Open to opportunities

Clayton Frye

@claytonfrye

Marketing Manager at Equity Union, sustaining a 90% client renewal rate and driving $100K in annual upsell revenue.

At Equity Union, I serve as the sole point of contact for a portfolio of agent accounts, managing onboarding, renewals, upselling, and escalations. I sustain a 90% client renewal rate through direct relationship management and proactive issue resolution.

I also drive $100K in annual upsell revenue by matching clients with additional marketing services, and oversee onboarding for 700+ new clients. Earlier at Equity Union, I managed client services across Los Angeles County; at Cornerstone OnDemand, I coordinated marketing and research projects for enterprise SaaS platforms.

Experience

Work history, roles, and key accomplishments

Current

Marketing Manager

Current

Equity Union

Jul 2024 - Present (2 years 2 months)

Serve as the sole point of contact for a portfolio of agent accounts, managing the full relationship lifecycle including onboarding, renewals, upselling, and escalations. Sustain a 90% client renewal rate and drive $100K in annual upsell revenue.

Customer Relationship Management Account Management Upselling Onboarding Escalation Management Salesforce Asana Jira Marketo Microsoft Office Slack Adobe Creative Suite

Regional Marketing & Client Services Manager

Equity Union

Jul 2023 - Jul 2024 (1 year)

Served as the primary client-facing contact for a portfolio of 700 clients across Los Angeles County, resolving high-priority escalations and protecting account retention. Advised clients on marketing solutions aligned with their business goals.

Customer Relationship Management Account Management Escalation Management Marketing Strategy Cross functional Coordination Salesforce Asana Jira Marketo Microsoft Office Slack Adobe Creative Suite

Senior Client Services Coordinator

Equity Union

Feb 2023 - Jul 2023 (5 months)

Oversaw 300-400 client requests per month from intake through delivery, directing internal resources and ensuring high-quality, responsive service on every interaction.

Client Service Operations Project Management Resource Coordination Salesforce Asana Jira Marketo Microsoft Office Slack Adobe Creative Suite

Marketing Coordinator, Client Services

Equity Union

Nov 2022 - Feb 2023 (3 months)

Managed day-to-day marketing requests for 300+ clients, resolving requests within 24 hours while coordinating creative deliverables and ongoing business needs through completion.

Client Services Marketing Coordination Creative Deliverables Salesforce Asana Jira Marketo Microsoft Office Slack Adobe Creative Suite

Marketing Research Intern

Cornerstone OnDemand

Aug 2022 - Nov 2022 (3 months)

Coordinated cross-functional marketing and research projects for enterprise SaaS platforms, managing timelines, deliverables, and stakeholder needs while partnering directly with the VP of Marketing.