William Willett

Customer Success and Relationship Management professional with 9+ years of experience managing high-net-worth and institutional client relationships across fintech, banking, and trading environments. Proven track record maintaining composure under pressure during high-volatility market conditions, resolving complex trade-related concerns, and serving as primary point of contact through the full client relationship lifecycle. Strong financial services background including Series 6 licensure, with deep familiarity with market mechanics, order execution, and liquidity dynamics.

Customer Success Manager at TradeAlgo – AI Fintech SaaS Platform (2022-10 – 2026-05)

• Served as primary point of contact and trusted advisor for ultra-high-net-worth and institutional clients, including small funds and broker accounts, managing complex relationships through the full trade lifecycle.
• Resolved high-stakes client concerns during periods of market volatility by diagnosing root causes, including order type, slippage, liquidity conditions, and trading halts — while maintaining composure and clarity under pressure.
• Retained $2.2M in client revenue in 2024 and increased retention by 31% across a 10,000+ user trading platform, driven by proactive communication and consultative problem-solving during high-pressure situations.
• Delivered live market demonstrations and real-time platform walkthroughs for high-value accounts, translating complex trading concepts into clear, actionable guidance.
• Provided direct, personal accessibility to top-tier clients for urgent trade-related matters, reinforcing trust and long-term retention.

Sales Executive at LINQ Services (2022-06 – 2022-10)

• Generated pipeline through outbound prospecting, cold outreach, and trade show representation and managed the full sales lifecycle as primary point of contact using Salesforce and ZoomInfo to track and advance accounts.

Operations Assistant / Floor Team Lead at Natural State Medical Group (2019-10 – 2022-05)

• Built a loyal repeat customer base through consultative, trust-based selling rooted in deep product expertise, establishing the highest sales record in company history at $1.26M.
• Became the go-to product expert for both customers and staff on strain education, wellness applications, and personalized recommendations through independent study.
• Trained staff on product knowledge, compliance standards, and dispensary regulations, improving conversion rates and ensuring regulatory adherence.

Co-Founder & Head of Finance at Shooter Shield (ASDT, Inc.) (2019-12 – 2022-02)

• Co-founded a public safety technology startup developing software and hardware designed to reduce casualties and improve first responder response times in active shooter situations.
• Stabilized company finances during the COVID-19 pandemic through strategic cost restructuring and budget optimization, extending company runway by seven months.

Finance & Operations Lead at Pacific Consulting Services (2018-05 – 2022-02)

• Managed a $300K operating budget, overseeing forecasting, financial reporting, and accounts payable and receivable.
• Leveraged direct executive relationships with a Fortune 500 client's Project Director and CFO to de-escalate a strained account relationship, conducting a financial audit that recovered $27K in overlooked receivables and contributing to $460K in sales during a record revenue year.

Financial Relations Consultant at Regions Bank (2017-02 – 2018-03)

• Managed 3,000+ customer accounts in a high-volume branch environment, consistently exceeding quarterly goals through proactive engagement and genuine understanding of client financial needs.
• Drove new account growth above branch targets through outbound outreach and referral development, extending impact across multiple branch locations.
• Maintained strict KYC compliance while advising clients on consumer and business banking solutions.

Bachelor of Science in Business Administration – Management – Lyon College (2012-05)