Salesforce
Austin J. Toscano
Senior Key Account & Principal Success Manager
Tampa,FL
Summary
Seasoned sales and customer success professional with a decade of experience in financial services and Enterprise Software. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Proven track record strategic planning, relationship building, and delivering exceptional results. Skilled in customer success, strategic selling, and cross-functional team leadership. Certainly understand the importance of applying training, and morale-building abilities to enhance employee engagement and boost performance.
Overview
11
11
years of professional experience
6
6
years of post-secondary education
Work History
Sr. Key Account & Principal Success Manager
Newgen Software
Tampa, FL
04.2021 - Current
- Reduced Go-Live timelines by ~20% with actionable insights and intel gleaned from deep client relationships
- Developed data driven Executive Business Reviews resulting in a ~50% increase in clients willing to provide references.
- Built our Customer Success Group from the ground up in collaboration with Sr. Leadership and managed a small group of CSMs resulting in 103% growth goal achievement and NPS improved from 20% promoters to 70% promoters.
- Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
- Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues and incorporation of client feedback.
Corporate Relationship Manager
BBVA USA
Tampa, FL
07.2017 - 04.2021
- Developed and cultivated lucrative relationships with both new and existing clients as a trusted advisor through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Worked with cross-functional product and service departments to facilitate communication and deliver personalized solutions to customers.
Credit Analyst & Loan Manager
HomeBanc NA
Tampa, FL
08.2015 - 07.2017
- Assessed credit risk, analyzed financial statements and made decisions and recommendations about extending lines of credit resulting in between $10MM and $15MM in new credit exposure/month.
- Promoted to Loan Manger for C&I after effectively evaluating high value CRE clients.
- Developed trust between clients and the Bank resulting in improved cross sell opportunities.
Portfolio Manager
SunTrust Bank
Tampa, FL
10.2012 - 07.2017
- Developed and implemented financial models and utilized historical data to partner with Relationship Managers to advise the client C-Suite.
- Excelled in formal credit training, sales training, and other learning opportunities reserved exclusively for top performers.
- Consistently recognized for top performance, eagerness to learn, and promoted each year.
Education
MBA - MBA
University of South Florida
Tampa 01.2019 - 06.2021
Bachelor of Science - Finance And Management Double Major
Florida State University
Tallahassee 09.2008 - 08.2012
Skills
Key accounts development
Accomplishments
- Achieved Newgen's Standing Ovation Award by successfully retaining at-risk accounts and growing our FI portfolio for the first time.
- Achieved Newgen's Rising Star, Employee of the Year award by closing the first major expansion deal with a legacy client.
Software
HubSpot
MS Office
G Suite
AzureML
Tableau
MoodysRiskAnalyst
CapIQ
Slack
Python
C
BPM
AFS CLO
Interests
Meditation
Yoga
CrossFit
Community Outreach
Timeline
Sr. Key Account & Principal Success Manager
Newgen Software
04.2021 - Current
MBA - MBA
University of South Florida
01.2019 - 06.2021
Corporate Relationship Manager
BBVA USA
07.2017 - 04.2021
Credit Analyst & Loan Manager
HomeBanc NA
08.2015 - 07.2017
Portfolio Manager
SunTrust Bank
10.2012 - 07.2017
Bachelor of Science - Finance And Management Double Major
Florida State University
09.2008 - 08.2012