Anna McCabe
Hinsdale
Summary
Dynamic leader with a proven track record at J.P. Morgan, excelling in strategic account management and cross-functional leadership. Spearheaded partnerships with technology and retail giants, achieving over 100% replacement rate at CareerBuilder LLC multiple years in a row. Skilled in Salesforce and driving digital adoption, adept at transforming client relationships and operational excellence.
Overview
10
10
years of professional experience
Work History
Vice President, Client Relationship Manager
J.P. Morgan
01.2022 - Current
- Partner with banking coverage and treasury sales to expand engagements and deepen client relationships with a focus on the Technology and Retail sector.
- Activate deep and meaningful relationships with clients by displaying a passion for continued learning of their business and being a subject matter expert in the ever evolving world of finance.
- Advocate for my clients within the bank and becoming a trusted ally & extension of my customers’ teams with a proven track record of ownership and delivering solutions.
- Captivate a culture of creative problem solving and digital enablement when it comes to the day to day treasury needs of our clients.
- Drive the targeted marketing of products, identifying and addressing our clients’ needs and solutioning them with the best products to achieve their bottom line.
- Cultivate strong internal partnerships through on-going collaboration & optimization of existing processes in addition to roadmapping future endeavors.
- Understand client needs by applying a strategic, consultative selling approach to promote payments optimization and develop exciting product solution recommendations.
Customer Success Manager III
CareerBuilder LLC
02.2019 - 01.2023
- Acted as a main point of contact for client on-boarding, training, integration, optimization, and relationship management with Executive Leadership teams for a $15 million book of business.
- After one year, selected to manage priority accounts such as CarMax, Marriott Vacations Worldwide, The Home Depot, and Lowe's. Promoted to the Strategic team to own the Amazon partnership in addition to CareerBuilder’s key clients in 2022.
- Promoted to a CSM III after finishing 2020 as the top Customer Success Manager in the Consumer Vertical with a replacement rate of 132%. Finished 2021 at a 116% replacement rate & 2022 over 100% replacement rate.
- Partnered with the sales team on renewals- handling contract negotiations, focusing on growth and upselling, proving ROI by having the data tell a story, and transitioning customers to multi-year contracts.
- Lead strategy sessions with cross-functional teams within the organization to determine how we deliver data to our clients and how to improve the overall customer journey.
- Continually problem solved and bridged the gap between sales and support teams in challenging client situations to maintain renewals and generate new business for SaaS products.
- Identified trends in adoption and utilization in order to highlight ROI and provide guidance to clients during Quarterly Business Reviews.
- Managed key initiatives with clients including ongoing execution of projects and was an extension of their team for everything Talent Acquisition.
Fundraising Manager
Chicago Youth Programs
11.2017 - 02.2019
- Worked within the Executive Leadership Team to manage strategic development and day-to-day operations for Chicago Youth Programs.
- Managed a portfolio of corporate funders and prospects; collaborated with Board of Directors to build relationships in the corporate community.
- Led all elements of Chicago Youth Programs' annual gala; including sponsorship solicitation, committee meetings with the Board of Directors, budgeting, volunteer & attendee management, logistical execution and long-term planning. Broke fundraising and attendance records in 2017 with 250 attendees.
- Utilized a sales and marketing approach to lead all aspects of Chicago Youth Programs' corporate gifts strategy.
- Partnered with the Executive Director to build Chicago Youth Programs' brand and attract corporate partners though creative marketing initiatives, engaging presentations, excellent program execution, and remarkable events throughout the year.
Key Account Manager and Operations Associate
Becker's Healthcare
06.2015 - 10.2017
- Consistently partnered with over twenty key clients to implement their advertising campaigns throughout the year. Grew those clients' spend with Becker's Healthcare and renewed partnerships annually.
- Worked on the events team to plan and implement five conferences a year for thousands of surgeons and hospital executives. Conferences featured key note speakers George W. Bush, Bill Clinton, Arianna Huffington and more. Selected to manage the continuing education process for all conferences.
- When in the sales rotation, built new relationships for the company as well as grew current accounts. Engaged with new accounts through lead generation, cold calls and advertising referrals. Brought in over $150,000 during renewal season for 2016.
Education
Bachelor of Arts - Communication Management- Honors Program
University of Dayton
Dayton, OH05-2015
Skills
- Strategic account management
- Risk management and mitigation
- Proficient in Gainsight, Salesforce, Google Analytics, Microsoft Office Suite, and Tableau
- Business value selling ROI
- Cross functional leadership and collaboration
- Developing client roadmaps, KPIs, managing expectations
- Driving digital adoption across multiple levels within a client organization
- Operational improvement
and pivoting strategy when necessary
Timeline
Vice President, Client Relationship Manager
J.P. Morgan
01.2022 - Current
Customer Success Manager III
CareerBuilder LLC
02.2019 - 01.2023
Fundraising Manager
Chicago Youth Programs
11.2017 - 02.2019
Key Account Manager and Operations Associate
Becker's Healthcare
06.2015 - 10.2017
Bachelor of Arts - Communication Management- Honors Program
University of Dayton
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