Steph Sherman
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Steph Sherman Email & Phone Number

Director of Client Experience at Expert Institute
Location: New York, United States 9 work roles 1 school
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Current company
Role
Director of Client Experience
Location
New York, United States
Company size

Who is Steph Sherman? Overview

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Quick answer

Steph Sherman is listed as Director of Client Experience at Expert Institute, a with 345 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Steph Sherman.

Steph Sherman previously worked as Director of Operations at Expert Institute and VP of Sales and Services at Magnifi By Tifin. Steph Sherman holds Bachelor Of Fine Arts (Bfa) from University Of Rhode Island.

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Email format at Expert Institute

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Expert Institute

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Profile bio

About Steph Sherman

I’m a results-driven leader with 15 years of proven success in propelling businesses forward. As a seasoned professional in business development, strategic partnerships, project management, and product development. I'm highly skilled in relationship management, marketing, sales and efficiency. I’ve positively impacted customers, colleagues, partners and the profitability of the businesses I’ve led.

Current workplace

Steph Sherman's current company

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Expert Institute
Expert Institute
Director of Client Experience
New York, NY, US
Employees
345
AeroLeads page
9 roles

Steph Sherman work experience

A career timeline built from the work history available for this profile.

Director Of Operations

Current

New York, New York, United States

Jan 2024 - Present

Vp Of Sales And Services

New York, New York, United States

• Led sales and service efforts across 5 financial publishing brands, managing 13 employees, adding more than $1 million in annual revenue and increasing the sales team’s size by 60%• Lowered operating costs by 40%, improving efficiency while consolidating sales and customer service departments• Developed and executed customer service ticketing platform for AI investing assistant Magnifi.com’s 50,000+ email user base — in less than a month• Key member of executive team that acquired and assimilated 4 companies in less than a year

Apr 2021 - Jul 2023

Vp Of Marketing And Operations

New York, New York, United States

• Identified new advertising revenue stream growing company revenue by over $2.5 million annually• Expanded 3 digital newsletter offerings to a total of 16 niche files, maximizing profits and harnessing growth opportunities• Grew AMTG revenue by 500% as a key member of our core management team, ahead of its 2021 acquisition• Managed purchase of StockNews.com, then grew annual revenue from $40,000 to $1.2 million• Lead representative at all B2B and B2C industry events, creating a robust network for advertising and sales opportunities, including The Money Show, Financial Publishing Roundtable and Traffic & Conversion Summit

Jan 2016 - Apr 2021

Director Of Marketing And Business Development

New York, New York, United States

• Established and maintained live webinar partnerships, doubled revenue by $1.5 million annually• Managed marketing budget of over $2 million annually maintaining a 100% ROI within 60 days• Developed new relationships and strategies to fuel firm wide growth in advertising, marketing, subscription sales, product development and customer retention• Responsible for all accounts receivable and accounts payable, managing over $5 million annually• Implemented cost savings ideas which led to 80% profit margins

Jan 2014 - Jan 2016

Business Project Manager

New York, New York, United States

• Launched and managed 5 new products increasing top-line revenue by 200%• Led marketing campaigns to support new products including lead acquisition, a/b testing, email campaigns and funnels, live webinar events, managing promotional budgets and calendars• Hired, onboarded and managed 3 additional customer and sales support representatives and 4 interns• Coordinated and hosted events for over 100 staff members and customers, overseeing meeting locations, lodging, technology and food & beverage

Aug 2012 - Jan 2014

Marketing Coordinator

New York, New York, United States

• Spearheaded the role of “utility player” taking on sales support, scheduling, product fulfillment, content creation, product innovation, internship program, office management and billing• Modified and migrated several CRMs creating efficiency with marketing promotions, customer and staff

May 2011 - Aug 2012

Customer Success Manager

New York, New York, United States

• Developed a scalable customer service strategy, messaging and experience based on customer feedback including the firm's first membership website

Dec 2009 - May 2011
Team & coworkers

Colleagues at Expert Institute

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1 education record

Steph Sherman education

FAQ

Frequently asked questions about Steph Sherman

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What company does Steph Sherman work for?

Steph Sherman works for Expert Institute.

What is Steph Sherman's role at Expert Institute?

Steph Sherman is listed as Director of Client Experience at Expert Institute.

Where is Steph Sherman based?

Steph Sherman is based in New York, United States while working with Expert Institute.

What companies has Steph Sherman worked for?

Steph Sherman has worked for Expert Institute, Magnifi By Tifin, and Adam Mesh Trading Group.

Who are Steph Sherman's colleagues at Expert Institute?

Steph Sherman's colleagues at Expert Institute include Nick Borelli, Laiba Mazhar, Doug Baeckman, Saba N, and Skylar Fore.

How can I contact Steph Sherman?

You can use AeroLeads to view verified contact signals for Steph Sherman at Expert Institute, including work email, phone, and LinkedIn data when available.

What schools did Steph Sherman attend?

Steph Sherman holds Bachelor Of Fine Arts (Bfa) from University Of Rhode Island.

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