Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Roger Lewis

Technology Consultant
Corydon,IN

Summary

Personable and experienced Technical Consultant with 8 years in the Payment Card Industry helping individuals and companies better utilize technology to achieve goals. Adept at communicating complex concepts and technical roadmaps to everyone from Chief Technical Officers to Floor Workers. Accomplished at applying statistical analysis to upgrade systems and operations, without dismissing invaluable human input and intuition. Excellent reputation for resolving problems and improving customer satisfaction.

Overview

1
1
year of post-secondary education
16
16
years of professional experience

Work History

Technical Consultant

Heartland Payment Systems
Jeffersonville, IN
12.2018 - Current
  • Analyzed client business processes to propose optimal software applications for unique requirements.
  • Investigated and addressed internet connection system issues to enhance usability and improve functionality.
  • Resolved malfunctions with systems and programs through troubleshooting.
  • Organized system documentation, strengthening controls and enhancing overall performance.
  • Authored documentation for use in existing personnel training and new personnel onboarding processes.
  • Trained users in a number of proper hardware and software use, resulting in reduction in helpdesk calls.
  • Proctored both online and in-person technical training courses on company branded hardware and software use and understanding, supporting client scales ranging from individuals to groups of 5+.
  • Communicated employee feedback and observational discoveries to senior officials, advocating for needed technical changes to case handling protocols.
  • Provided high-level technical expertise to projects in system-to-merchant compatibility for the payment card Industry.
  • Maintained authoritative knowledge on Payment Card Acceptance Systems through continued education and ongoing training.
  • Recommended technology upgrades and complementary products to improve client security.

Client Relationship Manager

Heartland Payment Systems
Jeffersonville, IN
08.2017 - Current
  • Addressed and resolved customer complaints and issues to improve satisfaction.
  • Retained updated knowledge of market competition and related offerings to generate favor for retention of merchants.
  • Assessed client needs and developed plans to adequately address current and future objectives.
  • Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
  • Fostered customer trust by addressing concerns and needs using targeted problem-solving.
  • Adhered to sales contract agreements and high-quality service delivery by coordinating with the Customer Service team and leveraging productive and open client communications.
  • Identified opportunities to cross or up-sell Lending, Gift and Marketing, and POS options then communicated customer needs to appropriate team.
  • Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
  • Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
  • Maintained up-to-date knowledge of Heartland's POS offerings and performed competitor analysis.
  • Managed accounts to retain existing relationships and grow share of business.
  • Provided recommendations to promote brand effectiveness and product benefits, resulting in retention of long-term accounts.

Customer Advocate

Heartland Payment Systems
Jeffersonville, IN
05.2013 - Current
  • Researched and resolved account and service problems with friendly, knowledgeable support.
  • Documented customer concerns and inquiry resolutions in internal computer system.
  • Served as point of contact for customers and worked to resolve issues.
  • Accessed multiple databases to investigate customer questions and concerns.
  • Created, articulated and championed vision and standards for user experience.
  • Attended Monthly Product Release meetings to represent interests and perspective of company's customer base.
  • Contacted outside providers on behalf of customers to help solve problems.
  • Listened to customers in actively to assess issues and provide accurate information.
  • Analyzed customer research to develop product and service recommendations and pitch to management.
  • Answered as many as 50 calls each day focused on answering various questions and resolving a myriad of issues.
  • Described and explained details about product options to inform customers and guide purchasing decisions.
  • Recorded actions taken, issues resolved and information to effectively manage customer accounts.
  • Facilitated inter-departmental communication to effectively provide customer support.
  • Effective liaison between customers and internal departments.
  • Effectively communicated with customers about account changes, new products or services and potential upgrades.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Handled frustrated customers in fast-paced call center setting in coordination with solid team of customer service associates.
  • Met all customer call guidelines including service levels, handle time and productivity.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.

  • Followed up with customers about resolved issues and completed troubleshooting to maintain high standards of customer service.
  • Quickly and accurately answered customer questions, suggested effective solutions and resolved issues to increase customer satisfaction.
  • Developed customer service training processes.
  • Maintained up-to-date knowledge of product and service changes.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.

Subject Matter Expert

OptumRx
Jeffersonville, IN
11.2011 - 05.2013

⦁ Creating and maintain ongoing training documentation to help with seamless new hire transition from training to the call floor. Including, but not limited to, minor revamp of current curriculum materials and creation of all new documentation to assist CSRs in dealing with the ever changing work related challenges.

Education

High School Diploma -

Algonac Junior/Senior High School
Algonac, MI
08.1998 - 06.1999

Skills

User training

undefined

Accomplishments

  • Documented and resolved email receipt issue which led to alleviation of a many year long, multiple user, negative experience.
  • Recipient of multiple awards for exemplary service at Heartland Payment Systems, including, but not limited to, Peak Performer 2016 and Heartland Hero 2017/2019 as well as Associate Client Manager of the Month for several, various, months throughout 2017.
  • Multiple Value Based Recognition awards for work performance at HPS.
  • Selected for Heartland's Employee of the Game at Riverbats for exemplary service.

Timeline

Technical Consultant

Heartland Payment Systems
12.2018 - Current

Client Relationship Manager

Heartland Payment Systems
08.2017 - Current

Customer Advocate

Heartland Payment Systems
05.2013 - Current

Subject Matter Expert

OptumRx
11.2011 - 05.2013

High School Diploma -

Algonac Junior/Senior High School
08.1998 - 06.1999
Roger LewisTechnology Consultant