Marie McNamara

VP, Head of Client Services @Fidelity Investments

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2022 — Present

VP, Head of Client Services @Fidelity Investments

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Boston, MA, US

As the VP, Head of Client Services, I lead a dynamic team responsible for enterprise implementations, customer success management, support, and client enablement functions. My primary focus is on fostering exceptional client satisfaction, driving renewals, upsells, and cross-sells, and building strong client advocacy. Through strategic process improvements and close cross-team collaboration, I have successfully scaled customer success operations while maintaining 100% client retention and consistently high client satisfaction scores. My goal is to empower our clients to achieve their objectives and maximize the value of our solutions.

EDUCATION

2009 — 2009

The University of Western Australia

Honours Psychology, Industrial/Organisational psychology

2005 — 2009

The University of Western Australia

Bachelor of Arts, Psychology

2016 — 2016

NYU Stern School of Business

Leadership Training for High Potentials, Leadership

SKILLS

BudgetsAnalysisWorkforce PlanningHuman ResourcesPerformance ManagementProgram ManagementMarketing StrategyProject PlanningLeadership DevelopmentTalent ManagementStrategySuccession PlanningEvent ManagementManagementTrainingCustomer Satisfaction

ABOUT MARIE MCNAMARA

Customer Success leader with over 10 years of experience building, scaling and transforming Customer Success teams. I’ve led Customer Success and Experience teams across multiple regions resulting in increased retention, revenue growth and client advocacy. I enjoy developing Customer Success experts and leveraging data to inform business strategy.

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Marie McNamara — VP, Head of Client Services at Fidelity Investments in Boston, MA, US | Unifers