Anthony Rodriguez
Keller
Summary
Experienced Team Lead with expertise in managing diverse teams to enhance operational efficiency. Proficient in strategic planning, project management, and conflict resolution. Recognized for creating productive work environments and promoting professional development. Previous roles highlight substantial contributions to process improvements and increased productivity.
Overview
24
24
years of professional experience
Work History
Team Lead- Executive Relationship Manager, Client Success
ADP (Automatic Data Processing)
Dallas
01.2019 - Current
- Lead and retain HCM(payroll, HR, Benefits administration) client relationships with 25 large market clients, managing a $5.6 million annual revenue book of business, achieving a 90% retention rate and 100% NPS with a 41% response rate
- Provide leadership to 11 Relationship Managers through coaching, feedback, and business goal execution; team currently exceeding NPS goal with 57% and client retention goal with 92%
- Partner with HCM sales team on acquiring new business opportunities and adding additional business to existing book of business.
Small Business Owner/Operator
AMR Operations, Inc.
Keller
01.2017 - 01.2019
- Led and developed a commercial HVAC start-up, managing third-party vendors and contractor relationships, achieving a 90% remote operation success rate
- Built relationships with clients, delivered consultations on services, and partnered with preferred vendors; to achieve $1million in annual revenue in year 1
- Directed financial oversight, including P&L, cash flow, and payroll, ensuring accurate invoicing, revenue management, and forecasting
Vice President Relationship Management, Workplace Investing
Fidelity Investments
Westlake
01.2007 - 01.2016
- Managed and led 13 Relationship Managers, overseeing $5.2 billion in 401k retirement assets
- Developed and implemented strategic client retention and client satisfaction initiatives resulting in 90% retention and 90% Net Promoter Score
- Collaborated with Learning & Development function to develop and executive training programs for over 100 Relationship Managers
- Developed and grew mid-tier B2B clients, improving client onboarding for over 1,000 clients and increasing asset retention by 40%
Senior Relationship Manager, Workplace Investing
Fidelity Investments
Westlake
01.2006 - 01.2007
- Responsible for client retention, satisfaction, and growth for 45 clients, representing $450 million in 401k retirement assets, achieving 100% asset retention.
- Exceeded quarterly scorecard goal by 30% for client travel requirements, enhancing client relationships and satisfaction.
- Created and presented a retirement plan review deck for all assigned clients, improving client engagement and investment performance reviews
- Facilitated client consultative training for 50 RMs and included content to review clients’ current HRIS for payroll, ben admin, and 401k
Team Manager, Workplace Investing
Fidelity Investments
Westlake
01.2004 - 01.2006
- Managed and led a team of 14 inbound customer service associates, ensuring 100% of development plans were in place, enhancing team performance and client satisfaction
- Partnered with HR to lead weekly new hire recruiting events, resulting in over 60 new hire offers, contributing to the growth and scalability of the team
- Created and deployed an enhanced new-hire training curriculum for over 200 customer service associates, improving onboarding efficiency and training effectiveness
Team Supervisor, Workplace Investing
Fidelity Investments
Westlake
01.2002 - 01.2004
- Responsible for coaching, and mentoring a team of 14 inbound customer service associates, enhancing service and consultation for 401(k) plan participants
- Co-facilitated new hire training classes for 25+ customer service associates, improving onboarding efficiency and training effectiveness by 30%
- Led a team of 10 to deliver monthly training on industry topics to over 250 customer service associates, enhancing knowledge and performance across the Westlake site by 40%.
Education
MASTER OF BUSINESS ADMINSTRATION - ORGANIZATIONAL DEVELOPMENT(OD)
UNIVERSITY OF DALLAS
IRVING, TX01.2008
BACHELOR OF BUSINESS ADMINISTRATION - ENTREPRENEURSHIP & STRATEGIC MANAGEMENT
UNIVERSITY OF NORTH TEXAS
DENTON, TX01.2001
Skills
- Tableau and Power BI
- Microsoft Excel and Office
- Data analytics and visualization
- Salesforce and Oracle
- Electronic data interchange (EDI)
- Application programming interface (API)
- Client relationship management
- Revenue and talent management
- Strategic planning and development
- Cross-functional collaboration
- Influencing and leadership skills
- Product management
Websites
Projects
Finance Requests Redesign, Salesforce, Oracle, MS Excel, Tableau, 01/01/24, Created a standardized template when submitting finance requests such as credits, promotions, and discounts. Reduced data redundancy for submissions by 25% and reduced approval SLA by 20%. New Hire Onboarding Improvement, ADP Workforce Now HIRS, Power BI, 01/01/17, Deployed HCM strategy, which included ATS, onboarding, performance plans for 100% of staff. Utilized HRIS AI and analytics tool to reduce new hire onboarding timeframe by 40%. Talent Management Training Program, MS Office, Salesforce, 01/01/14, Partnered with and led Fidelity Talent Mgmt. Team to create 3 training workshops for over 1,000 attendees: 1) managing personal brand, 2) career navigation, and 3) personal development. Client Onboarding Analysis, Salesforce, MS Excel, Tableau, 01/01/10, Developed and delivered client onboarding strategy for new client acquisitions, reducing manual processes by 75%.
Skills
Tableau, Microsoft Excel, ADP Workforce Now Data-Cloud Analytics, Power BI, Microsoft Office, Adobe Photoshop, PDF X-Change Editor, Salesforce, Oracle, Electronic Data Interchange (EDI), Applicable Programming Interface (API)
Timeline
Team Lead- Executive Relationship Manager, Client Success
ADP (Automatic Data Processing)
01.2019 - Current
Small Business Owner/Operator
AMR Operations, Inc.
01.2017 - 01.2019
Vice President Relationship Management, Workplace Investing
Fidelity Investments
01.2007 - 01.2016
Senior Relationship Manager, Workplace Investing
Fidelity Investments
01.2006 - 01.2007
Team Manager, Workplace Investing
Fidelity Investments
01.2004 - 01.2006
Team Supervisor, Workplace Investing
Fidelity Investments
01.2002 - 01.2004
MASTER OF BUSINESS ADMINSTRATION - ORGANIZATIONAL DEVELOPMENT(OD)
UNIVERSITY OF DALLAS
BACHELOR OF BUSINESS ADMINISTRATION - ENTREPRENEURSHIP & STRATEGIC MANAGEMENT
UNIVERSITY OF NORTH TEXAS