1. CURTIS BAUGH
9513 Red Apple Lane Columbia, Maryland 21046
cjbaugh36@yahoo.com (301)498-1906
RELATIONSHIP MANAGEMENT
Key Account Retention Revenue Expansion Satisfaction Optimization
Highly accomplished, client-focused Account Manager with extensive experience forging strong alliances with major
clients in the Financial Service industry. Track record of consistent success in exceeding account retention and growth
targets. Goal-oriented and internally driven, overcoming challenges and resolving problems with professional diplomacy
and perseverance.
CORE COMPETENCIES
Tactical Planning Needs Assessment & Solutions Client / Staff Advocate
Retention / Renewal Accomplished Presenter & Closer Team Mentoring & Coaching
Sales Penetration Strategy Client Training & Buy-in Strategy Tracking / Reporting Process
PROFESSIONAL EXPERIENCE
WealthEngine – Bethesda, MD Feb 2011 to June 2012
Director – Client Services, Account Management, Custom Data Delivery
Manage firm’s Client Service, Account Management and Training teams. Responsible for overall client relationship
management including new client on-boarding, training, issue resolution, driving product usage, revenue retention, and
add-on revenue growth. Manage production team responsible for creation and delivery of custom data files.
StarCompliance – Rockville, MD Jan 2010 to Feb 2011
Sr. Account Manager
Responsible for overall relationship management of StarCompliance’s strategic accounts. Proactively built business
relationships with key points of contact in the client’s senior management, compliance and technology groups.
Developed account management plan for all strategic accounts to ensure high level of retention as well as uncovering
new business opportunities. Provided support to clients and solve their operational needs by educating them on new
features or underutilized functionality. Solicit and communicate client feedback to firms product management team for
evaluation for software improvements and new product ideas. Key Achievements:
 Built and launched firm’s Account Management function
 Met annual client retention goal
THOMSON REUTERS 2009
Migration Training Consultant
Responsible for delivery of workflow focused training to users migrating to Thomson Reuters Markets desktop solutions.
Training efforts designed to maximize end-user adoption and productivity.
BRAND INFORMATICS – Rockville, MD 2008
Account Manager
Led efforts to build an effective account management role for start-up enterprise with focus on retaining and expanding
key accounts, including Wachovia, BB&T, Regions Bank. Identified opportunities for business growth and/or product
up-selling. Presented new business opportunities to clientele. Trained end-users on web-based tools and services.
Identified problems and promoted positive resolutions. Key Achievements:
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 Spearheaded design and integration of client on-boarding process, including new client orientation, product /
service delivery plan, client training protocols, and issue escalation process.
 Created Client Call Reports for management team to effectively translate in-person client meetings and
telephone meetings; effort resulted in compilation of critical data impacting overall start-up operations.
SCIVANTAGE – Jersey City, NJ 2007 – 2008
Senior Account Manager
Drove retention and revenue growth with assigned client base consisting of high-profile companies, such as Ferris
Baker Watts, Stifel Nicolaus, and Robert W. Baird. Consulted with accounts on cost cuts, productivity increases, and
customer relations enhancements through Web-based solutions. Served as client advocate, promoting rapid issue
resolution and product / service enhancements. Performed periodic customer calls, addressing service and product
issues. Presented new products / services to clients. Advised management of critical account updates.
Key Achievements:
 Achieved 100% client retention through ambitious relationship-building skills.
 Increased client confidence and account attentiveness by implementing quarterly client review meetings.
THOMSON FINANCIAL – Rockville, MD 1997 – 2007
Relationship Manager / Global Sales, Marketing and Services (2004 to 2007)
Oversaw client retention and sales expansion efforts at leading financial information/services firm. Handled major
accounts, such as Legg Mason, T. Rowe Price, Ferris Baker Watts, and Janney Montgomery Scott. Performed client
needs-assessment and presented recommendations to achieve workflow goals. Partnered with sales executive to identify
and secure additional revenue opportunities. Served as client advocate; coordinated internal department resources to
resolve major client issues. Trained end-users to drive high adoption rate and maximize value of contract services. Key
Achievements:
 Exceeded client retention goals—capturing 93% annual retention totals.
 Attained respected reputation as team expert for wealth management applications, providing training, mentoring,
and support to other relationship managers.
Manager / Account Management, Banking & Brokerage Group (2003)
Directed 10 account managers in providing top-level relationship management for accounts in Southeast and Midwest
region. Recruited, trained, mentored, and supported team efforts, ensuring attainment of retention and revenue growth
goals. Key Achievement:
 Led team that exceeded annual retention goals by 10%.
Vice President, Customer Management / Director, Account Management, Wealth Mgmt. Group (2000 to 2002)
Supervised efforts of 7 account managers and 8 customer service associates. Evaluated client needs and introduced
strategies to increase satisfaction and retention. Managed key account retention totals increasing account penetration
efforts and expanding revenue totals. Key Achievements:
 Exceeded multiple goals, including client retention, contract renewal, and department expense targets.
 Launched numerous customer-focused initiatives, implementing a new call management system to minimize
caller hold time and improve customer service ratings and end-user training program focused on increasing
program adoption rate and maximizing user productivity.
Manager - Account Manager & Manager Training Services, Wiesenberger Division (1997-1999)
Managed team of 4 account managers and 2 trainers, leading efforts to enhance relationship with key accounts and in
promoting for-fee product training service. Key Achievement:
 Established an account management role for company, increasing account retention approximately 20%;
exceeded annual sales goal for training services by more than 20%.
** Additional experience as Vice President – Manager of Trading & Sales supporting sales force of 450
representatives.**

3. CURTIS BAUGH Page 3
Educational Background
Bachelor of Arts in Economics FRANKLIN AND MARSHALL COLLEGE – Lancaster, PA