SUMMARY:
Seasoned Account Manager keen on using a host of operational, planning,
marketing, project management and product development skills in a capacity
that requires deploying both internal and client-facing solutions.
EXPERIENCE:
NomCore Systems: New York, NY December 2012 - March 2015
Director, Client Services / Human Resource Manager
. Managed over 60 large accounts as a recognition and marketing campaign
strategist and expert, helping Sales, Marketing, Ops and Human Resource
managers/executives build their employee recognition and award
program(s), and build performance metrics, while reporting directly to
the Executive VP.
. On-boarded large finance, tech and healthcare companies with
Project/Program Managers and developers; built a suite of individually
customized products for each client, which effectuated long-term sales
and recognition platforms with an emphasis on digital marketing campaigns
that increased revenue.
. Sourced leads via e-mail, phone and social media and demoed products to
clients, subsequently using customer insights to inform the product
development/roadmap decision-making process.
. Utilized a broad range of platform technologies, including SFDC, to
consult with clients on how to improve company culture, employee
engagement, and digital marketing campaigns, in conjunction with creating
flowcharts which detailed how the specifications of programs should be
configured for optimal usage.
. Created client-facing training materials on product and program
functionality, as well as general employee engagement strategies which
increased recognition rates over 50%, supported up and cross selling
endeavors and surpassed KPI measurements while using SFDC to document
records and run reports.
. Used a wide range of tools such as JIRA/Confluence, SharePoint,
Salesforce, VISIO, and MS Project to build the blueprints for microsites,
as well as to manage budgets and create data taxonomies for large
projects.
Glass, Lewis LLC: New York, NY, USA December 2008 - December 2012
Client Services Manager/Compliance (Project Manager)
. On-boarded and managed over 40 high-net-worth, large-scale client
accounts as an escalation point and subject matter expert for both
software and corporate governance-related inquiries, via phone, e-mail,
web-conferencing and in-person meetings, using SFDC to journal the client
lifecycle.
. Managed several high-impact programs and projects while maintaining
continuous alignment of program scope with strategic business objectives,
often modifying programs and projects to meet KPI and SLA requirements,
and enhance effectiveness towards the business result or strategic
intent, while reporting directly to COO and CPO (Chief Policy Officer).
. Developed and managed the change management strategies in relation to the
acquisition of new clients and their investment portfolios to ensure data
integrity, using Salesforce to document all analysis.
. Ensured that the execution of client-facing processes and procedures were
compliant with federal regulations (SOX, SSAE-16, SAS 70) while managing
various BI systems and SaaS products.
. Consulted with clients on Dodd Frank-related proxy items, with a
particular focus on Say On Pay and Say When On Pay advisory votes.
. Maintained the Institutional Voting Policies and Procedures database for
2000+ client accounts while liaising with CPO on critical specification
updates and developing risk matrices for risk assessments.
. Created and managed a 6 member Quality Control committee with the primary
responsibility of testing and auditing data throughout the SDLC to refine
workflow processes, develop data taxonomies, asses the interests of
stakeholders, and enhance existing products using the Agile/SCRUM method.
Sterling Testing Systems, Inc.: New York, NY, USA June 2006 - March 2008
Client Services Department - Client Care Representative January 2008 -
March 2008
Served as a liaison between our clients and the Operations, IT and Finance
departments in order to provide our clients with an in-depth understanding
of our business processes.
Verifications dept. - Verifications Specialist: Project Manager and Quality
Analyst June 2006 - January 2008
Managed consultants and vendors in an effort to integrate their
products/services into our departmental procedures, as well as develop data
taxonomies for infrastructural support.
. Ensured a successful implementation of a web-based system by training
all users and co-authoring the 100-page system manual, which served as
exhaustive reference material for end-users.
EDUCATION:
Eastern Connecticut State University Major: Business Information Systems
'04 - '05
SKILLS:
. Excellent communication/organizational/writing/verbal skills
. Exceptional technical skills: HTML, SQL, ASP.Net, JavaScript, CRM,
Microsoft Suite, QuickBooks, Salesforce