Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nathan Whipple

Gilbert,AZ

Summary

Seasoned technology implementation leader with a 5+ year track record of exceeding client expectations and optimizing processes for efficiency. Possesses a proven ability to spearhead high-performing teams, motivating them to achieve impactful results. Expertly juggles multiple projects concurrently, consistently hitting deadlines, and delivering beyond quality standards. A passionate innovator and problem-solver, thrives in dynamic environments, that continuously expands skillsets and embraces emerging technologies, ensuring initiatives benefit from the latest advancements.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Professional Sabbatical

N/A
12.2023 - 06.2024
  • Professional Sabbatical taken from full-time employment to provide caregiving services and support to family members through cancer treatment and EOL care.
  • Additionally, time was utilized to go through various professional development programs. Such as Scrum Master and Product Owner, Entry Business Analysis, and various SaaS platform certifications (Monday.com, Salesforce, Zendesk, Atlassian, Jira, etc.). Also started several certificate programs at a local college to learn Computer Repair to CompTIA A+ standards, Networking to CompTIA Network+ standards, and Information Security to CompTIA Security+ standards.

Volunteer Non-profit Technologies Consultant

Catchafire
04.2023 - Current
  • Developed strategies for implementing new technologies within non-profit organizations
  • Trained staff on the use of various SaaS applications, including Salesforce, Monday.com, Nice inContact and Microsoft Office, and Slack
  • Identified areas for improvement and assisted with the implementation and integration of recommended solutions in existing processes and procedures related to business systems and applications
  • Configured roles, profiles, security settings, page layouts, workflow rules, and validation rules, to optimize the functionality of the client's Customer Relationship Management system.

Senior Professional Services Consultant

AZ Premier Consulting
06.2015 - Current
  • Providing project management, vendor negotiation, data migration and analysis, as well as application & systems administration while also providing operational support and best practice advice to optimize client success
  • Utilized extensive technical knowledge and problem-solving skills to enhance operational performance for both for-profit and non-profit clients, through application sourcing, administration, integrations (e.g., Nice inContact IVR & Salesforce), as well as automation and work management tools (e.g., Zapier, Monday.com)
  • Implemented change management strategies to support successful adoption of new processes or technologies within client organizations.

Professional Services Manager

Equiant Financial Services
09.2019 - 11.2022
  • Effectively led cross-functional teams and initiatives (spanning Implementations, Product, Training, Integrations, Onboarding, PMO, Client Experience & Client Success)
  • Championed successful delivery of 50+ key projects on time and within budget, fostering collaboration and exceeding client expectations
  • Architected, implemented, and administered the Salesforce and Monday.com platforms, unifying data, and workflows across various departments (HR, Marketing, Product, Development, etc.) Optimized operations with automated lead transfer (40% sales increase) and DocuSign integration (30% faster onboarding)
  • Integrated various connections and automations to multiple 3rd party systems such as ADP, TalentLMS, Jira, Trainual, Nice InContact, MailChimp, and more into business applications and proprietary internal systems.
  • Ensured compliance with various regulatory requirements and assisted with performing regular SOC, PCI, and HIPPA audits as well as staying up-to-date on industry standards.
  • Oversaw the strategic sourcing, management, and optimization of all third-party partnerships across critical business functions including IVR, CRM, Marketing, Employee Resources, Deposit, and Transactional services.

Mortgage Experience Specialist

Loancare
02.2019 - 09.2019
  • Provided training support to new team members on company policies and procedures related to residential mortgages
  • Completed loan applications, collected necessary documents, and prepared loan packages for processing
  • Reviewed hardship documents and requests with the goal of loss mitigation by offering short-term assistance, modified loan terms, while also determining if foreclosure was necessary.

Education

Certificate in IIBA Entry Business Analysis - Business Analysis

Arizona State University
Tempe, AZ
07.2024

CCL in Computer Systems, Configuration and Support - Information Technology

Rio Salado College
Tempe, AZ
12.2024

CCL in Computer Systems, Configuration and Support - Information Security

Rio Salado College
Tempe, AZ
01.2025

CCL in Computer Systems, Configuration and Support - Network Administration

Rio Salado College
Tempe, AZ
01.2025

Certificate in Project Management Fundamentals - Project Management

Arizona State University
Tempe, AZ
02.2025

Skills

  • Project Management
  • Data Analysis & Visualization
  • Vendor Sourcing, Selection, and Negotiations
  • Change & Risk Management
  • Executive-Level Presentations
  • Strategic Planning and Roadmap Development
  • Leadership and People Development
  • Account & Client Relations

Certification

  • Scrum Alliance: Certified Scrum Master & Certified Scrum Product Owner
  • Salesforce: Certified Business Analyst, Certified AI Associate, Certified Associate & Trailhead Salesforce Admin & Advanced Admin Bootcamp
  • Monday.com: Sales CRM Certified, Product Certified, Dev Certified, Admin Certified & Work Management Core Certified
  • Institute of Certified Professional Managers (ICPM): Certified Supervisor

Timeline

Professional Sabbatical

N/A
12.2023 - 06.2024

Volunteer Non-profit Technologies Consultant

Catchafire
04.2023 - Current

Professional Services Manager

Equiant Financial Services
09.2019 - 11.2022

Mortgage Experience Specialist

Loancare
02.2019 - 09.2019

Senior Professional Services Consultant

AZ Premier Consulting
06.2015 - Current

Certificate in IIBA Entry Business Analysis - Business Analysis

Arizona State University

CCL in Computer Systems, Configuration and Support - Information Technology

Rio Salado College

CCL in Computer Systems, Configuration and Support - Information Security

Rio Salado College

CCL in Computer Systems, Configuration and Support - Network Administration

Rio Salado College

Certificate in Project Management Fundamentals - Project Management

Arizona State University

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