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Hanna MacNamee - Client Implementation Specialist in New York, NY

Hanna MacNamee

Mid-level Client Implementation & Customer Success specialist in FinTech and private markets

ArchUSCNew York, NY3 Years ExperienceMid LevelWorks On-Site

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About

Client-facing operator with strong pilot conversion and user engagement experience who translates product adoption work into founder-style sourcing and relationship building. They use behavioral data to drive highly personalized outreach, have managed 50-100 outbound touches per week, and have turned disengaged or at-risk users into super-users and referral sources, including in law firm/operator contexts.

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Key Strengths

  • data-driven outreach using behavioral signals
  • high-volume personalized engagement at 50-100 users per week
  • pilot-to-paid conversion experience
  • turning at-risk users into highly engaged advocates
  • trust-building with skeptical founder-operators
  • structured discovery around workflow, pain, and urgency
  • ability to quantify business problems and tie them to product value
  • disciplined pipeline management with clear next actions
  • intentional follow-ups that advance conversations

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Experience

Client Implementation SpecialistArch · Nov 2025 – Present
Customer Success & Activation ManagerAjax · Jun 2025 – Nov 2025
US Private Bank Investments AnalystJPMorgan Chase · Jul 2023 – Jun 2025
US Private Bank Summer AnalystJPMorgan Chase · Jun 2022 – Aug 2022internship

Education

USCbachelor, Business Administration (2023)
Cornell Universitybachelor

Awards

  • Magna Cum Laude - University of Southern California
  • Dean’s List Recipient - University of Southern California

Skills

Project managementStakeholder managementCross-functional collaborationPythonClient onboardingClient implementationCustomer successCustomer activationAccount setupGo-live / product launch managementImplementation managementClient relationship managementData reconciliationPrivate markets dataMulti-entity account structures

Languages

English

Certifications

Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66

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Connect with Hanna

Hanna already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

Recommended

Already have an account?

Hire with Reval

Find your next great hire

Our AI agents source, screen, and vet candidates for your open roles. Get qualified candidates within 48 hours.

$250one-time kickoff
10%on successful hire
Post a Role90-day money-back guarantee
Hanna MacNameeMid-level Client Implementation & Customer Success specialist in FinTech and private markets