Trevan Gregory
Helping companies improve their CX while driving growth
- Role
- Account Manager - Mid Market Iii at Nextiva
- Location
- Lehi, UT, US
- LinkedIn followers
- 500 followers
About Trevan Gregory
In my career I’ve demonstrated success understanding client challenges, needs, and…
Experience
Account Manager - Mid Market Iii
Mar 2025 — Present
Supporting mid-market customer (10•••00 employees)- Lead full-cycle sales and expansion initiatives within the existing customer base - Drive product adoption through tailored service reviews and consultative engagement- Partner with members of the account team to manage renewals and proactively mitigate churn to ensure high retention rates- Collaborate with Service Delivery, Solutions Engineering, Legal, Finance, Business Development, and Channel Partners to streamline execution and support complex customer needs- Leverage customer insights and business intelligence to shape upsell strategies and uncover expansion potential
Education
University of Utah
BS, Organizational & Speech Communications
1999 — 2004
Skills
- Financial Planning
- Financial Analysis
- Uniform Combined State Law
- Securities
- Strategic Consulting
- Financial Services
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Series 24
- Finra
- Product Marketing
- Series 65
- Investment Advisory
- Enterprise Software
- Email Archiving
- Investment Strategies
- Marketing Communications
- Series 63
- Equities
- Business-to-Business (B2b)
- Product Management
- Marketing Strategy
- Series 7
- Portfolio Management
- Investments
- Software as a Service (Saas)
- Business Development
- Cloud Computing
- Wealth Management
- Asset Allocation
- Mutual Funds
- Product Development
- Account Management
- Finance
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