Adam Chavarria

Own customer journey during the sales and implementation phases. Transition the client seamlessly to long-term support upon the successful delivery of financial technology solutions. Key responsibilities encompass consulting, account management, project coordination, ensuring client satisfaction, and strategic planning. Assume responsibility for maintaining a strong client relationship, optimizing time to revenue, and maximizing overall client profitability.

• Lead demos for new prospects to showcase Juice suite of products and capabilities.
• Create statements of work by partnering with clients and internal resources to capture full project requirements and deliverables.
• Develop project plans to ensure punctual completion of initiatives.
• Serve as the conduit between clients needs and Juice Financial.

Represent the business and carry out all new conversions for assigned client portfolio. Meticulously review all documents, interact with independent recordkeepers, investment advisors, internal partners, and legal counsel, when necessary, to prepare sponsored retirement plans for funding.

• Manage top tier clients with assets over $1 billon. Own the most voluminous client relationship with $16 billion on the Trust Bank platform.
• Deployed and completed project plan for new block of business with assets totaling $200 million.
• Lead weekly calls between conversions and operational partners to discuss, review, and track new business with special processing requirements.
• Serve as a trainer for new conversion analysts and showcase fundamentals of the role and best practices. Facilitate shadow sessions and teach-backs to ensure information retention and comprehensive understanding.