Meron Woldegerima
Washington
Summary
Sr. Implementation Specialist with 5+ years of experience leading SaaS onboarding, system configuration, and client account management within financial services. Proven track record of driving client adoption, managing AP/Tax client account implementation and generating recurring revenue from processing EFT registrations. Skilled in cross-functional collaboration, client system training, and workflow optimization.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sr. Implementation Specialist
Anybill Financial Services Inc.
Bethesda, MD
04.2019 - Current
- Act as the primary POC for clients during onboarding, implementation and account management.
- Manage system configuration & integration projects.
- Managed project timelines and deliverables, ensuring alignment with client expectations.
- Established strong relationships with clients, providing ongoing support and addressing concerns proactively.
- Streamlined implementation processes by identifying inefficiencies and developing targeted solutions.
- Collaborated with cross-functional teams to optimize system configurations and integrations.
- Developed training materials and conducted sessions for clients on software usage and best practices.
Customer Success Coordinator
EventBank
Tysons Corner, VA
05.2018 - 03.2019
- Coordinate kickoff calls, Onboard new clients, and manage their database.
- Develop event sites and maintain membership accounts for more than 40 organizations.
- Train on CRM products and service management based on the profile of the company.
- Act as a liaison between product management and our clients.
- Open/Close tickets for technical support for both local and international customers.
Change Management Coordinator
FINRA
Rockville, MD
01.2017 - 08.2017
- Served as a requirements liaison between various functional and technical teams to ensure that both the business and technical viewpoint was considered.
- Processed change requests to meet Governance, Risk Management, and produced weekly/daily task reports for FINRA’s management.
- Updated Configuration Items (CI’s) accurately in the CMDB responsible for creating incident and problem tickets on an average of 20 tickets.
- Coordinated MET’s to ensure cohesion and aide in capturing milestones.
- Actively engaged cross-functional teams to keep project releases on-track.
Education
Information Technology Training -
Year Up, National Capital Region
Arlington, VA07.2017
Skills
- Proficient in Microsoft Office Suite
- Technical support assistance
- ITSM tool proficiency - Zendesk, Zendesk Sale, Remedy, Heat, Jira
Certification
PMP, Google IT Support
Awards and Honors
YearUp - Dependability Award, Certified Facilitator
Languages
English
Timeline
Sr. Implementation Specialist
Anybill Financial Services Inc.
04.2019 - Current
Customer Success Coordinator
EventBank
05.2018 - 03.2019
Change Management Coordinator
FINRA
01.2017 - 08.2017
Information Technology Training -
Year Up, National Capital Region