Steven Giallanza
Bridgewater,NJ
Summary
Results-driven Customer Success and Account Management leader with over a decade of experience in financial services and investment management software. Proven track record in fostering client relationships, driving revenue growth, and leading cross-functional teams. Adept at leveraging data insights to enhance customer experience, streamline onboarding, and optimize service delivery. Strong expertise in SaaS, CRM tools, and financial reporting, with a passion for continuous improvement and process optimization.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Senior Account Executive
London Stock Exchange Group
New York, NY
07.2023 - Current
- Lead client engagement strategies, serving as the primary contact for key clients
- Conduct market analysis to expand the SEDOL client portfolio and identify upselling opportunities
- Managed client relationships and tailored solutions to align with business objectives, driving retention and satisfaction
- Utilized CRM tools to manage the sales pipeline and consistently exceed targets
Global Manager, DataScope Content Set-up
London Stock Exchange Group
New York, NY
04.2022 - 06.2023
- Led cross-functional teams to reduce onboarding time by 25% through process improvements
- Increased customer satisfaction by 7.5% through optimized workflows and enhanced service delivery
- Spearheaded process creation for DataScope Suite products, driving 22.8% increase in onboarding opportunities
- Mentoring global team, driving performance improvements and development
Asset Servicing Consultant
Refinitiv, an LSEG business (formerly Thomson Reuters)
New York, NY
10.2016 - 04.2022
- Managed high-profile client relationships, resolving 1000+ inquiries annually with a 60% closure rate within 48 hours
- Enhanced customer satisfaction by improving internal processes and delivering KPI reports to clients
- Led service improvement projects, contributing to operational efficiency and regulatory compliance
Senior Fund Administrator, Unit Investment Trusts
BNY Mellon
New York, NY
01.2013 - 01.2016
- Managed end-to-end fund administration, including portfolio valuations, reconciliations, and NAV calculations
Client Accounting & Reporting Senior Specialist
BNY Mellon
Brooklyn, NY
01.2008 - 01.2013
- Developed strong client relationships, providing timely financial reports and compliance support
Education
Bachelor of Science - Advanced Degree in A Accounting
CUNY – College of Staten Island
Staten Island, NY12.2005
Skills
- Client Success Leadership
- Strategic Account Management
- SaaS & B2B Solutions
- Data Analysis (Excel, SQL, Tableau)
- KPI Reporting
- Financial Reporting & Analysis
- CRM Tools (Salesforce)
- Process Optimization
- Cross-functional Team Leadership
- Project Management
Certification
Certification Preparation - Scrum Master
Timeline
Senior Account Executive
London Stock Exchange Group
07.2023 - Current
Global Manager, DataScope Content Set-up
London Stock Exchange Group
04.2022 - 06.2023
Asset Servicing Consultant
Refinitiv, an LSEG business (formerly Thomson Reuters)
10.2016 - 04.2022
Senior Fund Administrator, Unit Investment Trusts
BNY Mellon
01.2013 - 01.2016
Client Accounting & Reporting Senior Specialist
BNY Mellon
01.2008 - 01.2013
Bachelor of Science - Advanced Degree in A Accounting
CUNY – College of Staten Island