Casey Auciello
Experienced Financial Sales + Account Manager
- Role
- Account Manager at Morgan Stanley
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Casey Auciello
Sales and project management professional who thrives on the challenge in finding…
Experience
Account Manager
Jul 2021 — Present · Austin, TX, US
Cultivated and managed strategic relationships with a portfolio of 20 high-value accounts, overseeing a $20MM pipeline and directly impacting client retention and growth.Successfully drove new business and upsell opportunities, closing an average of 8 complex, high-value accounts monthly through expert negotiation and solution-selling.Developed and executed client success strategies, leveraging a proprietary CRM platform for consistent engagement, data capture, and client health monitoring.Identified complex client needs and mapped them to tailored product features, resulting in a high rate of solution adoption and favorable client retention.Highly driven financial professional with a proven track record in client relationship management and revenue growth, directly transferable to driving retention and upsell in a SaaS environment. Expertise in cultivating a $20MM client pipeline and closing complex, high-value accounts. Eager to leverage skills in client consultation, negotiation, and proprietary CRM platform utilization to drive customer adoption and maximize client lifetime value in the technology sector.
Education
University of Cincinnati Carl H. Lindner College of Business
Bachelor of Business Administration - BBA, Marketing, Real Estate
2004 — 2008
Skills
- Usda
- Refinance
- Real Estate Economics
- Residential Homes
- Real Estate
- Selling
- Loans
- Investment Properties
- Sales
- Loan Origination
- Mortgage Lending
- Short Sales
- Fha
- Foreclosures
- Mortgage Banking
- Fha Financing
- Va Loans
- Reo
- Residential Mortgages
- First Time Home Buyers
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