Jackie Lester

About Jackie Lester

Experienced Account Management professional with a strong track record of building…

Experience

1. Strategic Renewals Executive

   Everfi

   Aug 2022 — Present · US

   Manage and grow a portfolio of strategic accounts, ensuring successful onboarding, product adoption, and long-term retention.Proactively identify upsell opportunities by aligning new offerings with client goals and priorities.Partner cross-functionally with product, customer success, and implementation teams to deliver value-driven solutions.Leverage data and insights to guide partner strategy and maximize account performance.Developing and implementing account strategies for national and regional customers to retain their business. Providing tactical and strategic plans with specific measurable time frames to retain and grow an account. Managing activities to respond to customer re-sale opportunities, including solution strategy, RFP responses, demonstrations, pricing. Working collaboratively with Regional Vice President, Account Executives and Customer Success Managers to identify opportunity to expand the account during a renewal. Managing renewal activities to exceed assigned retention objectives. Becoming a \'trusted business advisor\' and establish Executive relationships at senior levels within client accounts. Differentiating EVERFI\'s solution by positioning and leveraging in the renewal our total set of capabilities – data and analytics, professional services, managed services, payments, and software. Resolve complex issues where in-depth analysis is required. Build and maintain an accurate pipeline and timely forecasts to management.

Skills

• Finance
• Loans
• Loan Origination
• Mortgage Underwriting
• Investments
• Mortgage Banking
• Credit Analysis
• Home Equity Loans
• Loan Servicing
• Mortgage Lending
• Consumer Lending
• Banking
• Home Equity Lines of Credit
• Mortgage Servicing
• Financial Services
• Credit
• Underwriting
• Loss Mitigation
• Credit Risk
• Residential Mortgages