
Trusted Accounts lead with a track record of driving client growth, retention, and revenue expansion across complex client partnerships. I currently oversee a portfolio representing ~$20M in annual media investment and have generated nearly $600K of expansion revenue in the past two years through solution selling and understanding partner needs. Known for building trusted executive relationships, leading cross-functional teams, and identifying growth opportunities that create long-term value for both clients and organizations.
Leads strategic growth, retention, and account expansion for clients. Builds and maintains long-term partnerships, with several client relationships spanning 3–4+ years. Currently, I manage a variety of mid-sized and enterprise-level clients, averaging a total of ~$20M in annual paid media spend. In FY25 and FY26 specifically, I generated ~$600K in additional agency revenue through solution selling and understanding client needs.
Serves as a strategic partner to the CEO on agency growth, new business operations and new business pipeline management.
Built and standardized onboarding frameworks, training documentation, and best practices for the Account Management team, creating scalable resources that improved knowledge transfer, operational efficiency, and employee development. Leads and mentors an Account Manager while directing cross-functional teams to drive client retention, account expansion, and long-term partnership success.
Led strategic planning and account growth initiatives across clients, partnering with cross-functional teams to develop and execute multi-channel marketing strategies aligned with enrollment and revenue objectives.
Oversaw annual and quarterly planning, ensuring seamless execution across departments, campaigns and event promotion. Managed and mentored Account Manager while supporting senior leadership on large-scale initiatives.
Managed day-to-day client relationships and served as the primary liaison between institutional partners and internal teams, ensuring alignment on goals, timelines, and performance expectations. Oversaw project execution from planning through delivery, coordinating cross-functional resources to support enrollment marketing initiatives and client objectives. Supported account growth and retention efforts through proactive communication, strategic problem-solving, and consultative client partnership.