Robert Erman Email & Phone Number

Boston, Massachusetts, United States

General Manager of our revenue and expense management SaaS platform. Provide leadership and strategic direction instrumental in driving the digital transformation of the fee billing processes for the largest wealth and asset managers. Our solution is leveraged by these industry leaders to digitize their fee billing logic, thereby streamlining their revenue management and fee billing process.

Massachusetts, United States

Helping software and services companies hire the best talent and advising them on strategies to improve operating results by applying best practices to their customer success and professional services organizations. Emphasis on Private Equity backed firms in a growth mode.

Boston, Massachusetts, United States

Responsible for global service delivery across 11 of SS&C’s product offerings. This included managing the onboarding of new Institutional and Investment Management firms and helping clients think about how they can adopt a front-to-back-office investment solution using a next generation cloud native platform.

Wellesley, Massachusetts

Worked with BNY Mellon's leadership team to target new and innovative ways that we could commercialize our investment in technology. The outcome of my work resulted in several new commercial opportunities and the eventual formation of the Data and Analytics business within BNY Mellon.Focused on driving increased SaaS revenue and customer adoption by delivering market-leading technology solutions to our clients. Defined the commercial strategy and organization structure needed to drive business growth and market share in these new areas.

Greater Boston Area

Eagle, a wholly owned subsidiary of the Bank of New York Mellon, is a FinTech 50 software company that provides an innovative suite of data management, investment accounting and performance measurement solutions to the investment management industry through a secure private cloud. Transformed the professional services team from a US centric software implementation team into a world class global professional service organization. Dramatically improving the organization’s revenue and profitability. Improved the consulting delivery model by implementing a “Services Delivery Framework.” Extended the traditional Time and Material Services model to include subscription-based offerings. Mentored the team to become “Trusted Advisors” to our clients and be empowered to run self-contained business.

Invested my time and capital in this early stage Software Company. Responsible for getting the business off the ground and building a direct sales and partner lead sales channel. During my tenure Anaqua booked over $3 million in revenue and added six clients including Microsoft and Coca-Cola.

Boston

Member of founding management team of Plural, a private consulting firm that delivered web and enterprise solutions with deep specialization in Financial Services. Instrumental in growing company profitably from a three person consulting firm into a premiere $100 Million IT consulting organization. Our client base included 25% of the top 200 Fortune 500 companies and at least 5 industry leaders in each of the following industries: accounting, banking, consumer products, energy, financial data providers, insurance, legal, media, pharmaceuticals, and telecommunications. In 2002 , Dell Computer Corp. acquired Plural Inc., in its first significant move to expand beyond it's 200 person professional-services unit.

Bs

Mba