Steven Stein Email & Phone Number

Sr. Director of Customer Success @ Bankrate

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Steven Stein Location

Phoenix, AZ, US

Steven Stein Work

Sr. Director of Customer Success @ (October 2026 - Present)
Global Director of Customer Success @ (January 2026 - September 2026)
Head of Customer Success @ (March 2023 - November 2025)
Director of Customer Success and Onboarding @ (December 2021 - March 2023)
Director of Customer Onboarding @ (October 2020 - December 2021)
Manager, Professional Services and CS @ (June 2017 - October 2020)
Sr. Implementation Project Manager @ (May 2016 - June 2017)
Sr. Customer Success Manager @ eSquared Communication Consulting (November 2014 - May 2016)
Service Delivery Manager @ (February 2009 - November 2014)
Portfolio Manager @ (January 2008 - February 2009)
Investor Relations Manager @ (December 2005 - January 2008)

Steven Stein Education

Grand Canyon University
Master of Business Administration (Business Administration and Management, General)
2007-2010
Arizona State University
Bachelor of Arts (Communication Studies)
2002-2005
Scottsdale Culinary Institute
Associate (Culinary Arts)
2001-2002
Arizona Academy of Real Estate
Pre-license hours

Steven Stein Skills

Team Leadership
Sales
Procurement
Project Portfolio Management
Solution Selling
Business Process
Onboarding
Customer Loyalty
Business Strategy
Start-ups
Agile Methodologies
Customer Engagement
Customer Experience Management
Software as a Service (SaaS)
Voice of the Customer
Customer Acquisition
Professional Services
Customer Retention
Channel Partners
Customer Success
Customer Relationship Management (CRM)
Analytical Skills
Management
Asset Allocation
Risk Management
Project Management
Customer Experience
Investments
Program Management
Service Delivery
Project Delivery
Agile Project Management
Software Development Life Cycle (SDLC)
Software Project Management
Business Process Improvement
Account Management
Budgeting
Change Management
Requirements Gathering
Strategic Planning
Salesforce.com
Customer Service
Leadership
Cross-functional Team Leadership
Customer Support
Client Services
Training
Process Improvement
Artificial Intelligence (AI)
Natural Language Processing (NLP)
Account Growth Strategy
Account Segmentation (ACV / TAV)
Asana
Business Relationship Management
Churn Reduction
Consulting
Conversational AI (Chatbots)
Culture Transformation
Customer Adoption
Customer Experience (CX)
Customer Health Scoring
Customer Journey Design
Customer Lifecycle Management
Customer Retention Strategy
Customer Success Management (CSM)
Dashboards
Enterprise Account Management
Enterprise SaaS
Escalation Management
Executive Business Reviews (QBRs / EBRs)
Expansion Revenue (Upsell & Cross-Sell)
FinTech
Forecasting
Gainsight
Go-to-Market Strategy
Gross Revenue Retention (GRR)
Growth-Stage Startups
GuideCX
Healthcare SaaS
HubSpot
Insurtech
Key Performance Indicators
Kickoff-to-Launch Optimization
Machine Learning
Manager of Managers
Microsoft Power BI
Multimillion-Dollar ARR Management
Organizational Strategy
PE / VC-Backed Companies
Partner Engagement
Partner Relationship Management
Partnership Development
Payments
Post-Sales
Post-Sales Revenue Ownership
Presentation Skills
Presentations
Problem Solving
Professional Services Leadership
Relationship Building
Relationship Development
Renewal Management
Renewals
SaaS Sales
Sales & CS Alignment
Sales Operations
Strategic Leadership
Strategic Partnerships
Strategic Thinking
Strategy
Technical Support
Time-to-Value (TTV)
Voice of the Customer (VoC)

Steven Stein Summary

Steven Stein, based in Phoenix, AZ, US, is currently a Sr. Director of Customer Success at Bankrate. Steven Stein brings experience from previous roles at Prosci, Tint, Kareo and Finexio. Steven Stein holds a 2007 - 2010 Master of Business Administration in Business Administration and Management, General @ Grand Canyon University. With a robust skill set that includes Team Leadership, Sales, Procurement, Project Portfolio Management, Solution Selling and more. Steven Stein has 3 emails and 3 mobile phone numbers on RocketReach.