Amanda Brenner
Client Success Manager @Nasdaq
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WORK HISTORY
Client Success Manager @Nasdaq
Toronto, ON, CA
Building and establishing strong client relationships, providing day-to-day client advice and supporting by understanding each client\'s individual needs and providing consultative service. Managing the onboarding, training and ongoing relationship with Nasdaq IR Insight users to ensure that customer satisfaction and retention metrics are met or exceeded. Promoting the organization\'s capabilities to clients, identifing sales opportunities to be forwarded to the account managers, and achieving customer retention goals. Working closely with the Relationship Manager and Sales Executive to provide consultative desktop support for clients in my portfolio. Providing white glove customer service to key, senior level decision-makers. Responding to a wide variety of inquiries, including but not limited to financial data questions, product functionality, technical questions and industry best practices. Coordinating user training on system/new functionality and responds to more complex user queries regarding system functionality. Developing and conducting proactive client outreach campaigns designed to increase usage by highlighting new features or encouraging usage on underused components. Acquiring and maintaining a strong working knowledge of the Investor Relations industry and keep apprised of its regulations, trends and best practices.
EDUCATION
McGill University
Finance, General
George Brown Polytechnic
Business Administration and Management, General
Institute of Project Management
Foundations in Project Management
Trailhead by Salesforce
Business Administration Specialist
Conestoga College
Business Law
ABOUT AMANDA BRENNER
Capital markets professional with 4+ years in investor relations supporting North American clients, backed by over a decade in project and product management. Known for driving strategic initiatives, strengthening client relationships, and delivering results across cross-functional teams. Currently expanding financial expertise through the CFA Institute Investment Foundations program.
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