Melanie Platte

Melanie Platte Email and Phone Number

Fintech Executive// Client & Partner Strategy and Success @ BMA
Melanie Platte's Location
Orem, Utah, United States, United States
Melanie Platte's Contact Details

Melanie Platte work email

Melanie Platte personal email

About Melanie Platte

17+ years in client/ partner facing roles, with 14+ years in SaaS and 7+ years in Fintech. Adept at client integration, product implementation, training and lifecycle success with emphasis on objective based/ metric driven consultation to drive ROI, retention and growth. Versed in adoption and engagement strategies including launch and ongoing marketing and planning. Confident presenting business reviews for internal stakeholders and holding QBRs &/or ABRs with clients. Able to remain cognizant of a variety of needs in my book of business and prioritize effectively. Originally from Northern California, I moved to Utah in 2005 and quickly became enthralled with the Silicon Slopes. I have enjoyed my time with companies including Emida Technologies, Symantec Corporation, and MX. In my spare time, I serve as the Founder and Lead Designer for FandomTreasures- an online retailer for custom, hand-stamped jewelry. I love volunteering, and have served in many roles over the years, with some of my favorites being specifically geared to helping women. I proudly established and coordinated a goals group for women, and served as a group mentor for women starting their own Etsy businesses. I also enjoyed my time as the Board Chair for the Odyssey Charter School Board in American Fork, UT.I spend most of my free time with my family soaking in every minute before my two kids outgrow me. During down time, you'll find me relaxing with good music, reading, or listening to podcasts on an assortment of subjects- true crime being my biggest indulgence! I am passionate about Halloween, and usually start planning and celebrating on September 1st each year. I'm in love with all things Disney, but especially Disneyland, and can frequently be found in the park or planning my next trip.

Melanie Platte's Current Company Details
BMA

Bma

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Fintech Executive// Client & Partner Strategy and Success
Melanie Platte Work Experience Details
  • Bma
    Vp Client Success & Support
    Bma Jan 2023 - Present
  • Fandomtreasures
    Owner & Lead Designer
    Fandomtreasures Aug 2013 - Present
    Https://Www.Etsy.Com/Shop/Fandomtreasures?Ref=Hdr_Shop_Menu
    Custom hand-stamped jewelry store
  • Bloom Credit
    Director Of Client Success
    Bloom Credit Apr 2022 - Jan 2023
    Focused on optimizing process internally and with clients & partners to enable a quick and smooth onboarding process, maintain high retention and strategically grow ARR. Crafted the baseline Client Success outline to use as we looked to build out a future team. Supported clients during and post live integration; coordinated product and engineering resources, led strategic discussions to identify client needs and objectives while establishing a deep relationship to position us as the expert for all their credit needs, worked cross functionally and coordinated internal teams to support client facing initiatives. Also kept internal stakeholders informed and lead weekly company update on all client progress.
  • Mx.Com
    Manager- Partner Client Strategy Consultants
    Mx.Com Jun 2015 - Apr 2022
    Lehi, Ut
    Lead a team of 9 Client Strategy Consultants focused on our Strategic Partners & Resellers and their clients. As a team we were tasked with driving high level strategic initiatives through high & wide business objectives, and as an individual contributor, I was a steward over 20+ partners and 400+ institutions. I owned the relationship post contract, guided initial and deeper integration, provided ongoing strategic support and internal/external executive reporting. As a leader, I mentored those on my team to find the best way to provide strategic care for our clients and be MX evangelists. • Managing and building relationships focused on innovating the banking industry • Trained financial institutions on using and maximizing MX software/products• Strategically consulted with financial institutions regarding marketing and training initiatives• Created custom engagements designed to drive engagement with products • Drove deep innovative integrations specifically to drive product adoption • Designed and implemented strategies for creating a powerful contextual user experience• Created internal processes and aides to accelerate integration timelines• Analyzed and improved processes between internal departments
  • Autonettv Media, Inc.
    Partner Account Manager
    Autonettv Media, Inc. Dec 2013 - Jun 2015
    Worked with top partners to determine success path for them & their clients, and coordinated teams to support defined initiatives. Also functioned operationally and revamped entire cancellation and renewal process, as well as oversaw implementation.
  • Intuitive Technology Group
    Account Manager: Symantec Platinum Partner
    Intuitive Technology Group Feb 2012 - Dec 2013
    Relationship manager for government, education & enterprise accounts for Eastern US. Provided customer qualification and needs assessment for vendors, distributors and executives that helped influence project implementation and completion.
  • Symantec
    Global Marketing Data Specialist: Global Channel & Alliance Marketing
    Symantec Apr 2011 - Feb 2012
    Global reporting on NAM, EMEA & APJ marketing statistics for executives and shareholders to prove value in marketing activities. Audited and coordinated massive data clean up for over 30k accounts in Salesforce.
  • Redtree Leadership
    Sales Operations
    Redtree Leadership Oct 2010 - Apr 2011
    Part Time Position to be in a low stress environment post maternity leave until I was ready to go back to full time. • Worked with worldwide partners and distributors setting up contracts, processing orders and preparing clients to become facilitators of our courses.• Helped implement an internal process to get day to day logistics of orders away from the reps allowing them more time to sell and ultimately achieve their monthly forecasted goals.
  • Symantec
    Enterprise/Sled Client Success Manager
    Symantec May 2008 - Jul 2010
    Lindon, Ut
    SME for government, education and enterprise accounts including proficiency with their budgets and processes. Coordinated efforts with clients, system engineers, licensing and operations to meet contracted service goals. Exceeded 98% retention annually.
  • Emida
    Sales Support & Operations Manager
    Emida Oct 2004 - May 2008
    *Formerly QComm International• Support for 3 inside and 2 outside sales reps as well as 50+ top level broker accounts. Communicated regularly with large accounts and individual site locations.• Supervised the internal sales operations team and coordinated training courses to merge two customer service teams into one that consistently provided a level of service that won us business over top competitors.

Melanie Platte Skills

Marketing Strategy Strategic Partnerships Salesforce.com Account Management Management Leadership Blogging Strategy Business Development Strategic Planning Customer Satisfaction Customer Retention Client Relations Business Process Improvement Sales Operations Microsoft Excel Creative Writing Customer Advocacy Social Media Sales Process Channel Account Management Onboarding Software As A Service Team Building Process Flow Documentation Training Delivery Copy Editing Coaching And Mentoring

Frequently Asked Questions about Melanie Platte

What company does Melanie Platte work for?

Melanie Platte works for Bma

What is Melanie Platte's role at the current company?

Melanie Platte's current role is Fintech Executive// Client & Partner Strategy and Success.

What is Melanie Platte's email address?

Melanie Platte's email address is me****@****hoo.com

What skills is Melanie Platte known for?

Melanie Platte has skills like Marketing Strategy, Strategic Partnerships, Salesforce.com, Account Management, Management, Leadership, Blogging, Strategy, Business Development, Strategic Planning, Customer Satisfaction, Customer Retention.

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