Lindsay Carter

Digital marketing agency delivering paid media and lifecycle strategy for mid-market and enterprise brands.

• Departmental Revenue Ownership: Directly responsible for the retention and health of an agency-wide $4.2M ARR portfolio, implementing proactive risk-mitigation strategies that stabilized high-value accounts.
• Strategic Partnership & Expansion: Serve as the primary Agency of Record liaison for a complex franchise partnership (25+ accounts); drive multi-location scaling and high-level campaign alignment.
• Team Leadership & Enablement: Recruit, train, and mentor a team of CSMs and Onboarding Specialists; developed internal performance benchmarks and coaching frameworks to ensure consistent service delivery.
• Executive Escalation & Recovery: Lead high-stakes recovery efforts for at-risk accounts, personally navigating technical performance hurdles and presenting strategic pivots to client leadership.

Digital marketing agency delivering paid media and lifecycle strategy for mid-market and enterprise brands.

• Retention-Focused Advocacy: Acted as the primary client advocate for a high-touch portfolio that doubled from 35 to 75 accounts within four months, maintaining oversight of $175K in monthly revenue.
• Performance Navigation: Drove retention by leading campaign planning and development sessions, ensuring marketing performance aligned with client growth targets.
• Process & Enablement: Created the agency’s onboarding and client support playbooks to support rapid account growth without sacrificing service quality.

SaaS platform delivering employee giving, volunteering, grants, and corporate social impact programs.

• Platform Adoption & Strategy: Developed and executed comprehensive adoption plans for 25 enterprise accounts, ensuring platform usage was deeply integrated into the client's corporate culture.
• Onboarding & Enablement: Facilitated end-to-end platform training for senior HR and CSR stakeholders, translating complex technical features into practical tools for employee engagement.
• Internal Client Advocacy: Acted as the internal voice of the customer, partnering with Product and Engineering teams to advocate for client-requested enhancements and troubleshoot roadblocks.
• Enterprise Portfolio Management: Managed $250K+ in MRR, leading QBRs that demonstrated ROI and leading to expansion and long-term renewals.

SaaS marketplace platform connecting restaurants with on-demand maintenance providers.

• Franchise & Customer Success Support: Supported large-scale franchise clients by ensuring service partner reliability, directly impacting client satisfaction and long-term franchise retention.
• Commercial Contract Negotiation: Negotiated and secured ongoing service contracts with partners, establishing a revenue-share model where the platform captured a percentage of all earnings generated through the marketplace.
• Marketplace Coordination: Acted as the strategic link between restaurant needs and provider capacity, facilitating end-to-end service execution to ensure high network reliability for clients.
• Partner Performance Management: Educated service providers to ensure reliability and alignment with client standards to maintain high service quality for customer base.

Managed security service provider and consultancy for enterprise organizations.

• Account Operations & Retention: Supported four Account Executives in overseeing a combined portfolio of 60 accounts; owned the end-to-end preparation of sales orders, client proposals, and Statements of Work (SOWs) to ensure seamless account stability and retention.
• Revenue Enablement: Acted as the strategic bridge between pre and post sales tasks, identifying service gaps and expansion opportunities within existing relationships that enabled Account Executives to open new sales conversations, and drive additional recurring revenue.
• Enterprise Vendor Coordination: Leveraged established relationships with major enterprise vendors (including IBM and McAfee) to secure preferred product pricing, directly supporting Account Executives in client management and competitive deal positioning.