Stefanie Picariello Email and Phone Number
Stefanie Picariello work email
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Stefanie Picariello personal email
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I'm a driven and passionate customer success leader with 15+ years of experience supporting business advancement by strategically recommending and implementing practical solutions to maximize value, adoption, and customer satisfaction for diverse top-tier organizations. My strong industry knowledge has allowed me to analyze KPIs and guarantee alignment with target metrics while deploying internal and external tools and business development systems. As a people-centric professional, I possess a history of empowering the team to lead customer expansion and renewal processes, resulting in significant growth within the current customer base and minimal client churn.Gaining an advantage from industry-related talents, I have been instrumental in acting as the escalation point for customer queries and concerns and providing exceptional support and resolution. My expertise lies in customer success, team building and leadership, process improvement, and project management.A few of my career highlights include:• Led targeted marketing initiatives for benefit fairs and open enrollment and assigned customer success managers, achieving an exceptional 97% client retention rate at Morgan Stanley.• 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, optimizing both B2B/B2C sales to 85%.• 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 at E*Trade / Gradifi.“A satisfied customer is the best business strategy of all.”– Michael LeBoeuf
Midaxo
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Vp Of Customer SuccessMidaxo Sep 2022 - PresentBoston, Massachusetts, Us
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Vp Of Client SuccessMorgan Stanley 2020 - 2022New York, Ny, UsE*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, customer risk, and opportunities. Contributed to the business development through strategic business plan creation, consultative guidance, and expansion of upselling and cross-selling opportunities.Highlights of accomplishments in this role include:• 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, optimizing both B2B/B2C sales to 85%.• 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 scorecards.• Led targeted marketing initiatives for benefit fairs and open enrollment and assigned customer success managers, achieving an exceptional 97% client retention rate. -
Vp, Customer Success And OperationsE*Trade From Morgan Stanley 2019 - 2020UsGradifi 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 Management within eTrade following the acquisition while performing duties of the previous position. Streamlined routine operations by developing a framework with multiple levels to support clients based on size and territory, including enterprise, mid-level, and small-level businesses. Collaborated with Sales Team to coordinate the onboarding process, resulting in the hiring, transfer, and promotion of employees to the role of Customer Success Managers. Created playbooks and collaborated with marketing professionals to support customer success strategies.Highlights of accomplishments in this role include:• 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% YOY retention. -
Operations / Customer Success ConsultantSelf-Employed Contractor 2015 - 2019UsLeveraged 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, and training methodologies for new hires.Highlights of accomplishments in this role include:• 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. -
Vp, Operations And Customer SuccessViralgains 2014 - 2015Boston, Massachusetts, UsJoined 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 success, HR tasks, and marketing. Established a structured benefit offering system for the personnel in alignment with company policies while collaborating closely with the Finance Team on equity matters. Researched current industry trends and collaborated with Sales Team, CEO, Founders, and Board Members to facilitate customer renewals and develop targeted ad campaigns.Highlights of accomplishments in this role include:• 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. -
Director Of Finance And OperationsPaypal 2014 - 2014San Jose, Ca, UsLed 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 while overseeing contract negotiation, review, and approval processes for advertising contracts, publisher agreements, and vendor contracts.Highlights of accomplishments in this role include:• 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 Get-to-Know-Your-Team event. -
Sr. Operations ManagerPaypal 2011 - 2014San Jose, Ca, UsWHERE 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 operational frameworks to provide best-in-class deliverables on time. Determined and applied departmental policies and procedures per the latest industry trends.Highlights of accomplishments in this role include:• 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.
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Sr. Operations ManagerSmarter Travel Media A Tripadvisor Company 2010 - 2011Cambridge, Massachusetts, UsPrioritized 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 accomplishments in this role include:• 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 -
Sr. Traffic/Operations ManagerCaptivate, Llc 2004 - 2010New York, New York, UsManaged 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 operations with business objectives and drive revenue growth.Highlights of accomplishments in this role include:• 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. -
Operations & Iso AuditorNetscout 2001 - 2004Westford, Ma, Us -
Sr. Mediation & Claims RepresentativeArbella Insurance Group 1999 - 2001Quincy, Ma, Us
Stefanie Picariello Skills
Stefanie Picariello Education Details
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Mount Ida CollegeLegal Studies -
Mount Ida CollegeParalegal Studies
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Mount Ida CollegeOrganizational Leadership
Frequently Asked Questions about Stefanie Picariello
What company does Stefanie Picariello work for?
Stefanie Picariello works for Midaxo
What is Stefanie Picariello's role at the current company?
Stefanie Picariello's current role is Customer Success | Team Building & Leadership | Process Improvement | Project Management | Strategic Planning.
What is Stefanie Picariello's email address?
Stefanie Picariello's email address is af****@****hoo.com
What schools did Stefanie Picariello attend?
Stefanie Picariello attended Mount Ida College, Mount Ida College, Mount Ida College.
What are some of Stefanie Picariello's interests?
Stefanie Picariello has interest in Poverty Alleviation, Science And Technology, Education, Economic Empowerment.
What skills is Stefanie Picariello known for?
Stefanie Picariello has skills like Online Advertising, Digital Media, Digital Marketing, Mobile Advertising, Salesforce.com, Advertising, Strategic Partnerships, Digital Strategy, Analytics, Sem, Lead Generation, Social Media Marketing.
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