Experience

• 

  Rogers communications

  Jun 2016 - Jan 2017

  Sales representative
• 

  Td

  Aug 2017 - Nov 2022

  As a Sales Manager, I am responsible for maintaining and supporting relationships with TD Wealth Financial Planners. I work with our Senior Sales Managers to help financial planners build and grow a successful practice by providing in depth knowledge of TDAM products and markets, tailoring the client experience to address their needs and providing superior sales support to advisors that we do business with.

  • Sales Manager

    Mar 2022 - Nov 2022

  • Financial Advisor

    Aug 2017 - Mar 2022
• 

  Morningstar

  Nov 2022 - now

  As a Customer Success Manager, my accountabilities include:Understanding client goals to educate about our institutional software, focusing on data, functionality and features for Morningstar software, as well as industry trends.Supporting the conversion of product trials into subscriptions, promoting product usage, and maximizing client retention by helping companies integrate our products with their workflows.Developing strategies with Account Managers and identify new user groups and business opportunities.Providing valuable client feedback and insight to the product team and developers.Interacting with data operations group, product managers, and internal service consultants to resolve client issues in a timely manner. Show less

  • Product Manager

    Jun 2024 - now

  • Customer Success Manager

    Nov 2022 - Jun 2024