Account Executive Manager

LESLIE SNARE

260-***-**** • *************@*****.***

CUSTOMER-CENTRIC SENIOR ACCOUNT EXECUTIVE

Sr. Account Executive • Sr. Relationship Manager • Account Manager • Sr. Account Manager Client Satisfaction • Contract Negotiation • Business Insights • Customer Retention WORK EXPERIENCE

SmartBiz, San Francisco, CA May 2022 - present

● Understand client financing needs and assist in the intricacies of the business borrowing process

● Educate borrowers on the benefits of obtaining funding through SmartBiz

● Leverage understanding of products an sales processes, exceeding quarterly loan origination goals

● Evaluate and verify financial documents and underwrite the small business applicant to lender requirements.

● Consistently achieve 100%+ on monthly origination goals Techficient, LLC, Fort Wayne, IN Aug 2020 – May 2022 Account Executive

● Increased client satisfaction scores by 15%.

● Achieved 85% retention rate while negotiating contract renewals.

● Boosted user adoption by 12% by delivering persuasive and compelling presentations and annual conferences, as well as conducting client visits.

● Drove customer retention in addition to growing the customer base through onboarding.

● Cultivated strong client relationships by gauging engagement and proactively communicating.

● Delivered key customer insights by implementing executive customer satisfaction surveys.

● Increased customer adoption and cross-sell Techficient’s offerings.

● Communicated with internal partners to ensure up-to-date messaging on the product roadmap.

● Surpassed client satisfaction goals by working closely with internal teams to ensure that customer feedback is shared and used to inform process improvements. Lincoln Financial Group, Fort Wayne, IN Aug 2019 - Aug 2020 Product Development Specialist

● Drove adoption of application through broker/dealer relationships.

● Met client needs by delivering internal support to foster continuous application improvement. Broadridge Advisor Solutions, Fort Wayne, IN May 2016 – August 2019 Account Executive

● Leveraged technical expertise to guide broker/dealers and financial advisors.

● Ensured fulfillment of customer SLAs.

Lincoln Financial Group, Fort Wayne, IN 2010 - 2016 Senior Relationship Manager

● Fostered and maintained strong relationships with assigned broker/dealer accounts.

● Maintained an extensive knowledge of products and systems to effectively support clients. EDUCATION

Indiana Wesleyan University, IN 2006

Bachelor of Science in Business Administration

TECHNOLOGIES & AFFILIATION

Jira • Hubspot • Azure DevOps • PowerBI • Lean Six Sigma Green Belt • Vice President of Membership, Toastmaster International

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