Jason Gutman Email & Phone Number

New York, Ny, Us

New York, Ny, Us

San Francisco, California, Us

In my role as Sr. Enterprise Customer Success Manager at Sigma Computing, I focused on strategic account management, success planning, and user adoption to drive revenue expansion and customer satisfaction. I collaborated with customers to align our BI capabilities with their business goals, resulting in a company-leading NDR of 165% YOY.

New York, New York, Us

In my role as an Enterprise Customer Success Manager at Sisense, I focused on building executive relationships, optimizing customer experience, and managing revenue to exceed targets. By aligning growth initiatives with goals, I ensured buy-in for future expansions and renewals. Through product evangelism and project planning, I helped customers solve workflow challenges, leading to successful retention and expansion initiatives.

New York, Ny, Us

In my role as a Senior Customer Success Manager at OS33, I built strong relationships with C-Suite leaders and key stakeholders to optimize digital and operational platforms. Through strategic project planning and product implementation, I enhanced customer experience and promoted feature adoption of various integrations for compliant workflows. My efforts led to minimized attrition, maintained $4.5M ARR for 30+ customers, and renewed $1.2M ARR with 36-month commitments in 2020.

• Wealth Advisory: Provided individualized financial planning services to affluent individuals and executive leaders throughout a diverse range of high-profile organizations.• Financial Planning: Gathered financial data from prospective clientele, presented custom-tailored financial planning services, broke down processes, and delivered strategic roadmaps for a broad range of financial scenarios.

Parsippany, New Jersey, Us

• Wealth Management & Financial Planning: Partnered with advisors in delivering comprehensive wealth management experience to clientele, including all key areas of financial planning methodology.• Risk Analysis & Management: Conducted in-depth risk management assessments on life insurance, long term care, and disability coverage, while integrating client estate planning and wealth transfer objectives.• Technology Acumen: Utilized financial planning software in analyzing retirement scenarios for prospects and clients to maximize financial planning opportunities.• Portfolio & Trade Advisory: Continually monitored clients' asset allocation, rebalanced portfolios, and provided individualized trade recommendations, while concurrently managing billing and cash requirements.

Philadelphia, Pennsylvania, Us

As a Private Wealth Advisor, I provide high net worth individuals, families and business owners with financial solutions to help them accumulate wealth, protect it and transfer it through various investment and insurance strategies.Jason Gutman is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. CRN-898684-040814

New York, Ny, Us

• Customer Support: Oversaw customer support for buy-side clients leveraging Bloomberg's Citrix-based cloud solution (AIM), including insurance funds, hedge funds, and investment banks with a total recurring revenue stream of $2M+.• Product Implementation & Project Management: Pioneered all phases of product implementation and a diverse range of project management initiatives in collaboration with Portfolio Managers, traders, C-level executives, and IT staff.• Workflow Optimization: Conceptualized, created, and delivered innovative workflow solutions to Portfolio Managers and traders centralized on order management and trading.• Trading Advisory & Regulatory Compliance: Provided comprehensive advisory to Compliance Officers on managing pre/post trade rules within compliance module.• Consulting & Cross-Functional Collaboration: Consulted with Back & Middle Office personnel on streamlining transition of Post Trade process; collaborated with Business Managers and programmers on guiding product development.• C-Suite Advisory: Formulated and presented cost/benefit analysis to C-level executive leadership team.