Jon Stefanelli

About Jon Stefanelli

I help organizations turn data, technology, and relationships into measurable business outcomes.With 20+ years spanning fintech, SaaS, consulting, implementation, and leadership, I specialize in translating complex technical ecosystems into clear strategic value for clients and stakeholders. My career has centered on one consistent theme: aligning business goals, technology solutions, and customer experience to drive retention, growth, and long-term partnerships.I’ve led implementations, advised executives, built infrastructure, managed multi-location teams, and consulted institutions on optimizing risk, performance, and user engagement. Whether presenting analytics to bank leadership or guiding technical teams through integrations, I operate as a translator between strategy, technology, and execution.Throughout my career, my performance has been recognized through honors such as Employee of the Month distinctions, Salesperson/Employee of the Year awards, as a former VP noted:\"Jon is one of those people that truly CARES. You can see it in every aspect of his work. He never gives 50%. It’s always 150%. And on top of that, he is great to work with. Calm, strategic, and can crack a joke to lighten the situation in the room\"Along with earning national recognition for delivering a “Top 10 Best Guest Experience” environment — all reflecting a consistent commitment to excellence in both client outcomes and team leadership.What I’m known for:• Turning complex data into actionable strategy• Building trust quickly with clients and executives• Strengthening retention and renewal pipelines• Improving responsiveness, communication, and delivery standards• Leading cross-functional initiatives that scaleI’m particularly passionate about the future of AI in financial services and how intelligent systems can enhance both institutional performance and customer experience.Outside of work, you’ll find me training, hiking, or restoring my classic Land Cruiser.

Experience

1. Implementation Specialist Iii

   CSI

   Jan 2025 — Present · Phoenix, AZ, US

   Lead technical and strategic implementations for financial institutions, ensuring seamless on-boarding, adoption, and optimization of enterprise solutions. Partner with stakeholders to align platform capabilities with institutional objectives while maintaining a strong focus on client experience, performance, and scalability.

Education

• Western Carolina University

  Bachelor of Applied Science, Computer & Information Technology Administration

  1998 — 2002

Skills

• Sales
• Rightfax
• IT Management
• Adobe Creative Suite
• Ip Networking
• Help Desk Support
• Vmware
• Blackberry Enterprise Server
• Asp
• Virtualization
• Cisco
• Market Analysis
• Emc
• Pcoip
• Vsphere
• Social Media Marketing
• Cisco Meraki Systems Manager
• Active Directory
• Sales Management
• Windows Server
• External Sales
• Operations Management
• Facilities Management
• Vmware Esx
• Healthcare Information Technology
• Facility Design
• Website Development
• Help Desk Management
• Wlan
• Management
• Microsoft Exchange
• Domain Name Registration
• Internal Sales
• Project Management
• Vmware Server
• Training
• Windows Server 2008
• Windows Server 2003
• Windows 7
• Vmware Infrastructure