Served as primary technical point of contact for clients of MSP/MSSP in the capacity of a Technical Account Manager & Customer Success Manager
Expanded existing client relationships and originated net new client relationships proposing solutions such as: Managed Threat Detection (SIEM), Managed Vulnerability Scanning, Managed Endpoint Detection & Response, Managed Application Control, Managed GRC, Managed Firewall Patching
Orchestrated managed services onboarding, implementation, service delivery, and post-sales technical account management and client success of Managed IT Services/Managed Security Services
Assisted clients in achieving NIST 800-171, SOC II Type 1 certifications
Led weekly cadence calls, monthly health checks, Quarterly Business Reviews, and Roadmap reviews
Technical Account Engineer
Rapid7
03.2022 - 11.2023
Served as a client liaison and provided concierge technical support to strategic, large-enterprise, mid-market enterprise clients in Federal, Military, Healthcare, and Financial Services industries leveraging Rapid7's InsightVM/Nexpose Vulnerability Management products
Provided guidance to security teams to detect both network and host based vulnerabilities. Configuring network scan templates, placement of vulnerability scanners, configuring agents
Provided guidance to security teams on steps to remediate both network and hosted based vulnerabilities detected
Performed vulnerability False Positive & False Negative investigations and communicated guidance and if required, recommendation for remediation to end-users
Built, maintained, and troubleshooted both InsightVM & Nexpose Security consoles, Data Warehouses, Scan Engines hosted both on-premise and in AWS cloud environment
Deployed and troubleshooted Rapid7 InsightVM Agents on assets
Setup and troubleshooted ServiceNow, Splunk, integrations with InsightVM & Nexpose
Assisted with database tuning for performance of PostgreSQL databases and Java Virtual Machine
Provided guidance for right-sizing Security Console hosts and Vulnerability Scanner hosts for CPU, Memory, Storage
Assisted clients with developing SQL queries, Dashboards for reporting on and managing vulnerability data
Troubleshooted client network connectivity issues within Rapid7 InsightVM suite of products (Cloud and on-prem vulnerability scanners, agents, security consoles, data warehouses)
Assisted troubleshooted, and provided best practices customers with vulnerability scanning of on-premise assets, cloud environments, containers
Responded rapidly to Severity 1-4 support requests in a 24x7x365 support environment with a sense of urgency and attention to detail
Consistently managed a backlog of 40-60 cases a time while proactively providing updates to clients
Participated and provided technical feedback on assigned client touch points: Weekly Cadence calls, Monthly Health Checks, Technical Assessments/Configuration Reviews, Quarterly Business Reviews
Investigated raw log files, performed root cause analysis, documented reported potential defects to Rapid7 Development team to be triaged, resolved and integrated in future products releases
Technical Account Manager
Yardi Systems
08.2018 - 02.2022
Managed portfolio of 15 clients, consisting of strategic, enterprise, mid-market, and commercial clients in the Professional Services Division
Managed client relationships by triaging technical support requests, cloud services escalations, custom report development, software feature requests, and environment upgrade projects
Conducted weekly cadence calls with strategic and enterprise clients to review open support items, critical issues, open projects, future plugin releases, and discuss product roadmap
Assisted clients with system configuration, training, project management and continue post-live technical support
Researched, analyzed, troubleshooted and resolved database performance issues
Coordinated with Cloud Services team with incident response, Root Cause Analysis requests, Disaster Recovery site requests
Served as client advocate and liason to gathering client requirements and coordinating with Development team to design, test, and provide deliverables to client
Performed monthly health checks, configuration reviews, technical assessments, and business process reviews to provide best practice recommendations for process optimization
Conducted QBR's (Quarterly Business Reviews) with client executive team, and internal engineering team to discuss product roadmap, review client account state, pain points, future business objectives/goals
Consistently uncovered and converted opportunities to deepen client relationship and product engagement
Created technical documentation for Investment Management module for Strategic client upgrade project
Frequently traveled to visited clients on-site to perform training and demonstrations
Relationship Manager
Bank Of America
09.2017 - 08.2018
Uncovered and referred $5.3MM in investable assets to Merrill Lynch Wealth Management in Q1 2018
Exceeded Q4 2017 performance goal by 130%
Uncovered and acquired $3.75MM in external deposits in Q1 2018
Utilize Salesforce CRM software to manage a portfolio of high net worth and mass affluent clients
Financial Center Operations Manager
Bank Of America
05.2015 - 04.2017
Managed a branch staff of 5 associates
Prepared branch for and successfully passed 3 of 3 internal audits with all scores above 95%
Increased branch deposit market share by 115% within first year
Consistently exceeded quarterly and annual revenue goals by up to 140%
Consistently met and exceeded quarterly and annual operational risk performance standards by up to 120%
Acquired $8MM in external investable assets, $5MM in deposits, and booked $3MM in lending products in 22 months
Sr. Relationship Multi-Branch Banker
Capital One Bank
01.2014 - 05.2015
Served as on-call branch supervisor for bank district of 15 branch locations
Managed each branch's daily, weekly, monthly sales and operations performance by analyzing performance metrics and offering solutions
Served as a coach and mentor to fellow associates by identifying opportunities for growth and improved performance in sales, operational, and client-experience behaviors
Increased 2 branch's Customer Experience scores from 60% and 70% to 100% within 3 months
Acquired $5MM in investment balances in 12 months Acquired and referred $3MM in commercial loans