Owned a $2.5M ARR renewal portfolio across 120 accounts, managing the full client lifecycle through proactive outreach, personalized support, and disciplined contract oversight, achieving a 98% renewal rate and reducing churn risk. Established a 120-day proactive engagement process that increased responsiveness and improved renewal velocity, resulting in 80% of upcoming renewals being finalized before the month begins. Managed backend operations for 650+ client accounts by extracting CRM data, generating quotes, building pricing tools, coordinating contract documentation, and organizing databases, improving team efficiency and achieving a 3x reduction in turnaround time. Led high-stakes meetings with C-suite executives, documenting discussions and distributing actionable notes to ensure cross-functional alignment and execution. Developed and maintained a renewal tracker leveraging prior-year data, improving forecast accuracy, speeding team planning, and increasing confidence in high-volume periods. Improved team continuity by mentoring new hires, creating onboarding materials, and supporting knowledge transfer during transitions. Utilized Salesforce, Dynamics 365, Power BI, Excel, DocuSign, Outlaw and Copilot to optimize data workflows and execute contracts with accuracy and strong client communication.

Ensured effective communication and project progress tracking. Successfully communicated with external vendors, defining precise business requirements and overseeing seamless implementation processes. Leveraged JIRA, Figma, and Lucid Charts to streamline management of client requirements, resulting in the efficient organization and tracking of action items and responsibilities among team members. Demonstrated strong organizational skills by updating $2M project budget trackers bi-weekly and contributing to the seamless onboarding process of 20+ new team members. Developed and implemented process improvements for internal workflows, enhancing team efficiency and reducing project task completion time across multiple client initiatives. Conducted in-depth industry research and prepared comprehensive reports encompassing SWOT analysis, trends, and insightful information from previous clients, effectively equipping colleagues with valuable knowledge for upcoming client projects.

Actively visited 20+ customer stores on a weekly basis, providing comprehensive consultation to business partners, identifying potential selling opportunities, and ensuring meticulous execution of customer merchandise agreements. Conducted thorough analysis of daily, monthly, and yearly benchmarks and performance metrics, facilitating a comprehensive understanding of customer strengths and leveraging insights to develop actionable solutions aimed at increasing sales volume and revenue. Assisted in developing and presenting data-driven sales recommendations to management, supporting strategic decision-making and territory planning for optimized revenue performance. Cultivated an in-depth understanding of key functional areas, including merchandising, ordering, inventory control, sales, supply chain management, and in-market operations, contributing to improved operational efficiency and customer satisfaction.