Dean Levenduski
Teaneck,NJ
Summary
Results-driven Customer Success professional with experience in fostering long-term client relationships, reducing churn, and driving revenue growth. Adept at understanding customer needs, delivering personalized solutions, and ensuring seamless onboarding and product adoption. Skilled in leveraging data-driven insights to optimize customer engagement and satisfaction. Proven track record of collaborating cross-functionally to enhance user experience and exceed business objectives. Passionate about customer advocacy and delivering value driven outcomes.
Overview
29
29
years of professional experience
Work History
Associate Director Customer Success
SS&C Technologies
11.2015 - Current
- Responsible for a portfolio of SS&C's top strategic Asset Managers, Hedge Funds and Fund Administrators with a combined annual revenue of $30 million
- Developed long-term relationships, connecting with key business executives from C-level on down
- Effectively delivered scheduled business reviews to key business contacts showcasing ROI and identified opportunities for growth
- Worked closely with clients to understand their business requirements, industry challenges and goals with a strong understanding of how they are using SS&C solutions to maximize adoption, growth and account retention.
- Developed account and engagement plans that outline clients critical success factors, metrics for success, potential issues and dependencies and provided recommendations for each
- Provided strategic oversight during the entire customer journey from implementation to go-live
- Identified expansion opportunities and collaborated with sales executives to ensure growth and stickiness
- Acted as the voice of the client to product management, marketing, support, renewals, services, sales and finance
- Analyzed client data to identify trends and proactively address potential churn risks
BA Professional Markets (Vice President)
Bank of America Merrill Lynch
04.2013 - 03.2015
- Responsible for analyzing and designing the needs of the Fixed Income Capital Markets business
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and cost savings
- Managing the work from initial request through estimation, approval, requirements, build and implementation
- Developed a new Capital Markets trading platform from a legacy vendor solution to an internal web based platform for an annual cost savings of $5M annually
- Created and implemented a cross product billing application used by multiple lines of business
- Served as a proficient technical resource, competent to work under general direction on complex projects, usually on specific assigned problems
Account Manager (Senior Vice President)
NAPA GROUP, Inc.
06.2006 - 04.2013
- Responsible for all strategic Capital Market relationships, handling account management responsibilities at top US Banks
- Conducted regular account reviews to identify areas for improvement and ensure continued success and retention
- Responsible for revenue growth, both organic and net new business
- Coordinated the involvement of Napa personnel, including support services and management resources to meet account ROI objectives and expectations
- Responsible for all client communications, conflict resolution and compliance on client deliverables and revenue
- Reviewed all major deliverables to ensure quality standards and client expectations were met
- Proactively provided regular status updates to clients and management
Account Manager (Senior Vice President)
IPREO
11.1995 - 06.2006
- Successfully maintained client relationships for Ipreo's strategic investment bank clients in the Fixed Income market with a combined trading volume of over 500 billion annually.
- Managed and prioritized all functions associated with the Variable Rate Trading department including recruiting, training, personal development and individual and department objectives
- Led the Fixed Income sales initiative resulting in $15 million in new revenue
- Leveraged technical and business acumen to communicate effectively with client executives and their respective teams
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional relationship management and anticipating client needs.
Education
B.S. -
Rutgers University
New Brunswick, NJSkills
- Customer Relationship Management (Salesforce & Gainsight)
- SaaS & Financial Technology Solutions
- Retention and Expansion Strategies
- Customer Advocacy & Feedback Loops
- Client relations & Satisfaction
- Strategic leadership
Timeline
Associate Director Customer Success
SS&C Technologies
11.2015 - Current
BA Professional Markets (Vice President)
Bank of America Merrill Lynch
04.2013 - 03.2015
Account Manager (Senior Vice President)
NAPA GROUP, Inc.
06.2006 - 04.2013
Account Manager (Senior Vice President)
IPREO
11.1995 - 06.2006
B.S. -
Rutgers University
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