Steve Marzeotti Email & Phone Number

Boston, Massachusetts, United States

Responsible for defining and implementing organizational training strategies to drive client satisfaction, adoption and retention of eMoney platform. Leading, building and managing training programs while overseeing a stellar team to ensure high-quality deliverables. Drives roles-based learning programs to ensure successful onboarding to reduce future churn.

Boston, Massachusetts, United States

Serves as post-implementation, primary point of contact for assigned key client firms and stakeholders for eMoney financial planning software and Incentive, the 2021 Fintech award-winning financial wellness application, ensuring customer success and satisfaction. Builds and maintains solid business relationships and adds value to recently onboarded firms and existing clients to increase engagement and product adoption. Builds rapport with clients, understands client's business and system needs, and ensure proper alignment of client expectations and project deliverables.Lead the development of Client Service Management service strategy for new products by involvement in team and project activities. Provides status related to client issues and concerns; prioritizes, collaborates and communicates to internal teams including Relationship Management, Client Implementation and Client Support to support effective problem resolution and deliver greater value to clients.

Boston, Massachusetts, United States

Serves as post-implementation, primary point of contact for assigned key clients and stakeholders for eMoney Advisor’s financial planning technology solutions to ensure customer success and satisfaction. Builds solid business relationships and adds value to recently onboarded firms and existing clients. Builds rapport with clients, understands client's business and system needs. Acts as a client liaison between multiple internal teams working collaboratively to resolve client escalations and providing clients with appropriate support, guidance and business solutions. Troubleshoots operational issues and provides technical solutions. Champions Voice of the Client feedback internally and for system enhancement requests in UserVoice and in Jira.

Boston, Ma

Main point of contact responsible for managing relationships with global Tier 1 and Tier 2 banks, investment banks and financial institutions who subscribed to KYC as a Service (KYCaaS) Managed Service. Managed the delivery of legal entity data and risk reports that identify a corporate customer and its compliance risk to fulfill clients’ global regulations designed to combat financial crime. Delivered a high standard of customer service and client relationship management with a focus on account planning and health, SLA and KPI management, quality assurance and continuous improvements. Partnered with sales to support pre-sales efforts with product, content and technical expertise as well as service consultants on proof of concept and proof of service engagements to win new business and deliver successful implementations. Built strong relationships to understand clients’ needs/goals, to identify advocates, minimize churn risk and expand service revenue.

Greater Boston Area

Main point of contact responsible for managing relationships with global Tier 1 banks, investment banks and financial institutions who subscribed to KYC as a Service (KYCaaS) Managed Service. Managed the delivery of legal entity data and risk reports that identify a corporate customer and its compliance risk to fulfill clients’ global regulations designed to combat financial crime. Delivered a high standard of customer service and client relationship management with a focus on account planning and health, SLA and KPI management, quality assurance and continuous improvements. Partnered with sales to support pre-sales efforts with product, content and technical expertise as well as service consultants on proof of concept and proof of service engagements to win new business and deliver successful implementations.

Greater Boston Area

Led and managed 2 teams (New England and Southeast) of 8 -12 client trainers, client development executives and product specialists in the US East Region in supporting institutional professionals’ understanding, training and use of Thomson Reuters desktop products, data and Reuters News. Responsiblefor client success, client satisfaction, minimizing churn and positioning add-on sales. Partnered with Sales Management to ensure that programs and campaigns were in line with clients’ strategic needs.Ensured that the client trainers provided a high level of training in support of specialized segments, such as: course design and delivery of premium training at client's sites; provide workflow based training for clients, Train the Trainer programs and trained Market Data & Helpdesk personnel.Developed and maintained solid business relationships with key stakeholders within client base.

Greater Boston Area

Led and managed a team of 20 client trainers, client development executives and product specialists in theUS East Consultative Region in supporting institutional professionals’ understanding, training and use of Reuters product suit, data and Reuters News. Responsible for client success, client satisfaction, minimizing churn and positioning add-on sales. Partnered with Sales Management to ensure that programs and campaigns were in line with clients’ strategic needs.Ensured that the Client Trainers provided a high level of training in support of specialized segments, such as: course design and delivery of premium training at client's sites; provide workflow based training for clients, Train the Trainer programs and trained Market Data & Helpdesk personnel.Developed and maintained solid business relationships with key stakeholders within client base.

Greater Boston Area

Lead client account specialist assigned to top financial institutions in region responsible for training, revenue retention and growing desktop and data feed business with existing and new users.

Delivered Financial Software Training on several Thomson desktop products to enable clients to derive maximum benefit from their services.Developed & Maintained professional relationships with end-users to ensure ongoing and increasing client satisfaction and revenue. Initiated client interest in additional modules, products and consulting services.Developed and delivered new classes based on client requests and new product rollouts.Troubleshot and resolved front-end software client issues while on-site.Held active role in selecting new department staff. Responsible for coaching and mentoring staff to ensure Thomson Financial's quality & competence standards were consistently met.

Ba, Business And Economics

Activities and Societies: Minor in Computer Science Student Body President; Student Senate

Diploma