Case Study — Cristian Ginori
Case Study — Partner Success Manager

Driving Growth Through Influence,
Strategy & Collaboration

From agency-side brand management and high-velocity enterprise consulting to building the longest-running strategic partnership in a 40+ account portfolio — a story of recurring value, account expansion, and revenue growth.
40+
Enterprise Accounts
12+
Industries Covered
90+
Strategic Deliverables
12 mo
Longest Account (vs. 2–4 wk avg)
🏢
Agency Background

Before moving into enterprise consulting, I spent years on the agency side in Mexico — managing social media strategy, content, and campaigns for premium global brands while owning the full client relationship from strategy through performance reporting. This experience shaped how I understand agency operations, client expectations, and the dynamics between platforms, agencies, and end clients.

Brand Portfolio — Direct Account Management

Led social media strategy and content for premium brands across spirits, entertainment, and consumer tech — developing campaigns, managing content calendars, and reporting on performance for global brand stakeholders.

Hendrick's Gin Glenfiddich Grant's Whisky IQOS (Philip Morris) Sala de Arte (Cinépolis)

Agency Ecosystem — Production Partner Network

Worked within Mescalina, a production partner for major agency holding groups in Mexico. This meant close collaboration with the local agency ecosystem — understanding their workflows, deliverable standards, and how they manage end-client relationships from the inside.

Ogilvy Leo Burnett VML BBDO Circus / Monks Montalvo Anónimo
🏦
Deep Dive: City National Bank of Florida
The longest-running account in the portfolio — 12 months of continuous engagement vs. a 2–4 week average

The Account

Regional bank based in Miami (part of Chilean banking group Bci), serving business, personal, and international clients — particularly from Latin America. Brand positioning: "Say Yes to Possibility."

12 mo
Continuous engagement
vs. 2–4 week avg.

The Opportunity

Multiple business lines (Small Business Banking, International Banking, Wealth Management, TotalBank) all competing for limited resources. Each strategic roadmap surfaced the next growth opportunity — creating a self-reinforcing cycle of recurring work and account upgrades.

1 → 12+
Projects grew from a
single strategy engagement
Phase 1 Foundation — Strategy & Trust Building
S
General Content Strategy — Competitive audit (vs. Chase, BofA, TD, Amerant, Ocean), content pillars, 4+/week cadence, creative tagging system for performance measurement
S
Competitive Benchmarking — Identified community-focused content as top performer (50%+ engagement) — CNB was under-investing in their key differentiator
Phase 2 Expansion — Into New Business Units
C
SBA 7(a) Loan Campaigns — Personas & GTM for small ($30K–$350K) and standard ($350K–$5M) loans, targeting minority-owned & underbanked entrepreneurs
I
International Banking Strategy — Weighted pillars: Investment Insights (30%), Trust & Compliance (25%), Banking Expertise (25%), Cultural Connection (20%)
B
COI Messaging Framework — Tailored messaging for realtors, CPAs, attorneys, and family offices referring international clients to CNB
E
CSO Thought Leadership — Personal brand strategy for Chief Strategy Officer across LinkedIn, Instagram, YouTube, X — from marketing support to executive positioning
Phase 3 Deepening — Product Launches & Production
P
TotalBank Launch — Full content strategy for a digital-first banking brand from scratch — audience, pillars, channel strategy, phased rollout
N
Wealth Mgmt Newsletter — Quarterly content strategy (16 issues, Sep 2024–Dec 2025) alongside Mercer Market Reports — recurring engagement model
F
Financial Literacy Month — Multi-channel campaign: email, ATM screens, video walls, social, web/blog — driving account openings + feature adoption
V
Motion Ads + Email Drip — Video ads for Meta/LinkedIn (SBB), plus UM & Orlando Magic sports sponsorship nurture campaigns
📈
Account Growth & Impact
12+
Distinct Workstreams
From 1 content strategy project to a multi-service strategic partnership
5
Business Units Reached
Marketing, Small Business Banking, International Banking, Wealth Management, C-Suite
6
Service Lines Activated
Strategy, content, campaigns, email, video/motion, executive positioning
Service Line Expansion — Each Step Representing Incremental Revenue
Content Strategy
Campaign Planning
Exec Positioning
Product Launch
Email Marketing
Video & Motion Ads
🔄
Portfolio Management Approach
How I would assess, prioritize, and grow an assigned partner portfolio
1
Assess & Diagnose
Audit each account's health, product utilization, and engagement patterns — identify who's thriving, who's underusing, and who's at risk
2
Prioritize & Strategize
Segment the portfolio into grow, hold, and at-risk — build tailored strategies to increase product adoption and add value per use case
3
Drive Adoption
Focus on wins — increase product usage, surface relevant features per partner's client mix, and create success patterns that can be replicated
4
Grow Relationships
Expand scope, deepen stakeholder engagement, and use success signals to drive renewals and upgrades — turning accounts into long-term partnerships
🤝
Role Evolution
Near-term account management foundations with a path toward strategic partnership development

🎯 Near-Term: Account Management

Build strong foundations with assigned partners — understand their business, map product usage to their client needs, drive adoption, and establish the cadence and trust needed to retain and grow each account consistently.

Immediate Focus

📊 Build: Success Frameworks

Develop repeatable success playbooks based on patterns across the portfolio — what works for which type of partner, which features drive the most value per use case, and how to proactively identify at-risk accounts before they churn.

Foundation Building

📈 Grow: Deepen Partnerships

Evolve managed accounts into strategic partnerships — moving beyond reactive support into proactive roadmapping, QBRs, and co-created success plans that drive expansion and long-term retention.

Relationship Depth

🔄 Evolve: Partnership Models

As the portfolio matures, explore opportunities to expand beyond traditional agency partnerships — identifying potential reseller structures, commission models, or vendor ecosystem partnerships where they create mutual value.

Mid-Long Term
💡
Additional Multi-Project Engagements

Articulate

EdTech / E-Learning

Multi-phase engagement spanning 6 projects over multiple quarters — from category landscape research and competitive analysis to creative direction, A/B testing frameworks, evergreen ads audit, and messaging strategy. Each phase built on the last, informing the brand's visual modernization.

Research → Strategy → Creative → Optimization

Curative

Healthcare / Brand Architecture

Started with content strategy, evolved into a comprehensive brand architecture project spanning multiple product lines — including internal content playbooks and demand marketing frameworks. Demonstrates moving from tactical work to shaping how the entire brand is structured.

Content → Brand Architecture → Demand Gen

OysterHR

HR Tech / Brand Platform

Multi-phase engagement across 4 projects: competitive analysis → brand platform → workshop facilitation → podcast production. The brand platform evolved as the company grew, updating to reflect new goals, values, and business maturity over each phase.

Grew with the company over multiple phases