David Waltuch

Experience

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  VELOCIFY, INC.

  Jun 2008 - Oct 2021

  Client Success / Account Manager

  As a National Account Manager and Client Success Manager, I led the integration and optimization of software solutions, collaborating with clients and technical teams to resolve issues and improve Net Promoter Scores. Managing over 200 accounts, including 40 high-priority clients, I strengthened relationships and drove client satisfaction. I mentored junior account managers, contributing to team growth, while analyzing performance metrics to identify upsell opportunities, negotiating contracts that boosted revenue and retention. Through performance reviews, I delivered actionable insights to enhance client ROI and operational efficiency.Below listed are some of my achievements within this role:* Earned prestigious Circle of Excellence award by surpassing 120% of quota.* Kept churn rates below 0.7% by maintaining exceptional decade-long client retention record.* Played a key role in expanding company from 30 to 200 employees through impactful mentorship and training.* Earned recognition for translating complex technical concepts into actionable, client-focused business solutions. Show less

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  ICE Mortgage Technology

  Oct 2021 - Nov 2023

  Relationship Manager

  As a Relationship Manager, I fostered strong client relationships across all organizational levels, gaining insights into their business needs to drive product adoption and retention. By collaborating with cross-functional teams, I ensured client satisfaction and efficiently resolved issues. I identified at-risk clients, engaged resources to improve outcomes, and delivered tailored solutions. Regularly monitoring portfolios, I recommended process improvements and conducted performance reviews to address concerns, ultimately strengthening partnerships and enhancing client retention.Below listed are some of my achievements within this role:* Demonstrated expertise in presenting and building relationships at C-level.* Ranked in top 10% of company for exceptional quota performance, earning Circle of Excellence Award three times.* Independently expanded revenue through account growth and retention by engaging with higher management levels.* Surpassed $4M renewal quota by 10%, despite challenging market conditions/rising interest rates in mortgage industry.* Addressed and resolved client issues and escalations promptly by coordinating with subject matter experts and leadership.* Secured multi-year, multi-million-dollar agreements by negotiating complex renewals with large regional banks, addressing procurement, legal, regulatory, and security requirements. Show less