SVP, Chief Retail Banking Officer

Charles was a client of Anne's

I’ve had the pleasure of working with Anne as we embarked on a journey to optimize our mortgage business. Anne brought strong leadership, project management, and client service delivery skills to the table, as we took the leap to work with a strategic partner in order to bring an innovative solution to clients and employees of our Bank. We partnered with Anne to onboard and optimize a robust digital mortgage application and fulfillment offering.

From our launch as a beta client to steady state, and aiding us with her ability to listen, consult, and partner on solutions, I considered her an invaluable partner as we worked through challenges and opportunities to optimize the solution. She’s smart, strategic, focused on solutions, and brings a steady and measured approach to working with end - users and senior leaders to move the project and solution forward.

I highly recommend Anne as a strategic client partner. 

Chief Administrative Officer

Bryan managed Anne directly

In my long-standing career, Anne Henderson is the best client strategy, client experience, and client success leader I know. With a wide range of responsibilities, Anne brought value and excelled at the following, but not limited to:

• Strategically assessing client needs, performing research, and developing campaigns to deliver client success;

• Creatively, efficiently, and effectively onboarded clients and team members;

• Developing key metrics to optimize the client journey;

• Proactively leading and nurturing client relationships and identifying opportunities for efficiencies and growth;

• Educating and aligning internal teams about the importance of customer / client success;

• Obtaining and communicating insights which informed Product, Fulfillment, and other stakeholder groups across the organization;

• Establishing solid internal and external client and vendor relationships;

• Promoting and maintaining brand awareness;

• Driving client / customer loyalty and retention from onboarding to ongoing support;

• Executing successful projects;

• Embracing emerging trends;

• Building, structuring, coaching, and mentoring her teams; and

• Influencing cross-functional, cross-enterprise collaboration in fulfillment, marketing, compliance, legal, product development, and technology to name just a few.

Without hesitation, I would recommend Anne for ANY leadership role she chooses. She is a proactive self-starter who takes personal responsibility for organizational, team, and client success. She’s an enthusiastic collaborator and positively focused and I would work with Anne over and over.

Client Relationship Manager

Anne managed Rowdy directly

Anne is the "purple squirrel" of leaders. Meaning if you find one you are lucky to have experienced it. She possesses that unique ability to motivate through admiration. She knows how to be demanding without being demeaning. Her culture of fun brings joy to the workplace making productivity easy. Always looking for ways to help her team develop and challenge themselves, she encourages you to push your limits and provides opportunities to do so with new and unique projects to work on. If you are looking for a leader for your client strategy team in the tech space I'd highly recommend Anne.