Jeff West

WORK HISTORY

EDUCATION

ABOUT JEFF WEST

Experienced professional with 7+ years at a Big 4 firm, specializing in client engagement, tailored solutions, and measurable results. Skilled in crafting strategic proposals, delivering impactful presentations, and managing complex projects to drive business growth. Proven expertise in partnering with SaaS vendors to implement tailored solutions that address client pain points, including compliance, onboarding, and transaction monitoring. Proficient in CRM tools to track opportunities, build pipelines, and supporting strong client relationships.Some of my key achievements include:~ Secured $1.5M in FY25 revenue from a global Big 5 banking client by identifying pain points, building trust, and delivering tailored solutions, with additional opportunities in progress.~ Generated $6M in incremental revenue from a single client over two years by fostering strong relationships and expanding the scope of work through tailored recommendations.~ Achieved $2M+ in contract renewals and extensions by building trust with clients, maintaining long-term relationships, and ensuring consistent service quality.~ Positioned EY as a preferred vendor for a Big 5 global bank, driving $1M+ in annual recurring revenue through compliance effectiveness reviews and SaaS-enabled solutions.~ Increased account revenue by 20% annually by up-selling and cross-selling SaaS solutions, including onboarding, transaction monitoring and sanction screening platforms.I’m passionate about delivering value, fostering trust, and helping clients succeed. Whether it’s through innovative solutions, collaborative problem-solving, or identifying new opportunities, I strive to make a lasting impact for every client I work with.