Stefanie Picariello Email & Phone Number

Boston, Massachusetts, US

New York, NY, US

• E*TRADE was acquired by Morgan Stanley in 2020Assessed business needs and deployed renewal forecasting system to facilitate the team with on-time and valuable information related to customer renewal health, attrition.
• Delivered relevant insight regarding renewable products/services to Sales, Product, and Engineering Teams while offering client success leadership in the management of over 500 enterprises’ and 300 SMB clients.
• Developed customer success methodology for Morgan Stanley integrating Gradifi's financial education on student loans and college savings.
• Established partnerships, gathered client data, and implemented diverse programs based on counseling sessions and seminars and succeeded in analyzing employee engagement and program effectiveness by introducing.
• Led targeted marketing initiatives for benefit fairs and open enrollment and assigned customer success managers, achieving an exceptional 97% client retention rate.

US

• Gradifi was acquired by E*TRADE in 2019Played a vital role in the company's acquisition by eTrade and oversaw the transition and integration of the Call Center and Operations Teams. Acted as the VP of Relationship.
• Reduced onboarding time from six to two weeks by revamping the overall process in partnership with Product/Operations Teams.
• Developed a resource management tool that reduced planning time, increased team utilization by 20%, and accelerated the onboarding process for clients by leveraging repeatability.
• Improved NPS level from 72% to 87% within 1 year by prioritizing partnership and support for clients, resulting in higher retention and positive word-of-mouth feedback from brokers.
• Managed (my own) book of business and facilitated high-profile clients, such as Apple, Google, and Deloitte with equity, financial wellness, Saas, and Fintech services in cooperation with the eTrade team, driving 97%.

US

• Leveraged expert knowledge while aiding multiple early/mid-stage start-ups in the execution of all endeavors linked with road mapping, strategic planning, project management, CRM configurations, process documentation.
• Maximized client experience by up to 90% by coordinating high-impact engagement strategies and timely informing customers regarding upgrades and new releases.
• Assessed departmental needs and onboard and implement CRM tools and training to streamline sales process, build sales pipeline, and analyze related data.
• Identified consistent client issues and concerns and introduced solutions to maximize value, aiming at reaching all short- and long-term targets.
• Mentored Customer Success Managers, recognized potential, and provided support to navigate the rapid growth of the organization.

Boston, Massachusetts, US

• Joined the company during the seed round funding stage and drove revenue by helping brands with video ads through incentivized gaming and entertainment. Performed multiple duties, including routine operations, customer.
• Employed customer engaging procedures and accomplished 88% and $15mm revenue by acquiring 30 clients within 1 year.
• Exceeded client expectations by growing team from one person to six in less than six months and coaching personnel on customer engagement techniques, decreasing turnaround by 95% for orders and renewals.
• Maximized ROI by streamlining customer workflows and employing CRM and project management tools.
• Participated in coordination of all HR operations, associated with employee onboarding, training, management, and engagement, hired 10 employees.

San Jose, CA, US

• Led cross-functional collaborations while heading a diverse team of 40+ professionals in Operations, Finance, and Business Development for overall effectiveness. Ensured compliance with company policies and objectives.
• Highlighted attention-lacking areas and implemented enhanced operational and execution models, amplifying revenue by 133% and generating $42 M within 18 months.
• Collaborated closely with Marketing, Sales, and Product Teams to execute a go-to-market strategy for the PayPal SMB offer platform, ensuring successful distribution.
• Cultivated a positive company culture by organizing engaging events to nurture cross-departmental connections through effective initiatives, including the Dine-Around program, Team Shadowing Day, and the.

San Jose, CA, US

• WHERE INC. (ACQUIRED BY PAYPAL)Conducted comprehensive reviews of financial statements, sales, and other performance data to assess and evaluate productivity at all levels. Formulated departmental budgets and.
• Integrated with internal teams post-PayPal acquisition and streamlined finance and business reporting functions.
• Amplified revenue from $2M to $4M within the initial 4 months by capturing profitable business opportunities.
• Acted as lead for the Sales Team and supported company growth by consistently acquiring over three new clients per week.
• Initiated the development of a front-end CRM tool by gaining coding skills and enabling efficient advertisement campaigns for significant financial gains.

Cambridge, Massachusetts, US

• Prioritized new product launches, inventory management for ad placement, site optimization, and KPI performance monitoring while heading the Operations Team for coordination of routine business tasks.Highlights of.
• Conducted evaluations of financial statements, sales/activity reports, and performance data to quantify productivity levels.
• Partnered with 20 Sales Team members to develop and execute departmental policies, goals, objectives, and procedures.
• Ensured compliance with industry regulations, quality standards, and best practices to maintain operational excellence

New York, New York, US

• Managed end-to-end operations and traffic functions, ensuring seamless coordination of activities for optimal efficiency and productivity. Collaborated cross-functionally with Sales Teams and stakeholders to align.
• Oversaw planning/execution of new product launches, as well as focusing on inventory management and site optimization.
• Tracked regular performance and operational metrics to evaluate performance and identify areas for improvement.
• Led a team of four professionals and provided guidance and performance feedback to optimize overall productivity.

Westford, MA, US

Quincy, MA, US

Bachelor Of Arts (B.A.), Liberal Arts, Legal Studies

Associate Of Arts (Aa), Paralegal Studies

Leadership Management, Organizational Leadership