Evan Bailey
Powell,OH
Summary
Results-driven Commercial Card professional with a demonstrated history of cultivating strong relationships with strategic clients and delivering tailored solutions to help them achieve their goals, optimize program efficiencies, and maximize the value of their card programs. Experienced in managing complex projects and excelling in fast-paced environments, leveraging advanced problem-solving skills and expertise in relationship management to drive client success and organizational growth.
Overview
15
15
years of professional experience
Work History
Client Delivery Manager
JPMorgan Chase
Columbus, Ohio
12.2021 - Current
- Managed virtual card campaigns for large strategic clients, achieving increased rebates and supplier adoption, working capital benefits, and digitization of payments.
- Led consultations for existing and prospective clients, focusing on A/P spend analysis review, recruitment strategies and terms incentivization, benefits of virtual card, and best practices to support card program growth and efficiencies.
- Conducted pilots for new digital supplier recruitment tool, enabling the recruitment of thousands of new suppliers, adding millions of dollars in new revenue in addition to streamlining enrollment processes in Salesforce.
- Developed new “client journey” framework and procedures, transforming the end to end client experience, establishing consistency amongst cross-functional partners, and supporting a seamless post-campaign transition for both clients and internal sales partners.
- Empowered client stakeholders to leverage the campaign portal, assisting them with real-time updates on enrolled suppliers, annual projected spend totals, and quicker resolution to supplier questions and pain points.
- Trained new team members on interpreting A/P analysis files, consulting with and presenting results to clients, establishing goals with internal stakeholders, and building reports within Salesforce, Tableau, and PaymentNet.
Outsourced Program Administrator
JPMorgan Chase
Columbus, Ohio
12.2017 - 12.2021
- Administered corporate card programs for Tier 1 clients with up to $2 billion in annual spend, owning all cardholder maintenance and partnering with client senior leadership to continuously seek program growth and efficiency opportunities.
- Created custom aging payables reports, helping clients achieve better resolution of payments, communication with vendors, and identification of vendors with incorrect information or payment processing issues.
- Collaborated with clients and internal stakeholders on strategies to decrease card program decline rates to below 5%, resulting in higher customer satisfaction and ease of use.
- Implemented approval workflows for cardholder limit increases, merchant category code adjustments, and new account requests.
- Organized monthly and quarterly program reviews to maintain client awareness of cardholder issues, project updates, product enhancements, and platform outages.
- Partnered with product teams to simplify new account requests and approval routing, leading to application declines under 1% and expediting the delivery of new Travel and Purchase cards.
Floor Plan Audit Support
JPMorgan Chase - Dealer Commercial Services
Columbus, Ohio
05.2016 - 12.2017
- Processed daily floor plan audits and provided summaries to the banking and underwriting teams.
- Generated all floor plan payment request letters to send to dealerships.
- Prepared weekly underwriting summary reports, raising attention to any dealer payment issues and changes to floor plan audit schedule.
Branch Operations Support
JPMorgan Chase
Columbus, Ohio
02.2015 - 05.2016
Accounts Receivable
Buurma Farms, Inc.
Willard, Ohio
06.2011 - 02.2015
Education
Bachelor of Science - Family Financial Services
The Ohio State University
Columbus, Ohio, OH06-2011
Skills
- Client relationship building
- Project management
- Salesforce
- Microsoft Excel, Word, PowerPoint
- Client consultation and strategy
Timeline
Client Delivery Manager
JPMorgan Chase
12.2021 - Current
Outsourced Program Administrator
JPMorgan Chase
12.2017 - 12.2021
Floor Plan Audit Support
JPMorgan Chase - Dealer Commercial Services
05.2016 - 12.2017
Branch Operations Support
JPMorgan Chase
02.2015 - 05.2016
Accounts Receivable
Buurma Farms, Inc.
06.2011 - 02.2015
Bachelor of Science - Family Financial Services
The Ohio State University