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Customer Success Manager

Location:
Tacoma, WA
Posted:
December 26, 2023

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Resume:

Phone: 925-***-**** Email: ad18nc@r.postjobfree.com

Location: Puyallup, WA

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CAREER PROFILE

A dynamic, results-focused leader working at the intersection of cross-functional stakeholder consultancy and innovation to drive ground-breaking projects from concept to execution. Specialize at translating business goals into cutting-edge initiatives and solutions that optimize processes, streamline performance, and deliver bottom-line growth. Superior communication and interpersonal skills facilitate strong consultative relationships and promote a collaborative environment that is conducive to target-attainment, technical excellence and continuous improvement. KEY SKILLS & STRENGTHS

Core Leadership Strengths: Emotional Intelligence, Growth Mindset, Authenticity, Empathy, Cognitive Agility, Relationship Building, Recognition Professional/Management: Project Management (Planning, Risk management, Tracking and Execution) Program and Initiative Development/Execution

Staff Management, Coaching and Team Development

Planning, Organization and Workflow Prioritization Deadline and Detail-oriented (Time Management)

Process Analysis, Improvement, Optimization and Change Management Research and Business Analysis (Data-driven Decision-making and Reporting) Agile and Waterfall Methodologies

Credibly coordinate between project teams and customers to meet unique customer requirements

Solution Development and Innovative Problem Solving Communication: Superior written and verbal communication skills, including a demonstrated ability to effectively deliver information to c-suite/VP level Stakeholder Engagement and Relationship Management/ Building Cross-functional Collaboration and Teamworking

Recruitment, Training, Coaching, and Mentorship

IT & Technical: Processor/Data Migrations, B2B APIs, Testing, QA, MS Teams, Excel, MS Dynamics, Jira CAREER HISTORY

Director, Business Solutions Implementation 2013 – 2023 Visa Inc. Foster City, CA & Bellevue, WA

Complex, multifaceted role encompassing leadership, project management and technical functions while servicing a portfolio of fintech and financial institutions with complex Visa Business Solution service implementation.

• Spearhead day-to-day consultancy and business operations, promoting a culture of quality, client-focused service delivery, and continuous improvement to align internal processes with best-in-industry standards

• Oversee the end-to-end management of complex projects to implement Visa Business Solutions products:

• Connect with Customer to gather requirements, and understand the project scope and expectations; translating these into meticulous scope document

• Plan, organize, and manage all phases of a project lifecycle to ensure successful delivery. This includes developing and managing project scope, governance plans, project schedules, team goals, project milestones, budgets and defining success criteria.

• Manages engagement goals and leads teams to achieve customers’ business outcomes by managing issues, risks, decisions, dependencies, and action items.

• Work with stakeholders to amend the contractual scope, financials, and expected timeline

• Embed hybrid methodologies (waterfall and agile) to ensure deadlines are consistently met, and promptly adapt to changing needs and priorities

• Solutioning by leading individuals, cross functional teams or multiple groups to analyze project goals, create plans to achieve those goals, and then guiding project team members, customer stakeholders/SMEs, and potentially other third parties to achieve those goals while understanding the customer environment and addressing any limitations to execution.

• Manage multiple priorities and projects with highly complex timelines and deliverables

• Nurture trusting relationships with Visa clients and consult internal Visa groups to define business priories, and implement targeted strategies that add sustainable business value Solutions Consultancy Leadership Project Management Nathan O’Brien

• Provide inclusive leadership to a dynamic team, including performance oversight, professional development, and delegation of workflows in accordance with individual expertise

• Bridge the gap between customers, leadership, and account relationship teams to facilitate the timely escalation and resolution of issues – elevating customer satisfaction and promoting retention

• Influence, negotiate, luresolve conflicts and achieve results through others who are not direct reports. Key Projects

• Led technical demonstrations of six different reporting, spend management and compliance applications leading to the contracting of five issuers to the services

• After onboarding Commerce Bank in 2019, I implemented a new weekly touchpoint to share best practices, provide configuration recommendations to save time and hasten the onboarding of new companies which resulted in the bank growing their commercial business with Visa from $0 to $100 million in volume in the first two years

• Headed a major program of improvement by establishing new project management processes to better manage complex implementation and migration projects – automating the initiation of projects through MS Dynamics, improving visibility and applying new methodology to significantly reducing the volume of meetings with the client and Technology teams while minimizing training times Senior Implementation Consultant 2011 – 2012

Cvent McLean, VA

Technical resource responsible for implementing of client accounts including creating and managing implementation plans, leading all implementation efforts, configuring system functionality and acting as the primary client touch-point throughout the implementation process

• Critically analyzed existing processes and systems to define project parameters, schedules, and milestones; leveraging insights to design meticulous project plans – streamlining meeting management

• Enabled budget tracking for corporate clients, focusing on innovation, improvement, and maximum ROI

• Led cross-functional teams in seamless implementation while measuring progress against established plans – delivering progress and risk reports to key stakeholders

• Led implementation for new and existing global companies

• Coordinate, created and conducted system user training in-person, virtual and hybrid

• Acted as client advocate - defining business requirements to configure system features and convey client technical needs

• Fostered a culture of innovation and continuous improvement to discover and capitalize on opportunities to improve processes and operational effectiveness

Account Manager, Implementation, Deployment Engineer 2006 - 2011 StarCite (Formerly OnVantage) San Jose, CA

Manage Global Accounts, Implement new companies, Optimize existing corporates, act as technical resource on complex issues and lead training

• Managed and optimized implementation and deployment of strategic meeting management software (SaaS) by consulting customers to analyze current processes and requirements to fit business needs, workflow and policies

• Served as Technical Project Manager to provide best practices, industry recommendations and innovative solutions configure system to find new efficiencies, resolve challenges and streamline business processes

• Point of expertise for Business and IT leaders regarding solution development; developed process documentation detailing all aspects of technical project management

• Create and provide detailed training – custom to each corporate process

• Ongoing account development and penetration – ongoing connection with user groups to monitor usage and drive adoption with best practices and introducing new features

• UAT to establish SOPs for website design involving HTML, CSS and JavaScript EDUCATION

Bachelor of Arts: Political Science

Humboldt State University Arcata, CA

CERTIFICATIONS & RECOGNITION

NAPCP Presenter (Visa) 06/2018

Project Management Essentials 05/2017

Professional Writing (Visa) 10/2016



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