Account Management Professional | Financial Services | 8+ years in client relations & sales
Boston, MA
Account Management Professional | Financial Services | 8+ years in client relations & sales
Boston, MA
Validated traits
Work history
IANS
Northwestern Mutual
Legacy Financial
NOV 2024 - PRESENT · 1.8 years
Regional Sales Director
JAN 2026 - PRESENT · 7 months
Lead team of 4 Account Managers, overseeing 100+ Mid-Market and Enterprise accounts.
Account Manager
NOV 2024 - DEC 2025 · 1.2 years
Hit annual consulting quota in Q3; forecasting 138% Consulting & 117% ARR by EOY. Helped onboard new team member and provided best practices/materials. Grew relationships with clients to successfully renew and expand consulting opportunities within account book. Created materials (QBR deck, pricing sheet) that were implemented team wide.
When I joined IANS as an Account Manager, the company was navigating a critical transition to a new pricing and packaging model at a time when client budgets were particularly tight. This combination created a challenging environment where simply meeting quota would have been an accomplishment—yet I saw an opportunity to turn these constraints into a strategic advantage. Rather than taking a scattershot approach, I prioritized accounts with clear expansion potential and invested time in deeply understanding each client's specific pain points. I positioned our new bundled products not as an upsell, but as a cost-saving solution that addressed more of their problems while actually reducing their total expenditure. This consultative approach required shifting the conversation from features to financial impact, demonstrating how the new packaging model aligned with their budget realities. The results exceeded expectations: I closed the period at 124% of quota while increasing average contract size by 20%. More importantly, my top five clients provided direct feedback that the bundled approach had saved them budget while expanding their coverage—validation that I'd created genuine value rather than just hitting a number. My manager, Katie Malkin, observed this performance throughout the full year and saw how the strategic account prioritization and client-first positioning translated into sustainable growth during a complex business transition.
JAN 2017 - PRESENT · 9.6 years
Director of Client Relations Center
JUL 2018 - DEC 2023 · 5.5 years
Worked in lockstep with 20 advisors in twice monthly 1:1s managing their pipeline and forecasts. Managed account book of 10,000 clients with $8,000,000 of ARR. Grew revenue 219% in first calendar year. Consistently surpassed 100% of annual quota. 2018-2020 quota was $750,000 annually. 2021-2023 quota was $1,000,000 annually. Managed full sales cycle. Developed and maintained relationships with existing clients to drive renewal, and expansion opportunities.
Financial Advisor
JAN 2017 - PRESENT · 9.6 years
Built a new practice from zero clients and no revenue to over 100 clients and over $200k of annual revenue across 13 product lines. Practice was built entirely on prospecting and cold outreach without any inbound leads, solely responsible for entire sales cycle.
JAN 2024 - NOV 2024 · 11 months
Lead Advisor
JAN 2024 - NOV 2024 · 11 months
Prospect and build pipeline for new clients. Manage account book of 200 existing clients. Provide goals based financial plans to both existing clients and new clients. Focused on retention, expansion, cross sell, and upsell opportunities.
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