Summary
Overview
Work History
Education
Skills
ADDITIONAL
References
Timeline
Generic

Rachel Steele

Minneapolis

Summary

Strategic and relationship-focused account leader with 8+ years of experience managing mid-market to enterprise-level client portfolios, driving revenue growth, and building scalable partnership initiatives. Proven success in leading cross-functional marketing campaigns, conducting performance reviews, and expanding client engagement through co-branded strategy. Excels at aligning partnerships with business goals, and optimizing ROI.

Overview

7
7
years of professional experience

Work History

Account Manager, Major Accounts

OSG
Carol Stream
01.2024 - Current
  • Manages portfolio of clients exceeding $3.6 million in annual operating plan.
  • Cultivates long-term partnerships with strategic enterprise and mid-market clients.
  • Conducts quarterly business reviews, providing insights on performance and identifying upsell opportunities.
  • Analyzes account data to develop growth strategies and enhance product adoption.
  • Collaborates cross-functionally with marketing, operations, and technical teams to align client objectives.
  • Achieved recognition for maintaining one of the team’s lowest churn rates.

Client Success Manager

OSG
Carol Stream
08.2022 - 01.2024
  • Managed renewals, pricing audits, and reporting for enterprise accounts to enhance operational efficiency.
  • Delivered comprehensive client performance reports with strategic recommendations for improvement.
  • Secured impactful testimonials and case studies for national marketing initiatives.
  • Advocated for product enhancements based on detailed client feedback to drive satisfaction.

Client Growth Manager, Client Success

SEZZLE
Minneapolis
12.2019 - 03.2022
  • Oversaw 60+ mid-market client accounts, driving $1.5M+ in total revenue.
  • Developed and executed growth strategies resulting in +12% AOV and +4% take-rate above industry averages.
  • Led co-branded initiatives to deepen engagement and improve results.
  • Partnered with product, data, and design teams to pilot new features — exceeding adoption goals by 2x.
  • Delivered detailed QBRs using insights from GMV, ROI, and user data.
  • Hired, trained, and mentored 18+ new team members.

Client Success Intern

SEZZLE
Minneapolis
04.2018 - 12.2019
  • Supported affiliate onboarding and technical integrations.
  • Created internal training content on partner strategy and rate negotiation.

Education

Bachelor of Science - Retail Merchandising, Communications & Mass Communications

University of Minnesota – Twin Cities
Minneapolis, MN
12.2020

Skills

  • Core Expertise: Strategic Partnerships, Cross-Functional Collaboration, Co-Branded Marketing, Client Retention, Revenue Optimization, Growth Strategy
  • Operations: Business Reviews, Contract Negotiation, Churn Reduction, Identify & Execute Actionable Plans
  • Platforms: Salesforce, Totango, Salesloft, Slack, Teams, Jira, Confluence, ZoomInfo
  • Software: Microsoft Office, Google Suite

ADDITIONAL

  • Volunteer, Minneapolis Animal Care & Control
  • Certified Yoga Sculpt Instructor, CorePower Yoga

References

References available upon request.

Timeline

Account Manager, Major Accounts

OSG
01.2024 - Current

Client Success Manager

OSG
08.2022 - 01.2024

Client Growth Manager, Client Success

SEZZLE
12.2019 - 03.2022

Client Success Intern

SEZZLE
04.2018 - 12.2019

Bachelor of Science - Retail Merchandising, Communications & Mass Communications

University of Minnesota – Twin Cities

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