Steven Palzer

Background

About Steven Palzer

QUALIFICATIONS:I feel that my 30 years in the financial industry would be a benefit to any company. My wide range of knowledge in sales and client management would make me an asset in any role. I have been consistently successful in achieving my goals while assisting my team obtain their objectives.EDUCATION:1993-1994 University of Northern Iowa1994-1998 University of Nebraska at Omaha2016 – HDI Support Center Analyst CertifiedEMPLOYMENT: 1/2021 - Present - Enterprise Level Client Succes Manager, ICE MTResponsibilities: Conduct monthly check in calls, Schedule annual Tech Stack Calls, Attend premier support meetings, Driving client Adoption of Additional Services to increase depth of relationship and better utilization of Encompass while adding revenue, Calling Technical Support Contacts to escalate cases to maintain client satisfaction and better set client expectations, Assisting Clients to better utilize existing products, Creating Salesforce Opportunities for renewals and SOW quotes. Assisting clients with product demos by asking scoping questions to better gauge client needs, Discussing ALLRegs products, following up with targeted clients on special promotions to make sure goals were obtains through calls, direct emails, and marketing blasts. 3/2018 – 12/2020 - Inside Major Account Manager/Client Success Manager, ICE MTResponsibilities: Driving client Adoption of Additional Services to increase depth of relationship and better utilization of Encompass while adding revenue, Calling Technical Support Contacts to escalate cases to maintain client satisfaction and better set client expectations, Assisting Clients to better utilize existing products, Creating Salesforce Opportunities, Assisting clients with product demos, Discussing ALLRegs products, following up with targeted clients, direct emails, and marketing blasts.12/2016 – 2/2018 Corporate Account Manager/Inside Major Accounts Manager, Ellie MaeResponsibilities: Selling additional products, Conducting Account Review Calls, Selling Add on Services, Escalating Technical Support Cases, following up on Direct Marketing Promotions, & Supporting two major Account managers 05/2013 – 12/2016 Industry Technical Support Representative, Ellie MaeResponsibilities: Working with Enterprise level clients on weekly calls, Resolving Client cases, Taking inbound client calls and chats, troubleshooting client issues, testing client reported software issues, finding solutions for clients, testing future releases, & assisting other team member.