Steven Egan Email & Phone Number

Milwaukee, Wisconsin, Us

•Provides strategic business consulting for accelerated growth, integration, client strategy and comprehensive financial services support specializing in technology based payment processing.•Drives upsell, cross sell and account retention activity with key strategic fintech partners and financial institutions partnered with Fiserv.•Works across multiple business organizations at Fiserv to ensure a holistic approach to the customer journey.•Consultative approach to problem solving and relationship building with a clear understanding of the fintech landscape.

Milwaukee, Wisconsin, Us

• Served as subject matter expert providing sales and business development support for debit and credit card processing prospects and current clients. Supported product growth, portfolio optimization, client satisfaction, risk management and revenue objectives.• Presented and demonstrated processing solutions and proposed value differentiators within the competitive landscape. Supported the RFP/RFI process with expert technical and product support knowledge.• Drove solution assurance within the sales process by translating the client’s business needs from discovery phase into solutions that will exceed client expectations within the engagement for large/complex projects.• Collaborated with product development group to contribute to product innovation and development as Fiserv brings new solutions to market and enhances existing solutions.

Jacksonville, Fl, Us

• Led strategic account management team responsible for selling/renewing FIS core account processing systems and surround solutions (including Credit, Debit, Item Processing, Internet Banking, Mobile and Bill Pay) to banks, credit unions and other financial institutions.• Accountable for all of FIS’s business conduct and processes within the team’s assigned accounts.• Achieved forecasted sales quotas and revenue targets, ensured multi-year renewals, drove up sell and cross-sell opportunities, and overall client partner satisfaction.• Multi year President’s Club award winner.

Jacksonville, Fl, Us

• Led a team of Card Portfolio Consultants responsible for consulting on and selling direct portfolio acquisition, activation, and usage optimization growth services and campaigns for Debit and Credit card products. • Supported the planning, development, analysis and delivery of portfolio growth tactics and customer management strategies.

Purchase, Ny, Us

• Delivered client focused consulting, marketing, and data analysis to financial institutions and fintech providers worldwide. Drove value creation through the development and execution of targeted engagements.• Supported U.S. institutions as well as foreign assignments within the Latin America, Asia-Pacific and European regions.

St. Petersburg, Fl, Us

• Managed the Home Shopping Network’s (HSN) retail private label and co-branded Visa credit card issuing partner products. Drove account acquisition, portfolio management, vendor/partner management and overall program revenue.

Charlotte, Nc, Us

• Directed credit card account acquisitions through the execution of high-impact targeted generation campaigns through multiple channels. Owned P&L and ROI responsibility.• Managed credit bureaus, list processing, targeting/modeling, creative, marketing channels and program tracking.

Dallas, Tx, Us

• Served as AT&T Universal Card Services marketing technology lead for credit card account acquisition programs - managed cross-functional project teams and external agencies and vendors. Instrumental in the acquisition of over 11 million new credit cardholder accounts.