Sep 2022 — Apr 2025 · San Francisco, CA
Manages relationships across 650 clients at 80 firms spanning family offices, asset managers, and RIAs, overseeing a $20M product book. Closed $400K+ in net-new and expansion ARR while tracking at 78% of a $500K annual quota, ranking in the top third of the team. Delivered 20 assists supporting approximately $700K in influenced revenue and protected recurring revenue through 6 saves on at-risk accounts.