Kerry Perez
East Stroudsburg
Summary
Account Manager specializing in relationship management and value-based selling, with a strong history of enhancing client satisfaction and retention. Proficient in digital banking platforms, driving strategic planning and cross-functional collaboration to deliver impactful solutions. Achievements include significant improvements in product adoption and measurable ROI for clients.
Overview
20
20
years of professional experience
Work History
Account Manager
Bottomline Technologies
01.2022 - Current
- Managed strategic accounts to drive adoption, retention, and multi-product growth.
- Collaborated with C-suite leaders to align AP automation and payment modernization with institutional goals.
- Delivered executive-level business reviews to demonstrate value realization and product ROI.
- Collected client feedback for collaboration with Product, Marketing, and Implementation teams on enhancements.
- Trained junior staff in account management best practices to elevate performance.
- Resolved client issues promptly to maintain high levels of satisfaction.
- Utilized CRM tools for tracking client interactions and revenue opportunities.
Relationship Manager
Fiserv
01.2020 - 01.2022
- Managed relationships with Community Banks and Credit Unions, driving satisfaction, retention, and solution expansion.
- Identified growth opportunities through needs assessment, value articulation, and executive alignment.
- Remediated at-risk institutions by creating structured success plans to improve client health.
- Delivered customized presentations showcasing new solutions tailored to market and regulatory demands.
- Ensured forecasting accuracy, pipeline visibility, and sales team collaboration.
Senior Client Solutions Consultant
Fiserv
01.2015 - 01.2020
- Advised financial institutions on digital transformation, payments modernization, and member-first user experience improvements.
- Presented solution recommendations to bank and credit union executives using ROI and analytical models.
- Supported enterprise sales motions as a subject matter expert for digital banking platforms.
Product Manager
Fiserv
01.2006 - 01.2015
- Led digital banking product strategy serving thousands of credit union and community bank users.
- Directed enhancement planning, release management, and cross-functional development cycles.
- Built training programs supporting sales readiness and customer onboarding.
Education
Bachelor of Science - Computer Science
Brooklyn College, City University of New York
BrooklynSkills
- Value-based selling
- Executive communication
- Digital banking expertise
- Customer success alignment
- Pipeline management
- Cross-functional collaboration
- Data storytelling
- Strategic planning
- Digital banking platforms
- Payments tools
- AP automation systems
- CRM systems and tools
- Analytics tools
- Microsoft Office applications
- Problem solving
- Team leadership
- Effective communication skills
- Digital banking products and services
- Presentation skills
- Product strategy and client retention
- Client relationship management
Technology And Systems
- Digital banking platforms
- Payments & treasury tools
- AP automation systems
- CRM platforms
- Analytics tools
- Microsoft Office & business applications
Accomplishments
Account Management Person of the Quarter, Q3 FY24
Timeline
Account Manager
Bottomline Technologies
01.2022 - Current
Relationship Manager
Fiserv
01.2020 - 01.2022
Senior Client Solutions Consultant
Fiserv
01.2015 - 01.2020
Product Manager
Fiserv
01.2006 - 01.2015
Bachelor of Science - Computer Science
Brooklyn College, City University of New York