Overview
Work History
Education
Skills
Affiliations
Timeline
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Heather Perez

Ponte Vedra Beach,FL

Overview

14
14
years of professional experience

Work History

Product Manager - Billing

SS&C Advent - Black Diamond Performance Reporting
Jacksonville, FL
01.2021 - Current
  • The Billing application in Black Diamond's performance reporting software replaces the manual fee calculation process, enhancing efficiency and enabling seamless debiting of custodial accounts for Financial Advisors and their clients. It greatly contributes to the success of the RIA business.
  • As the Billing Product Manager, I was responsible for the product roadmap and development for this application. This included development included adding brand new features and ongoing maintenance based off of client feedback and collaborating with the service team and sales team .
  • Released a new feature for 'Fee Split' functionality in the first 8 months of this role, resulting in a 15% increase in client engagement and usage within 12 months.

Senior Implementation Consultant

SS&C Advent - Black Diamond Performance Reporting
Jacksonville, FL
04.2017 - 01.2021
  • Led about 15-20 Advisory firm implementations simultaneously from initial introduction through training until the client is ready for their personal client advocate
  • Optimized system design and configuration through collaboration with clients using industry-specific insights
  • Worked closely with various departments to facilitate the seamless implementation and uptake of new technology solutions by clients
  • Enhanced communication between clients and internal departments of Black Diamond
  • Developed and managed customer relationships to ensure successful project implementations.

Implementation Consultant

SS&C Advent - Black Diamond Performance Reporting
Jacksonville, FL
05.2014 - 04.2017

Implementation Specialist

SS&C Advent - Black Diamond Performance Reporting
Jacksonville, FL
05.2012 - 05.2014

Customer Care Specialist

Ally Financial
Jacksonville, FL
01.2011 - 05.2012
  • Serviced car loans and assisted clients in resolving issues with the newly implemented website.

Premium Analyst - Medicare Billing

Health First Health Plans
Rockledge, FL
05.2011 - 11.2011
  • Managed the billing process for patients' Medicare premiums.

Education

Bachelor of Science Public Relations -

University of North Florida
Jacksonville, FL
05.2010

Skills

  • Client Whisperer
  • Project Management
  • Enjoy working in a team as well as independently
  • Financial Planning Software (eMoney, MoneyGuidePro)
  • Strong Microsoft Access, Excel, PowerPoint, Word, and Outlook skills
  • Project Management - Smartsheet
  • CRM - SalesForce
  • SQL

Affiliations

  • Skills: Client Whisperer, Project Management, Enjoy working in a team as well as independently, Financial Planning Software (eMoney, MoneyGuidePro), Strong Microsoft Access, Excel, PowerPoint, Word, and Outlook skills, Project Management - Smartsheet, CRM - SalesForce, SQL
  • Interests: FinTech, My Cats, Books, XBox, Taco Bell, Kayaking

Timeline

Product Manager - Billing

SS&C Advent - Black Diamond Performance Reporting
01.2021 - Current

Senior Implementation Consultant

SS&C Advent - Black Diamond Performance Reporting
04.2017 - 01.2021

Implementation Consultant

SS&C Advent - Black Diamond Performance Reporting
05.2014 - 04.2017

Implementation Specialist

SS&C Advent - Black Diamond Performance Reporting
05.2012 - 05.2014

Premium Analyst - Medicare Billing

Health First Health Plans
05.2011 - 11.2011

Customer Care Specialist

Ally Financial
01.2011 - 05.2012

Bachelor of Science Public Relations -

University of North Florida

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Heather Perez