Manager, Private Equity Accounts
AlphaSights
Jan 2025 - Current (1 year 10 months)
Own a $10M book of 6 enterprise private equity and global asset management accounts as primary point of contact (250+ active platform users, $1.6T+ alternatives AUM), driving account growth, retention, and expansion through tailored success plans
Run recurring QBRs and strategy calls aligning platform usage with client objectives, surfacing new use cases and upsell/cross-sell opportunities that drove $5M in annual revenue growth
Lead 150+ onboarding sessions annually for new platform users, reducing time-to-value by 35% by tailoring training to each user's role, workflow, and business objectives
Monitor account health and proactively build risk mitigation plans, identifying churn signals early and partnering with internal tea