Tara Fanelli

About Tara Fanelli

As a Relationship Manager in the fast-paced world of software and technology, I thrive on…

Experience

1. Vice President, Relationship Manager

   Ss&c Black Diamond Wealth Solutions

   Dec 2021 — Present · NY, US

   In the my role as Relationship Manager, I am charged with maintaining a comprehensive understanding of my clients: their markets, objectives and everchanging requirements and opportunities. I build and maintain strong sales pipeline through delivering quality discovery calls and meetings, providing exceptional customer service, and proactively delivering new solutions. I have a strategic focus on contracts; product enhancements, customizations, and development; and other ways clients can fully leverage the applications and cross-product integrations across SS & C platforms, and with third party strategic partners.I work within the SS & C Black Diamond Wealth Solutions division that offers the premier suite of technology and services built to simplify operations, strengthen client relationships, and support the long-term growth of wealth management firms.

Education

• Wilmington University

  Master of Business Administration (MBA), Marketing/Marketing Management, General

  2013 — 2015

• Penn State University

  Bachelor of Science, Marketing

  2006 — 2010

Skills

• Organization
• Account Management
• Mentoring
• Customer Relations
• Event Planning
• Project Management
• Management
• Website Development
• Direct Sales
• Time Management
• Banking
• Social Media Marketing
• Marketing
• Microsoft Office
• Sales
• Lead Generation
• Social Media
• Leadership
• Sales Operations
• Customer Service