Mikhail Novikov
Client Success Management
New York,NY
Summary
Accomplished leader in Client Success and Relationship Management with over 15 years of progressive experience in Enterprise Software and Financial Services. Demonstrated expertise in managing enterprise client relationships at Charles River, Broadridge, and Here (Formerly OpenFin), fostering strong rapport and effective collaboration with C-suite executives. Proven track record of influencing key decisions, driving results, and aligning organizational objectives with innovative technology solutions. Known for proactively delivering exceptional purpose-driven client engagement. Adept at fueling sustainable growth, surpassing client expectations, and expanding market penetration within key accounts.
Overview
21
21
years of professional experience
1
1
Language
Work History
Business Development Advisor (Contract)
Ionixx Technologies
01.2024 - Current
- Company Overview: Leading IT solutions provider for Financial Services enterprises and startups
- Strengthened partnerships, increasing strategic engagements with C-level executives by 20% and annualized revenue by 15%
- Expanded market reach and identified new business opportunities
- Collaborated on targeted campaigns
- Leading IT solutions provider for Financial Services enterprises and startups
Family Relocation
Career Break
06.2022 - 11.2023
- Personal development and family commitment
Senior Customer Success Manager
Here (Formerly OpenFin)
08.2021 - 04.2022
- Company Overview: Financial Services operating system for enterprise productivity
- Established the Client Success function, improving client satisfaction by 25% and increasing revenue by 10%
- Created and implemented client retention playbooks, increasing platform usage by 20%
- Identified and capitalized on upselling/cross-selling opportunities, contributing to a 28% business expansion
- Financial Services operating system for enterprise productivity
Director of Account Management
Broadridge Financial Solutions
08.2018 - 08.2021
- Company Overview: Leading Global Fintech providing technology-driven solutions for financial institutions
- Achieved 100% client retention, managing 45 SaaS enterprise software clients, and exceeding revenue targets by 30%
- Led strategic client engagements, facilitating QBRs and gathering product feedback
- Increased new revenue by 40% YoY through strategic client engagement and upselling
- Leading Global Fintech providing technology-driven solutions for financial institutions
Solutions Consultant
Yardi Systems
03.2017 - 04.2018
- Company Overview: SaaS technology platform for real estate and private equity firms
- Increased sales conversions by 25% through tailored SaaS demos
- Enhanced client satisfaction and achieved sales goals by managing RFPs, RFIs, and DDQs
- SaaS technology platform for real estate and private equity firms
Client Relationship Manager
Charles River Development
03.2014 - 08.2016
- Company Overview: SaaS solution automating front and middle-office processes for buy-side asset managers
- Managed 13 strategic investment management clients (Avg
- ARR $600k), responsible for retention and revenue growth
- Drove account loyalty programs, achieving a 9/10 NPS score, a 50% increase in product adoption, and 100% YoY retention
- Conducted business reviews, executed training, and managed escalations
- SaaS solution automating front and middle-office processes for buy-side asset managers
Product Manager - Global Wealth Platform
SS&C
09.2013 - 03.2014
- Company Overview: Global provider of SaaS financial technology solutions
- Led the design and development of an automated tax-lot harvesting feature
- Partnered with product marketing on launch strategy and presented platform demos
- Global provider of SaaS financial technology solutions
Solutions Consultant - AML/Compliance
NICE Systems
03.2013 - 09.2013
- Company Overview: Provider of multi-channel compliance and trade surveillance tools
- Conducted discovery sessions with Tier 1 banks to identify trade surveillance needs
- Delivered solution demos of compliance and trade surveillance tools
- Provider of multi-channel compliance and trade surveillance tools
Senior Client Solutions Analyst
SS&C Advent
03.2011 - 02.2013
- Company Overview: Provider of SaaS financial technology solutions for asset management and wealth management
- Increased client satisfaction by 50% for 30+ RIAs, Wealth Managers, and Hedge Funds
- Increased platform efficiency by 25% with innovative technical solutions
- Delivered high-quality project outcomes through adherence to timelines and rigorous QA
- Provider of SaaS financial technology solutions for asset management and wealth management
Lead Implementation Consultant (Blue Slate Solutions)
SS&C Advent
10.2007 - 03.2011
- Company Overview: Provider of SaaS financial technology solutions for asset management and wealth management
- Delivered client-focused solutions, resulting in a 95% client satisfaction rating
- Reduced client onboarding time by 25% through successful platform implementations
- Provider of SaaS financial technology solutions for asset management and wealth management
Financial Analyst
Allstate Insurance Company
01.2006 - 08.2007
- Company Overview: Global insurance provider
- Developed financial models that improved forecast accuracy by 15%
- Prepared detailed financial reports
- Global insurance provider
Product Specialist - Investor Relations
Janus Henderson Capital
08.2004 - 01.2006
- Company Overview: International asset management firm
- Enhanced portfolio performance by 10% for high-net-worth retail investors
- Achieved a 98% client satisfaction rate
- International asset management firm
Education
Bachelor of Arts - Economics
University of Colorado
DenverSkills
- Cloud-Based Software Solutions
- Investment Management Tools
- Process Improvement
- Interpersonal skills
- Relationship building
- Work Planning and Prioritization
- Customer relationship management
- Team collaboration
- Attention to detail
- Problem-solving aptitude
- Project planning
- Organizational skills
Timeline
Business Development Advisor (Contract)
Ionixx Technologies
01.2024 - Current
Family Relocation
Career Break
06.2022 - 11.2023
Senior Customer Success Manager
Here (Formerly OpenFin)
08.2021 - 04.2022
Director of Account Management
Broadridge Financial Solutions
08.2018 - 08.2021
Solutions Consultant
Yardi Systems
03.2017 - 04.2018
Client Relationship Manager
Charles River Development
03.2014 - 08.2016
Product Manager - Global Wealth Platform
SS&C
09.2013 - 03.2014
Solutions Consultant - AML/Compliance
NICE Systems
03.2013 - 09.2013
Senior Client Solutions Analyst
SS&C Advent
03.2011 - 02.2013
Lead Implementation Consultant (Blue Slate Solutions)
SS&C Advent
10.2007 - 03.2011
Financial Analyst
Allstate Insurance Company
01.2006 - 08.2007
Product Specialist - Investor Relations
Janus Henderson Capital
08.2004 - 01.2006
Bachelor of Arts - Economics
University of Colorado
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