Melissa Pugeda
VP Strategic Accounts | Strategic Program Development & Customer-Centric Solutions | Multimillion-Dollar Sales Track Record & C-Suite Advisory | Cross-Functional Leader | Fintech, Asset Management
- Role
- Director, Client Success & Engagement Management at ICE
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Melissa Pugeda
20 years of sales & account management leadership within the financial services industry providing strategic program development and customer-centric solution sales expertise. Accomplished team leader adept at recruiting, developing, and motivating client-facing teams to achieve multimillion-dollar sales objectives.Trusted advisor to C-Suite leadership, internal partners, and external stakeholders, excelling in cross-collaboration, rapport building, and presenting complex concepts to drive customer engagement. Proven track record of closing multi-million-dollar contracts and the demonstrated business acumen to drive upsells, cross-sells, and renewals within key client accounts.Expertise areas include Account Management, Stakeholder Management, Product Utilization & Customer Success, Business Development, and leading cross-collaborative teams across the organization. Skilled in SaaS & Solutions Selling, Quarterly Business Reviews, Asset ManagementPassionate about empowering women to achieve financial independence
Experience
Director, Client Success & Engagement Management
Jan 2024 — Present · Chicago, IL, US
Formalize Client Success & Engagement function within ICE Climate organization to achieve growth, scale and efficiency. Manage existing client relationships to help them optimize the value of ICE Climate solutions while exploring opportunities for expansion.
Education
Northwestern University - Kellogg School of Management
MBA
Vanderbilt University
Bachelor of Science
Skills
- Business Development
- Hedge Funds
- Asset Allocation
- Mutual Funds
- Retirement
- Fixed Income
- Retirement Planning
- Investment Management
- Morningstar Direct
- Strategy
- Morningstar
- Finance
- Equities
- Series 7
- Alternative Investments
- Financial Services
- Crm
- Financial Modeling
- Portfolio Management
- Financial Analysis
- Investments
- Bloomberg
- Asset Management
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