Andrew N. in

Andrew N.

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Account Manager at Clipboard Health
📍 Ottawa, Ontario, Canada

Andrew is a customer success professional specializing in B2B SaaS, with a track record of managing multi-million dollar ARR portfolios and reducing churn by 20%. He holds an Honors Bachelor of Commerce from the University of Ottawa and a CRM Designation. Colleagues describe him as self-motivated, ambitious, and a collaborative team player.

Outside of work, Andrew is passionate about financial literacy, having started a blog during a university marketing class to help millennials with personal finance. He has written on topics like mortgages and overcoming financial challenges, and has also shown support for causes like International Womens Day.

As part of a Digital Marketing class, he created a blog focused on increasing financial literacy among his peers.

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Experience
7 Years
Current Role
Account Manager
Job Level
Middle
Location
Ottawa, Ontario, Canada
Personality Overview

How Andrew shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Andrew cares about

Customer Retention
His career focus is on driving retention and product adoption, with proven success in reducing customer churn through proactive engagement strategies.
B2B SaaS Solutions
Has extensive experience managing clients in the B2B SaaS space, leading consultative workshops and aligning platform capabilities with business needs.
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Career

Work history

11-2024
Account Manager
Clipboard Health
3-2023 - 4-2024
Senior Analyst, Enterprise Risk Management, CDS and CDCC
TMX Group
9-2019 - 3-2022
Account Manager
Marsh Canada Limited
4-2017 - 5-2019
Collections Advisor
Scotiabank
6-2016 - 2-2017
Sales Representative
TD
In the press

Media appearances

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Education
2015 - 2019
Honors Bachelor of Commerce (B.Com.)
Telfer School of Management at the University of Ottawa
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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