Summary
Overview
Work History
Education
Skills
Technologyskills
Timeline

Barbara Rockenbach

Plymouth Meeting,PA

Summary

Professional sales engineer with extensive experience in technical sales and customer solutions. Proven track record in fostering team collaboration and driving results. Known for adaptive problem-solving, strong communication skills, and technical proficiency in complex sales environments. Reliable team player who thrives in dynamic settings and consistently meets customer needs.

Overview

21
21
years of professional experience

Work History

Senior Solutions Engineer

Allvue Systems
Remote
11.2020 - Current
  • Delivered technical presentations matching audience level of expertise to explain products and services to customers.
  • Provided exceptional pre-sales support, contributing to increased sales revenue and an expanded client base.
  • Collaborated with cross-functional teams to develop customized technical solutions that met unique business requirements.
  • Stayed current with industry trends and emerging technologies, incorporating relevant advancements into solution offerings where appropriate.
  • Built strong relationships with key stakeholders both internally and externally, promoting collaboration between different teams.

Director of Implementation

Investment Metrics
Conshohocken, USA
07.2008 - 11.2020
  • Collaborated with stakeholders to define project scope, objectives, and deliverables for successful outcomes.
  • Enhanced client satisfaction with successful on-time and within-budget project completions.
  • Spearheaded process improvements that led to reduced time-to-market for new product implementations.
  • Streamlined implementation processes by developing and executing comprehensive project plans.

Vice President, Sales Engineer

Investment Metrics
Conshohocken, USA
01.2008 - 11.2020
  • Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
  • Collaborated with senior management to develop strategic initiatives and long term goals.

Product Manager

Investment Metrics
Conshohocken, USA
01.2008 - 11.2020
  • Developed product documentation to communicate upcoming features and products to internal teams.
  • Communicated effectively with team members to deliver updates on project milestones and deadlines.
  • Collaborated with sales teams to develop effective training materials that drove increased product knowledge among staff members, resulting in higher close rates.
  • Coordinated design meetings and decisions with internal departments and teams.

Senior Implementation Manager

Investment Metrics
Conshohocken, USA
01.2008 - 11.2020
  • Presented project updates to senior leadership, highlighting successes and addressing challenges with proposed solutions, ensuring ongoing support for the implementation team''s efforts.
  • Managed multiple simultaneous implementations with minimal supervision, demonstrating strong organizational skills and adaptability.
  • Implemented continuous improvement initiatives that resulted in increased efficiency across various stages of the implementation process.

Business Analyst

Nuveen Investments
Radnor, USA
06.2005 - 07.2008
  • Responsible for the implementing a workflow system to increase productivity and reduce the cost to serve
  • Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
  • Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.

Portfolio Administration Supervisor

Nuveen Investments
Radnor, USA
06.2005 - 07.2008
  • Maintained accurate records of departmental expenses and budget allocations, ensuring financial accountability within the team.
  • Coordinated cross-departmental initiatives to enhance communication between teams and increase overall company effectiveness.
  • Conducted regular performance reviews for staff members, identifying areas for improvement and providing constructive feedback.

Account Administrator

Nuveen Investments
Radnor, USA
06.2005 - 07.2008
  • Streamlined account management processes by implementing efficient organizational systems.
  • Provided ongoing support to sales teams in developing proposals, quotes, and presentations for prospective clients.
  • Maintained accurate records and documentation, ensuring compliance with relevant regulations and policies.

Sales Associate

PNC Investments
Philadelphia, USA
09.2004 - 05.2005
  • Developed strong relationships with clients through consistent follow-up communications and personalized attention to their financial needs.
  • Strengthened relationships between the firm''s wealth management division and clients by assisting with special events, seminars, and workshops.
  • Maintained professional knowledge through completion of relevant certifications such as Series 7 or Series 66 exams.

New Accounts Associate

Capital Analysts
Radnor, USA
12.2003 - 09.2004
  • Improved processing efficiency by implementing feedback from colleagues on ways to optimize workflow procedures.
  • Provided excellent customer service during telephone interactions, resulting in high levels of client satisfaction.
  • Maintained thorough documentation for compliance purposes, contributing to successful audits and minimizing operational risks.

Education

BA - Human Relations

UNIVERSITY OF PITTSBURGH
04-2023
  • Extracurricular Activities: Campus Event Planning

Skills

  • Requirements gathering
  • Customer engagement
  • Stakeholder management
  • Customer service
  • Detail-oriented
  • Testing and troubleshooting
  • Project management
  • Cross-functional collaboration
  • Stakeholder communication
  • New employee mentoring

Technologyskills

  • Microsoft Office Suite
  • Microsoft Business Central/NAV
  • Microsoft Power BI
  • Tibco Spotfire
  • SalesForce

Timeline

Senior Solutions Engineer - Allvue Systems
11.2020 - Current
Director of Implementation - Investment Metrics
07.2008 - 11.2020
Vice President, Sales Engineer - Investment Metrics
01.2008 - 11.2020
Product Manager - Investment Metrics
01.2008 - 11.2020
Senior Implementation Manager - Investment Metrics
01.2008 - 11.2020
Business Analyst - Nuveen Investments
06.2005 - 07.2008
Portfolio Administration Supervisor - Nuveen Investments
06.2005 - 07.2008
Account Administrator - Nuveen Investments
06.2005 - 07.2008
Sales Associate - PNC Investments
09.2004 - 05.2005
New Accounts Associate - Capital Analysts
12.2003 - 09.2004
UNIVERSITY OF PITTSBURGH - BA, Human Relations

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Barbara Rockenbach