Steve Taylor Email & Phone Number

Mississauga, On, Ca

Mississauga, On

Head of Professional Services, Canada at SS&C Institutional and Investment Management

PriceMetrix is a software and services organization focusing on practice management and practice optimization solutions for wealth management professionals. As the Director of the Platform Operations group I led a team of seven professionals in the integration, operation and support of a SaaS Business Intelligence system for major North American wealth management firms. I organized the team and established goals, priorities and methodologies to effectively achieve the corporate objectives of engaging the customer base, revamping the product suite, and driving continued usage and adoption of all offerings.Key Accomplishments:• Effective Professional Services Engagement• Cross-Functional Delivery Excellence • Major Solution Migration Success• Proactive & Responsive Service Team• Operational Risk Mitigation

As a vice president with ERTH Business Technologies (formerly The SPi Group) I drove the growth and evolution of software product and SaaS-based business lines in the deregulated energy sector. I oversaw groups of up to 25 professionals including managers, analysts, developers, testers and system operators through a varying team of direct reports. In addition to underpinning the company’s primary offerings, this specialized team delivered consulting services, project management and software development services to a variety of clients including energy marketers, utilities, generators, market operators and energy conservation specialists. In my capacity as an executive with the company, I developed strategy and priorities for long term business planning, drove annual financial planning for revenue, expenses, initiatives and resourcing for all company business lines, provided detailed analysis and reporting to the CEO and Board of Directors, and presented business line plans and results at recurring Board of Director meetings.Key Accomplishments• SaaS Business Launch & Growth • US Market Expansion • Product Line Evolution • Portfolio and Project Management Revamp • Project Management and Professional Services• Scalable Transaction/Billing Solution • Troubled Project Turnaround

eLoyalty (formerly Technology Solutions Company) is focused on providing CRM-focused consulting services and custom software solutions or integrations for clients in the telecommunications, equipment manufacturing and financial sectors. As a Principal Consultant with the firm I offered consulting services that included project management, business process reengineering, requirements analysis, architecture, design, software development, quality assurance and solution deployment.Key Accomplishments• Professional Services Delivery & Business Development • Strong Technical Consulting • Custom Software Development

In my role as an Information Technology Specialist at IBM Canada, in the Call Centre Solutions group, I provided project management and software development services related to contact centre and computer- telephony integration products, as well as implementing solutions at client premises.Key Accomplishments• Professional Services and Software Development • Telephony Server Software Development