James Bilello Email & Phone Number

New York, New York, United States

Lead a team that provides specialist-level engagement, education, and financial modeling capability leveraging LSEG’s workflow tools including financial desktop applications and APIs to ensure adoption, retention, and growth of LSEG’s business. The team works across capital markets, wealth, and advisory clients to ensure they derive the maximum value from.

New York, New York, United States

• Lead a skilled team of Associate Customer Success Managers to ensure an outstanding customer experience with Refinitiv solutions and deliver on retention targets and KPIs.
• Create a high-performance culture by managing effectively, differentiating performance, developing talent, hiring with a focus on delivering results.
• Analyze various reports to look for opportunities to improve client experience and drive client satisfaction.
• Evaluate and effectively coach with a strong emphasis on knowledge assessment, training delivery and adapting to customer needs.
• Increase the team’s customer workflow knowledge across multiple propositions.
• Provide an environment of continuous learning.

New York, New York, United States

• Alignment of Refinitiv goals with success of customers through solutions expertise, commercial acumen, and market trends.
• High Retention Rate.
• High Customer Feedback Scores.
• Building of relationships with senior decision makers.
• Uncovering leads while working virtually through customer relationships.
• Regular success planning and quarterly business reviews.

Greater New York City Area

• Alignment of Refinitiv goals with success of customers through solutions expertise, commercial acumen, and market trends.
• High Retention Rate.
• High Customer Feedback Scores.
• Building of relationships with senior decision makers.
• Uncovering leads while working virtually through customer relationships.
• Regular success planning and quarterly business reviews.

New York, New York

• Account Team Leader of Client Specialists
• Contributed to a 7-year Enterprise agreement at a large global investment manager.
• Led a team of client specialists that supported two top tier strategic accounts.
• Pursued gross sales and maintained a high retention rate.
• Primary responsibilities included supporting hundreds of end users and upselling our premium desktop platform as well as our RISK tools, and Pricing and Reference Data products.

New York, NY

• Product Specialist (Adoption)
• Focused on Asset Management at two top tier strategic accounts.
• Primary responsibilities included support of hundreds of users and upselling to premium platform.
• Pursued gross sales and maintained a high retention rate.
• Maintained open feedback channels with internal product and content teams during the evolution of the Thomson Reuters EIKON flagship platform.

• Team Leader of Client Training Executives (Promoted from Client Training Executive)
• Led a team of trainers and specialists and interact with them daily.
• Worked closely with desk heads, and relay sales opportunities to sales team.
• Responsible for the overall end user satisfaction with Thomson Reuters.
• Creation of monthly performance reports on quantity and quality of training and visits.
• Project management of trainings/product upgrades/product rollouts.

• Product Trainer
• Trained clients on Reuters products and services.
• Followed up on service and satisfaction.
• Consulted with many different buy-side and sell-side firms as well as a major Exchange.
• Worked on product rollouts, training, troubleshooting, and up-selling to more advanced solutions.

Assisted Vice President in Family Wealth Management/Personal CustodyHandled queries related to client holdings including transferring money, reviewing statements, reconciling accounts, and conducting personal bankingProvided client service including problem resolution and maintenance of client relationsConsulted with clients regarding new investments and.