Tom Morrisroe Email & Phone Number
Who is Tom Morrisroe? Overview
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Tom Morrisroe is listed as AVP, Customer Success Consultant - Governance at ISS STOXX, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Tom Morrisroe.
Tom Morrisroe previously worked as Customer Success Manager at Refinitiv and Account Manager at Sungard Investment Management Systems. Tom Morrisroe holds Bachelor Of Science - Bs, Economics from Saint Peter'S University.
Email format at ISS STOXX
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About Tom Morrisroe
I am a Senior Customer Success Manager who is experienced in relationship management and product education, and deep functional expertise in SaaS. Throughout my career, I have managed the successful adoption and expansion of flagship platforms within my assigned accounts including trading firms, asset managers, banks, hedge funds and exchanges. You’ll see from my profile that I have led and managed successful migrations and product rollouts. I have a strong attention to detail and am known for responding to clients with urgency, demonstrating empathy and patience. I am at my best when I use a proactive approach in terms of outreach. I continually research my clients and deliver relevant guidance and ideas that expand their use case. I have been recognized for my ability to design and implement activities with key decision makers that reduce the risk of competition while uncovering opportunities in my assigned accounts.These are my core competencies:• Financial Industry Knowledge• Customer Relationship Management• Leadership & Mentoring• Communication Problem Solving• Team Collaboration• Data Analysis• Customer Onboarding & Training• Customer Advocacy• Adaptability & Innovation• Renewal & Upsell Management• Retention• Customer Feedback Management, Quarterly Business Reviews – QBR’s, Churn ReductionI am open to new Senior Customer Success Manager roles where I can leverage my experience, insights, and creativity to solve challenges, protect revenue, and grow business for your organization. I can be reached at tommorrisroe7@gmail.com
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Tom Morrisroe work experience
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Customer Success Manager
Current- Increased platform usage to 90% across 300+ client base over 18 months by proactively demonstrating relevant and newly added SaaS content and functionalities. Managed retention efforts of a multi-asset class book of.
- Created Success Plans and conducted Value Reviews with key client stakeholders which improved retention and generated cross-selling opportunities.
- Monitored Salesforce and Gainsight for client health, adoption metrics, and renewals uncovering potential cancels and activating risk reduction measures to mitigate.
- Delivered customized training emphasizing best practices which increased usage rates and client loyalty.
- Acted front-line contact to the client and onsite resource to the sales team, demonstrating how Refinitiv platforms can be used in helping clients succeed and achieve their goals.
- Identified new sales opportunities at existing clients by performing needs analysis, conducting platform demos, and providing support through trial period to sale.
Account Manager
Managed 16 client relationships by providing comprehensive support service, analysis, and training for Portfolio One and IMpower systems encompassing accounting, trading, performance measurement, trade matching / affirmation and client reporting.
Corporate Actions Specialist
Executed mergers, tender offers, conversions, exchanges, and stock splits. Monitored 400 domestic and international portfolios including daily adjustments for tender offers, mergers, warrants, stock splits, rights, and optional dividends.
Tom Morrisroe education
Frequently asked questions about Tom Morrisroe
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What company does Tom Morrisroe work for?
Tom Morrisroe works for ISS STOXX.
What is Tom Morrisroe's role at ISS STOXX?
Tom Morrisroe is listed as AVP, Customer Success Consultant - Governance at ISS STOXX.
Where is Tom Morrisroe based?
Tom Morrisroe is based in New York City Metropolitan Area, United States, United States while working with ISS STOXX.
What companies has Tom Morrisroe worked for?
Tom Morrisroe has worked for Iss Stoxx, Refinitiv, Sungard Investment Management Systems, and Goldman Sachs.
How can I contact Tom Morrisroe?
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What schools did Tom Morrisroe attend?
Tom Morrisroe holds Bachelor Of Science - Bs, Economics from Saint Peter'S University.
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