PROFESSIONAL PROFILE
Senior Account Manager & B2B Technology Leader with over a decade of success managing mid-market and enterprise client portfolios, driving net revenue retention (NRR), and executing high-growth account expansion strategies. Demonstrated expertise in leading Executive Business Reviews (EBRs), multi-threading decision-makers, and increasing product platform adoption across complex organizational structures. Strategic, consultative partner skilled at converting account health insights and ROI analysis into recurring revenue growth.
CORE COMPETENCIES
- Account Portfolio Management: Mid-Market Portfolio Growth * Net Revenue Retention (NRR) * Account Health & Churn Mitigation
- Client Engagement & Strategy: Executive Business Reviews (EBRs/QBRs) * C-Suite Multi-Threading * Consultative Selling
- Product Adoption & Expansion: Spend Activation * Platform Upsell & Cross-Sell * Value Realization & ROI Alignment
- Operational Execution: CRM & Pipeline Analytics (Salesforce/HubSpot) * Cross-Functional Alignment * Bilingual (Spanish)
PROFESSIONAL EXPERIENCE
Managed Service Provider | Account Executive / Mid-Market Account Manager | Dec 2025 – Present
- Manage full lifecycle client relationships across a mid-market portfolio, aligning cloud, SaaS, managed technology, and cybersecurity solutions to business financial and operational goals.
- Generated $900,000 in new account revenue while driving post-sale activation, account health cadences, and ongoing platform adoption.
- Partner directly with client executives and key decision-makers to evaluate operational efficiency, resolve business challenges, and expand recurring revenue.
Managed Service Provider | Sales Manager & Strategic Account Manager | Mar 2025 – Dec 2025
- Directed account management initiatives for B2B SaaS, cloud, managed IT, and communications solutions across Texas-based mid-market organizations.
- Achieved 105% customer retention by implementing structured account reviews, early risk identification, and proactive client engagement cadences.
- Delivered 122% revenue growth within existing accounts by executing cross-sell/upsell strategies and expanding platform product usage.
- Coached account teams on consultative discovery, value messaging, pipeline health, and multi-threading C-suite executives.
Technology Consulting and Staffing Firm | Sales Director & Account Management Lead | Oct 2022 – Mar 2025
- Managed mid-market and enterprise accounts across two territories, attaining 133% of revenue target through proactive account expansion and retention.
- Multi-threaded complex corporate client hierarchies to build strong executive alignment with CFOs, CIOs, and Ops leaders.
- Conducted portfolio trend analysis and account forecasting to maximize gross profit margins and account lifetime value (LTV).
Managed Service Provider | Sr. Account Executive | Oct 2020 – Oct 2022
- Oversee assigned territory portfolio to drive adoption of Microsoft 365, Azure, cybersecurity, and cloud software/hardware solutions.
- Executed Quarterly Business Reviews (QBRs/EBRs) with key stakeholders, generating a 33% increase in account revenue through spend expansion and upsell.
- Achieved 122% month-over-month growth in gross profit by framing technology solutions around operational ROI and long-term cost efficiencies.
Telecommunications Provider | National Fiber Consultant | Oct 2018 – Oct 2020
- Managed 325+ business accounts representing $1M+ in annual revenue, delivering 223% growth through account expansion, product penetration, and consultative sales.
- Conducted variance reporting, performance tracking, and client needs analysis to maintain high account retention.
Telecommunications Provider | Sr. Business Account Executive | Jan 2014 – Oct 2018
- Cultivated and managed a portfolio of 300+ business clients, focusing on contract renewals, product cross-selling, and per-account spend activation.
- Conducted comprehensive customer evaluations to uncover unaddressed needs and expand geographic service footprints across 550+ locations.
EDUCATION & AFFILIATIONS
- Bachelor of Business Administration (BBA) | Regional University, College of Business Administration
- Leadership & Community Involvement: Community Leadership Organization (2022-Present)
- Community Event Volunteer
- Honors: Community Volunteer of the Year (2018) * Rising Star Award (2014)
