Head Of Customer Success
Current
Oct 2023 - Present
AeroLeads people directory · profile
Toni Baker Email & Phone Number
Head of Customer Success | Financial Literacy, Product Lifecycle Management
at
Truthifi
1 work email found
@tiaa-cref.org
2 phones found area 859 and 212
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Customer Success | Financial Literacy, Product Lifecycle Management
Location
Cincinnati Metropolitan Area, United States, United States
Who is Toni Baker? Overview
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Quick answer
Toni Baker is listed as Head of Customer Success | Financial Literacy, Product Lifecycle Management at Truthifi, based in Cincinnati Metropolitan Area, United States, United States. AeroLeads shows a work email signal at tiaa-cref.org, phone signal with area code 859, 212, and a matched LinkedIn profile for Toni Baker.
Toni Baker previously worked as Head of Customer Success at Truthifi and Product Consultant at Aetna, A Cvs Health Company. Toni Baker studied at St. Francis College.
Company email context
Email format at Truthifi
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{first_initial}{last}@tiaa-cref.org
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AeroLeads found 1 current-domain work email signal for Toni Baker. Compare company email patterns before reaching out.
Profile bio
About Toni Baker
At Truthifi, my focus is to ensure that our customers are delighted with the features and benefits they get from finally having a source for the truth in finance. I conduct research within and beyond our team to sleuth out inaccuracies in data reporting and/or feeds from financial aggregators. We consistently seek accurate and insightful interpretation of the financial information that really matters to our customers, and that will help them engage in meaningful conversation with advisors.Previously, as a Product Consultant at Aetna, I excelled in translating intricate product visions into tangible results. The competencies honed there, including business requirements analysis and backlog management, now underpin my strategic approach at Truthifi. Collaborative communication remains at the heart of our success, ensuring alignment across teams and clarity for stakeholders.
Listed skills include Business Analysis, Process Improvement, Analysis, Management, and 28 others.
Current workplace
Toni Baker's current company
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14 roles
Toni Baker work experience
A career timeline built from the work history available for this profile.
Product Consultant
Mar 2022 - Oct 2023
Industry Consulting Principal Consultant
Current Assignment with a Top Wealth Management Firm:Translated the portfolio vision for a strategic product into a solution vision and worked with portfolio stakeholders, customers, Agile release trains and other solution trains to define the capabilities needed to build and prioritize the solution backlog.Performed gap analysis for numerous applications.
Jan 2021 - Mar 2022
Product Manager - Customer Experience
My primary responsibility for 2020 is to deliver a new and fully automated customer onboarding experience. This experience will take the user through a series of steps to apply and implement their new account with CSI, ensuring a level of engagement that will satisfy and delight our customers. This experience will also help the company scale as it manages.
Mar 2020 - Jan 2021
Digital Lead
Created a solution vision including scope definition, use cases and personas with complete authority of backlog prioritization quantifying a business case for sponsorship and development.
Mar 2018 - Sep 2019
Senior Business Analyst Lead
Cultivated a development team to deliver key business systems which transformed operations and improved customer satisfaction.
Jun 2011 - Feb 2018
Senior Project Manager
Assessed and managed impacts of changes to process, people and systems within the Service Installation organization.
Jul 2008 - Jun 2011
Senior Service Setup Consultant
Negotiated the defined contribution plan rule requirements for new plan implementations and complex merger and acquisition projects.
Sep 2006 - Jul 2008
Senior Compliance Specialist
Standardized Master Controls: organized data surrounding EPS process controls to mitigate risk of non-compliance.
Jan 2006 - Sep 2006
Development Manager (Interim)
Directed a team of 6 developers and analysts onshore, and 2 offshore.
Dec 2004 - May 2005
Consultant Systems Analyst
Led the analysis for a support team dedicated to a client-facing, business-critical web-based application (Plan Sponsor Webstation).
Feb 2003 - Dec 2004
Product Manager
Liaised between business and systems partners to identify operational and systems challenges.
Apr 2002 - Jan 2003
Principal System Analyst
Conducted business systems analysis for varied Client/Server and Web-based applications, including both internal and client-facing systems.
Feb 1997 - Apr 2002
Information Specialist
Pioneered a strategic initiative to automate process for gathering and maintaining key business information.
Mar 1995 - Feb 1997
3 education records
Toni Baker education
Education record
St. Francis College
Education record
Education record
FAQ
Frequently asked questions about Toni Baker
Quick answers generated from the profile data available on this page.
What company does Toni Baker work for?
Toni Baker works for Truthifi.
What is Toni Baker's role at Truthifi?
Toni Baker is listed as Head of Customer Success | Financial Literacy, Product Lifecycle Management at Truthifi.
What is Toni Baker's email address?
AeroLeads has found 1 work email signal at @tiaa-cref.org for Toni Baker at Truthifi.
What is Toni Baker's phone number?
AeroLeads has found 2 phone signal(s) with area code 859, 212 for Toni Baker at Truthifi.
Where is Toni Baker based?
Toni Baker is based in Cincinnati Metropolitan Area, United States, United States while working with Truthifi.
What companies has Toni Baker worked for?
Toni Baker has worked for Truthifi, Aetna, A Cvs Health Company, Ntt Data Services, Corporate Spending Innovations, and Tiaa.
How can I contact Toni Baker?
You can use AeroLeads to view verified contact signals for Toni Baker at Truthifi, including work email, phone, and LinkedIn data when available.
What schools did Toni Baker attend?
Toni Baker studied at St. Francis College.
What skills is Toni Baker known for?
Toni Baker is listed with skills including Business Analysis, Process Improvement, Analysis, Management, Leadership, Project Management, Business Process Improvement, and Sdlc.
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