Richard Trujillo
Moreno Valley
Summary
Over thirteen years’ experience as a Yardi Systems Administrator, responsible for configuring, administering, and managing Yardi systems. Experience in troubleshooting and resolving Yardi application issues. Knowledgeable in writing SQL queries and script.
Overview
23
23
years of professional experience
Work History
Senior Technical Account Manager
Yardi Systems - Facilities Management - Client Services
07.2018 - 06.2025
- Built long-term trusted client relationships to company expectations and meet revenue growth goals.
- Conducted presentations to large groups at trade shows, reseller events and onsite product trainings.
- Participated in product innovation by identifying and representing customer needs and presenting new product capabilities.
- Engaged in tool and process improvements to streamline customer success activities and services.
- Developed and executed solutions to customer needs as well as hands-on engagement.
- Branded products through effective salesmanship and maintained long-term relationships with clients.
- Resolved order issues efficiently and enhanced customer satisfaction ratings.
- Clarified customer requests, forwarded product information and answered questions to support sales operations.
- Assisted clients with supporting and resolving tickets in a timely matter
- Training new team members on product functionality and standard guidelines for client services support
- Training clients on best practices for Facilities Management suite
- Creating SQL packages to fix/update data
- Giving best practice recommendations to clients on how to achieve end goal
- Top case closer on west coast for Facilities Management team
- Contributed additional revenue to sales plans through resale opportunities.
- Interacted with problematic accounts, helping to build lasting rapport and boosting revenue opportunities.
Technical Account Manager
Yardi Systems - Facilities Management - Implementations
07.2014 - 07.2018
- Company Overview: Global Solutions Maintenance Implementation
- Assist clients with implementing Facilities Management suite
- Developed implementation process for Facilities Management suite
- Trained new team members on implementation process
- Part of first Maintenance Implementation PST team to support latest product
- Supported high level clients; helped curate feedback and develop new features for product
- QA testing for Maintenance Module in 7.0 environment
- Company Overview: Government Services
- Assisting clients with Maintenance Module issues via telephone or email
- Supporting new clients with Maintenance Module implementation as well as daily tech support for implemented clients
- QA testing for Maintenance Module for 6.0 Environment
- QA testing for Maintenance Module for 7.0 Environment
- Only Maintenance Module specialist assisting/managing maintenance issues for West Coast and Mid-West Clients
- Moderator for client training webinars (Maintenance & Mobile Maintenance)
- Created manuals and published guidelines for proper use of systems.
- Devised technical strategies, created system designs and developed presentation materials for applications.
Associate Technical Account Manager
Yardi Systems - Residential Client Services
07.2012 - 07.2014
- Assisting clients via telephone or GoTo Meeting with daily technical support
- Assisting with trouble shooting and logically describe steps of process in a timely manner
- Applying Accounting Principles, Property Management and general Information Technology support on a daily basis
- Only account manager on PST to support both Residential and Maintenance suites
- Performed follow-up session after resolution of customer issue.
Associate Technical Account Manager
Yardi Systems - Residential Implementation
12.2009 - 07.2012
- Assist clients with implementing Yardi Voyager Software(Residential)
- Information Technology support on a daily basis
- Provide Client training via email, GoTo Meeting or onsite
- Have strong client relationships with the highest level of client satisfaction on a daily basis
- Prioritized, managed and provided oversight for production issue escalations.
- Wrote documentation, knowledge-based articles and tutorials to improve customer experiences.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Kept detailed records of daily activities through CRM database.
AR Auditor
Mentor Corporation LLC, Johnson & Johnson Company
02.2005 - 12.2009
- Company Overview: Accounting Department
- Ensured credits are processed with accurate information and in compliance with company
- Researched purchase orders, invoices and payments
- Provided assistance and answered questions regarding credits from both customers and sales representatives
- Executed audit phases and entered data into accounting software for analysis.
- Tracked funds, prepared deposits and reconciled accounts.
- Used accounting software to issue tax returns and prepare consolidated reports.
AP/AR Recoveries Specialist
CenCal Health
02.2002 - 02.2005
- Process vendor invoices in a timely matter
- Responsible for billing 3rd party medical insurance companies
- Maintained confidentiality of patient finances, records, and health statuses.
- Coordinated with contracting department to resolve payer issues.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
- Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
- Calculated adjustments, premiums and refunds.
- Posted payments to accounts and maintained records.
Education
BA - Business Administration - Accounting
Arizona State University
Tempe, Az01.2002
Skills
- Real estate management
- SQL data analysis
- YSR Reporting
- Experienced with Microsoft Office
- Technical troubleshooting skills
- Yardi Mobile Applications
- Data extraction and transformation (ETL)
- Medical claims processing
- Service level agreements
- Employee and client training
- Sales support coordination
- CRM software
Timeline
Senior Technical Account Manager
Yardi Systems - Facilities Management - Client Services
07.2018 - 06.2025
Technical Account Manager
Yardi Systems - Facilities Management - Implementations
07.2014 - 07.2018
Associate Technical Account Manager
Yardi Systems - Residential Client Services
07.2012 - 07.2014
Associate Technical Account Manager
Yardi Systems - Residential Implementation
12.2009 - 07.2012
AR Auditor
Mentor Corporation LLC, Johnson & Johnson Company
02.2005 - 12.2009
AP/AR Recoveries Specialist
CenCal Health
02.2002 - 02.2005
BA - Business Administration - Accounting
Arizona State University
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