Steven Mohr
About Steven Mohr
Steven Mohr is a Client Success Manager at IntelyCare, where he focuses on client relations management and service level adherence. He has extensive experience in the financial services sector, having held various roles at MFS Investment Management, Thomson Reuters, SS&C Technologies, and Vestmark.
Work at IntelyCare
Steven Mohr has been serving as a Client Success Manager at IntelyCare since 2020. In this role, he manages and maintains service levels, account plans, and financial metrics to ensure high client satisfaction. He specializes in resolving client billing conflicts and implementing effective business policies. Mohr ensures adherence to all contractual and service level agreements, acting as the focal point for information flow to client C-Suite regarding IT service issues and remediation plans.
Previous Experience in Client Relations
Before joining IntelyCare, Steven Mohr held several positions in client relations management. He worked at Vestmark as Vice President of Client Relationship from 2015 to 2017. Prior to that, he was a Strategic Account Manager at SS&C Technologies from 2012 to 2013, and a Client Operations Manager at Thomson Reuters from 2010 to 2012. His experience includes developing complex client proposals and managing client accounts to enhance satisfaction.
Career at MFS Investment Management
Steven Mohr spent nine years at MFS Investment Management, where he held multiple roles. He started as an Operations Associate in Institutional Alliances Services from 2000 to 2002, followed by a position as Trade Operations Specialist in Private Portfolio Management from 2002 to 2005. He later became the Manager of Trade Operations in Private Portfolio Management, serving from 2005 to 2009. His tenure at MFS focused on client relations and operational efficiency.
Expertise in Client Management
Steven Mohr specializes in client relations management, focusing on maintaining high service levels and client satisfaction. His expertise includes resolving billing conflicts and ensuring compliance with service level agreements. Mohr's ability to develop and implement effective business policies has contributed to his success in managing client accounts across various organizations.