Maria Marcucci Email & Phone Number

Remote

I promote exceptional customer experience for assigned clients/advisors. Foster client retention, satisfaction, and loyalty. Assist clients with ongoing technical issues. Prioritize tasks using workflow tool, CRM, and manage communications via Outlook and telephone. Cultivate positive relationships with external and internal partners.

In this role, I Manage 20 to 30 projects within defined constraints with different level of complexity, deliverables, CPA, attorneys, and advisors by leveraging exceptional expertise. Collect client’s plan rules for unbundled services by collaborating with an array of recordkeepers with their own forms and processes. Utilize unbundled recordkeeper's proprietary forms and systems to import plan rules, as well as convey plan rules into Relius at Pentegra.

In this role, I led the IT transition project focusing on the outsourcing of the IT organization and functions at Boeing to Dell. I was quickly promoted within two weeks to a project leadership role.Using proprietary Dell project management tools, I led the migration of IT functions between the two organizations. At one point, I managed the IT functions of both organizations.My project team included writers, analysts, compliance personnel, operations teams, and IT specialists.I created weekly status reports to management at both companies providing insight into the status of the transition project. I also defined new employee onboarding processes to clarify roles and responsibilities during the transition.

Here, I directed up to 10 concurrent transition projects centered on the implementation and transition of clients to retirement services. I consistently achieved high scores in client and internal partner surveys.My achievements included a 100% completion rate of transitioning clients back to Relationship and Operations teams with updated support documentation and training materials. I formed and managed cross-functional teams committed to project objectives and superior customer support and service.For both new and existing clients, I led readiness reviews and pre-sale product demonstrations to ensure smooth transitions. Following transitions, I trained client and service teams on the use of the new system.I worked with developers to implement process automation to improve accuracy and cost savings.I consistently achieved project milestones and deliverables on-time and within budget across all initiatives.

Here, I worked with clients that included universities, hospitals, and government agencies, with a focus on transitioning organizations to the TIAA recordkeeping platform. My responsibilities included requirements gathering, risk management, change management, and the achievement of deliverables on-time and within budget.I also supported marketing and business development, participating in the development of proposals and investment plans.

Marlborough, Massachusetts, United States

Here, I managed client service relationships encompassing over 47,000 plan participants and $4.7B in assets across Defined Contribution, Non-Qualified, and Health-Savings Account plans. I consistently ranked in the top two-tiered box in client surveys that assessed efficiency, consultation, timeliness, professionalism, and overall knowledge of each client's rules as well as government regulations.I advised plan sponsors and recommended products to lower cost, bolster participation, and increase employee satisfaction and engagement.As an example, I worked with a client to change its company match process, leading to an immediate savings of $43K and ongoing savings of $10K annually while lowering risk and increasing participant satisfaction.

Certificate, Certified Financial Planner

Certificate, Paralegal

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