Eric Serrano Email & Phone Number

Redmond, Washington, Us

Managing a large team of experienced technology professionals, I work closely with customers and my team to empower them as a partner. In this role, we leverage a planning based approach to help our customers get the most out of their investment with Microsoft. We focus solely on financial services customers and that industry expertise helps us bring best practices while also having a thorough understanding of regulatory requirements required of our customers.

Redmond, Washington, Us

Redmond, Washington, Us

Helping enterprise financial services customers realize their digital transformation goals. Working closely with security, compliance and business leaders, I work to ensure alignment between all divisions to drive toward a highly collaborative, modern workplace.

Toronto, On, Ca

Manage a high performing team of market professionals responsible for strengthening customer relationships in an effort to grow gross sales and deliver increased retention rates.As a Client Specialist Manager, I'm focused on customer success and am responsible for developing new programs that facilitate positive alliances between Thomson Reuters and my assigned customer base. We focus on the customer experience. Offering support of enterprise technologies catered to the financial services sector, I work to understand our customer needs to help drive adoption of our solutions.

Toronto, On, Ca

Customer Success Manager responsible for building relationships in a small number of large, enterprise accounts across the US. Worked to maintain a high level of customer retention as well as grow existing revenue. Oversaw all implementations, coordinated all resources for both training and technical design, and worked with all levels at the organization to ensure a high ROI for all implementations.

Toronto, On, Ca

Created a coaching based organization by designing a program centered around the development and growth of the employee. My goal in this role was to work with individuals and management to create a skills analysis of the employee that would ultimately help with identification of a career path. Once identified, our team worked to create a development plan for that employee to help them realize their career goals within Thomson Reuters.

Us

Director of training for the Midwest and Southeast region managing both large scale rollouts and on going training support. Managed a team of 11 training specialists responsible for the implementation and training of over 100,000 desktops across the US and Canada while maintaining a high level of customer satisfaction. Responsible for creating and providing all key success metrics both internally and externally at all levels of the organization.

Us

New York, Ny, Us

Vendor management role where I worked with many business units to identify business needs for high producing financial advisors. I specialized in areas such as team pay structure, customer relationship management applications, and effective sales strategies using financial planning. I was responsible for creating all business cases for external purchases affecting our user community.This role also had me working with project teams and business leaders to aid in the implementation of any purchased or developed software or initiatives where training was required.

New York, Ny, Us

- Designed, developed and implemented various training programs still in practice today to bolster customer growth and retention. - Implemented CRM solutions company-wide to increase work flow for teams producing US$1M in sales or more. - Developed and consulted on the formation of sales teams throughout the country.- Conducted distance-learning training sessions to multiple branch offices and district management.- Delivered presentations on enhancing team efficiency while leveraging technology to large audiences.

New York, Ny, Us

Specialized in financial planning strategies for high net worth individuals with a focus on restricted securities, highly concentrated equity positions, and charitable giving.

New York, Ny, Us

Bachelor Of Science, Finance

High School