Strategic Boarding and Maintenance Tool Manager possessing 10+ years of IT team management and user support. Aiming to leverage advanced knowledge of process improvement development and implementation to add value to the company team.
Overview
11
11
years of professional experience
Work History
Boarding Technology Manager
Fiserv
06.2016 - 03.2023
Authored best practices documentation for use in implementation of new and current features and functionality.
Researched and adopted new technologies to add value to existing offerings.
Developed technical requirement documentation for new features and functionality.
Improved systems with addition of new features and infrastructure.
Managed implementation of new technological improvements resulting in increased efficiency.
Enhanced interfaces to promote better functionality for users.
Developed suggestions for technical process improvements to optimize user experience.
Collaborated with stakeholders to transform client requirements into turnkey solutions.
Worked with software development teams to present business leaders with ROI estimations to drive project planning.
Maintained authoritative knowledge through continued education and ongoing training.
Assessed business requirements to create focused solutions.
Sales Analyst
Bank Of America Merchant Services
02.2015 - 06.2016
Gathered, organized and analyzed data, resolved discrepancies and modeled information.
Assisted sales teams with contract preparation, sales data analysis, lead and pipeline tracking.
Developed accurate sales forecasts by analyzing sales feedback and wrote reports for senior leadership.
Advised business partners on how to best leverage reported information and drive actionable insights.
Applied sales forecasting techniques and strategic planning to verify sales and profitability of products, lines and services.
Produced scheduled and ad hoc reports using, Salesforce, Excel, and other internal software applications and tools.
Delivered key metrics for sales, credit and warranties to drive success of business.
Generated bar graphs, trend lines and pie charts to represent sales data.
Reviewed contracts for accuracy and validity of cost and quote information, contacting customers directly to resolve issues when appropriate.
Sales Coordinator
Bank Of America Merchant Services
01.2014 - 02.2015
Researched local markets to identify and flesh out lists of new leads for sales team follow-up.
Implemented updated CRM systems and social media marketing strategies to streamline sales processes and optimize communication.
Prepared pricing strategies for current customers to enhance sales and increase profitability.
Improved productivity by increasing customer communication and responding to feedback.
Managed efficient RFP database and responses, generating timely reports to inform and adjust plans.
Created documents recommended courses of actions to assist upper management in complex decision-making issues.
Compiled client profiles and entered information into operating system.
Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
Reduced errors during sales and service processes by devising and deploying template responses.
Stored and filed contract documents in orderly, organized systems.
Double-checked plans and specifications of contract work for company compliance.
Coordinated changes to agreement which might occur during contract lifetime.
Monitored incoming contracts and service agreements for correct pricing and information.
Adhered to legal and contractual requirements for compliant contract processes.
Streamlined operations by developing and implementing improved contract management processes.
Facilitated communication between involved parties to enable timely contract sign-off.
Boarding Technology Analyst
First Data
12.2012 - 12.2013
Monitored systems in operation and quickly troubleshot errors.
Tested new software functionality prior to deployment across multiple applications.
Documented support interactions for future reference.
Created user accounts and assigned permissions.
Broke down and evaluated user problems, using test scripts, personal expertise, and probing questions.
Assisted customers in identifying issues and explained solutions to restore service and functionality.
Translated complex technical issues into digestible language for non-technical users.
Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
Assisted with updating technical support best practices for use by team.
Used ticketing systems to manage and process support actions and requests.
Responded promptly to incoming internal systems issues and requests for technical support.
Account Implementations Representation
First Data
06.2012 - 12.2012
Evaluated source documents to locate needed information.
Scanned documents and saved in database to keep records of essential organizational information.
Verified accuracy of data entered into system to produce error-free reports.
Keyed new accounts into systems, ensuring accuracy of data and timely completion of implementation.
Reviewed sales documentation to ensure accurate pricing was implemented and correct equipment was keyed/deployed in a timely manner.
Performed account maintenance when necessary, per sales/customer request. Updates included, equipment, demographic information, pricing, bank information, etc.
Oversaw multiple mailboxes with incoming account implementation/maintenance requests. Ensured all requests were handled in an accurate and timely manner.
Education
No Degree - Business Administration And Management
Florida International University
Miami, FL
High School Diploma -
Sanford H Calhoun High School
Merrick, NY
Skills
Cost Estimates
Business Requirements Documents (BRDs)
End-User Support
Company Process Evaluation
IT Systems Support
Issue Resolution
Business Process Analysis
Operational Efficiency
Team Meetings
IT Team Collaboration
Client Requirements
Timeline
Boarding Technology Manager
Fiserv
06.2016 - 03.2023
Sales Analyst
Bank Of America Merchant Services
02.2015 - 06.2016
Sales Coordinator
Bank Of America Merchant Services
01.2014 - 02.2015
Boarding Technology Analyst
First Data
12.2012 - 12.2013
Account Implementations Representation
First Data
06.2012 - 12.2012
No Degree - Business Administration And Management