Anne Manning
Helping Legal & Finance Simplify Workflows | Client Manager, Intelligize
- Role
- Client Manager at Intelligize
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Anne Manning
Legal and compliance teams aren’t short on information, they’re buried in it. SEC filings, evolving rules, interpretive guidance, and internal processes all compete for attention, especially when timing matters.I help legal, corporate governance, and financial reporting teams cut through that noise so they can move faster, make confident decisions, and reduce regulatory risk.At Intelligize, I partner with teams to streamline SEC research, disclosure drafting, and ESG workflows. The goal is simple: get to the right answer quickly, apply it with confidence, and stay ahead of increasing scrutiny and complexity.My background in training, onboarding, and technical enablement shapes how I work with clients today. I focus on how teams actually operate; how they research, draft, and make decisions, and help integrate tools in a way that improves that process, not disrupts it.What that looks like in practice:• Faster, more targeted SEC research• More efficient and confident disclosure drafting• Smarter use of regulatory data when decisions carry weightClients work with me because I’m direct, responsive, and focused on outcomes that matter in real-world situations.not theoretical use cases or surface-level walkthroughs.And the timing matters. Expectations aren’t slowing down, and the cost of missing something or moving too slowly continues to rise. Teams need clarity and efficiency now more than ever.Outside of work, you’ll usually find me with my niece and nephew or making the most of Midwest pool season.As my niece once told me:“Aunt Anne, sometimes we don’t ask you because we know you’ll tell us the truth.”That same honesty carries into every client relationship.If you\'re working through SEC filings, disclosure challenges, or regulatory research and want a more efficient approach, I’m always open to connecting and sharing ideas.
Experience
Client Manager
Jul 2025 — Present
I partner closely with legal, compliance, corporate governance, and financial reporting teams to help streamline SEC filing and disclosure research using the Intelligize platform.A core part of my role is understanding how teams work today and aligning Intelligize to their existing workflows, so they can spend less time on research and drafting, and more time producing accurate, consistent disclosures.As regulatory requirements continue to evolve, I help clients identify expansion opportunities tied to ESG initiatives, benchmarking needs, and cross-departmental use cases.Renewal conversations are supported by clearly demonstrating platform value, including efficiency gains, reduced risk, and more consistent disclosure outcomes.Behind the scenes, I collaborate closely with Sales, Product, and Research teams to bring real client insights back into the business and help shape product enhancements and better user experiences.
Education
University of Dayton
Master's degree
The Ohio State University
Associate's degree, Workforce and Career Development
Miami University
Undergraduate
Ohio Dominican University
Master's degree
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.