GLOBAL & LARGE MARKET/INTERNATIONAL CLIENT MANAGEMENT - American Express - Phoenix, AZ
(2024-09 - 2026-08)
- Drove portfolio growth and strategic expansion across approximately 100 enterprise clients with international footprints, identifying opportunities to increase spend, expand solutions, strengthen retention, and deepen client relationships.
- Identified underpenetrated and underperforming relationships through portfolio and spend analysis, developing targeted strategies to capture incremental growth across corporate travel, supplier payments, and commercial payment solutions.
- Conducted discovery with senior stakeholders to uncover business challenges, understand strategic priorities, and position solutions aligned with clients' financial and operational objectives.
- Partnered cross-functionally with global market teams, Risk/Underwriting, Legal, KYC/Compliance, pricing, and internal business partners to navigate complex client requirements and advance growth opportunities across markets.
- Navigated KYC, underwriting, contractual, and operational requirements, coordinating internal stakeholders to remove barriers and maintain continuity across multinational relationships.
- Leveraged Salesforce CRM and portfolio data to manage client activity, prioritize opportunities, track relationship needs, and maintain visibility across a complex enterprise portfolio.
- Led a multi-month client advocacy strategy after a customer's monthly credit capacity was reduced from $900K to $500K; partnered with the CFO and VP of Finance and coordinated with underwriting to secure $2.3M monthly line and significantly strengthening the executive relationship.
BUSINESS DEVELOPMENT MANAGER- STRATEGIC EXPANSION - American Express - Phoenix, AZ
(2023-01 - 2024-09)
- Drove strategic growth across a portfolio of commercial clients through consultative selling, account planning, opportunity identification, and executive-level engagement.
- Analyzed client performance and spend to identify underpenetrated relationships and opportunities to increase spend, expand solutions, and strengthen retention.
- Conducted discovery with senior stakeholders to uncover business challenges and align commercial payment solutions with clients' financial and operational objectives.
- Partnered with Risk/Underwriting, pricing, compliance, and business development teams to structure solutions and advance complex growth opportunities.
- Developed and negotiated client agreements and incentive strategies designed to deepen relationships and drive incremental spend.
- Achieved 135% of quota in Q4 2023, 176% in Q1 2024, 126% in Q2 2024, and 201% in Q3 2024.
SUPPLIER RETENTION CONSULTANT - JP Morgan Chase/Robert Half - Tempe, AZ
(2021-09 - 2022-11)
- Managed and retained a portfolio of 20+ supplier relationships through consultative engagement and tailored payment solutions.
- Drove adoption of virtual card payment solutions by identifying supplier needs, communicating value, and overcoming objections.
- Negotiated supplier terms and supported onboarding initiatives designed to increase revenue and strengthen program participation.
- Analyzed account performance and prepared strategic reporting to identify retention risks and growth opportunities.
ACCOUNT EXECUTIVE - AOT/Xerox - Phoenix, AZ
(2018-10 - 2020-03)
- Developed and executed territory sales strategies to generate new business, expand pipeline, and secure meetings with C-level decision-makers.
- Prospected and engaged target accounts through disciplined multi-touch outreach, including calls, email, networking, and direct engagement.
- Conducted discovery and needs analysis to identify operational pain points and position customized hardware and software solutions.
- Built business cases around operational efficiencies, cost reduction, security, and ROI to differentiate solutions and advance opportunities.
- Managed opportunities through prospecting, discovery, presentation, negotiation, and close while consistently working toward revenue targets.
HUMAN CAPITAL MANAGEMENT CONSULTANT - CBIZ Employee Operations - Phoenix, AZ
(2017-02 - 2018-05)
- Developed new business through prospecting, networking, strategic partnerships, and consultative sales.
- Built and managed a pipeline of prospective clients while developing relationships with executive decision-makers.
- Conducted discovery to understand workforce and operational needs and presented tailored service recommendations.
- Expanded existing relationships by identifying additional service opportunities and aligning solutions with client objectives.
DISTRICT MANAGER - Automatic Data Processing (ADP) - Phoenix, AZ
(2013-01 - 2016-06)
- Owned a protected territory and executed full-cycle new-business development for workforce management solutions, from prospecting and discovery through presentation, negotiation, and close.
- Built relationships with C-level decision-makers and maintained a disciplined 7–11 touch prospecting cadence to advance opportunities.
- Conducted comprehensive needs analyses to uncover operational inefficiencies and position tailored workforce-management solutions.
- FY2013: Achieved 107% of quota, closing $98,400 against a $92,000 target.
- FY2014: Achieved 111% of quota, closing $133,200 against a $120,000 target.
- Earned District Manager of the Month recognition after achieving 186% of quota (Nov. 2014), 208% (Feb. 2015), and 130% (Mar. 2015).
