Sharon Bailey Email and Phone Number
Sharon Bailey work email
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Sharon Bailey personal email
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🚀 Passionate about Transforming Workflows and Driving Corporate ExcellenceAs a dynamic professional with expertise in C-Suite engagement, Office Management, Market Level strategies, Divisional Level Management, and Financial Services, my focus is on enhancing organizational efficiency through value addition, technology adoption, onboarding, and impactful presentations.🌐 About Me:I bring over 15 years of corporate experience in the software service sector, specializing in the Financial Services vertical. My journey as a seasoned Customer Success Manager has been marked by a natural flair for presenting customer success programs and implementing market-specific training and onboarding initiatives.💡 Professional Highlights:Industry Expertise: Proficient in market data systems, SAAS, performance consulting, and technology adoption.Leadership Role: Currently serving as the Lead Client Success Manager on the Merrill Lynch Digital Technology team.Responsibilities: Overseeing the divisional implementation of the company's digital suite of SAAS products, fostering early adoption through executive relationships, and providing crucial training for Financial Advisors and their teams.Strategic Collaboration: Actively liaising with senior leadership, clients, and specialist teams to ensure streamlined consulting support that propels the business forward.🌟 Professional Strengths:Communication Skills: Adept at effective communication to drive successful deployments.Coaching Skills: Empowering teams through mentorship and coaching.Business Acumen: Strategic thinking to achieve maximum returns with efficient resource management.🔍 Endorsements:Colleagues recognize me as a progressive, driven, down-to-earth, technical, and managerial expert. I am trusted to deliver superior solutions that yield profitable results on time and within budget.🌐 Beyond the Desk:In my downtime, you'll find me creating divots on the golf course, roller skating, exploring global destinations, or savoring fine dining experiences at trendy 5-star restaurants in the city or Long Island near my residence.
Bank Of America Merrill Lynch
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Assistant Vice President - Digital Channel Consultant At Merrill Lynch!Bank Of America Merrill LynchNew York, Ny, Us
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Assistant Vice President - Digital Channel Consultant At Merrill Lynch!Merrill Lynch Jan 2024 - PresentNew York City Metropolitan Area -
Lead Client Specialist ConsultantMerrill Lynch Jan 2019 - Jan 2024Greater New York City Area• Lead Digital Specialist Consultant for Merrill Lynch’s strategic wealth management teams, onboarding, implementing, training and developing, and consulting for end-users innovative customer success programs designed to achieve adoption, retention, and growth goals.• Stimulate 90% divisional adoption rate of client’s digital suite of SaaS products while managing 15 markets, launching early adoption of tools by utilizing relationships with market executives.• Attain 100% success rate of proactive client visits for owned markets, assisting team members in enhancing client visit success rate, selecting needs with lowest adoption rate and MoM growth; admit multiple touchpoints for offices in geographical proximity, training broader team in optimal methods.• Support directly to a 15% YTD rise in household digital usage penetration, building and offering the essential training material for in-person and virtual end-customer seminars. • Expand by threefold market coverage responsibility in one year by increasing customer satisfaction and producing semi-annual reports on client progress.
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Senior Customer Success Manager, Digital Wealth ManagementThomson Reuters @ Merrill Lynch Jan 2014 - Dec 2018Greater New York City Area• Directed regional team, serving as key contact throughout lifecycle of account for enterprise clients, emphasizing adoption, success planning, and expansion strategies. • Orchestrated the operations of 12 markets and 40 offices of Merrill Lynch financial advisors, management teams, and client associates. • Propelled adoption and boosted awareness of all vendor and client-proprietary technology platforms. • Developed and strengthened internal relations with management and with user population through expansion efforts.• Co-founded Salesforce nationwide rollout to over 15,000 wealth management advisors.
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Customer Success ManagerThomson Reuters Jan 2013 - Dec 20183 Times Square, New York Ny• Controlled client development, pushing the implementation and awareness of market data and digital tools, facilitating successful growth and retention, leveraging effective targeted campaigns.• Oversaw 15 specialists covering a book of 1.2 million in MRR within the New York City Knowledge Network, administering world class customer support.• Presented next-gen virtual instructor led modules and courses on productivity and client workflow with viewership growing to over 20,000 during my tenure. • Collaborated with sales specialist to identify existing business within hedge fund customer base by designing targeted campaigns that served the interest of the greater regional organization.• Mentored clients nationwide from Ameriprise Financial for the 10,000 user rollout of Thomson Reuters product suite. -
Knowledge Network Specialist, Regional Team LeaderThomson Reuters Jan 2011 - Dec 20123 Times Square, New York, NyProvided leadership and support for less experienced Knowledge Network Client Trainers.Managed assignment of client training activities by identifying and coordinating all required resources.Delivered next generation virtual instructor led modules and course on clients workflow and business.Created targeted campaigns to the benefit of the wider regional organization.
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Corporate TrainerThomson Reuters Jan 2010 - Dec 20113 Times Square, New York, NySelected to partner with Ameriprise Financial on a two year nationwide rollout of Thomson One WealthManagement rebranded as Ameriprise Brokerage Platform to 17,000 clientsConducted large conference room training sessions while traveling nationwide for AmeripriseTaught classes to Ameriprise Financial Advisors on Wealth Management tools including Enhanced and Baskettrading, Proposal Generation, Money Movement, Account management and Book Management
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Client Development ExecutiveThomson Reuters Jan 2008 - Dec 20093 Times Square, New York, New YorkLead a team of Client Trainers and interacted with them on a daily basis in support of a group of renowned Hedge Funds, SAC Capital, Sempra, DiamondBack Capital, Dawson Herman and Tudor Investments. Worked closely with desk heads and relayed sales opportunities to Sales teams. Responsible for the overall end user satisfaction with Thomson Reuters products and services. Project managed trainings, roll-outs, moves and upgrades and created monthly performance reports.
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Senior Client Training ExecutiveThomson Reuters Jan 2006 - Dec 20073 Times Square, New York, NyActed as the primary point of contact for new business sales leads at all of my accounts.Trained clients on multiple Reuters branded financial software packages, products and services.Worked with Buy-side and sell side firms, while conducting roll-outs, training, upgrades and up selling.
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Client Training ExecutiveThomson Reuters Jan 2004 - Dec 20063 Times Square, New York, NyTrained clients on multiple Reuters branded financial software packages, products and services.Followed up on service and client satisfaction, ensuring users derive maximum benefit from our products.Worked with buyside and sell side firms, while conducting rollouts, training, upgrades and up selling.
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Financial Applications SpecialistThomson Reuters Jan 2000 - Dec 20033 Times Square, New York, NyTrained clients on Reuters Plus and 3000 Xtra financial market data desktop products.Traveled nationwide training clients from Prudential Financial for a 10, 000 user rollout of Reuters Plus.
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Technical Client Services AdministratorThomson Reuters Jan 1997 - Dec 19993 Times Square, New York, Ny
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Client AdministratorThomson Reuters Jan 1994 - Dec 19963 Times Square, New York Ny
Sharon Bailey Skills
Sharon Bailey Education Details
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Industrial And Organizational Psychology
Frequently Asked Questions about Sharon Bailey
What company does Sharon Bailey work for?
Sharon Bailey works for Bank Of America Merrill Lynch
What is Sharon Bailey's role at the current company?
Sharon Bailey's current role is Assistant Vice President - Digital Channel Consultant at Merrill Lynch!.
What is Sharon Bailey's email address?
Sharon Bailey's email address is sh****@****ers.com
What schools did Sharon Bailey attend?
Sharon Bailey attended St. John's University.
What are some of Sharon Bailey's interests?
Sharon Bailey has interest in Children, Civil Rights And Social Action, Education, Poverty Alleviation, Science And Technology, Arts And Culture, Health.
What skills is Sharon Bailey known for?
Sharon Bailey has skills like Training, Public Speaking, Customer Service, Market Data, Financial Markets, Salesforce.com, Project Management, Trading Systems, Sales, Crm, Account Management, Management.
Who are Sharon Bailey's colleagues?
Sharon Bailey's colleagues are Gerry Mcnamee, Judy Fore, Colin Mccarthy, Len Rivellino, Jackie Wu, Cfa, Michael Fasano, Harsh Thareja.
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Sharon Bailey
United States2hotmail.com, bmo.com -
Sharon Bailey
Institutional Research, Data Analysis, Data Visualization, Data Management, Data Governance, Strategic Planning, Compliance And ReportingWinston-Salem, Nc2gmail.com, salem.edu -
Sharon Bailey
Results-Driven Hr Professional | Detail-Oriented | Strategic Thinker | Change CatalystRinggold, Ga3gmail.com, t-mobile.com, t-mobile.com -
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