Account Management Secrets is the go-to podcast for Account Managers, the unsung heroes driving over 70% of your company’s revenue. Hosted by Alex Raymond, a leader in the field, this podcast delivers weekly insights, strategies, and tools to help you excel in your role. Whether navigating client relationships, preparing for Quarterly Business Reviews, or driving growth, each episode offers actionable advice you can use immediately.
Brought to you by AMplify, the elite community for Account Managers looking to boost their careers, build skills, and expand their networks. Start your journey at https://amplifyam.com.
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Account Management Secrets is the go-to podcast for Account Managers, the unsung heroes driving over 70% of your company’s revenue. Hosted by Alex Raymond, a leader in the field, this podcast delivers weekly insights, strategies, and tools to help you excel in your role. Whether navigating client relationships, preparing for Quarterly Business Reviews, or driving growth, each episode offers actionable advice you can use immediately.
Brought to you by AMplify, the elite community for Account Managers looking to boost their careers, build skills, and expand their networks. Start your journey at https://amplifyam.com.
Mallory Lee proves that simplifying your systems can be the smartest growth strategy a company ever makes.
Alex Raymond sits down with Mallory Lee, VP of Revenue Operations at PhoneBurner, about how tearing out a decade of legacy systems and moving from Salesforce to HubSpot unlocked faster growth, cleaner data, and stronger alignment across the company. Guided by her “SEC” framework—simple, effective, confident—Mallory shares how she rebuilt the company’s go-to-market motion to unify sales, RevOps, and account management under one streamlined system that actually helps people do their jobs instead of getting in their way.
They discuss how simplification drives better business decisions, why post-sales deserves the same urgency as new revenue, and how operational clarity fuels both performance and wellbeing on fast-moving teams. Mallory also breaks down how her approach reflects the mindset of modern entrepreneurship, where efficiency, trust, and collaboration create the foundation for sustainable growth.
Episode Breakdown:
00:00 Simplifying the Tech Stack for Growth
03:00 Why PhoneBurner Rebuilt Its CRM Around HubSpot
06:41 How RevOps Unites Sales, Account Management, and Customer Success
12:32 The Power of Simplicity: Mallory Lee’s SEC Framework
21:01 Forecasting with Confidence and Cleaner Data
24:06 Using AI to Automate RevOps and Free Up Time
29:57 Why Customer Success Deserves the Same Urgency as New Business
Connect with Mallory Lee:Connect with Mallory on LinkedIn
Connect with Alex Raymond:Visit the AMplify website
Connect with Alex on LinkedIn
Podcast production and show notes provided by HiveCast.fm
Account Management Secrets
Account Management Secrets is the go-to podcast for Account Managers, the unsung heroes driving over 70% of your company’s revenue. Hosted by Alex Raymond, a leader in the field, this podcast delivers weekly insights, strategies, and tools to help you excel in your role. Whether navigating client relationships, preparing for Quarterly Business Reviews, or driving growth, each episode offers actionable advice you can use immediately.
Brought to you by AMplify, the elite community for Account Managers looking to boost their careers, build skills, and expand their networks. Start your journey at https://amplifyam.com.
