Nathaniel Skinner
Westminster,CO
Summary
Accomplished leader with expertise in software implementation, training delivery, and strategic planning, driving $2.8M ARR at The Access Group. Proven track record in team building and effective communication, enhancing cross-functional collaboration. Recognized for exceptional achievements, including a 99.65% client satisfaction rate, and adept at process improvement and talent development.
Overview
1
1
Certification
20
20
years of professional experience
Work History
Senior Manager, Implementations
The Access Group
Denver, Colorado
08.2021 - Current
- Integrated QikServe software implementation and led delivery to Americas markets to enhance go-to-market strategy and build improved process and methodology.
- Supported 34 successful project launches as leadership sponsor, contributing over $2.8 million in annual recurring revenue with $87,500 average ARR per project.
- Built migration process that helped the migration team move from handling under 50% of all migrations to 100%.
- Collaborated with sales to draft 483 custom statements of work, averaging 138 annually, ensuring clarity and alignment with client needs.
- Relocated Denver office to Cherry Creek, optimizing workspace and reducing lease costs by negotiating favorable terms.
- Received Paytronix Company Rare Award in February 2025, a peer-nominated recognition for exemplary work ethic and contributions.
Manager, Implementations
Paytronix
Denver, Colorado
08.2021 - 07.2024
- Promoted to Senior Manager for successful track record and leadership in achieving key benchmarks of launch recurring revenue.
- Expanded online ordering team from 1 to 5 specialists and migration discipline from 1 to 2 specialists.
- Built first launch surveys in Qualtrics and improved adoption, response rate, and scores.
- Facilitated leadership sponsorship for strategic projects and acted as escalation contact.
Manager, Professional Services
Vertafore
12.2018 - 08.2021
- Built, scaled, and led a training program for all new-hire Training Consultants successfully training multiple cohorts and 10 consultants.
- Scoped complex SOWs for training and project engagements, ensuring alignment with client objectives.
- Oversaw creation of customer and internal training webinars, facilitating knowledge transfer and skill development.
- Led CSAT initiative by enhancing response rates and overall satisfaction scores.
- Improved documentation for training and implementation.
Professional Services Implementation Consultant
Vertafore
12.2016 - 12.2019
- Created onboarding program for new Training Consultants to accelerate integration and effectiveness.
- Delivered training for three Vertafore products, enhancing team knowledge and product utilization.
- Training lead for SalesTrack.
- Acted as subject matter expert for two products.
- Led department-wide professional development on the Enneagram, fostering team collaboration and understanding.
Faculty Training Specialist
2U
12.2015 - 12.2017
- Delivered online platform training to faculty across 31 institutions with consistent 5/5 ratings.
- Created training rubric to enhance faculty assessment processes.
- Managed resolution of complex faculty support cases to ensure timely assistance.
Corporate Trainer / Facilitator
TIAA-CREF
12.2013 - 12.2016
- Facilitated training for 400+ new Wealth Management Advisors, improving their readiness for client engagement.
- Conducted skill enhancement training sessions for corporate employees, fostering professional development.
- Designed and delivered training programs for diverse corporate teams.
- Facilitated workshops to enhance employee skills and knowledge retention.
- Collaborated with departments to identify training needs and gaps.
Wealth Management Consultant
TIAA-CREF
12.2011 - 12.2014
- Generated $5.96M in sales in 2013 by converting leads at a 6.5% rate.
- Achieved 91.9% score on Voice of the Client survey, reflecting strong client satisfaction.
- Advised clients on investment strategies and financial planning options.
- Developed personalized wealth management plans based on client goals.
- Conducted regular portfolio reviews to assess performance and risk levels.
Enrollment Consultant
TIAA-CREF
12.2010 - 12.2012
- Generated $2.2M in sales in 2012, achieving a lead-to-call ratio exceeding 9%.
- Led team in executing Straight Through Processing initiative to streamline enrollment processes.
- Guided clients through enrollment processes for retirement plans and investment options.
- Assisted individuals in understanding benefits and features of financial products.
- Collaborated with team members to enhance customer service strategies and engagement.
Financial Representative
Northwestern Mutual
12.2009 - 12.2011
- Established and operated independent financial practice, serving diverse client needs.
- Advised clients on financial planning and investment strategies.
- Developed customized insurance solutions for diverse client needs.
- Conducted regular reviews of client portfolios and adjusted plans accordingly.
- Conducted 25 fact-finds, opened 20 cases, and closed 10 in the first month.
Broker, Investor Services
Charles Schwab
12.2006 - 12.2010
- Chosen for special assignment at Schwab Private Client to enhance client services through strategic initiatives and personalized support.
- Achieved 99.65% client satisfaction by implementing feedback mechanisms and addressing client needs promptly.
- Served as a subject matter expert in key areas, providing insights and guidance to support team initiatives.
Education
MBA - Sports And Entertainment Management
University of Colorado Denver
Denver, Colorado05-2015
Bachelor of Science - Finance
Grove City College
Grove City, PA05-2007
Skills
- Software implementation
- Project management
- SOW drafting
- Implementation training
- Implementation documentation
- Process improvement
- Strategic planning
- Client management
- Cross-functional teamwork
- Team coordination
- Team development
- Talent development
- Change leadership
- Analytical problem-solving
- Communication strategies
- Leadership mentorship
Certification
- AAMS, College for Financial Planning
- Series 7, FINRA
- Series 63, FINRA
- Series 65, FINRA
Accomplishments
- Eagle Scout Rank, Boy Scouts of America
- RARE Award, Paytronix
Timeline
Manager, Implementations
Paytronix
08.2021 - 07.2024
Senior Manager, Implementations
The Access Group
08.2021 - Current
Manager, Professional Services
Vertafore
12.2018 - 08.2021
Professional Services Implementation Consultant
Vertafore
12.2016 - 12.2019
Faculty Training Specialist
2U
12.2015 - 12.2017
Corporate Trainer / Facilitator
TIAA-CREF
12.2013 - 12.2016
Wealth Management Consultant
TIAA-CREF
12.2011 - 12.2014
Enrollment Consultant
TIAA-CREF
12.2010 - 12.2012
Financial Representative
Northwestern Mutual
12.2009 - 12.2011
Broker, Investor Services
Charles Schwab
12.2006 - 12.2010
MBA - Sports And Entertainment Management
University of Colorado Denver
Bachelor of Science - Finance
Grove City College