Columbia Business School

New York Code + Design Academy

Questrom School of Business, Boston University

Stuyvesant High School

VP, Account Management at Arkadium

J.P. Morgan

Head of Sustainable Investing, J.P.Morgan Wealth Management

OpenInvest (Acquired by JPMorgan)

Global Head of Sales Enablement | Executive Director

The Revenue Collective is a private community of revenue-focused executives.

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Revenue Collective

Member

OpenInvest’s mission is to mainstream values-based investing. As a Public Benefit Corporation, we work with RIAs and other institutions to provide customized socially responsible investing (SRI) / ESG solutions.

OpenInvest

Director of Account Management

• Led the Account Management team responsible for building and executing the strategy for our major partners
• Improved activity monitoring, pipeline management, and forecasting accuracy by streamlining Salesforce processes 
• Developed Account Management playbook and processes and informed product roadmap by providing client feedback

Arkadium

VP, Account Management

• Led the Publisher Account Management function managing partner relationships end-to-end, including onboarding, nurturing, upselling, and managing churn for all existing relationships 
• Hired initially as the sole Account Manager and managed the entire book of business on my own
• Scaled the team and developed processes from the ground up, leading to a promotion to VP within five months

Spot.IM

VP of Account Management

Head of Publisher Accounts

• Managed a book of over $20 million in annual revenue including some of the largest digital publishers on the web
• Exceeded quota by 270% by pitching and engaging clients in Taboola’s platform capabilities, including sponsored content, editorial, native advertising, and audience engagement opportunities
• Successfully renewed and renegotiated exclusive multi-year contracts totaling millions of dollars in revenue

Taboola

Strategic Publisher Account Manager

CommonBond.co

Product/Operations MBA Intern

• Worked with co-founders on presentations to pitch to prospective clients
• Analyzed Betterment against key competitors to determine new features and drive service offering components

Betterment

• Produced a business plan as a consultant to drive operational and management decision-making and to communicate to key stakeholders the current financial state and future priorities and needs of the park
• Identified a future funding gap and recommended cost reduction and revenue generation strategies of $3.9 million

National Park Service

Summer Consultant - Business Plan Internship

• Conducted user research to identify best practices for customer service and web experience for a new online service
• Benchmarked Accion against top service providers and proposed customer service improvement opportunities

Accion, The U.S. Network

MBA Intern

• Led project teams on cross-functional audits with peers and senior members of the Operations, Data Analytics and Information Technology groups; directed group meetings and aligned team to project goals
• Collaborated with engineers to devise requirements, test, and implement features for a management reporting system tool, which reduced 20 manual reports to six systematic reports and resulted in a 50% decrease in reporting time department-wide
• Analyzed data in Microsoft Access and Excel to identify inefficiencies, partnered with clients to devise action plans, and presented results to management on over 30 audits, leading to firm-wide improvement of operational and financial controls
• Organized volunteer projects for the audit department as well as the entire New York/New Jersey region for Fidelity; recognized by Fidelity Cares as the 2010 Valedictorian in the region for dedicated service to the community

Sarah Sung, MBA