Brian Whelan

- Lead, mentor, and scale the Canadian Accounts Management and Client Success team, establishing the strategic direction for merchant retention, adoption, and portfolio growth. - Own the end-to-end post-sale lifecycle for all Enterprise Canadian merchants, from onboarding and integration support to long-term strategic partnership. - Serve as the senior relationship owner and trusted advisor for strategic enterprise clients, driving executive alignment and ensuring partnership health. - Utilize data analytics to provide consultative insights to merchants, focusing on optimizing Affirm's placement to boost their core business metrics (e.g., AOV, conversion rates, customer acquisition). - Identify and execute on expansion, upsell, and renewal opportunities across the Canadian merchant base to achieve revenue targets. - Act as the "voice of the Canadian merchant," channelling critical feedback to internal Product, Engineering, and Marketing teams to inform product roadmaps and go-to-market strategies. - Manage and resolve high-level client escalations, coordinating cross-functional resources to ensure timely and effective resolutions.

- Built and scaled strategic partnerships with leading global travel brands and travel technology organizations, driving adoption and long-term value across the ecosystem. - Led enterprise-level rollouts and end-to-end training initiatives for content distribution technologies, ensuring successful implementation and sustained partner enablement. - Collaborated cross-functionally with product, engineering, sales, and partner teams to identify and execute technical opportunities across enterprise and verticalized partnerships.

- Managed a diverse portfolio of customers within the travel technology sector, partnering closely with stakeholders to design, execute, and optimize comprehensive digital marketing strategies aligned with their business objectives. - Led end-to-end customer onboarding, including goal setting, strategic planning, platform implementation, and successful deployment to ensure a strong foundation for long-term growth. - Continuously analyzed customer performance metrics to proactively identify challenges, gaps, and optimization opportunities, driving measurable improvements and ensuring clients consistently met or exceeded their goals. - Conducted semi-annual business and performance reviews, leveraging data-driven insights to assess evolving client needs and develop tailored digital marketing plans, best practices, and strategic guidelines. - Built and nurtured strong customer relationships by serving as a trusted advisor, increasing customer advocacy, satisfaction, and long-term retention. - Collaborated cross-functionally with product, sales, and engineering teams on key initiatives, including the rollout of new products and services, ensuring alignment between customer needs and organizational priorities.

- Managed and grew EF Go Ahead Tours’ Group Travel Program for the Canadian market, overseeing strategy, partnerships, and program development across key client segments. Led client engagement initiatives that strengthened EF’s strategic presence in Canada and supported sustained market growth. - Acted as a trusted advisor to institutional and organizational partners by delivering presentations to key client verticals on the value of the Group Travel Program. Provided guidance on international travel trends, recruitment strategies, and best practices in group travel planning and management to support client goals. - Drove cross-functional collaboration across multiple EF Education First products and teams throughout North America, identifying opportunities to align offerings, expand partnerships, and deliver integrated solutions to clients. - Analyzed end-to-end client and traveler experiences to identify operational gaps and improvement opportunities. Designed and implemented streamlined booking, communication, and support processes that enhanced efficiency, reduced friction, and improved the overall traveler experience.

- Led the Irish Government’s export development strategy for the Canadian market across the telecommunications, media, construction, and agri-technology sectors, supporting Irish companies entering and scaling in North America. - Conducted in-depth market and policy research to produce government briefings and reports on Ireland’s international export strategy, including analysis of CETA implementation and emerging sectoral opportunities in Canada. - Represented Irish commercial interests by leveraging an extensive network to facilitate high-level meetings with key Canadian public- and private-sector stakeholders on behalf of Irish companies. - Advised and supported multiple Irish SMEs in developing tailored go-to-market strategies for Canada, identifying market opportunities, regulatory considerations, and commercial risks. - Planned and delivered international trade missions for senior Irish government officials, including market briefings, stakeholder mapping, and the organisation of high-impact networking and business development events. - Worked closely with Canadian Federal and Provincial government counterparts to strengthen bilateral trade relationships and monitor political, regulatory, and policy developments affecting Irish exporters. - Analysed Federal and Provincial export policies, incentives, and innovation initiatives to identify strategic opportunities for Irish firms operating in or entering the Canadian market. - Collaborated cross-departmentally with Irish government teams across North America to support major international industry events and trade showcases, including SXSW and Mobile World Congress.