Michael Gooding Email & Phone Number

Berwyn, Pennsylvania, Us

Envestnet | Yodlee (NYSE: ENV) is the leading data aggregation and data analytics platform, helping consumers live better financial lives through innovative products and services created for more than 1,400 financial institutions and FinTech companies, including 15 of the top 20 U.S. banks and asset managers, over 500 of the largest Registered Investment Advisors, and hundreds of FinTech companies. The Data & Analytics business line brings together the combined capabilities of Envestnet | Yodlee, Envestnet Analytics, Envestnet Abe.ai, and more, to serve as the foundation by which Envestnet creates and deploys personalized and actionable insights and intelligence for its business lines and segments.In my role, I drive strategic initiatives/goals and growth plans across Banking and Wealth Management firms, helping my clients provide the best experience possible to their advisors and end consumers. - Data Aggregation and Enrichment- Open Banking - Account Verification - Asset Transfer (ACAT) Verification- Financial Wellness & Digital Engagement Solutions- Banking/Wealth Insights & Analytics

Berwyn, Pennsylvania, Us

Envestnet Data & Analytics (Yodlee)

Holly Springs, North Carolina, Us

Promoted by ELT to a net new company role focused on contract renewals, growth and expansion through our existing customer base. In this role, I am responsible for:- Partnering with Customer Success Managers to build relationship-forward strategies, frameworks, and processes that support customer engagement, expansion, and retention within the customer lifecycle- Proactively secure manual and automated customer renewals, uncovering opportunities to grow and strengthen partnership agreements- Lead contract negotiations and execute renewals, upsells, and cross-sell agreements- Maintain and report on an accurate forecast of renewals and expansion opportunities for ELT

Holly Springs, North Carolina, Us

inMotionNow is a private equity backed (Level Equity), leading provider of workflow solutions for enterprise marketing teams. Our SaaS-based solutions enable businesses to better manage production workflows and get creative content to market faster.Sales minded client manager, bringing a forward thinking strategy to the business by spearheading organic growth within the existing client base, building long term relationships and driving product/new feature adoption.My responsibilities include:• Managing success and renewal life cycles of mid market and enterprise clients• Promote successful adoption of inMotion platform, devising customized implementation strategies to fit specific client needs• Build strong client-organizational relationships through addressing emerging needs and challenges, constantly showing value received by our platform• Serve an the internal client liaison, working cross-functionally with sales, product management and executive leadership

New York, Ny, Us

In addition to my role as a Sr. Client Manager, I’ve been asked to spearhead the growth of Coleman’s largest clients across the NY client teams - Reporting to our VP of Client Management. In this role, I am responsible for:- Driving organic growth for Coleman’s top institutional and corporate clients.-Turning underperforming accounts into success stories.- Developing/implementing strategic growth plans.- Assisting with contract renewals and negotiations. - Identifying opportunities to effectively cross-sell and expand Coleman’s products/services.

New York, Ny, Us

- Responsible for managing a team of associates for project fulfillment; Overseeing all project management- Account lead for a $2.5M+ book of business consisting of Hedge Funds, Corporations, and Private Equity- Create, build, and manage client relationships - Drive revenue through proactive outreach to existing client base- Work cross functionally with company leaders across multiple functions (finance, product, marketing)- Lead contract negotiations and renewal processes- Subscription Management & Client Success- Create and implement strategic growth plans

New York, Ny, Us

The world’s leading investment firms, consultancies, and corporations depend on Coleman Research to access first-hand perspectives from specialized industry experts. Our firm gives clients compliant access to expert insights through phone consultations, conference events, panel surveys and placement services.

New York, Ny, Us