Sasha Greco Email & Phone Number

Consulting for Professional Services team on strategy, client engagement, sales, project management, team coaching, and hiring. Working directly with CX, Sales, and Product leadership on defining ICP and the future state of PS and partnerships at Kustomer.

New York City Metropolitan Area

Originated role as head of the Professional Services organization, responsible for onboarding and solution consulting pre- and post-Sales for Kustomer’s clients on $50MM+ RR omnichannel Customer Experience B2B SaaS platform. - Grew team from a handful of Implementation Managers (IMs) to over 30 in a tiered department of IMs, Solution Engineers, Trainers.

Lead a global Professional Services department, comprising Implementation Management, Engineering, and Training teams who are together responsible for deploying the Kustomer B2B SaaS platform to hundreds of SMB, Enterprise, and Strategic clients each year.

Jersey City, New Jersey, United States

Led the Professional Services team in the delivery of enterprise SaaS implementations of XTRAC’s suite of Business Process Management (BPM) software, which provided process automation for financial services companies including Fidelity Investments and wealth management firms. Oversaw project management and scoping, resourcing, SOW negotiation, and proposal.

Jersey City, NJ

• Drove sales cycle for cloud-based BPM software by building relationships with prospects in financial services and channel alliances. Directed sales development with potential clients through consultative selling.
• Signed XTRAC Solutions’ first commercial clients, including Registered Investment Advisor (RIA) and Wealth Management firms.
• Provided customized product demonstrations to qualified leads; served as SME and developed product demo scripts and videos for sales and marketing teams.

Jersey City, NJ

• Provided leadership and project management for software delivery of enterprise BPM system, managing team of business analysts and developers to deliver on time and within budget. Supported sales pipeline by.
• Led implementation for new client with 600 users, including coordination of requirements gathering, configuration, custom system integrations, testing and training.
• Secured new multi-year engagement with $1M in professional services fees and over $200k in annual revenue.

• Created custom workflow solutions using proprietary enterprise software for Fidelity Institutional and Retail business partners to optimize business processes, reporting and audit capabilities. Partnered with internal.
• Led business process work stream for Reconciliations department Enterprise Transformation project, creating new workflows and software integrations to reduce manual efforts by 15% and cost by $1.3M.
• Led Fidelity Capital Markets implementation, which created 53 automated workflows between Capital Markets and Operations to replace 400 daily phone calls, emails and instant messages, enhancing transparency and.

• Analyzed data from numerous systems to provide Key Performance Indicators and business metrics used in company-wide process improvement initiatives. Created and maintained staffing model to estimate resource needs by.
• Developed and maintained database of Client Service Level Agreement (SLA) measurements to track performance of over 1400 monthly and quarterly operational metrics, which raised awareness of contractual obligations.
• Identified over $7m in potential liabilities in 2005 as a result of missed targets, allowing operations managers the opportunity to improve performance before fees were paid.

• Supported internal management consulting team with research, data analysis and presentation development. Conducted industry and competitive research supporting web strategy and technology initiatives.
• Analyzed process turnaround time to create staffing models in Excel; presented results to clients to allow them to project future staffing needs.

Ba, Psychology

M. Phil, Psychology