Devon Archie
Morton Grove,IL
Summary
I am a seasoned professional with over 12 years of experience in the financial software industry. Throughout my career, I have specialized in release management, honing my expertise and ensuring successful collaboration between clients and development teams. With a thorough understanding of systems and product offerings, I have consistently provided valuable insights and solutions to make sure clients feel comfortable and heard.
I have always been passionate about continuous improvement and staying ahead of industry trends. By actively keeping up with the latest tools and methodologies in the retirement record-keeping domain, I ensure that I am equipped to tackle complex challenges and deliver innovative solutions to our clients.
Overview
14
14
years of professional experience
Work History
Senior Client Relations Specialist
SS&C Technologies
10.2012 - Current
- Act as primary point of contact for 13 retirement plan clients - to assess and address individual needs as well as provide timely and quality support for the TRAC record-keeping platform.
- Facilitate weekly meetings for 150+ attendees to update clients on progress and potential roadblocks.
- Collaborate with upper management to implement continuous improvements and exceed client expectations.
- Participate in cross-functional meetings with the Director of Software Engineering and VP of Information Technology to coordinate change management strategy implementation across corporate silos.
- Identify and communicate potential risks associated with proposed changes, illustrating possible remedial and preventatives measures.
- Manage release validation through development, testing and production phases.
- Respond to emergent issues in production releases to quickly iterate and remediate weaknesses in subsequent releases.
Mutual Fund Representative
Boston Financial
03.2010 - 10.2012
- Processed purchases, transfers, redemptions, set up and maintained customer accounts for multiple clients.
- Accepted an additional self-managed role in project development and software testing in the command center.
- Performed manual testing on multiple software and web based programs and provided end user feedback to project teams.
Education
Bachelor of Science - Marketing, International Business
University of Kansas
Lawrence, KS05.2011
Skills
- Risk Management
- Change Control
- Time Management
- Relationship Management
- Software Quality Assurance
Accomplishments
- In February 2023, I recognized a need and proposed the creation of a full time release management role to the Director of Client Services and VP of Implementation. Within one month I had collaborated with management to define the role and drastically improved the experience for multiple clients.
- Bridged a gap in the communication process by overhauling the external and internal distribution lists as well as implemented a process to communicate off-schedule installation items to give client's adequate time to test.
Affiliations
Delta Sigma Pi - VP of Fundraising (2010)
Timeline
Senior Client Relations Specialist
SS&C Technologies
10.2012 - Current
Mutual Fund Representative
Boston Financial
03.2010 - 10.2012
Bachelor of Science - Marketing, International Business
University of Kansas