Vice President Of Customer Success
Current
Nov 2024 - Present
AeroLeads people directory · profile
Steve Witoshkin Email & Phone Number
Vice President of Customer Success at finzly | Open Banking, Payments Modernization & Embedded Banking
at
finzly
1 work email found
@calypso.com
1 phone found area 646
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President of Customer Success at finzly | Open Banking, Payments Modernization & Embedded Banking
Location
Greater Philadelphia, United States, United States
Who is Steve Witoshkin? Overview
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Quick answer
Steve Witoshkin is listed as Vice President of Customer Success at finzly | Open Banking, Payments Modernization & Embedded Banking at finzly, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at calypso.com, phone signal with area code 646, and a matched LinkedIn profile for Steve Witoshkin.
Steve Witoshkin previously worked as Vice President of Customer Success at Finzly and Principal Customer Success Manager (Capital Markets and Regulatory Reporting) at Adenza (Formerly Calypso Technology). Steve Witoshkin holds Bs, Accounting from Fox School Of Business At Temple University.
Company email context
Email format at finzly
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{first}_{last}@calypso.com
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Profile bio
About Steve Witoshkin
HIGH-PERFORMING CUSTOMER SUCCESS / ACCOUNT and RELATIONSHIP MANAGERSelf-Motivated Leader, Capable of Excelling in Complex, Dynamic and High-Energy Environments.Highly focused and detail oriented Customer Success / Relationship Management professional recognized for optimizing client relations by building trusted partnerships and enabling value creation. Known for building long lasting and meaningful relationships with both clients and colleagues. Effectively able navigate and manage highly complex and demanding client relationships, from middle management to executive levels and the C suite.Expertise includes: - Building Senior Level Relationships - Problem Solving and Conflict Resolution - Leadership / Coaching and Counseling - Navigating Complex Organizations - Process Improvement - Contract Renewal/Negotiation - Customer Advocacy - Key Account Management/Retention/Adoption - Cross Functional Collaboration - Financial Services Technology (FinTech) - Needs Assessment & Solution Selling - New Sale Generation - Sales Support - Public & Private Capital Markets - Project Management - SaaS
Listed skills include Relationship Management, Client Retention Programs, Building Relationships, Strengthening Client Relationships, and 51 others.
Current workplace
Steve Witoshkin's current company
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5 roles · 17 years
Steve Witoshkin work experience
A career timeline built from the work history available for this profile.
Principal Customer Success Manager (Capital Markets And Regulatory Reporting)
- Manage key and strategic relationships for 17-20 accounts across Canada and North America (Buy Side, Sell Side, and Insurance)
- Acted as customer advocate, trusted advisor and main point of contact/escalation. Portfolio included Wells Fargo, Charles Schwab, Vanguard, Truist, Regions Bank, Fannie Mae, Fidelity Investments, Flagstar, PacificLife.
- Safeguarded approximately $25M in Annual Contract Value (ACV).
- Developed and executed strategic account plans to drive adoption, retention, and expansion opportunities within existing client accounts.
- Conducted regular business reviews with clients to review performance metrics, identify areas for improvement, and uncover opportunities for upsell or cross-sell.
- Coordinated the efforts across Adenza teams and partnered with customers to align with their strategy, address critical issues and mitigate risks.
2017 - 2024
~7 yrs
Associate Director, Account Management / Customer Success
2015 - 2017
~2 yrs
Head Of Relationship Management
- Provided day-to-day relationship management for all iLEVEL client accounts, focusing on client retention, client satisfaction and client profitability. Acted as “Voice of the Customer” internally and drove.
- Designed a playbook and developed a plan for expanding my team anticipating future growth.
- Established strategic relationships with iLEVEL clients, ensuring accurate knowledge of iLevel platform by identifying and addressing client challenges and concerns as well as gauging client satisfaction.
- Identified opportunities for client growth, including expanding usage into additional asset classes and upselling opportunities for new iLEVEL offerings, increasing Annual Recurring Revenue (ARR) and minimizing churn.
- Increased Annual Recurring Revenue (ARR) by an average of 15% by renegotiating terms of original contracts.
- Established and rolled out detailed contract-monitoring facility using Salesforce, ensuring timely renewal actions, and improving view of uptick and downtick trends.
2013 - 2015
~2 yrs
Sr. Account Manager
- Managed key and strategic relationships for 15-20 accounts across North America, South America and Canada (Buy Side, Sell Side, Corporate and Insurance). Tenure included time in both Sales and Professional Services.
- Sr. Account Manager – AmericasManaged relationships for 15 accounts across North America and South America (Buy Side, Sell Side, Corporate and Insurance)
- Acted as customer advocate, trusted advisor and main point of contact/escalation. Portfolio included JPMC, HSBC, Citi, Société Générale, Jefferies, Alliance Bernstein, Marshall & Ilsley, Northwestern Mutual, RBC and CME.
- Safeguarded approximately $7M in Annual Contract Value (ACV).
- Developed and maintained client relationships based on trust, integrity and respect.
- Performed annual contract compliance audit, resulting in identifying overlooked client usage and additional revenue.
2009 - 2013
~4 yrs
2 education records
Steve Witoshkin education
Bs, Accounting
Fox School Of Business At Temple University
Chemical Engineering
Drexel University
FAQ
Frequently asked questions about Steve Witoshkin
Quick answers generated from the profile data available on this page.
What company does Steve Witoshkin work for?
Steve Witoshkin works for finzly.
What is Steve Witoshkin's role at finzly?
Steve Witoshkin is listed as Vice President of Customer Success at finzly | Open Banking, Payments Modernization & Embedded Banking at finzly.
What is Steve Witoshkin's email address?
AeroLeads has found 1 work email signal at @calypso.com for Steve Witoshkin at finzly.
What is Steve Witoshkin's phone number?
AeroLeads has found 1 phone signal(s) with area code 646 for Steve Witoshkin at finzly.
Where is Steve Witoshkin based?
Steve Witoshkin is based in Greater Philadelphia, United States, United States while working with finzly.
What companies has Steve Witoshkin worked for?
Steve Witoshkin has worked for Finzly, Adenza (Formerly Calypso Technology), Ipreo Private Capital Markets (Acquired Ilevel In 2015), and Calypso Technology.
How can I contact Steve Witoshkin?
You can use AeroLeads to view verified contact signals for Steve Witoshkin at finzly, including work email, phone, and LinkedIn data when available.
What schools did Steve Witoshkin attend?
Steve Witoshkin holds Bs, Accounting from Fox School Of Business At Temple University.
What skills is Steve Witoshkin known for?
Steve Witoshkin is listed with skills including Relationship Management, Client Retention Programs, Building Relationships, Strengthening Client Relationships, Business Analysis, Financial Services, Fixed Income, and Crm.
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