WILL TUCKER
Fairfield,CT
Summary
Strategic and results-driven Senior Account Manager with over 10 years of experience leading enterprise relationships in high-growth SaaS, AI, and fintech environments. Proven success in driving revenue expansion, account growth, and retention through a consultative, data-informed approach. Adept at uncovering customer needs, aligning complex solutions, and cultivating trusted relationships with senior stakeholders. Known for effectively orchestrating cross-functional teams, including product, marketing, and engineering, to solve problems, boost adoption, and deliver measurable impact.
Overview
14
14
years of professional experience
3
3
Certifications
Work History
Senior Strategic Account Manager
M2P Fintech (Via acquisition of Vue.ai- May 25)
Fairfield, CT
10.2022 - Current
- Promoted to a senior role in April 2023, six months post-acquisition of INTURN.
- Guide businesses through workflow transformations via AI-orchestration/agents.
- Manage enterprise relationships, generating ~$8M in ARR.
- Achieved 102% of quota for fiscal year 2024.
- Oversee renewal process across book of business with a 95% renewal rate.
- Lead quarterly business reviews with executive sponsors to highlight ROI.
- Utilize data analytics to deliver strategic insights for customers.
- Develop scalable playbooks that drove revenue growth initiatives.
- Collaborate with cross-functional teams to identify and address customer needs.
Account Manager
INTURN (Acquired by Vue.ai)
09.2020 - 10.2022
- Managed enterprise relationships with ~ $2M in ARR
- Achieved Quota in 2021 and 2022
- $500K in additional revenue through upselling
- Owned renewal process across book of business: 100% Renewal Rate
- Presented QBRs to executive sponsors demonstrating ROI
- Worked with main POCs to align on and achieve client KPIs
- Acted as a strategic consultant for customer go-to-market strategies
- Utilized data to provide strategic insights to customers
Account Manager
Finario
Darien, CT
04.2018 - 09.2020
- Managed all existing (25) enterprise clients with ~ $10M in ARR
- 97% Renewal Rate
- Owned contract renewal process across all customers
- Created customer adoption metrics to identify areas to improve usage
- Implemented chatbot for a more scalable support structure for users
- Worked directly with Engineering team to solve technical issues
- Maintained knowledge base for customer reference
- Collaborated with Marketing to record client testimonials
Senior Client Support Specialist- National Accounts
Indeed
Stamford, CT
09.2015 - 04.2018
- Managed a $10M+ book of business across 90+ clients
- 90% renewal rate
- Partnered with Enterprise Sales team to influence revenue growth
- Drove adoption of new features and strategies
- Helped clients measure their success and ROI from Indeed solutions
- Advised on how to optimize hiring strategy
- Conducted client presentations on product and campaign performance
- Consulted with prospective clients as a product expert
Associate
Anchor Capital Advisors
Boston, MA
05.2013 - 08.2015
- Answered client inquiries regarding performance and cash flows
- Prepared investment performance presentations for Portfolio Managers
- Calculated returns on investments and entire portfolios for clients and managers
Audit Control Analyst
Brown Brothers Harriman & Co
Boston, MA
09.2011 - 05.2013
- Worked with internal teams and external Audit Firms to ensure the health of client funds
- Reconciled mutual fund accounting audit packages and tax reporting period packages for all types of funds
- Put together procedures for each client's reporting requirements
- Reconciled cash movements and trades on the accounting platform to the custody platform
Education
Bachelor of Arts -
Hobart College
Geneva, NY05.2011
Study Abroad
London, UK01.2010
Varsity Tennis
01.2010
Skills
- AI Transformation
- Relationship Building
- Revenue Growth
- Negotiation
- Data Analysis
- Conflict Resolution
- Project Management
- Customer Advocacy
Certification
AI Fluency: Framework & Foundations- Anthropic
Timeline
Senior Strategic Account Manager
M2P Fintech (Via acquisition of Vue.ai- May 25)
10.2022 - Current
Account Manager
INTURN (Acquired by Vue.ai)
09.2020 - 10.2022
Account Manager
Finario
04.2018 - 09.2020
Senior Client Support Specialist- National Accounts
Indeed
09.2015 - 04.2018
Associate
Anchor Capital Advisors
05.2013 - 08.2015
Audit Control Analyst
Brown Brothers Harriman & Co
09.2011 - 05.2013
Bachelor of Arts -
Hobart College
Study Abroad
Varsity Tennis