Todd Marshburn Email and Phone Number
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Background of over 15 years in Sales, Product Management, Business Development, Service and Operations roles focused on health and wellness technology, financial services, SAAS, cloud based applications, digital media, payment services and program management. Results oriented strategic thinker with experience delivering customer success, product development and program execution. Self-motivated team leader that believes in results management and excels in process excellence.Specialties: SAAS, Data Analytics, Client Engagement, Business Development, Growth, Program Management, Digital Media, Display Advertising, Account Management, Coaching / Mentoring, Leadership, Payment Services, Implementation, Project Management, Client Services, Sales Operations, Product Marketing, Channel and Partner Development, Strategic Planning, Six Sigma, eCommerce, CRM
Summa Financial Technology
View- Website:
- summaft.com
- Employees:
- 11
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Head Of Client SuccessSumma Financial Technology Apr 2018 - PresentGreater San Francisco Bay AreaSumma is a cloud native platform designed to address current and evolving investment management requirements. Summa elevates data from multiple legacy systems creating a digital audit trail and empowers users through an open API platform to create an infinite set of reporting and business intelligence across the front, middle and back office.
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Founder And PresidentStm Strategic Consulting Mar 2018 - Present
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CooOakluv Foundation 2013 - PresentOakland, Ca501(c)3 registered. Non profit charitable organization. Provides community support to underprivileged children and famalies. Offers inspiration, personal development opportunities, and a touch of happiness to those in need of help. oakluv.org
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Head Of Business DevelopmentHabit Inc. Mar 2016 - Mar 2018Oakland, CaHabit is the first personalized nutrition company offering a holistic solution from Test to Table™, created for anyone who wants to be their best through the transformative power of food. -
Director, Global Solutions ManagementAdvent Software Mar 2014 - Mar 2016San FranciscoStrategic business development with a product management focus, creating client engagement programs to launch and scale multiple enterprise SAAS / cloud based solutions.• Structured and built client experience model for new SAAS application suite. Scalable process resulted in delivery of targeted feature sets and early product release.• Grew program to 30 global strategic clients across 8 countries representing millions in revenue. Managed post sale commercials to ensure profitability while establishing a 93% renewal rate exiting stealth into production.• Defined key business requirements pivoting product design and development toward business analytics, CRM and sales productivity. Managed product road maps, client insights and program communications.• Streamlined onboarding program to accelerate deployment and product delivery. Improved quality, controls and collaboration to achieve 100% referral rate.• Strong cross group collaboration working with internal and external partners to improve process efficiency. • Envisioned and created data analytics program measuring key success criteria for product and solution adoption. Monthly updates presented to management and the board. -
Manager, Account Services GroupMicrosoft Apr 2011 - Mar 2014Leading a team of account, network and operations managers responsible for strategic relationships with Fortune 500 advertisers and agencies driving tactical execution of $50M in Display Advertising revenue. • Achieved 104% attainment in FY12, 130% in Q1 FY13 and trending to 118% for the first half of FY13 through team focus on proactive upselling, revenue defense and campaign optimizations.• Championed next generation advertising solutions (Win8 AiA, Skype, Xbox) through client evangelism • Strong partnership with sales focused on strategic account planning, client campaign management and execution of day to day client relationships.• Strong cross group collaboration working with internal and external partners to improve process efficiency • Designed team reward and recognition programs to drive sales excellence and client satisfaction • Created a culture of analytics through storytelling using data to drive revenue and operational excellence.• Key contributor building Leadership Development Program – experiential learning for high performers -
Director, Client ServicesPropertybridge, Inc., A Moneygram Company Sep 2005 - Apr 2011First employee hired to create implementation, customer support and account management functions of this early stage payment services company. Company acquired by MoneyGram in 2007 and processes in excess of $1B transactions annually. • Responsible for strategy, negotiations, forecasting and planning on key strategic accounts• Streamlined implementation processes and controls with focus on quality assurance. • A track record of driving process improvements in operational standards, resulting in increased revenue, organization efficiency, compliance and customer satisfaction• Partnered on product development through strategy, requirements definition, solicitation of client feedback, and testing.• Managed relationships and technical integrations with channel partners, 3rd party processors, acquiring banks and enterprise software companies.• Recruited, hired, trained, and managed account management, customer support and implementation teams.• Created and delivered application training program consisting of remote-instructor led courses, on-demand modules, and new user welcome kit with supporting quick reference and user guides.• Implementation of customer support help desk. Creation of policies, procedures, ticket system and knowledgebase articles.
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Director, Client ServicesInnotas (Formerly Project Arena) Jan 2004 - Sep 2005Focused on customer facing roles in an early stage Project Portfolio Management on-demand software company. Responsibilities included technology evangelist, sales, account management, marketing and professional services. -
Director, Global Internet Marketing & EcommerceSeagate Technology 2000 - 2003Overall responsibilities included customer relationship management, electronic commerce, customer portal and partner extranet. Focused on bridging diverse groups across the organization and aligning business strategy with process and technology solutions to maximize the customer experience. -
Senior Manager, Ecommerce Business DevelopmentStandard Register Company 1993 - 2000Held a variety of roles including Sales, Business Development and Product Marketing for this Fortune 500 document management and business printing company. Responsibilities included developing products and programs, delivering customer success, building strategic client and partner relationships and extensive marketing and PR activities.
Todd Marshburn Skills
Todd Marshburn Education Details
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Northgate High School
Frequently Asked Questions about Todd Marshburn
What company does Todd Marshburn work for?
Todd Marshburn works for Summa Financial Technology
What is Todd Marshburn's role at the current company?
Todd Marshburn's current role is Head of Client Success.
What is Todd Marshburn's email address?
Todd Marshburn's email address is tm****@****ram.com
What is Todd Marshburn's direct phone number?
Todd Marshburn's direct phone number is 415-543*****
What schools did Todd Marshburn attend?
Todd Marshburn attended Uc Santa Barbara, Northgate High School.
What are some of Todd Marshburn's interests?
Todd Marshburn has interest in Children.
What skills is Todd Marshburn known for?
Todd Marshburn has skills like Strategy, Product Marketing, E Commerce, Saas, Crm, Business Development, Account Management, Enterprise Software, Strategic Partnerships, Product Management, Strategic Planning, Start Ups.
Who are Todd Marshburn's colleagues?
Todd Marshburn's colleagues are Graham Hill, Elena Ektora, Michael Thomas, Joseph Skubal, Robert Prellwitz.
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