ensure quality assurance and regulatory compliance.
- Interfaced with customers to provide status updates, obtain additional information, coordinate job changes, and obtain approval for print or online posting of final documents.
- Interfaced with customers to provide status updates, gather additional information, coordinate job changes, and secure approval for final document print or online posting.
- Delivered presentations internally and to clients on financial services project management execution.
Team Leader, Customer Service / Project Coordinator, Customer Service
13 Years- Promoted to manage a team of 6 project coordinators that supported financial services clients’ printing and publication needs, including annual and quarterly reports, prospectuses, IPO, and compliance documents. Maintained personal accountability of portfolio of client engagements.
- Managed project workflow; allocated resources, oversaw production, monitored timelines, and resolved escalated issues.
- Trained, coached, and mentored staff; ensured compliance with SOPs and documented performance for annual appraisal review.
- Contributed to a key task force that overhauled and redesigned SOPs, streamlining processes and improving efficiency of U.S. and international financial customer service organization.
- Interfaced with clients, attorneys, and underwriters on high profile IPOs, including Merrill Lynch, Pepsi, and Dreamworks.
- Enforced compliance with new Securities and Exchange Commission (SEC) compliance requirements; orchestrated in-house EDGAR and paper filing.
Education
Bachelor of Science - Business Administration; Concentration in Management
Skills
Salesforce proficiency
Project Management
Customer mapping
Account growth
Customer retention
Client Satisfaction
Quality Assurance
Regulatory Compliance
Client relationship management
Salesforce expertise
Relationship management
Strategic communication
Research diligence
Conflict negotiation
Data Analysis
Staff training
Accomplishments
- Generated $4M in revenue, consistently exceeding annual strategic goals.
- Secured a strategic account via referral, adding $125K in incremental revenue.
- Retained $243K in ARR by centralizing operations for a major client to mitigate churn risk.
- Resolved a critical global escalation, optimizing architecture and restoring satisfaction.
- Designed a bespoke functional role for a key client, presented at a premier industry conference.
- Established operational frameworks for a new strategic partnership with executive stakeholders.
- Led enterprise CRM initiatives, including standardized communications and QA protocols.
- Deployed an engagement tracking system to monitor success plans and strategic milestones.
- Collaborated on a high-stakes investment reporting project, ensuring timely delivery of assets.
- Advanced inclusion goals through leadership in BERG committees.
- Enhanced corporate culture by contributing to professional development employee resource groups.
- Managed onboarding and career development for new talent via peer-mentorship programs.
Timeline
Senior Customer Success Mangager
Workiva
07.2021 - CurrentRead More
Associate Client Services Manager
Workiva
09.2019 - 07.2021Read More
Financial Advisor/Training Program
EDWARD JONES
01.2018 - 01.2019Read More
Mutual Fund Specialist, Legal & Compliance
RESOLUTE INVESTMENT MANAGERS INC. (FORMERLY AMERICAN BEACON ADVISORS)
01.2016 - 01.2018Read More
Implementation Specialist
INFOIMAGE INC.
01.2015 - 01.2016Read More
Team Leader, Customer Service / Project Coordinator, Customer Service
Bowne of New York
01.1997 - 01.2010Read More
Project Manager, Global Capital Markets Customer Service
R.R. DONNELLEY & SONS (FORMERLY BOWNE OF NEW YORK)
01.1997 - 01.2014Read More
CLAFLIN UNIVERSITY
Bachelor of Science from Business Administration; Concentration in Management
Read More
Professional Training
- Inclusion: The Performance Multiplier, 2026
- Navigate Your Career, 2024
- Deliver Impactful and Effective Presentations, 2023
- Crucial Conversations for Employees, 2023
- Attendee, K&L Gates Investment Management Conference, 2017, 2016
- EY 2015 Annual Mutual Fund Webinar, 2016
- Time Management Solutions, 2016
- How to be a Successful Implementation Specialist, 2015