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Mhd Berhan AlestwaniMA
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Mhd Berhan Alestwani

@mhdberhanalestwani

I lead SaaS account management, growing revenue, retention, and client success across complex portfolios.

Canada
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What I'm looking for

I'm looking to lead account management, customer success, or revenue operations in a fast-paced environment where I can improve client outcomes, retention, sales performance, and scalable processes.

At Algo Exchange, I lead Account Management operations, sales strategy, and client satisfaction across more than 1,200 accounts. I also manage a portfolio of approximately 200 high-capital clients, providing tailored guidance and service.

I directed the migration of 1,200+ clients to a new system with zero downtime or client loss. I introduced a modern CRM, automated workflows, and redesigned the client–Account Manager lifecycle to improve account health visibility and communication.

Previously as a Senior Account Manager at Algo Exchange, I generated more than $1.2M in revenue through license upsells and new-client acquisition, earned Account Manager of the Year, and achieved an 85% renewal rate. I also reduced response time to client requests by 75% by streamlining internal workflows.

My background includes customer success and commercial development at S&P Global, where I supported capital-markets clients through renewals, platform training, adoption, and account planning. Earlier banking experience at RBC included generating $6M+ through upselling and cross-selling financial products.

Experience

Work history, roles, and key accomplishments

Algo Exchange logoAE
Current

Manager, Operations – Account Management Team Lead

Jan 2025 - Present (1 year 9 months)

•Promoted to lead the Account Management team in a fast-paced startup environment, overseeing sales strategy, operations, and client satisfaction across 1,200+ accounts.
•Manage, coach, and train Account Managers to improve upselling techniques, license upgrades, and client retention.
•Partner with the CEO and Managing Partner to set sales targets, develop product implementation strategies, and mo

Algo Exchange logoAE

Senior Account Manager

Jan 2024 - Jan 2025 (1 year)

•Drove $1.2M+ in revenue through upselling licenses and acquiring new clients.
•Awarded Account Manager of the Year for outstanding sales performance and client retention.
•Achieved 85% renewal rate by delivering exceptional service and maintaining strong client relationships.
•Managed a portfolio of ~150 B2C clients, overseeing account growth, retention, and satisfaction.
•Led onboarding sessions

S&P Global logoSG

Customer Success Manager - Capital Markets

Sep 2022 - Jan 2024 (1 year 4 months)

•Drive revenue growth by fostering strong client relationships and executing strategic upselling initiatives
•Negotiate renewal contract terms and pricing structure to maximize revenue and achieve win-win agreements
•Collaborate across sales teams to develop comprehensive account plans, ensuring consistent client engagement and satisfaction.
•Utilize industry insights to craft targeted marketing c

S&P Global logoSG

Commercial Development Representative

May 2021 - Oct 2022 (1 year 5 months)

Interact with both current and potential clients; develop the strategy, perform outreach, and diagnose the need clients may have for all Market Intelligence analytical solutions and data services. Responsible for  introducing clients/potential clients to the Market Intelligence solutions and assessing  whether they are a good fit for our products.  



RBC logoRB

Hybrid officer

Apr 2019 - May 2021 (2 years 1 month)

-Generated $6M+ in revenue via up-selling & cross-selling financial products. 

-Negotiated rates & solutions to retain clients and reduce delinquencies. 

-Built relationships with new & existing clients, driving asset growth & portfolio expansion. 

-Sold financial solutions to retail clients in financial hardship and delinquencies to improve investment portfolio and assist in delinquent payment

Concordia University Economics Student Society logoCS

President of Economics Student Society

Mar 2018 - Apr 2019 (1 year 1 month)

- Organized the first R DATA PROGRAM workshop for economics students in Concordia University
- Signing authority and main representative of the department to its membership.
- Managing financial and academic issues between students and administration.
- Assigning roles and tasks to each Vice President (financial affairs, administration, internal affairs, external affairs, communication) to

UNDP logoUN

Intern

Jul 2018 - Aug 2018 (1 month)

Junior Job Creation Analyst At The ESFD ( Economics Social Fund For Development)
• Benchmarked costs, revenues and profit margins of all jobs in Lebanon.
• Assisted in bank audits to review loans granted to UNDP’s clients.
• Field visits across Lebanese territories to review the pre-disbursements of business loans and verify the implementation of business loans.
• Evaluated clients asking for bus

Bahi Motors – BMW Group Importer logoBI

INTERN Assistant sales managers

May 2016 - Aug 2016 (3 months)

• Helped clients understand and demonstrate automobile characteristics, capabilities and features.
• Compared and contrasted competitive models.
• Closed sales by overcoming objections, asking for sales, negotiating prices, completing purchases contracts.

BI

Intern Assistant Sales Manager

Bahi Motors – BMW Group Importer

May 2016 - Aug 2016 (3 months)

Helped clients understand and demonstrate automobile characteristics, capabilities, and features. Compared competitive models and closed sales by overcoming objections, negotiating prices, and completing purchase contracts.

DOGHMOSH GROUP logoDG

Intern

May 2015 - Aug 2015 (3 months)

• Rotated through various departments within the firm, (Customer service, sales & accounting) Boat, Private Jets and Car rental, Hotel Quality Inn and Insurance company).
• Provided outstanding customer service by getting to know client’s needs and recommended products and services.
• Identified solutions in sales opportunity that could present added value to the

Education

Degrees, certifications, and relevant coursework

CU

Concordia University

Bachelor's Degree, Economics

2015 - 2018

Concordia University logoCU

Concordia University

Bachelor of Arts and Science, Economics

2015 - 2018

Pursued a Bachelor's Degree in Economics, specializing in the field of economics.

Tech stack

Software and tools used professionally

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