11+ years helping enterprise organizations adopt emerging technology and transform business processes, with a focus on retention, expansion, and building trusted executive partnerships across complex, high-stakes accounts.
A track record of turning complex enterprise relationships into durable, expanding partnerships.
Growing an account isn't just about upselling an existing champion — it's about finding new pockets of value across an organization, understanding what each stakeholder actually needs, and building the relationships to get there. Here's an example of that approach in practice.
At PitchBook, I worked with a federal government agency and its network of Trade Commissioners to help them identify new foreign investment opportunities — showing them how to use PitchBook to find companies looking to expand globally. Partnering with an internal associate, I reached out to each trade commission office individually, walking them through the value that other trade commissioners had already been realizing over an 18-month period. Across more than 75 product demos, I built enough trust and momentum to secure a federal contract worth over $1M across a two-year term.
Materials I built to close real gaps for clients and internal teams — turning open questions into clear, structured paths forward.
A complete onboarding roadmap built for a 500-advisor national IBD partnership, covering the partnership vision, phased rollout plan, training curriculum, and success metrics for a national conference launch.
A feature and compliance brief built for broker-dealer partners, covering four new Jump Meet capabilities — AI-generated agendas, branded meeting scheduling, automated reminders, and an AI presentation builder.
When technical or relationship challenges arise, I own the problem end-to-end — diagnosing the root cause, protecting the partnership, and driving cross-functional teams toward a working solution. Here's a real example.
Client details have been anonymized to protect confidentiality.
I manage a large enterprise financial services account at Jump AI. During a live product demo of our Meeting Scheduler feature, every user at the account encountered a "failed to connect" error when trying to enable Webex integration — a feature the client was excited about and had already started promoting internally to their advisors.
Follow-up investigation revealed the client's phone infrastructure was more complex than our team had visibility into: an on-premises Cisco Call Manager (CUCM) system with Webex layered on top meant most users weren't licensed for the Webex Calling capability our integration depended on. This wasn't a simple bug — it was an architectural mismatch between our product and the client's unique setup, and it created real relationship risk since the client felt blindsided after publicly promoting a feature that didn't work for them.
The workaround was validated and shipped successfully. What began as a trust-damaging failure became a working integration — now expanding Webex support not just for this account's ~500-advisor user base, but for any other customer with a similar on-premises phone setup. I'm now planning an internal adoption campaign to drive usage across the full account.
"Throughout the entire quarter where Rebekah had to close $800K, she was amazing at forecasting early and far out, closing out renewals early and really leading the way for the whole POD on how to tackle Q4 and be the first to close out on the quarter! Rebekah had to deal with multiple tough renewal and negotiation conversations but was able to focus and continue to push through renewals."— Focus on Focus recognition, PitchBook Data