JOHN PEDREROS
Marlborough
Summary
Goal-driven client experience professional with20 years' experience in working for various organizations to maintain client retention, drive client value, increase revenue, and build trust with clients. B2B SaaS software and big data experience with clients across the institutional investment industry.
Professional with focus on client success and history of delivering exceptional service and support. Adept at managing client relationships, resolving issues promptly, and ensuring continuous improvement. Known for strong team collaboration, adaptability, and commitment to achieving results. Expertise includes client onboarding, relationship management, and strategic planning.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Enterprise Client Success Manager
Nasdaq eVestment
01.2025 - Current
- Company Overview: Nasdaq eVestment, an affiliate of Nasdaq, is an analytics SaaS company servicing Asset Managers, Institutional Asset Owners and Investment Consultants worldwide
- Engage with enterprise clients at Nasdaq eVestment to provide data-driven solutions and drive adoption of Nasdaq eVestment tools
- Equip clients with tools to enhance the value of their solutions, leading to increase client satisfaction and retention
- Collaborate with the Enterprise Revenue team to ensure clients' needs are met and exceeded, contributing to overall revenue growth
- As a member of the Enterprise Revenue Team:
Director, Client Success Manager – Enterprise, Mid-Market & Hedge Funds
Nasdaq eVestment
01.2023 - 12.2024
- Built and maintained strong, trusted relationships with important stakeholders across a portfolio of diverse clients including enterprise/mid-market asset managers and hedge funds totaling $7M+ book of business
- Utilized client health metrics to tailor engagements with at-risk clients, reversing potential churn and solidifying a consistent90+% client retention
- Led quarterly business reviews with C-suite executives, influencing the decision-making process and alignment of our Nasdaq eVestment services with their strategic goals
- Negotiated and closed multi-year agreements with20% of my book of clients further solidifying long-term partnerships
- Partnered with the revenue team on cross-sell and up-sell opportunities
- Utilized a consultative approach to engage with clients on product positioning, and development of internal and external facing report projects such as marketing materials and competitive analysis insight reports to help them with their distribution initiatives
- Collaborated with product teams by providing constructive client feedback resulting in an average client satisfaction score of9.0/10 via surveys
- Led tailored trends briefings to key client stakeholders utilizing our institutional data highlighting potential investor allocation opportunities and risks for asset managers as well as broader insights on the state of global institutional markets with the goal of showing clients how our data can help them make more informed decisions
Professional Services/Onboarding Consultant
Nasdaq eVestment
07.2015 - 12.2022
- Onboarded and trained new clients on the Nasdaq eVestment platform, ensuring smooth implementation and user adoption
- Led interactive Learning Lab roadshows50+ client audience to empower them on the Nasdaq eVestment platform and increase adoption
- Managed professional service projects, ensuring timely completion and high customer satisfaction
- Assisted with the launch of the Professional Services Team working closely with various teams across the organization (Sales, CSMs & Legal) to develop the professional services offerings, pricing, and integration of internal and external process workflows and systems to meet the demand of our clients
- Oversaw the research, selection and implementation of a PSA software, Certinia, to track and manager professional service projects
Proposal Team Leader
Amundi Asset Management
10.2005 - 07.2015
- Led a5-member team in overseeing RFP proposals for Amundi’s institutional and intermediary channels
- Defined quality controls to ensure accurate and consistent proposals aligned with branding message
- Managed institutional competitive analysis reporting for Sales & Consultant Relation Team using Nasdaq eVestment and other analytic vendor tools
Consultant Relations Analyst
MFS Investment Management
08.1999 - 10.2005
- Managed and maintained information on MFS’ institutional investment products across global consultant and third-party databases
- Enhanced consultant databases by refining quality standards and making process improvements for a consistent message of MFS’ institutional business
- Wrote and edited request for proposals for potential corporate, endowments, foundations, and public plan prospects
- Prior responsibilities included working as a Performance Analyst reviewing daily performance for institutional accounts and resolving any accounting discrepancies that impacted performance
- Prior to this role, I was a Corporate Action Specialist, responsible for ensuring the timely responses of voluntary corporate actions to banks for the institutional accounts
Corporate Actions Analyst
State Street Bank and Trust Company
09.1996 - 08.1999
- Responsible for timely notifications of complex global corporate actions to clients and investment advisors
- Processed accounting entries, cash entries, and settled trades for Master Trust and IFTC funds
Accounting Assistant
Barron & Stadfeld, P.C
06.1994 - 06.1996
- Reconciled client trust fund bank statements and processed daily bank deposits exceeding $100,000, ensuring accuracy and compliance
- Prepared invoices for payment and assisted in the preparation of year-end1099-Misc
- Income tax forms, contributing to seamless financial operations
Education
MBA - Finance
Suffolk University - Sawyer Business School
Boston, MA06.2000
Bachelor of Science - Finance & Marketing
Northeastern University
Boston, MA06.1996
Skills
- Client service-driven
- Client retention
- Client engagement
- Training
- Problem solving
- Proposal Management
- Customer retention
- Data analytics
Certification
- CFA Institute Investment Foundations Program
- Six Sigma Yellow Belt Certified (SSYBC)
SOFTWARE
Salesforce CRM, Certina PSA Software, RocketDocs Proposal Software, Power BI, Microsoft Office Suite/Advanced Excel (Pivot/VLOOKUP functions/Power Query)
Languages
Spanish
Native or Bilingual
Timeline
Enterprise Client Success Manager
Nasdaq eVestment
01.2025 - Current
Director, Client Success Manager – Enterprise, Mid-Market & Hedge Funds
Nasdaq eVestment
01.2023 - 12.2024
Professional Services/Onboarding Consultant
Nasdaq eVestment
07.2015 - 12.2022
Proposal Team Leader
Amundi Asset Management
10.2005 - 07.2015
Consultant Relations Analyst
MFS Investment Management
08.1999 - 10.2005
Corporate Actions Analyst
State Street Bank and Trust Company
09.1996 - 08.1999
Accounting Assistant
Barron & Stadfeld, P.C
06.1994 - 06.1996
Bachelor of Science - Finance & Marketing
Northeastern University
- CFA Institute Investment Foundations Program
- Six Sigma Yellow Belt Certified (SSYBC)
MBA - Finance
Suffolk University - Sawyer Business School
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