Nackey Piedrahita

About Nackey Piedrahita

Growth, Customer Success, Project, Technical Product, and Strategy leader in Fintech and Finance, built on 15 years of experience in banking and investment management. Strong knowledge of Open Banking / Finance marketplace for data aggregation, data enhancement, financial wellness, identity verification for Money Management, Credit, and Payments. Expert in customer and partner management, driving mutually beneficial relationships in both high-touch and at-scale environments, managing business development, integration, support, renewals, adoption. Skilled in market analysis, contract negotiations, project management, product management, financials, risk, and optimizing the customer experience. Leader and collaborator horizontally and vertically, building capabilities and consensus for smart growth and processes. International experience in Hong Kong, France and Ecuador.

Experience

1. Sr Client Strategy Executive - Financial Institutions and Fintechs

   MX

   Jun 2023 — Present

   Demonstrated success in multi-year, multi-million dollar relationship retention and expansion: signed a $22MN 5 year contract and assured a 95% ARR across portfolio of strategic banking, credit union and fintech clients. • Identified and grew pipeline opportunities for collaboration with sales team; developed proposals for renewal and growth; managed contract negotiations. • Successful at developing and ensuring robust, long-term engagements with clients high and wide in their organization.• Seen as a valued client partner and expert consultant for technical guidance, strategic business solutions, and industry information. As a result, my clients advocated for MX in the industry and actively pushed off competitors. • Supported a large digital transformation at credit union who adopted our comprehensive data and mobile solution.• Promoted clients via industry and MX publications, case studies, panel discussions • Leveraged network to facilitate collaboration across customer and partnership base• Presented business reviews that focused on opportunities to drive client’s growth and metrics which proved value over time. • Collaborated on internal product and process improvement from customer feedback and Client Advisory Board• Ability to shift from high level strategy to effective execution, influencing at every level and vertical, driving value based decisions through collaboration with engineering, PMO, marketing, product, revenue ops. • Appreciated for effective communication in managing customer and internal challenges, bringing in the right resources at the right time, demonstrating empathy, yet ensuring balanced give and take.• Experienced in developing Customer Success programs with scalability, serving white-glove relationships• Deep understanding of SaaS and professional services in a financial services environment

Education

• Georgetown University

  Bachelor of Science (BS), Finance, General

• UC Irvine

  Certificate in Business Systems Analysis, Computer/Information Technology Administration and Management

• Washington University in St. Louis

  Master of Business Administration (MBA), Finance, Entrepreneurship

Skills

• Website Development
• International Business
• Cash Flow Forecasting
• Financial Audits
• Business Planning
• Market Analysis
• Business Analysis
• Fixed Income
• Statutory Accounting
• Entrepreneurship
• Report Writing
• Capital Markets
• Risk Assessment
• Risk Analysis
• Project Management
• Credit Analysis
• Financial Modeling
• Financial Analysis
• Treasury Management
• Equities
• Portfolio Management
• Financial Reporting