ABOUT ME
As a seasoned Client and Technology-focused leader with over 20 years of experience, I specialize in bridging the gap between innovative technology and enterprise client success. My career has been built on managing the lifecycle of complex software solutions and strategic advocacy. Seeking a leadership role in a forward-thinking organization where I can drive customer adoption, inform product strategy, and build the lasting client partnerships that are crucial for sustainable growth.
Daniel Macheras
FinTech Software and Services Professional
781-572-9516
Email:
Location:
San Francisco, CA
Phone:
EXPERIENCE
2018-Present
Vice President
State Street
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Served as the principal advocate for enterprise clients at the executive and project sponsor levels.
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Drove product adoption by guiding clients through implementation best practices and various engagement models.
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Functioned as a key liaison between clients, Support, and Product Management to validate and prioritize product delivery.
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Developed and refined tracking mechanisms to enhance client relationship and business forecasting.
2015-2018
Charles River Development
Client Relationship Manager
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Managed and grew long-term relationships with a portfolio of enterprise clients, driving customer success by improving their use and adoption of CRD products.
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Served as a central point of contact, defining business requirements between clients and internal Implementation, Support, and Product teams.
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Leveraged deep product knowledge to advise on the configuration and tuning of CRD’s enterprise software solutions.
2012-2015
SaaS Operations Analyst
Charles River Development
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Provided expert-level remote management, administration, and support for client production Charles River OMS solutions in a SaaS model.
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Managed daily operational processing, including batch scheduling (Tidal), system monitoring, application support, and database performance tuning.
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Led clients through software patches and version upgrades, providing user administration and ensuring optimal system use.
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Coordinated with internal teams and external vendors to seamlessly transition new clients into production environments.
EDUCATION
Stonehill College
UNIVERSITY
Bachelor's Degree
BA - Communications / Computer Information Systems
Boston College High-School
HIGH SCHOOL
High School Diploma
SKILLS
Business Process Analysis
Project Management
Software As A Service (SaaS)
Vendor Management
Product Development Lifecycle
Systems Integrations
Relationship Management
Trading Strategies / Lifecycle
EXPERTISE
Strategic Client & Stakeholder Management
Operational Excellence & Process Improvement
I excel at building and nurturing executive-level relationships with enterprise clients with a focus on functioning as a strategic partner and internal advocate, ensuring that complex technical solutions exceed expectations. My approach is rooted in developing proactive communication strategies to drive customer success, inform business forecasting, and secure long-term partnerships.
My background includes hands-on experience managing and supporting complex, mission-critical systems in both SaaS and on-premise environments. This operational expertise ensures that innovative solutions are built on a foundation of reliability and scalability with an end-goal of enhancing operational efficiency and delivering a seamless, high-quality customer experience.
Complex Systems & Operations
With a proven ability to guide customers through the lifecycle of sophisticated technology solutions, gather crucial feedback to refine underlying models, and build strong partnerships, I thrive on the ability to help clients create and realize their vision of mission-critical business tools.