Open to opportunities

Cody Martin

@codymartin

Message

Results-oriented customer success professional with a client-centric mindset.

United States

Message

What I'm looking for

I am seeking a role in SaaS or enterprise-level Customer Success environments that values client-centric approaches and offers opportunities for growth.

I am a results-oriented customer success professional with a strong foundation in relationship management, client onboarding, consultative selling, and lifecycle support. Throughout my career, I have been known for delivering white-glove service, exceeding performance targets, and driving revenue growth across financial services, trading, and tech-adjacent roles. My expertise in CRM systems and cross-functional collaboration allows me to align client goals with long-term value effectively.

As the Founder and Client Strategy Lead at Tribull Ventures, I developed tailored client strategies and provided ongoing account management for trading clients, focusing on data-informed decision-making and client coaching. My previous role as a Senior Personal Banker at Fifth Third Bank saw me ranked #1 nationally for client acquisition, engagement, and retention, where I managed a portfolio of over 7,000 individual and business prospects. My commitment to high client satisfaction and consistent revenue growth has been recognized with awards such as the President’s Circle Award.

Experience

Work history, roles, and key accomplishments

Current

Founder / Client Strategy Lead

Current

Tribull Ventures

Sep 2023 - Present (1 year 8 months)

Developed tailored client strategies and provided ongoing account management for trading clients, focusing on performance metrics and insights. Led data-informed decision-making and client coaching on risk, trends, and market optimization.

Client Strategy Account Management Data Analysis Performance Metrics

Senior Personal Banker

Fifth Third Bank

Feb 2023 - Sep 2023 (7 months)

Ranked #1 Nationally in 2023 for client acquisition, engagement, and retention. Managed a portfolio of over 7,000 prospects, achieving high client satisfaction and consistent revenue growth. Recognized with President’s Circle Award for top performance.

Portfolio Management Salesforce Customer Engagement Revenue

Client Relationship Advisor

Hendrick Automotive Group

Dec 2020 - Dec 2022 (2 years)

Managed full client lifecycle from discovery to post-sale care, achieving a 9.8/10 Customer Satisfaction Index. Ranked in the top 5% of client advisors by exceeding retention and performance benchmarks.

Client Lifecycle Management Customer Satisfaction Retention Benchmarking

Client Operations Analyst, Capital Markets

FIS

Mar 2020 - Oct 2020 (7 months)

Served as the primary contact for over 100 institutional clients, resolving technical and operational challenges. Partnered with global exchanges to troubleshoot high-impact client issues.

Technical Support Problem Solving Account Management

Client Support Specialist / Wire Transfer Analyst

First Citizens Bank

Jun 2018 - Mar 2020 (1 year 9 months)

Delivered expert support for high-value transactions, ensuring compliance and timely issue resolution. Created and presented internal proposals to enhance client service delivery.

Compliance Proposal Development Client Services

Education

Degrees, certifications, and relevant coursework

University of North Carolina at Greensboro

Bachelor of Arts, Communication Studies

2015 - 2019

Completed a Bachelor of Arts in Communication Studies, focusing on effective communication strategies, interpersonal communication, and media studies.