Michael H. Email & Phone Number

Windham, NY, US

New York City Metropolitan Area

United States

- Lead a dynamic team of 20 across Customer Success, Support, Renewals, Professional Services, and Pre-sales- Achieved a 90.6% renewal rate in 2023, contributing to $8M in (ARR)- Increased revenue and customer satisfaction through customer-facing campaigns (outreach, onboarding, at-risk, services offerings, multi-year contracts, cross-sell upsell, and.

Windham, New York, United States

• Responsible for setting strategy for a $135M+ AOV Portfolio (Enterprise Banking, Strategic Banking)
• Recruited industry experts for the Financial Services Customer Success Manager team
• Implemented Business Value framework to drive AOV growth
• Public-facing product evangelism - 2022 Presidents Club Winner- 2022 Peak Performers Club Award- 2021 Presidents Club Winner

Windham, New York, United States

• Responsible for Customer Success Strategy across Tableau’s largest Financial Services customers (AOV $25M)
• Responsible for the development of the Tableau Bloomberg connector (via a partner)- 2019 Game Changer Award

New York, New York, United States

• Responsible for Customer Success Strategy across Tableau’s largest Financial Services customers (AOV $20M)
• Developed and deployed a skill belt program to drive proficiency in my clients- 2018 Presidents Club Winner- 2018 Top Strategic Win Award- 2018 Unsung Hero Award- 2018 Customer Success Manager of the Year

New York, New York

• Recent Projects
• Product Pricing – Conducted data modeling and analysis on roughly 20,000 customer circuits
• Treasury Management System (“TMS”) – Developed and implemented an in-house TMS workflow tool using Tableau
• Sales and Product Reporting – Provided thought leadership and training for the implementation of Tableau as the CFO Team’s sales and product reporting tool at Bloomberg’s Bureau of National Affairs located in.
• Sales Forecasting – Provided thought leadership on how to analyze descriptive data (e.g., words) from completed sales orders as a mechanism to identify sales drivers using word clouds and developed a long-term vision.
• Know Your Client (“KYC”) – Provided thought leadership on data visualization tools to develop analytical products for buy-side firms, created prototypes and presented to a buy-side client

Greater New York City Area

• Responsible for management reporting for Financial Controls US group for the CitigroupPrivate Bank US division
• Identify system and accounting problems and determine course of action
• Implementation of new management reporting system

Greater New York City Area

- UBS: Documented business continuity plan and designed website supporting Fixed Income, Energy, Rates, Foreign Exchange, and Cash & Collateral groups; drafted program management procedures manual for Global Compensation & Benefits Group- Mizuho Bank: Developed business continuity policy statement - Julius Baer: Documented workflow procedure manual for.

Greater New York City Area

• Major Projects:
• IndigoMarkets, Hamilton, Bermuda - Responsible for handling the analysis, planning andreporting of all financial information regarding the IndigoMarkets JV entity. February 2000 -October 2002
• NASDAQ LIFFE Markets, Chicago, IL - Responsible for setting up the financial structure,process, accounts and relationships, as well as handling the analysis, planning and reportingof all financial information regarding.
• NASDAQ Global, Zurich, Switzerland, - Responsible for accounting, analysis, planning andreporting for technology initiatives. December 2000- October 2002
• NASDAQ Japan, Tokyo, Japan - Responsible for handling the analysis, planning andreporting of NASDAQ Global technology financial information regarding the NASDAQJapan market initiative. December 2000 - October 2002
• Market Operations, Trumbull, CT, - Collected, prepared, and analyzed all financial reportinginformation for department. January 2001- March 2002

Greater New York City Area

• Developed and supported the pricing methodology for Brazilian leasing operations; Assetbase of $700 million
• Country advisor for Latin America's leasing and accounting issues; Asset base of$500 million
• Received recognition award for implementation of the Brazil International CustomerFinancing System

Cleveland/Akron, Ohio Area

• Designed mutual fund platform for institutional 401K plans.
• Recommended investment options for institutional and private sector clients.
• Established and developed relationships with mutual funds and 401I< plan administrators.
• Developed policy documents for 401K plans.
• Project manager for development of web site

Master Of Science (Ms), Finance

Bachelor Of Business Administration (B.B.A.), Finance, General