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Technical Support Financial Services

Location:
Bensalem, PA
Posted:
April 22, 2024

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Resume:

Pritesh Patel

ad46rx@r.postjobfree.com 267-***-**** **27 Asbury Avenue Bensalem. PA https://www.linkedin.com/in/pritesh-patel-17096617b//

Professional Summary

Result oriented professional with almost 2 years of client focused experience. Excelled in providing superior delivery to customers and partners, skilled communicator with reputation for forging strong business partnership and customer’s satisfaction.

Has industry experience and understands challenges and risks when implementing vertical applications, primarily within Public Sector, and Financial Services Sector

Skills

ConnectPulse

Creative problem solver

Tableau

Exceptional Communication skills

Dynamics 365

Strong client relation

Saleforce

Excellent problem-solving abilities.

MS Office (visio)

Professional Experience

CenTrak, Inc. Newtown, PA Implementation Engineer July 2022 – Present

Coordinated with technical team, vendors and customers and implemented customer project.

Updated technical knowledge by reading technical publications and participated in various seminars.

Developed user Acceptance test and ensured that it was implemented effectively.

Provided technical support to customer and company for installation and test carried on network for both hardware and software process.

Maintained files and table for various products and services for implementation process.

Documented problem tracking system according to required specifications and resolved technical problems.

Evaluated pre contract design and ensured compatibility with implementation process and tested it.

Maintained good working relationships with technical staff and provided technical support to client.

Trained new Implementation Specialists in implementation of project.

CenTrak, Inc. Newtown, PA

Senior RMA Coordinator September 2013 -July2022

Interpreted return policy and determines if product can be returned or exchanged

Assigned RMA number and sends information to customer regarding return using MK and Salesforce.com.

Maintained up to date reports/spreadsheets to facilitate appropriate turn-around time for repair RMAs as well as credit/exchange/replacements to be returned in appropriate time frame

Responsible for maintaining and updating RMA forms and training materials and training new users on the RMA process.

Supported either Primary or Secondary packaging as needed

Developed and implemented global packaging standards and processes with regional groups, packaging providers and prepacking suppliers to ensure alignment/compliance with local (parcel, LTL) and global (air, ocean) shipping regulations

Drove continuous improvement throughout the global aftermarket organizations to increase customer satisfaction and internal productivity in-line with key corporate directives, such as minimizing operational cost while expanding distribution footprint

Developed, implemented and maintained 3PL & Supplier packaging guidelines to create consistency with the external partners in the supply chain to minimize rework and eliminate waste

Recommended alternative packaging solutions based on new innovations, field research, operational efficiencies, damage reporting, and increased shipment density

Using feedback from multiple sources (PDC’s, RDC’s, dealers, export affiliates, vendors, contract packager, etc.) continuously improved packaging quality and cost

Supported the efforts of Parts Logistics to reduce damage on all parts

Participated in every aspect of the implementation from analyzing the customers’ business requirements from configuring Microsoft Dynamics CRM application to meet the customers’ needs, to testing support and cut over support for go-live

Understand business requirements and translate them into functional requirements

Verified that the application matches requirements and ensure the application meets end user expectations

Document business requirements and facilitate requirement sign-off with appropriate business stakeholders

Provided in-depth knowledge of Microsoft Dynamics CRM

Evaluated current business processes against the standard Microsoft Dynamics CRM functionality

Conceptualized and designed a best-practice solution that leverages product and industry knowledge, as directed by business requirements

Socialized and refined detailed functional designs with other project team leads and client business representatives

Education

Gujrat University, Gujrat India

Bachelors in Commerce June 2008; GPA: 3.00



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