Anne Manning

Helping Legal & Finance Simplify Workflows | Client Manager, Intelligize

Role
Client Manager at Intelligize
Location
Dayton, OH, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

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

  1. Client Manager

    Intelligize

    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

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Anne Manning — Client Manager at Intelligize in Dayton, OH, US | Unifers