Financial Planning Strategic Partnerships

KELLN SMALL

Central/North Texas

*****.*****@*****.*** / 817-***-****

SUMMARY

Results-oriented, Partnership Manager with extensive experience in driving strategic partnerships and fostering business growth. Proven expertise in building high-value relationships, negotiating complex agreements, and aligning partnership strategies with organizational objectives. Demonstrated success in market analysis, financial planning, and leading cross-functional teams. Recognized for exceptional communication skills and a strategic approach to enhancing organizational performance and expanding market presence. Achievements include increasing partner engagement and retention by 30%, expanding partnership portfolios by 40%, and delivering a 25% lift in brand visibility through joint marketing campaigns.

SKILLS

Cross-Functional Team Leadership

Negotiation and Agreement Securing

Revenue Growth Strategies

Client Relationship Management

Financial Planning and Analysis

Customized Solution Development

Organizational and Time Management Skills

Strategic Thinking

Relationship Building

Problem Solving

Strategic Partnership Management

Market Analysis and Performance Optimization

Exceptional Communication

Project Management

EXPERIENCE

Partnership Manager II / Meritize - Frisco, TX 03/2023 – 09/2024

Managed strategic partnerships with key stakeholders, driving revenue growth through collaborative initiatives and achieving a 20% increase in annual revenue.

Specialized with Adult Learners and Distance Learning

Developed and executed partnership strategies, resulting in a 30% rise in partner engagement and a 25% improvement in retention rates.

Analyzed market trends and partner performance data to identify new opportunities and optimize partnership ROI, leading to a 15% increase in overall profitability.

Led cross-functional teams to execute joint marketing campaigns, resulting in a 25% increase in brand visibility and a 10% boost in market share.

Negotiated and secured high-value agreements with industry leaders, expanding the partnership portfolio by 40%

Senior Account Executive / First Financial Group of America -Austin, TX 03/2001 - 11/2022

Specialized in the Education (K-12) Sector Market, Benefit Administration;

Led cross-functional teams of up to 20 members to deliver customized solutions aligned with client objectives and market trends, boosting project efficiency by 25%.

Managed a portfolio of 50+ high-value accounts, fostering relationships with key stakeholders, which led to a 95% client retention rate.

125% of goal – 2001 – 2019; 150% of goal of 2020-2022

President’s Honor Roll 2002 – 2021; Account Manager of the Year 2002 – 2021

Marketing Coordinator / Allstate Insurance – Irving, TX 12/1999 - 03/2001

Analyzed individual client needs and financial situations, assisting in the selection of insurance policies, resulting in a 20% increase in client satisfaction scores.

Training of agents and produced reports to the VP of their progress.

Built and maintained relationships with over 200 clients, providing ongoing policy updates and support, contributing to a 25% growth in client retention.

Produced RFPs for clients and ensured they were compliant with insurance policies.

Collaborated with underwriters to evaluate risk factors and finalize coverage agreements, achieving a 30% improvement in approval rates and enhancing overall customer satisfaction.

EDUCATION

Business Administration 12/1999

University of Texas at Arlington - Arlington, TX

GPA: 3.5

President Honor Roll

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