Own B2B client research engagements from kickoff through delivery, serving as primary client contact and reporting to the SVP of Client Services. Manage a team of Client Services Associates, partner with Sales on new business opportunities, and track execution and pipeline health through CRM systems. Delivered 100+ engagements providing market intelligence for financial services and SaaS clients.
➤ Exceeded monthly activity quotas consistently above goal by strategically sourcing and vetting industry SMEs, then aligning the right experts to client engagements and special projects.
➤ Drove a 95% client retention rate by triaging and resolving time-sensitive inquiries quickly, delivering clear, detail-oriented written and verbal communication, and aligning outreach to each client’s preferred communication method.
➤ Increased client trial-to-contract conversion substantially by delivering white-glove, high-speed access to highly relevant SMEs and expert insights aligned to client decision timelines.
➤ Ranked highly on the Corporate Client Team for activity and on-time project delivery by maintaining a highly organized workflow and leveraging Excel and proprietary CRM tools to track priorities, timelines, and stakeholder commitments.
➤ Handpicked by the VP of Client Services to manage the largest, seven-figure, corporate account within 12 months, based on top-tier performance, client trust, and operational excellence as a Client Services Associate.
