Elizabeth Blanding
Charlestown,MA
Summary
Solutions Consultant with a proven track record in fostering strong relationships with clients and colleagues, resulting in successful software implementations and high client satisfaction. Diverse skillset is shown with analytics support, delivering effective client demos and training while also facilitating internal training sessions. Recognized for dedication and hard work through multiple promotions and selection into the prestigious Envestnet Delegates program, aimed at developing future leaders within the organization.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Solutions Consultant
Envestnet
Boston, MA
09.2024 - Current
- Lead the execution of implementation projects.
- Served as primary liaison for clients.
- Developed solutions to streamline invoicing processes.
- Oversaw project schedule to maintain progress and timeliness.
- Coordinated task allocation to ensure seamless team execution.
- Ensure timely completion of all project tasks.
- Directed customer service and sales for data analysis software.
- Facilitated client workshops and conducted weekly check-in calls.
Business Analyst
Envestnet
Boston, MA
01.2023 - 09.2024
- Served as secondary point of contact during implementation projects.
- Conducted thorough client data reviews.
- Oversaw crafting of tailored development projects.
- Designed and implemented robust SQL queries for improved data retrieval.
- Conducted comprehensive client training, enhancing their skills and understanding.
Senior Client Service Analyst
Envestnet
Boston, MA
05.2022 - 12.2022
- Oversaw execution of a client-focused BPO assignment.
- Leveraged Jira to handle customer inquiries and conduct training sessions.
- Guided client discussions during support calls with a focus on resolution.
- Assisted in enhancing efficiency of client billing systems.
- Guided clients in mastering analytics tools.
Client Service Analyst
Redi2 (Envestnet)
Boston, MA
09.2021 - 05.2022
- Utilized Jira to streamline processes for client support.
- Optimized database operations by crafting efficient SQL statements.
- Provided assistance via client calls.
Education
Bachelor of Science - Business Administration
University of New Hampshire
Durham, NH05-2021
Skills
- Tableau
- Quicksight
- SQL
- Jira
- Software implementation
- Product demonstration
- Software troubleshooting
- Product knowledge
- Customer relationship management
- Project management
Affiliations
- Division 1 Athlete - Lacrosse
Accomplishments
- Envesnet Delegates Program - Cohort 4
Certification
- Accounting - Cornell
- Data Science with Sql and Tableau - Cornell
Timeline
Solutions Consultant
Envestnet
09.2024 - Current
Business Analyst
Envestnet
01.2023 - 09.2024
Senior Client Service Analyst
Envestnet
05.2022 - 12.2022
Client Service Analyst
Redi2 (Envestnet)
09.2021 - 05.2022
Bachelor of Science - Business Administration
University of New Hampshire
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