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● Managed a portfolio of 60+ vendor and client accounts, ensuring contract compliance, service continuity, and high customer satisfaction. ● Acted as the primary point of contact for strategic accounts, aligning internal operations with client needs and resolving issues promptly. ● Partnered with cross-functional teams (sales, finance, product) to streamline onboarding, pricing, and billing processes. ● Conducted quarterly business reviews and presented account performance data, influencing renewal and upsell opportunities. ● Reduced inventory and billing discrepancies by 30% through proactive communication and internal process improvements. ● Built long-term relationships with clients and stakeholders, contributing to a 90% account retention rate and improved customer feedback.

● Managed 50+ enterprise client accounts, driving product adoption, feature utilization, and long-term retention. ● Served as a strategic advisor by aligning client goals with platform capabilities and success metrics. ● Led onboarding and training sessions that improved early engagement and reduced time-to-value. ● Analyzed client usage trends in Salesforce to identify risk factors and support retention strategies. ● Collaborated cross-functionally to turn client feedback into product improvements and scalable solutions. ● Created help guides and knowledge base articles to promote self-service and reduce support volume.

● Provided equity platform support to a client base of 500+ plan participants, delivering tailored guidance on stock plans, vesting schedules, and account navigation. ● Resolved 10–15 inquiries daily via phone and email, maintaining a high satisfaction rate through responsive and accurate issue handling. ● Delivered personalized education that reduced follow-up questions and improved early platform adoption. ● Created and maintained internal resources (FAQs, guides), helping reduce resolution time by 10% and supporting team efficiency. ● Collaborated with onboarding teams to refine client education workflows, improving user comprehension and digital engagement. ● Ensured compliance and data integrity while managing confidential records across thousands of equity accounts. ● by creating and distributing helpful guides and FAQs, addressing frequent client queries, and streamlining resolution processes.