JAMES ANTZOULIS
Implementations
Summerville,SC
Summary
Strategic and detail-oriented Implementation & Client Services Specialist with 10+ years of experience driving SaaS rollouts, client onboarding, HRIS (including PrismHR) integration, and benefits administration. Skilled in aligning technical solutions with business goals, improving system workflows, and delivering a high-touch client experience from implementation through post-launch support. Proven track record of exceeding service standards, managing concurrent projects, and collaborating across teams to deliver measurable outcomes.
Overview
14
14
years of professional experience
Work History
Onboarding Success Manager
Sequoia
08.2024 - 07.2025
- Lead end-to-end client onboarding, ensuring smooth setup and timely activation of benefits platforms, HRIS (e.g., PrismHR), ATS, Payroll, and internal tools across multiple clients.
- Serve as the main point of contact throughout onboarding, conducting kickoff calls, walkthroughs, and training sessions on SaaS workflows.
- Partner with business consultants and service managers to align onboarding plans with client goals, and ensure seamless post-implementation transitions.
- Consistently achieve a 95% satisfaction rate by delivering personalized onboarding experiences, and resolving issues proactively.
- Managed client relationships to ensure successful implementation of services.
- Collaborated with cross-functional teams to address client needs and concerns.
- Coordinated project timelines and deliverables to align with client expectations.
Client Experience Manager
Sequoia
08.2021 - 08.2024
- Managed a portfolio of 40+ clients, supporting their full lifecycle from benefits setup to ongoing operations and system optimization.
- Oversaw onboarding and platform deployments, coordinating with internal teams to ensure seamless SaaS and HRIS integrations including PrismHR.
- Handled benefit renewals, system maintenance, and EDI feed configuration to ensure accurate data flow and compliance.
- Supported multiple Ben Admin platforms including Bswift, ADP, Zenefits, Rippling, Employee Navigator, and EASE.
- Promoted the use of Total Rewards Dashboards and Sequoia's mobile tools to boost client engagement and satisfaction.
Client Services Manager
FidTech Partners
02.2021 - 05.2021
- Supervised a team of four Client Service Associates, ensuring timely completion of deliverables and day-to-day workflow efficiency.
- Collaborated with cross-functional teams to resolve client issues and deliver enhancements through the JIRA platform.
- Facilitated client meetings to assess KPIs, gather feedback, and implement improvements aligned with SLAs.
- Oversaw QA cycles and validated financial reports on a monthly, quarterly, and annual basis, acting as escalation contact for complex client needs.
Implementations Manager
RockIT Solutions
Stamford
11.2018 - 02.2021
- Managed full-cycle implementations for corporate clients, defining technical requirements and timelines while coordinating cross-team efforts.
- Directed simultaneous client rollouts with 100% SLA adherence, ensuring timely and accurate delivery.
- Developed SOPs to standardize and scale onboarding procedures across the Fi-Tek SaaS ecosystem.
- Spearheaded internal process improvements to reduce manual work and improve delivery speed.
Portfolio Administrator
Shenkman Capital Management
Stamford
10.2017 - 11.2018
- Performed daily reconciliation of 40+ investment portfolios, including high-yield bonds and syndicated loans, ensuring data accuracy and compliance.
- Produced monthly and custom full-market value reports to support portfolio management decisions.
- Executed complex transactions such as paydowns, rollovers, and reorganizations while adhering to regulatory policies.
- Liaised with internal teams and custodians to ensure accurate settlements and maintain transparency.
Securities Processing Group Manager
RockIT Solutions
Stamford
01.2015 - 10.2017
- Led a team of five, overseeing financial processing and reconciliation for high-net-worth portfolios.
- Supported new client onboarding through account setup, data transition, and internal coordination.
- Oversaw reconciliations, financial entries, and reporting for multiple client engagements.
- Managed processing of dividends, trades, corporate actions, and fixed income transactions with full compliance.
Account Administration Manager
RockIT Solutions
Stamford
12.2013 - 12.2014
- Directed data integrity and process improvement initiatives through SaaS reconciliation workflows.
- Coordinated onboarding and account setup processes for new clients, ensuring proper documentation and team collaboration.
- Authored and maintained new SOPs to streamline reconciliation and improve team output.
- Led weekly sync meetings to address roadblocks and align tasks with business priorities.
Account Reconciliation Specialist
RockIT Solutions
Stamford
08.2011 - 12.2013
- Reconciled complex investment portfolios across domestic and international markets including loans, equities, and partnerships.
- Investigated and resolved reconciliation discrepancies, ensuring accurate reporting for client accounts.
- Maintained regular client communication to clarify transactions and provide portfolio updates.
- Contributed to new system processes and documentation to improve reporting accuracy and efficiency.
Education
Bachelor of Science - Finance
University of Connecticut
Storrs, CT12-2008
Skills
- SaaS Implementation
- Employee Navigator
- Project Management
- Client Onboarding
- PrismHR Integration
- HRIS Integration
- Benefits Administration
- ADP
- EDI Configuration
- Cross-Functional Collaboration
- Workflow Optimization
- Process Improvement
- SLA Compliance
- Client Relationship Management
- Zenefits
- Rippling
- Bswift
- Stakeholder Communication
- Financial Reconciliation
- Platform Optimization
- Customer Satisfaction
Timeline
Onboarding Success Manager
Sequoia
08.2024 - 07.2025
Client Experience Manager
Sequoia
08.2021 - 08.2024
Client Services Manager
FidTech Partners
02.2021 - 05.2021
Implementations Manager
RockIT Solutions
11.2018 - 02.2021
Portfolio Administrator
Shenkman Capital Management
10.2017 - 11.2018
Securities Processing Group Manager
RockIT Solutions
01.2015 - 10.2017
Account Administration Manager
RockIT Solutions
12.2013 - 12.2014
Account Reconciliation Specialist
RockIT Solutions
08.2011 - 12.2013
Bachelor of Science - Finance
University of Connecticut
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