Teams at Cardlytics

Own and grow a portfolio of existing client accounts by developing strategic business plans, expanding relationships, identifying upsell opportunities, managing renewals, and achieving revenue targets. Use purchase data, performance metrics, and statistical analysis to deliver measurable advertising ROI. Build executive-level relationships, conduct business reviews, identify churn risks, coordinate internal teams, and align product and analytics solutions with client objectives.

Drive new business revenue through consultative, data-driven sales and strategic partnerships. Use purchase intelligence to identify client opportunities, develop tailored solutions, deliver executive-level presentations, manage complex stakeholders, accelerate onboarding, conduct client reviews, and exceed revenue goals. Build long-term relationships, generate pipeline, close high-value deals, and demonstrate measurable advertising ROI.

Partner with business leaders to produce consolidated P&Ls, forecasts, variance analysis, and executive reporting. Own monthly close cycles, quarterly forecasts, annual budgets, capex, and ad-hoc financial modeling. Drive process improvements, collaborate with Accounting, respond to financial inquiries, and build business cases to support value-based decisions in a high-growth environment.