Max Molteni is a Global 7 Account Manager who aids our largest accounting firm customers through the Audit Confirmation workflow. With over a decade at Thomson Reuters® Confirmation, Max has established himself as a trusted Account Manager, supporting a diverse portfolio of clients including accounting firms, banks, and law firms. Max’s strength lies in building and nurturing long-term relationships, ensuring clients receive not only the best solutions but also ongoing, hands-on support throughout their journey.
Max is highly skilled in guiding clients through the API onboarding process, from initial workflow analysis, through technical demos and integration, to final implementation and post-launch support. His deep understanding of Confirmation’s offerings allows him to translate complex technology into practical business solutions, empowering clients to automate processes, reduce human capital costs, and achieve greater efficiency and accuracy in their workflows.
Known for his proactive approach, Max works closely with both clients and internal teams, facilitating smooth operations and ensuring that every project delivers measurable business impact. His commitment to excellence is reflected in his ability to drive client efficiencies, recognize opportunities for automation, and redeploy resources to higher-value client work. Max’s dedication to client success has made him a go-to resource for firms looking to transform their confirmation processes and leverage the full potential of audit workflow capabilities.
Max Graduated from the University of Mississippi with a bachelor’s degree in Business Administration and a minor in Marketing.
