Eric Serrano Email and Phone Number
Eric Serrano work email
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Eric Serrano personal email
An experienced customer success manager with over 15 years of experience in driving strategy in customer facing roles. I'm especially focused on penetrating customer organizations to work with key decision makers and understand their needs. This helps make recommendations that create long lasting partnerships, increases customer satisfaction, and ultimately leads to higher retention rates.Leveraging technology and data, I create best practices that increase business opportunities and help management clearly understand what's working and where improvement can be made. As a leader, I'm passionate about the teams I lead and people I work with. I continually exceed all sales, retention and growth targets and lead high performing teams to success.
Microsoft
View- Website:
- microsoft.com
- Employees:
- 10
- Company phone:
- 0124 415 8000
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Director, Customer Success Account ManagementMicrosoft Oct 2021 - PresentRedmond, Washington, UsManaging 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.
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Director, Customer Success ManagerMicrosoft Jul 2019 - Oct 2021Redmond, Washington, Us
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Customer Success ManagerMicrosoft Nov 2017 - Jul 2019Redmond, Washington, UsHelping 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.
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Manager, Customer Success, Central RegionThomson Reuters Sep 2011 - Nov 2017Toronto, On, CaManage 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. -
Client Specialist, Major AccountsThomson Reuters Sep 2010 - Sep 2011Toronto, On, CaCustomer 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.
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Coaching And Training ExecutiveThomson Reuters Apr 2007 - Dec 2010Toronto, On, CaCreated 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.
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Regional DirectorThomson Financial May 2005 - Apr 2007UsDirector 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. -
Senior Client SpecialistThomson Financial 2003 - 2005Us
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Assistant Vice PresidentMerrill Lynch 2001 - 2003New York, Ny, UsVendor 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. -
Assistant Vice PresidentMerrill Lynch Feb 2000 - Aug 2001New 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.
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Financial Planning SpecialistMerrill Lynch Jan 1999 - Feb 2000New York, Ny, UsSpecialized in financial planning strategies for high net worth individuals with a focus on restricted securities, highly concentrated equity positions, and charitable giving.
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Financial AdvisorMerrill Lynch Mar 1997 - Dec 1998New York, Ny, Us
Eric Serrano Skills
Eric Serrano Education Details
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Depaul UniversityFinance -
Gordon Tech ChicagoHigh School
Frequently Asked Questions about Eric Serrano
What company does Eric Serrano work for?
Eric Serrano works for Microsoft
What is Eric Serrano's role at the current company?
Eric Serrano's current role is Customer Obsessed Transformation Leader.
What is Eric Serrano's email address?
Eric Serrano's email address is er****@****son.com
What schools did Eric Serrano attend?
Eric Serrano attended Depaul University, Gordon Tech Chicago.
What skills is Eric Serrano known for?
Eric Serrano has skills like Equities, Financial Services, Relationship Management, Financial Markets, Market Data, Salesforce.com, Management, Coaching, Fixed Income, Training, Sales, Account Management.
Who are Eric Serrano's colleagues?
Eric Serrano's colleagues are Mehran Babaei, Kb Gaming, Mohsen Davtalab, Heba Fadul, حمود حمود, Arun Bk, Anuruddha Fernando.
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