Open to opportunities

Aaron Wade

@aaronwade

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Customer-focused success leader driving revenue growth through disciplined account management and pipeline rigor.

United States

Message

What I'm looking for

I’m looking to lead customer accounts where I can drive renewals, pipeline discipline, and measurable customer outcomes. I want a cross-functional role using data to manage customer health, reduce friction, and expand revenue through renewals and upsells.

I’m a customer-focused success leader known for rigorous pipeline management, decision making, and a relentless focus on customer value and repeat business. I manage complex client relationships by aligning technical solutions to business outcomes and partnering cross-functionally to deliver measurable value.

I expand revenue through renewals, up-sells, and strategic account management, backed by a disciplined, data-driven approach to customer health, engagement, and life-cycle success. I translate complex offerings into clear, value-driven guidance aligned with customer goals, and I deliver structured presentations and solution walkthroughs that support informed decisions.

Before customer success, I built a strong analytics foundation as a Foreign Exchange Portfolio Manager, managing and optimizing a five-figure investment portfolio with disciplined risk controls and structured decision frameworks. I analyzed large volumes of market and performance data, and built analytical dashboards and reporting tools to track performance and improve decision-making.

I also bring leadership and operations experience from managing a team of 15+ users as a Manager | Senior Dispatcher, Quickscripts. I led onboarding and enablement to accelerate adoption, acted as the primary escalation point, and used performance trends and customer-impact metrics to recommend process improvements that increased operational efficiency and customer outcomes.

Experience

Work history, roles, and key accomplishments

Account Manager

Life Insurance

Aug 2020 - Jan 2026 (5 years 5 months)

Educated customers on retirement and long-term planning solutions by translating complex offerings into value-driven guidance aligned with customer goals. Supported account growth and long-term customer value, contributing to initiatives that generated over $35M in new business through renewals and upsells.

Client Relationship Management Pipeline Management Renewals Upselling Customer Lifecycle Management Technical Presentations Custom Solutions Salesforce HubSpot

Senior Dispatcher Manager

Quickscripts

Mar 2022 - Nov 2024 (2 years 8 months)

Led structured onboarding and enablement programs to accelerate user adoption and reduce time-to-value, while serving as primary escalation and support point across multiple locations. Managed a 15+ person team to meet SLAs and KPIs, using performance trend analysis to recommend process improvements that increased operational efficiency and improved customer outcomes.

Onboarding Team Leadership Escalation Management Operational Efficiency Process Improvement

Education

Degrees, certifications, and relevant coursework

Western Governors University

Business Management, Business Management

2023 - 2026

Business Management program with emphasis on customer success strategy, account lifecycle management, and operational effectiveness. Focused on aligning customer goals with business objectives to support retention and long-term customer value.

Course Careers

Technical Sales Course, Technology Sales

Completed an intensive Technical Sales program focused on discovery, solution alignment, and value-based customer engagement in SaaS/technology environments. Developed hands-on skills in discovery, demos, objection handling, and cross-functional collaboration to support successful customer outcomes.

Careerist

Sales Engineering Course, Sales Engineering

Completed an intensive Sales Engineering program focused on technical discovery, solution design, and customer value alignment in SaaS environments. Built skills in technical demos, onboarding conversations, and translating customer requirements into outcome-driven solutions to support adoption and retention.