Anthony Maratas Email & Phone Number

Greater Seattle Area

Greater Seattle Area

• Manage 400+ client accounts providing highest level of customer service and support.• Consistently build trustful relationships with clients by providing strategic advice and identify risks and opportunities.• Analyze and advise on growth opportunities by looking at historical trends, metrics, KPI’s and identify key variances in performance. • Develop strong relationships with teammates by proactively communicating insights and opportunities to help lead our team to high sales attainment monthly.• Collaborate with product team on new features while looking at improvements on current processes and procedures to be more efficient.• Constantly adapt to product changes and procedures to clearly educate our clients while handling multiple priorities and timelines.• Onboard new clients and assist in budget planning, quarterly business reviews, while analyzing ROI.

Bellevue, Wa

• Promoted & provided improved customer outreach and support for TaxACT products in partnership with the VP of B2B Marketing• Led development of the TaxACT Preparer Support Team through qualitative insight• Improved product and customer satisfaction through development of TaxACT Professional Webinars• Consulted C-Level management on Balance Platform enhancements via insights and ROI• Coordinate “best practice” presentations to C-level executive teams, while facilitating and implementing final decisions and strategies• Managed health of 100+ SaaS customers and complex business relationships resulting in an increased adoption of the product• Provide impact analysis on Balance system changes with respect to customer usage

Bellevue, Wa

Collaborate with cross functional team members, executives, advisors and customers to help increase system usage and identify areas of improvement for the Financial Center product.• Collaborated with cross functional team members, executives, advisors and customers to help increase system usage and identify areas of improvement for the Financial Center product• Supported user end training and development through use of web demos, help videos, and customized educational documents• Resident expert on the Balance Financial product answering technical, account, integration, and reporting inquiries• Innovation team member, testing new modifications/features on the platform, documenting KPI’s and providing feedback for product improvement• Manage monthly financial reports & auditing for families with over $1M net worth• Successfully manage 50+ relationships with personal clients and key stakeholders within small to mid size advisory firms across the US• Supported user end training and development through use of web demos, help videos, and customized educational documents

Bellevue, Wa

Managed monthly financial report creation & auditing for 40+ high net worth families across the US. • Organized, analyzed and presented client financial data to assist with decision making • Assists work group by simplifying complex processes while combining tasks in a more efficient work flow• Worked with 3rd party financial professionals to help guide their clients through budget planning• Responsible for presenting financial irregularities to clients as a proactive approach to curb potential fallout• Reconciled hundreds of accounts monthly totaling over $20+ million• Managed clients’ personal finances, while ensuring payments are made on time and settle vendor disputes • Processed client’s account payable, with over 300+ payments/month ensuring timely delivery • Worked with support staff to improve product offerings and financial report presentations• Streamlined process of report creation to increase customer ratio

Bellevue, Wa

Established in 2004, provided outsourced family office services for RIA’s, Private Banking Groups and Multi Family Offices• Managed backend company operations• Trained employees and created training guides• Supported client facing financial report creation• Worked on client projects to increase billable hours• Managed work load to meet quota for monthly billable hours