Chris Cataldo
VP Customer Success
- Role
- VP, Customer Success Management at SS&C Advent
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
About Chris Cataldo
Dedicated leader who builds collaborative global teams, fosters strong business partner…
Experience
VP, Customer Success Management
Jan 2016 — Present
Lead Customer Success Program for Asset Management and Alternatives within Advent business unit • Grew a team of 25 Customer Success and Operations professionals responsible for managing 600+ clients that drive $500M ARR for the firm• Standardize best practices for strategic client business reviews, ensuring value propositions for SS & C products while increasing client data capture for strategic business decisions and expanding client’s service/solution footprint• Continuous improvement of Client Lifecycle Management from onboarding to renewal to enhance organizational workflows internally and streamline processes for clients• Work closely with client executives and key stakeholders to develop solutions that meet or exceed business needs and client focused product development priorities• Oversee the team’s performance through measurable success criteria across client engagement (CSAT/NPS, references), renewal rates, and growth opportunities (leads, cross sales and revenue)• Collaborate with Product Management and Sales to lead CSM approach to support SS & C Advent’s on premise to cloud solution strategies
Education
College of Charleston
Bachelor of Arts & Sciences, Business Administration and Management
1992 — 1995
Skills
- Software Development
- Software Project Management
- Financial Services
- Crm
- Enterprise Software
- Professional Services
- Business Analysis
- Requirements Analysis
- Cloud Computing
- Product Management
- Cross-Functional Team Leadership
- Salesforce.com
- Agile Methodologies
- Business Intelligence
- Management
- Saas
- Hedge Funds
- Helping Clients Succeed
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