Stephen Vacanti

About Stephen Vacanti

I am an ambitious, hands-on leader with proven employee development, customer service…

Experience

1. Director, Account Management

   Envestnet

   Mar 2018 — Present

   Lead the account management team in a highly dynamic and fast-paced environment for a $100M revenue division of a $1B FinTech organization, leading 10 direct reports across multiple geographical locations and time zones. Partnered with multiple teams in every step of the client lifecycle to solve complex and ambiguous business and technical challenges for registered investment advisors utilizing the Tamarac suite of products. • Defined the processes for contract renewal procedures and resolving complex legal questions as they pertained to the use of proprietary software in the highly competitive environment of both the institutional and independent financial advisory spaces. Coordinated to renew $15M in total contract value in year one of my role, and $21M in year two, increasing renewal rates 40% by redesigning the client renewal process to include friendlier outreach, encourage client engagement, track responses in CRM, and use these tools to close deals. • Developed and deployed the client success vision for a group managing 1,035 clients ranging from $25M to $10B in managed assets, with unique operational workflows and needs, building a team from the ground up and developing their skills for collaboration and success in working with both clients and internal stakeholders. Sharpened the team\'s ability to craft their own solutions in marrying advocacy of our client\'s goals and advancing the business interests of the organization. • Deployed multiple technical solutions in Zendesk ticketing system to create a successful triage and response program for client communication for a small team managing tickets in annual volume. • Acted as a key stakeholder in the design and implementation of Salesforce CRM in the organizational transition from Microsoft Dynamics, employing deep knowledge of Tamarac’s proprietary systems to determine client record design, critical integration points, and workflow.

Skills

• Conflict Resolution
• Contract Negotiation
• Microsoft Dynamics
• Analysis
• Powerpoint
• Client Services
• Customer Satisfaction
• Microsoft Excel
• Client Liaison
• Facebook
• Crm
• Saas
• B2b
• Sales
• Contract Management
• Integrated Marketing
• Management
• Customer Service
• Multitasker
• Project Management
• Microsoft Word
• Microsoft Crm
• Sharepoint
• Account Management
• Operations Management
• Training
• Six Sigma
• Communication
• Relationship Management
• Software as a Service (Saas)
• Telephone Interviewing
• Time Management
• Outlook
• Financial Services
• Microsoft Office