Sales Project Manager
Resume:
ALEXIS TATE
Riverview, FL *3578
*********@*****.***
SUMMARY
• Experienced in delivering cost effective high performance technology solutions to meet challenging
business demands in banking, healthcare, insurance and telecommunications industries
• Experienced in full life cycle development, joint application development, change management and support
of business solutions.
• Proven ability to leverage technology to improve business processes, with special expertise in requirements
gathering, requirements analysis, database design, problem solving and user support
TECHNICAL SKILLS
• Project Management
• Business Analysis
• Database Design/Management (Access, Oracle, SQL)
• MS Office
• MS Project
• Visio
• Clarity
• Mercury Quality Center
• Lotus Notes
• Salesforce.com
PROFESSIONAL EXPERIENCE:
J.P. Morgan Chase – Tampa, FL
8/08 – 04/09
Business Analyst
• Business analyst for Treasury and Security Services (TSS) in the Electronic Financial Services Project
Management Office (EFS-PMO).
• Responsible for projects and change requests for debit card products, healthcare savings account card services
and HealthCareLink Payer and Provider claims payment systems.
• Projects included automating billing file submission and report generation for HCLink -- a healthcare accounts
receivable network, Remit One (lockbox system), BAM (Sybase front-end to CAP) and CAP (accounting
analysis system) and SAP/CO (costing application). These projects included mapping DDA, lockbox numbers,
and service codes from HCLink database to billing input file.
• Wrote requirement documents for debit card client requests, system changes and software updates.
• Completed requirements analysis and verification through peer reviews and inspection of requirements
documents, ensuring that requirement statements were complete, consistent, concise, traceable, verifiable, and
that they conformed to standards.
• Utilized SDLC process and led JAD sessions for assigned projects.
PMSI Inc., Tampa, FL
08/07 – 08/08
Senior Business Analyst
• Business analyst for a healthcare claims management provider
• Completed requirements for Finance/Accounting, Marketing, Operations and IT
• Completed a SOX compliance project that migrated users from Unix command line queries, to a front end GUI
based distributed application. Created use cases and developed access roles to aid in the development of
windows based menu options. Created training documentation for users to ease transition from “as is” to “to
be” scenarios.
• Created documentation of file layout, data mapping, process flows and change management
• Worked with the Marketing team to design website registration application to allow the tracking of visitor
access to stored data and to capture demographics for Sales. Designed interface to Salesforce.com.
• Worked with end users, business request owners, IT and other involved individuals to turn project requests into
detailed functional requirements
• On large projects, worked with end users, business request owners, IT and other involved individuals in Joint
Application Development (JAD) sessions as a means to solicit functional requirements.
.
Tech Health Inc, Tampa, FL
6/06 – 08/07
Business Analyst
• Business analyst for a healthcare claims management provider
• Responsible for requirements gathering for Finance/Accounting, Marketing, and Operations
• Worked with end users to design new applications for web based claims management system.
• Completed requirements to revise claims management system to capture network provider ids.
• Created test scripts for system enhancements
• Created training documentation describing process flows, pre and post implementation, for each project.
• Lead multiple JAD sessions for system enhancements
• Maintained IT Project Plan for future releases
• Created system documentation of SQL queries developed for reporting
AT&T / Radiant Systems, Tampa, FL
09/05 - 02/06
Business Systems Analyst
• Analyzed corporate billing account data to resolve disputes entered by large multi-location international clients
• Mined data from sales, engineering provisioning and IT service management for analysis purposes to aid in
sustaining disputes
• Prepared progress reports of escalated disputes for war room director
• Managed and resolved highly-complex billing inquiries and worked directly with domestic and international
sales account teams and staff
• Produced high-quality deliverables support with a limited amount of supervision to remote teams that are
located domestically and international.
Marsh & McLennan Inc., Atlanta, GA
12/02 – 4/05
Business Systems Analyst
• Interviewed business development coordinators and gathered requirements for Marketing Central website
which was rolled out to 60 offices nationwide
• Responsible for creating new screens for updates to the website based on end user requests to simplify access to
marketing materials.
• Analyzed the database of clients/prospects then designed a distribution system to provide leads to all Sales
Practice Leaders based on client/prospect online requests and response data patterns.
• Designed system applications related to data management.
• Developed detailed market analysis reports for upper management for market measurement on weekly,
monthly, and ad hoc basis.
• Created transactional reports on campaign responses.
• Gathered data, ensured conformance to common data standards, mapped data and performed uploads for 60
offices.
AT&T, Lake Mary, FL
9/78 – 11/02
Data Network Account Executive
• Identified prospects through cold calling, developing partnerships with Alliance Channel agents and by
partnering with Voice AE counterparts.
• Analyzed customer’s current business models and processes, documented requirements for engineering and
recommended networking solutions to maximize effectiveness of data transfer between locations.
• Manipulated online databases as sources for sales funnel population.
• Attained revenue goals by identifying prospects and implementing solutions utilizing data and IP network
services.
Sales Manager – Lake Mary, FL
• Managed the aggregate attainment of subordinate sales objectives (local, lata, ld, 800, dsl) as defined by the
strategic objectives of the Business Units.
• Provided coaching and managed technique development of sales subordinates to aid in attaining sales objectives
in an outbound call center environment.
• Ensured call coverage levels, managed lead distribution, reviewed monthly commission reports with
subordinates and assisted in career development.
Technical Consultant – San Francisco, CA & Parsippany, NJ
• Provided pre- and post-sale systems analysis and design.
• Visited client locations to document current processes and gather requirements
• Conducted business analysis and defined requirements for clients in addition to providing solutions.
• Identified, qualified and closed new opportunities through cross marketing Data and IP products to existing
AT&T multi location customers.
• Responsible for voice/data network sales, PBX and CPE sales.
Staff Supervisor- Bedminster, NJ
• Network Operations Center hardware administrator.
• Managed the operation of data network communications equipment and computer hardware; procured all data
lines.
• Maintained a database of all data facilities.
• Responsible for data facilities in redundant underground data center. Supervised technicians.
Planning Supervisor- Somerset, NJ
• Responsible for forecasting, procurement and management of all data facilities (access lines, T1’s, routers) for
NET1000 value added network. .
• Provisioned leased lines and dialup lines for all nodes and access points.
• Managed inventory status database. .
Project Manager- Morris Plains, NJ
• Responsible for the design, coding and testing of various engineering, planning and database systems.
• Circuit forecaster for all international circuits.
• Utilized corporate mainframe databases as well as SAS, RAMIS and external data sources.
EDUCATION
Temple University – Accounting
Somerset County College – Data Processing
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