Marcy Leventhal

Served as senior account lead and internal quarterback for a company launching in Massachusetts, aligning delivery teams and managing executive stakeholder relationships simultaneously Oversaw onboarding and implementation strategy for three locations, ensuring consistent, high-quality delivery across each launch Monitored account performance against defined objectives and provided strategic recommendations to senior leadership based on data and trend analysis

Owned end-to-end relationships for a portfolio of 100+ clients over 13 years, serving as their primary account lead, strategic advisor, and escalation point across every phase of engagement Managed complex, long-cycle accounts simultaneously — balancing strategic planning with day-to-day execution and delivery oversight across a geographically distributed client base Led renewal and retention conversations for every account, maintaining strong stakeholder trust and consistently securing continued partnerships through performance-driven relationship management Guided cross-functional teams (legal, compliance, operations, finance) responsible for client deliverables, setting expectations, resolving issues, and ensuring quality and consistency across engagements Developed and delivered executive-level account reviews presenting performance data, outcomes, risks, and growth recommendations — translating operational detail into clear business narratives Proactively identified account health risks and built recovery strategies before issues escalated, maintaining stability across a high-volume portfolio Translated complex client goals into structured, actionable programs — managing scope, timelines, deliverables, and stakeholder alignment throughout Identified and pursued expansion and upsell opportunities within existing accounts, supporting clients as they scaled into new markets and operational phases Supported one client in scaling from 38 to 600+ daily transactions overnight — a result of disciplined account planning, process design, and delivery oversight

Co-founded and managed one of the first licensed cannabis dispensaries in the U.S., building client relationships, community trust, and operational infrastructure from the ground up Managed $15M+ in annual revenue and a team of 40+ for 8 years, maintaining strong retention and consistent quality across a high-volume operation Built lasting relationships with city and state officials, community organizations, and advocacy groups — demonstrating the ability to manage diverse, high-stakes stakeholder portfolios

Managed a complex, multi-state portfolio of enterprise accounts simultaneously, serving as primary relationship owner and delivery lead for each Oversaw 19+ concurrent engagements — managing timelines, deliverables, quality, and stakeholder communications in parallel without dropping the ball on any account Led and managed a team of 8, guiding their work across writing, research, and client support to ensure consistent delivery quality Contributed to financial modeling and ROI analysis that helped clients understand performance benchmarks and make informed decisions Built out a new client success and operations arm for the firm from scratch, creating scalable infrastructure for account management and delivery Named one of Colorado's "People on the Move" (2016)

Managed full operations and a team of 20+ in a fast-paced regulated environment, overseeing delivery quality, performance, and client and community relationships Coordinated all marketing and community engagement initiatives within defined frameworks and budgets