Heidi Cheema, Mba
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Heidi Cheema, Mba Email & Phone Number

Senior Director, Client Management at SS&C GlobeOp
Location: San Francisco Bay Area, United States 7 work roles 2 schools
1 work email found @advent.com 4 phones found area 415 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email h****@advent.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
SS&C GlobeOp
Role
Senior Director, Client Management
Location
San Francisco Bay Area, United States
Company size
5377 employees

Who is Heidi Cheema, Mba? Overview

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Quick answer

Heidi Cheema, Mba is listed as Senior Director, Client Management at SS&C GlobeOp, a with 5377 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at advent.com, phone signal with area code 415, and a matched LinkedIn profile for Heidi Cheema, Mba.

Heidi Cheema, Mba previously worked as Director of Customer Success at Ss&C Advent and Senior Manager at Advent Software. Heidi Cheema, Mba holds Mba, Management from Lesley University.

Company email context

Email format at SS&C GlobeOp

This section adds company-level context without repeating Heidi Cheema, Mba's masked contact details.

*@advent.com
68% confidence

AeroLeads found 1 current-domain work email signal for Heidi Cheema, Mba. Compare company email patterns before reaching out.

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Profile bio

About Heidi Cheema, Mba

Specialties: dynamic team leadership & engagement; training & development; cross-selling/ strategic business development; project management; senior level customer success management; client experience focus.I am a Director Customer Success for SS&C Advent's strategically and revenue significant Premier client base. I am at the forefront of designing the team's performance objectives, organizational influence and corporate development efforts. I am responsible for establishing a client management infrastructure that supports the company's growth strategy. I worked across the Financial Services industry using my project management, customer focus (via NPS), P&L management, business development and risk management skills to lead successful teams.

Listed skills include Financial Services, Crm, Asset Management, Strategy, and 15 others.

Current workplace

Heidi Cheema, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

SS&C GlobeOp
Ss&C Globeop
Senior Director, Client Management
California, United States
Website
sscglobeop.com
Employees
5377
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Company profile
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7 roles

Heidi Cheema, Mba work experience

A career timeline built from the work history available for this profile.

Senior Director, Client Management

Ss&C Globeop

California, United States

Director Of Customer Success

Current
Ss&C Advent

San Francisco

May 2017 - Present

Senior Manager

Current
Advent Software

San Francisco Bay Area

Apr 2016 - Present

Manager, Customer Success Management

Advent Software

San Francisco, Ca

Direct day-to-day- and strategic operations of the Customer Success organization. Support organization's transition from local to cloud deployed solution set. Design territory and quota metrics for team. Build and nurture C-Level relationships across top accounts. Use quantitative and qualitative analysis to drive operational excellence in the areas of customer engagement.

Mar 2014 - Apr 2016

Senior Relationship Manager

Advent Software, Inc.

San Francisco, Ca

Managed client relationships for Advent’s Premier Account segment, defined as the top 25% of revenue clients. Promoted to Senior RM 2012. Client base consisted of Broker Dealers, Custody, Asset Managers and Advisors. Territory responsibility from California to the Midwest and up to Pacific NW. Primary responsibilities included opportunity mining, product updates & education and client advocacy.

Apr 2007 - Mar 2014

Director Of Project Planning / Client Services (9-05-12-06)

The Bisys Group

San Francisco, Ca

Management consulting role designed to assist cultural shift from independent organization to post- acquisition corporate entity.Partnered with executive management to devise strategies to move division to team based, metrics driven organization; helped management better understand their business drivers. Created corporate strategic and client presentations.Developed Business Plans for all new and existing businesses; helped management approach business more systematically and evaluate true opportunity from pipe dream.

Apr 2004 - Dec 2006

General Business Manager, Vp

The Bisys Group

Concord, Ca

Managed $5 million P&L for Defined Contribution and 401K Mutual Fund Clearing Broker/Dealer division; exceeded fiscal goals each of three years.Operated business line that transacted in excess of $20 million in daily Mutual Fund trades using tight risk management model; five direct reports; total staff of 55. Led one of BISYS’ largest client relationships to the ‘delight’ of client’s senior management. Assisted sales in prospecting client opportunities to ensure fiscal soundness & profitability goals.

Jan 2000 - Sep 2003
Team & coworkers

Colleagues at SS&C GlobeOp

Other employees you can reach at sscglobeop.com. View company contacts for 5377 employees →

KM Kapil Mehta Kapil Mehta Colleague at Ss&C GlobeopMumbai, Maharashtra, India View → VM Vivek Mahamunkar Vivek Mahamunkar Colleague at Ss&C GlobeopMumbai, Maharashtra, India View → PK Prableen Kaur Talwar Prableen Kaur Talwar Colleague at Ss&C GlobeopWest Delhi, Delhi, India View → SG Sandeep Gupta Sandeep Gupta Colleague at Ss&C GlobeopMumbai, Maharashtra, India View → GU Gururaj Ukarde Gururaj Ukarde Colleague at Ss&C GlobeopThane, Maharashtra, India View → GL Giordano Liseo Giordano Liseo Colleague at Ss&C GlobeopMiddletown, Connecticut, United States View → NB Netha Babu Netha Babu Colleague at Ss&C GlobeopMumbai, Maharashtra, India View → CY Chaitali Yadav Chaitali Yadav Colleague at Ss&C GlobeopMumbai, Maharashtra, India View → RP Reema Parekh Reema Parekh Colleague at Ss&C GlobeopMumbai, Maharashtra, India View → NK Nilesh Kothari Nilesh Kothari Colleague at Ss&C GlobeopThane, Maharashtra, India View →
2 education records

Heidi Cheema, Mba education

FAQ

Frequently asked questions about Heidi Cheema, Mba

Quick answers generated from the profile data available on this page.

What company does Heidi Cheema, Mba work for?

Heidi Cheema, Mba works for SS&C GlobeOp.

What is Heidi Cheema, Mba's role at SS&C GlobeOp?

Heidi Cheema, Mba is listed as Senior Director, Client Management at SS&C GlobeOp.

What is Heidi Cheema, Mba's email address?

AeroLeads has found 1 work email signal at @advent.com for Heidi Cheema, Mba at SS&C GlobeOp.

What is Heidi Cheema, Mba's phone number?

AeroLeads has found 4 phone signal(s) with area code 415 for Heidi Cheema, Mba at SS&C GlobeOp.

Where is Heidi Cheema, Mba based?

Heidi Cheema, Mba is based in San Francisco Bay Area, United States while working with SS&C GlobeOp.

What companies has Heidi Cheema, Mba worked for?

Heidi Cheema, Mba has worked for Ss&C Globeop, Ss&C Advent, Advent Software, Advent Software, Inc., and The Bisys Group.

Who are Heidi Cheema, Mba's colleagues at SS&C GlobeOp?

Heidi Cheema, Mba's colleagues at SS&C GlobeOp include Kapil Mehta, Vivek Mahamunkar, Prableen Kaur Talwar, Sandeep Gupta, and Gururaj Ukarde.

How can I contact Heidi Cheema, Mba?

You can use AeroLeads to view verified contact signals for Heidi Cheema, Mba at SS&C GlobeOp, including work email, phone, and LinkedIn data when available.

What schools did Heidi Cheema, Mba attend?

Heidi Cheema, Mba holds Mba, Management from Lesley University.

What skills is Heidi Cheema, Mba known for?

Heidi Cheema, Mba is listed with skills including Financial Services, Crm, Asset Management, Strategy, Mutual Funds, Portfolio Management, Business Analysis, and Saas.

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