Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Greg Hegarty

Director Of Client Strategy
Fort Collins,CO

Summary

Experienced Director, Advisor, and Account Manager with a demonstrated history of success at Sourcepass and machineLOGIC. Specialized in refining client strategies and optimizing service delivery through excellent customer service and project management skills. Championed team growth, standardized reporting processes, and enhanced profitability.

Overview

9
9
years of professional experience

Work History

Director, Client Strategy

Sourcepass Inc.
7 2023 - Current
  • Boosted client satisfaction rates through exceptional relationship management and prompt resolution of issues.
  • Secured key partnerships that contributed to the company''s overall growth strategy and market reach.
  • Interacted well with customers to build connections and nurture relationships.
  • Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
  • Implemented and managed the Gainsight customer success application to enhance client engagement and satisfaction.
  • Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
  • Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
  • Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
  • Specialized in Microsoft NCE licensing for clients. Conducted comprehensive Microsoft licensing audits and managed subscription timelines, resulting in significant cost savings for customers.
  • Monitored and coordinated workflows to optimize resources.
  • Assisted in recruiting, hiring and training of team members.

Director of Client and Professional Services

machineLOGIC
08.2019 - 05.2023
  • Key Member of the leadership team, driving business vision, direction, and fostering company culture.
  • Managed and developed Account Management and Project Management teams, including hiring, training, and professional development.
  • Led Professional Services team, overseeing all projects to ensure successful delivery.
  • Established and implemented processes and procedures for Client Services and Professional Services teams.
  • Specialized in Microsoft NCE licensing for clients. Conducted comprehensive Microsoft licensing audits and managed subscription timelines, resulting in significant cost savings for customers.
  • Conducted Quarterly Business Reviews and facilitated client meetings.
  • Analyzed and reported on client profitability to inform strategic decisions.
  • Analyzed and reported on client profitability to inform strategic decisions.
  • Reviewed client budgets to ensure alignment with financial goals.
  • Developed and standardized client metric reports for consistent performance tracking.

Account Manager / Project Manager 

machineLOGIC
02.2017 - 07.2019

Account Manager

  • Managed a diverse portfolio of over 60 accounts, ranging from small businesses to enterprises with 800+ employees.
  • Specialized in Microsoft NCE licensing for clients. Conducted comprehensive Microsoft licensing audits and managed subscription timelines, resulting in significant cost savings for customers.
  • Sold a variety of services and equipment, driving revenue growth and customer satisfaction.
  • Conducted quarterly business reviews, developed roadmaps, and generated detailed reports for clients.
  • Oversaw contract management, including Master Services Agreements and creation and updates of Scopes of Work.
  • Performed financial analysis to optimize customer accounts and ensure cost-efficiency.
  • Handled daily responsibilities such as equipment and software procurement, serving as the primary escalation and customer service contact, and managing projects from initiation to completion.

Project Manager

  • Coordinated and ensured the completion of project tasks, maintaining adherence to timelines and quality standards.
  • Created and managed Statements of Work (SOW) and tracked financial aspects of projects to ensure budget compliance.
  • Organized, scheduled, and facilitated project planning meetings to align team efforts and project goals.
  • Implemented the Monday.com project management tool across the company, enhancing collaboration and workflow efficiency.
  • Applied the lean last planner system to improve project planning and execution processes.

Support Team Manager / Service Delivery Coordinator

machineLOGIC
06.2016 - 03.2017
  • Led and managed the Service Desk Technicians, ensuring effective and efficient service delivery.
  • Analyzed customer ticket metric reports to identify trends and implement improvements.
  • Scheduled and dispatched engineering resources to meet customer needs promply.
  • Served as the point of contact for Tier 2 support issues and customer escalations.
  • Conducted daily stand-up meetings to coordinate and support the Service Desk Team.
  • Managed timesheets, PTO, and sick time for Service Desk employees.
  • Conducted performance reviews and provided feedback for Serice Desk staff.
  • Administered the on-call schedule to ensure 24/7 service availability.
  • Led projects focused on enhancing service desk operations.
  • Assisted with training and development for Service Desk staff members.
  • Handled incoming calls during high-volume high-volume periods to ensure prompt response.
  • Acted as the first point of contact for escalations from the Service Desk team.


Support Technician

machineLOGIC
06.2015 - 06.2016
  • Collaborated with clients to troubleshoot and resolve a wide range of IT support issues, ensuring minimal disruption to their operations.
  • Handled inbound support calls, providing prompt and effective solutions to technical problems.
  • Delivered remote desktop support to diagnose and fix software and hardware issues efficiently.
  • Configured desktop PCs, including operating system installations, software setup, and network connectivity.
  • Managed equipment procurement, including sourcing, purchasing, and inventory tracking to ensure availability of necessary hardware and software.
  • Assisted with the setup and maintenance of client networks, ensuring secure and reliable connectivity.
  • Documented support activities and solutions in the ticketing system and ITglue documentation application to maintain accurate records and facilitate knowledge sharing.
  • Provided end-user training on common software and hardware usage to enhance client self-sufficiency.

Education

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Iowa Central College
10.2013 - 4 2015

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National Personal Training Institute of Colorado 
05.2008 - 10 2008

Skills

Customer Service 

Interests

Timeline

Director of Client and Professional Services

machineLOGIC
08.2019 - 05.2023

Account Manager / Project Manager 

machineLOGIC
02.2017 - 07.2019

Support Team Manager / Service Delivery Coordinator

machineLOGIC
06.2016 - 03.2017

Support Technician

machineLOGIC
06.2015 - 06.2016

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Iowa Central College
10.2013 - 4 2015

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National Personal Training Institute of Colorado 
05.2008 - 10 2008

Director, Client Strategy

Sourcepass Inc.
7 2023 - Current
Greg HegartyDirector Of Client Strategy