Natalie Davis
Customer Success | Account Management
- Role
- Client Success Manager at Concertiv
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Natalie Davis
8+ years of experience in sales, client success, and account management. Passionate about optimizing client relationships to exceed strategic goals and produce powerful solutions within financial and tech industries. Executes B2B business development strategies throughout entire sales cycle while maintaining trust and loyalty. Ability to improve productivity and capitalize on technology in fast-paced, start-up environment. Reputation for being an empathetic storyteller who leverages analytical and innovative skills to maximize client interactions, increase revenue, and drive product adoption.Specialties: Account Management | Relationship Management | Business Development | Product Improvement | Project Management | Customer Success | Financial Management | Fintech | SaaS
Experience
Client Success Manager
Sep 2024 — Present · New York, NY, US
Concertiv provides procurement-as-a-service to mid-market financial services firms, helping them reduce spend, minimize risk, and save time across four key spend categories including travel, market data, technology, and insurance.
Education
Pace University - Lubin School of Business
Bachelor’s Degree, Business Administration (BBA), Finance and Global Marketing Management 3.80
Skills
- Event Planning
- Business Analysis
- Powerpoint
- Volunteering
- Performing Arts
- Managing
- Html
- Microsoft Office
- Social Media Marketing
- Leadership
- Public Speaking
- Prezi
- Photoshop
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