Manager Management

Wallace L. Jones, Jr.

*** ********* *****, **********, ** 15235

412-***-**** **********@*******.***

PROFESSIONAL HIGHLIGHTS

• Seven years of extensive relationship management experience.

• Combined 6 years of award-winning supervisory experience.

• Enhanced Business Development, Project Management, Sales and Marketing skills.

• Experienced in high-dollar contract negotiations.

• Strong analytical, decision-making, problem solving and team leadership skills.

• Proficient in Microsoft Office (Access, Excel, Outlook, Power Point and Word) and a familiarity with

PL/SQL.

EXPERIENCE

Access Data Corporation – Pittsburgh, PA - 2006-Present

Data Management Services Analyst

• Maintained the quality and integrity of client data in the SalesVision application.

• Implemented product and project development initiatives.

• Performed basic and enhanced stewardship services – research and resolve exceptions received via

nightly files from transfer agency systems and weekly/monthly third party supermarkets.

• Consulted with clients and internal stakeholders to identify and understand the root causes for data

inaccuracies.

• Developed client-specific solutions for improving data quality.

• Identified opportunities for process improvements/best practices and submitted recommendations to

clients and internal stakeholders.

• Prepared client status reports and data quality scorecards; present information to clients and internal

stakeholders.

• Assisted with business development efforts and client implementation initiatives of the firm.

Federated Investors, Inc - Pittsburgh, PA - 1996-2006

Manager, Account Management

• Managed a staff of four Client Consultants, in addition to managing 22 high-profile, top revenue

producing client relationships, within Federated Clearing Services.

• Demonstrated strong decision-making ability and analytical skills, as well as an ability to establish

and maintain productive relationships with both new and existing clients, vendors and business partners.

• Coordinated the assignment of clients to Client Consultants, making adjustments as necessary to

maintain an equitable balance of consultant responsibilities among the group.

• Conducted over 30 client visits and attended over a dozen conferences to both promote, service and

cross-sell the product(s), making observations and recommendations that would improve or streamline a

customer’s overall processing environment.

• Developed S.T.A.R.S. – Sessions To Abolish Relationship Struggles – a bi-weekly forum to review

case studies to solve prohibitive issues in an effort to improve the process of building customer

relationships.

• Assisted in the development of an Account Management database housing client asset and contact

information, resulting in automated and streamlined client reporting.

Client Consultant, Account Management

• Effectively and efficiently managed high profile client relationships in 16 states, assessing customers’

product and service needs and opportunities for improvement.

• Served as project leader for numerous client conversions, mergers and acquisitions.

• Integrated internal resources to effectively deliver quality service, identify operational and service

inefficiencies and work with the clients and internal resources to identify and implement process

improvements.

• Recommended several product changes or enhancements that improved product usage and increased

customer satisfaction by 20% in 2004.

Sr. Client Services Representative, Edward Jones Team

• Selected from amongst over 20 Client Service Representatives to serve on this team, which is

dedicated to Federated’s largest broker/dealer client, Edward Jones Investments.

• Serviced internal and external clients, performing a broad range of multi-discipline duties including

fielding calls from brokers, supplying mutual fund information, trade processing, account service and

maintenance and literature fulfillment. Also responsible for the development of others within the group.

Enterprise Rent-A-Car - Pittsburgh, PA - 1991-1996

Branch Rental Manager

• Managed daily operations with full P&L responsibility and oversaw a fleet of over 100 cars valued at

approximately $3 million.

• Earned the President’s Award in 1993 and 1994 for top 25% branch profitability nation-wide (over

2,000 locations).

• Increased fleet size by over 60% over three years as Manager.

• Negotiated with insurance carriers and auto dealers on rates and prices.

• Coordinated customer financial and credit data, as well as rental contracts and reservations.

• Three promotions, from Manager Trainee to Assistant Branch Manager to Branch Manager in less

than two years.

• Developed several employees to Manager and/or Assistant Manager positions within the company.

EDUCATION

St. Vincent College - Latrobe, PA

Bachelor of Arts, Business Administration and Criminology, 1991

• Four year athletic scholarship (basketball).

• Basketball team captain three of four years.

• Received the John Granish Award, given to the student-athlete “who displays commitment,

dedication and hard work, both in the classroom and on the field of play.”

REFERENCES

References available upon request.

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