CAMERON THOMAS
Raleigh
Summary
Knowledgeable and dedicated relationship management professional with extensive experience in the financial technology industry. Exceptional team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain relationship satisfaction and contribute to company success. Specialize in internal and external communication, collaboration and results-oriented decisions. Extremely passionate about developing relationships and cultivating partnerships with growing businesses.
Overview
13
13
years of professional experience
Work History
Senior Client Success Manager - Enterprise
Juniper Square
01.2024 - Current
- Serving as the relationship manager for 20 Enterprise clients, totaling $136.5B in Assets and $5.8M in Annual Recurring Revenue.
- Developing and maintaining comprehensive relationship plans outlining growth opportunities, risks, and mitigating actions for each assigned account. Utilizing these relationship plans to inform Juniper Square Senior Leadership of current relationship status, key in-flight projects and potential relationship risks.
- Directly owning contract renewals and identifying upsell opportunities by conducting recurring account reviews with clients yielding an additional $1.3M in added annual revenue for FY24, and a +90% internal contribution margin.
- Leading quarterly and monthly Executive Business Steering Committees with client C-Suite/Executive teams to discuss partnership opportunities, product development prioritization, and provide strategic roadmap for deliverables.
- Evaluating and prioritizing client feedback to inform Juniper Square Product team on development initiatives within the Juniper Square's products and services offerings.
Senior Client Success Manager
Envestnet | Tamarac Inc.
10.2021 - 01.2024
- Served as the relationship manager for 17 firms across the US, with an annual revenue amount exceeding $13.4 million
- Organized and directed recurring strategic conversations with C-Suite/Executive team members at assigned firms to optimize utilization of the product offering, coordinate mergers and acquisitions, and promote system adoption and usage to the fullest degree
- Lead negotiations on behalf on Envestnet | Tamarac with assigned clients around contract amendments and contract renewals, resulting in a 100% client retention rate
- Acted as a liaison between the C-Suite/Executive team of the firm and the internal Support teams to help resolve escalated items in a timely and accurate manner, as well as the Product and Development teams to deliver client driven feature enhancements
- Created and executed project requests on behalf of the client for submission and approval through Legal and then guiding the client through the document confirmation process
- Performed client contract pricing analysis for Envestnet Executive team with a focus on margin and sustainable revenue through product offerings
Advisor View Implementation Consultant
Envestnet | Tamarac Inc.
07.2016 - 10.2021
- Implemented new Tamarac firms onto the Advisor View platform prior to transition to their Support Team
- Helped create training material for new Advisor View clients and presented this material at both the monthly Tamarac University conference and in person at client offices nationwide
- Organized and led Advisor View product focused trainings for core team members at new Tamarac firms onboarding Advisor View post Tamarac University training
- Advised new Tamarac clients on how best to streamline their daily, monthly, and quarterly workflows in Advisor View for reporting, billing, and account maintenance
- Led the Advisor View portion of sales calls to help evaluate prospective Tamarac firms prior to the onboarding process and delivered feedback on prospective clients to the Tamarac Executive team
Client Services Associate
Envestnet | Tamarac Inc.
03.2013 - 07.2016
- Supported client phone/on-line product inquiries for both Tamarac products and associated third party applications
- Reviewed clients' workflow in products and was proactive in making best-practice recommendations to ensure the clients' workflow produced reliable results, in line with both the standards of the firm and of the agreement with their clientele
- Added additional value to customers' client service experiences through individual client training sessions aimed at enriching client product knowledge and enhancing expertise within the product
- Submitted feature feedback internally for future product enhancements and promptly noted product deficiencies for immediate resolution
- Contributed to increased team proficiency through actively sharing product knowledge and promoted continuously improving client-focused support by completing and reviewing objective critiques of coworker/client product calls
- Founding member of Tamarac Client Support team in Raleigh and entrusted with meeting standard of service expected for Client Support team
Operations Associate
Envestnet | Tamarac Inc.
01.2012 - 03.2013
- Served as the primary point of contact and relationship manager for multiple RIA clients
- Assisted clients in accurately and efficiently managing assets valued at approximately $3.1 billion
- Proficiently processed daily posting of multiple custodian feeds in portfolio accounting database for all clients
- Reliably and promptly executed trade requests on behalf of clients
- Precisely reconciled client portfolios in a timely manner and produced reliable account performance calculations on client portfolios daily
- Supervised generation of accurate performance reports and billing statements for clients consistently on a quarterly basis
- Aided clients on projects that utilized Tamarac's Advisor Xi products and ensured successful completion of project goals
Education
Bachelor of Arts - Political Science
The University of North Carolina
Chapel Hill, NC01.2011
Skills
- Partnership Development
- Vendor Agreement Negotiation
- Cross-Functional Communication Skills
- Client Escalation Resolution
- Customer Requirements Analysis
- Client Service Optimization
- Stakeholder Communication Strategy
- Schwab Portfolio Center
- Envestnet UMP Platform
- Tamarac Advisor Xi Products
- Salesforce
- Atlassian Product Suite (Confluence, JIRA)
Timeline
Senior Client Success Manager - Enterprise
Juniper Square
01.2024 - Current
Senior Client Success Manager
Envestnet | Tamarac Inc.
10.2021 - 01.2024
Advisor View Implementation Consultant
Envestnet | Tamarac Inc.
07.2016 - 10.2021
Client Services Associate
Envestnet | Tamarac Inc.
03.2013 - 07.2016
Operations Associate
Envestnet | Tamarac Inc.
01.2012 - 03.2013
Bachelor of Arts - Political Science
The University of North Carolina
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