Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nathaniel 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
6
6

Certificates

Work History

Principal Consultant

AZ Premier Consulting
Gilbert, AZ
06.2015 - Current
  • FinServ & FinTech expert offering tailored solutions in project management, vendor negotiation, data migration and analysis, and application & systems administration. I also provide operational support and best practice advice to optimize client success.
  • Leverage strong interpersonal and leadership skills to effectively integrate into client environments and lead diverse teams. Cultivate collaborative and productive relationships with all stakeholders, ensuring project success.
  • Leveraged technical knowledge and problem-solving skills to enhance operational performance for for-profit and non-profit clients through application sourcing, administration, integrations (e.g., Nice inContact IVR & Salesforce), and automation tools (e.g., Zapier, Monday.com).

Professional Services Manager

Equiant Financial Services
Chandler, AZ
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
  • Leveraged extensive technical knowledge to lead compelling sales pitches, conduct insightful discovery sessions, and define precise integration scopes for prospects and customers. Collaborated on Sales and Marketing material creation and provided expert 'product' sign-off, ensuring consistent messaging and technical accuracy.
  • Conducted portfolio and business analysis to assist Internal and External Executives with forecasting and portfolio management.
  • Oversaw the strategic sourcing, management, and optimization of all third-party partnerships across critical business functions including but not limited to IVR, CRM, Marketing, Employee Resources, Deposit and Transactional services.
  • Managed and optimized over 100 Salesforce licenses across Enterprise Sales, Service, Marketing, and Pardot, spearheading platform utilization and driving user adoption for diverse business functions
  • Performed data, financial, and risk analysis, developed ETL pipelines, and streamlined customer processes and company offerings.
  • Championed high-impact data conversions and migrations of financial data sets (loans, consumers, transactions) with timelines from 60 days to 1.5 years. Secured annual revenue per project varying from $50K to $5M by ensuring data accuracy, streamlining processes, and leading teams through smooth transitions.

Mortgage Experience Specialist

Loancare
02.2019 - 09.2019
  • Provided training support to new team members on company policies and procedures related to mortgages.
  • Completed loan applications, collected necessary documents, and prepared loan packages for processing.
  • Assisted with the onboarding of new accounts/loans.
  • Reviewed hardship documents and requests. As well as assisted with Loss Mitigation and short term assistance.

Customer Service Supervisor

247 Tech
Gilbert, AZ
03.2018 - 01.2019
  • Ensured implementation of call center policies, operations and performance standards were understood and followed by agents.
  • Initiated investigations into complex or sensitive complaints, identifying solutions swiftly and to customer satisfaction
  • Recruited, interviewed and selected employees to fill vacant roles.
  • Created and managed budgets for travel, training and team building activities.

Business Account Executive Manager

AT&T Authorized Retail
Chandler, AZ
11.2016 - 06.2017
  • Maintained consistent service results by coaching, counseling, and corrective action when necessary.
  • Sold & managed wireless accounts/services and products to individual consumers and SMB clients.
  • Sourced and Managed vendor partnerships for product and service lines
  • Developed employee training programs to increase staff knowledge of products, services, and customer service techniques.

Senior Data Conversion Analyst

GS Bank
04.2016 - 04.2017
  • Designed test plans to ensure quality assurance standards were met.
  • Implemented strategies for automating manual processes within the organization.
  • Gathered requirements from stakeholders to inform system design decisions.

Education

High School Diploma -

Queen Creek High School
Queen Creek

Skills

  • Data Analysis
  • Executive- Level Presentations
  • Project Management
  • Vendor Sourcing, Selection, and Negotiations
  • Program and Risk Management
  • Roadmap Planning and Prioritization
  • Leadership and People Development
  • Change and Growth Management

Certification

  • Certified Scrum Master
  • Certified Scrum Product Owner
  • ICPM Certified Supervisor
  • Institute of Certified Professional Managers Leadership, Motivation, and Organizational Control
  • Salesforce Certified Associate
  • Salesforce Trailhead Administrator

Timeline

Professional Services Manager

Equiant Financial Services
09.2019 - 11.2022

Mortgage Experience Specialist

Loancare
02.2019 - 09.2019

Customer Service Supervisor

247 Tech
03.2018 - 01.2019

Business Account Executive Manager

AT&T Authorized Retail
11.2016 - 06.2017

Senior Data Conversion Analyst

GS Bank
04.2016 - 04.2017

Principal Consultant

AZ Premier Consulting
06.2015 - Current

High School Diploma -

Queen Creek High School

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Nathaniel Whipple