Brian Koji
Salt Lake City,UT
Summary
Talented manager with team leadership, planning and organizational skills. Able to efficiently equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with a results driven, and relationship focused mentality.
Overview
23
23
years of professional experience
Work History
Manager, Implementations
Carta
05.2021 - Current
- Manage daily operations of Implementation Project Managers.
- Act as Point of Contact and oversee implementation of 50+ monthly onboarding projects.
- Accomplished multiple tasks within established timeframes.
- Provide weekly performance coaching and training through weekly 1:1s.
- Supporting teams personal and career growth, leading to increased job performance and satisfaction
- Work with executive team to establish new strategic initiatives for our Delivery organization (Net Dollar Retention, Time to Value for clients, Churn Risk prevention)
- Provided Monthly Metrics Deck / overview for our executive leadership team.
- Work cross-collaboratively with Product, Sales and Support teams to close gaps, ensure alignment and improvement for products / processes.
- Partner with Customer Success / Account Managers to ensure proper client transition and ongoing client support.
- Work directly with sales managers and clients on successful escalation resolutions.
- Recruit and hire new employees and oversee onboarding and new hire ramping process.
- Culture Leader and who promotes and adheres to company values.
Senior Implementation Project Manager
Carta
07.2019 - 05.2021
- Managed onboarding process and relationship for subscription partners and executive level clientele.
- Consistently produced high-quality, detailed, relationship oriented, successful onboardings and obtained yearly average customer happiness score of 4.85 (on 1 to 5 scale).
- Developed consistent, accurate, and effective implementation processes.
- Oversaw large portfolio of projects. Reporting progress, and influence positive outcomes for key stakeholders.
- Developed project plans identifying key issues, and collaborating on approaches to increase delivery time of product.
- Resolved implementation and operation issues with product team.
- Wrote, updated and maintained project documentation.
- Facilitated enablement database.
- Updated customers and senior leaders on progress and roadblocks.
Data Analyst
T.D. Williamson
08.2014 - 10.2018
- Analyzed data from multiple sources for importation and exportation into graphs, tables, charts, and written formats for dissemination to both external and internal clients
- Assisted with coordination efforts of projects to ensure timely and efficient delivery of services
- Used Key Performance Indicators, metrics and flow-through patterns to help establish best practices that would lead to reduced process restriction and timesaving
- Consulted with other departments to find proactive and successful solutions to problems
- Recommended proprietary software changes that would improve efficiency and help procedural workflow
- Presented technical data presentations to new hires for training and staff development.
Title Examiner and Marketing
Founders Title Company
02.2012 - 07.2014
- Analyzed, proofread and evaluated documentation and contracts for accuracy and proper adherence to applicable laws
- Created databases and spreadsheets for tracking and follow-up of client requests to ensure 100% satisfaction that customer problems were solved
- Used knowledgebase of policies, laws, and regulations to ensure work compliance within company policies and regulatory requirements
- Provided dedicated support to clients
- Helped to streamline standard procedures that enabled improved data flow and led to greater efficiency across team
- Researched, analyzed, and drafted reports using applicable policies and industry procedures for internal and external dissemination
- Worked to resolve pain points and created solutions for procedural concerns
- Assessed customers' needs and created tailored solutions within bounds of our services, leading to increased customer satisfaction and retention
- Met with customers and presented costs and technical data regarding company's services.
Administrative Housing Supervisor
Ensign College
05.2011 - 01.2012
- Administered the daily operations of the student housing office
- Developed and implemented a tracking database of student rental facilities in an efficient and searchable format
- Worked closely with property managers to establish a relationship base and resolve resident concerns
- Facilitated and scheduled lease addendums and occupancy agreement signings with property managers
- Oversaw employee schedules, customer service training, and procedural workflow
- Responsibilities also included facilitating operations for the college's entire vehicle fleet.
Client Services Representative
Founders Title Company
08.2001 - 05.2011
- Helped develop customer service training manuals for orientation, staff development and training for new employees
- Under the direction of title officer and vice president helped to review, analyze, and draft title reports for clients
- Directly handled large numbers of customer inquiries, both written and verbally
- Spearheaded the strategic development of an 'Employee Forum' to find solutions to problems such as workflow, staff development, training of new hires and performance
- This forum initiative brought about cohesiveness, standardization, and unification among all offices in the organization and helped to address process concerns among the employees
- Lead to greater efficiency and employee participation in reaching business goals.
Education
Bachelor of Science - International Trade and Commerce
University of Utah
Salt Lake City, UT05.2018
Skills
- Jira
- Salesforce
- Team Development
- Scaling
- Training & Coaching
- Recruiting & hiring talent
- Results orientated
- Microsoft Excel
- SQL
- Leadership
Timeline
Manager, Implementations
Carta
05.2021 - Current
Senior Implementation Project Manager
Carta
07.2019 - 05.2021
Data Analyst
T.D. Williamson
08.2014 - 10.2018
Title Examiner and Marketing
Founders Title Company
02.2012 - 07.2014
Administrative Housing Supervisor
Ensign College
05.2011 - 01.2012
Client Services Representative
Founders Title Company
08.2001 - 05.2011
Bachelor of Science - International Trade and Commerce
University of Utah
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