Ben Edelstein Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

Vancouver, Canada Area

Hired to manage and grow 50 largest Financial Services strategic customers within the organization, representing $4M in ARRRepresented second-level support for all escalations within the portfolio of accounts internallyInherited a long list of accounts with little to no relationship within the organization; considered a flight-risk. Was able to achieve a retention percentage of 119% within the yearBuilt strong and long-lasting relationships with our customer base that has resulted in increased engagement, loyalty, and investment several times over their annual spendGuided customers into becoming experts of the solution, to further sell adoption internallyPartnered closely and actively led other cross-functional team members to translate business needs and product requirements into new solutions for customers, including custom development projects for largest enterprise clients

Vancouver, Canada Area

Promoted within the year to head Customer Success based on performance, ARR growth, and high retention rateAs Senior, individually managed largest Fortune 500 clients representing bulk of the organization’s ARRExecuted performance reviews of Junior CSM’s

Vancouver, Canada Area

Hired as one of the very first CSM’s within the organization to create the Customer Success Program internally; generated all documentation and processes from scratchTravelled to meet with customers onsite to discover and understand their needs to help them grow D3 strategically within their organizationAttended multiple conferences such as RSA, as well as invitation-only events such as SINET

Vancouver, Canada Area

Promoted, maintained, and solicited new Partner relationships through Channel PartnersProvided product demos, fielded sales calls, and provided additional training for reseller and referral partnersCoordinated with internal Provisioning, Support, Training and Legal teams to respond to inquiries from both Partners, and resold end-usersMaintained up to date partner and customer pipeline information in Salesforce.com

Vancouver, Canada Area

Lead and executed for both 2015 and 2016, as Race Manager, the Global Relay Gastown Grand Prix. Reporting directly to the Director of Operations, managed all internal deliverables associated with the event, collaborated with countless sponsor, VIP, vendor, and volunteer stakeholders, as well as provided crucial race day operation support.Coordinated and organize Global Relay’s participation in events internally and externally such as team building events, media launches, and other marketing eventsAssisted with the production of artwork, sourcing images, print buying and checking copy.Created extensive operational report based on raw unformatted data of service department tickets opened in 2015. Successful data analysis allowed for the clear presentation of trend identification, as well as staffing gaps leading to increased backlog volumes.

Vancouver

Demonstrated the best client experience possible from beginning to end through face to face customer service, handling of cheque drop offs, as well as ABM inquiries.Provided IT support functions for Vancouver cafe involving troubleshooting of various issues locally across multiple integrated software/hardware platforms.Chosen on a continuous basis to represent bank at countless client acquisition marketing events both locally as well as interprovincially.Proven record of surpassed monthly/annual sales target expectations involving total accounts opened, initial average deposit, as well as percentage of clients cross-sold additional products. Assisted clients in the handling and completion of legal documentation requiring certification for settling estates/power of attorney, as well as designation of beneficiary.Collaborated with Vancouver community relations coordinator on an ongoing basis to represent Tangerine within the local area for various community initiatives with Mount Pleasant Neighbourhood House, as well as YMCA Greater Vancouver. Recognized for high level of knowledge regarding Tangerine's products, services, policies & guidelines.Selected as representative to HollisWealth Financial advisors nationwide for acquisition inquiries and ongoing support into collaboration campaign specifics.Coordinated and executed offsite event during Vancouver Writers Fest to highlight partnership with Tangerine Bank as well as the importance of financial literacy. Responsible for meeting with vendor organizer ahead of time, scheduling and transportation of multiple staff, as well as budgeting and distribution of materials involved in set-up and to be used as a promotional tool. Created and executed video conference presentation to national team with a focus on effective communication cross-departmentally as well as within individual business units.

West Vancouver

Account processing to manage client’s portfolios and investment accountsResponsible for day-to-day office administrationRoutinely communicated with clients to ensure they are satisfied with their investments, understand their drafted financial plan, and have any questions answeredManaged the Financial Advisor’s schedule

Bachelor Of Business Administration (Bba), Business Management

Activities and Societies: Langara Competitions Club

Associate'S Degree, Social Sciences