RYAN THOMAS
Atlanta,GA
Summary
Results-driven professional with extensive experience in managing implementation projects and a strong focus on delivering complex solutions. Proven track record of leading cross-functional teams to enhance operational efficiencies and drive successful outcomes. Expertise in strategic planning and stakeholder management ensures alignment with organizational goals while fostering collaborative environments. Committed to leveraging skills to contribute effectively in dynamic settings, achieving project objectives and broader business success.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Sales Specialist
Apple
08.2025 - Current
- Cultivated strong customer relationships through personalized service and product knowledge.
- Analyzed customer needs and provided tailored solutions to enhance satisfaction.
- Implemented innovative sales strategies that improved conversion rates and customer engagement.
- Collaborated with cross-functional teams to streamline sales processes and improve operational efficiency by 30%.
- Built strong client relationships through consistent communication and effective problem solving.
- Provided first-rate service to all customers and potential customers.
Client Implementation Manager
Voya Financial
12.2022 - 09.2024
- Managed implementation of employee benefits products (COBRA, HSA, FSA, and Transit Solutions) with a strategic focus on customer engagement and brand positioning.
- Led cross-functional marketing initiatives, working with sales, product, and IT teams to ensure seamless client onboarding.
- Developed client communication strategies, resulting in a 15% improvement in response time and engagement.
- Entered and maintained implementation data using WEX and Salesforce and Quality Checked data using JIRA.
- Tracked key performance metrics (KPIs) across 30 accounts to monitor upsell opportunities.
Account Manager, Employee Benefits
Transamerica
05.2019 - 12.2022
- Quality Checked marketing materials to ensure its alignment with corporate and medical standards.
- Coordinated a team to process yearly renewals and terminations for medical supplement plans.
- Leveraged Microsoft Dynamics and Salesforce data to research accounts and to acquire new business opportunities.
- Coordinated and led regional product seminars on GAP Insurance, increasing product sales by 20% and building relationships with brokers in key markets.
- Delivered formal reports and presentations to senior stakeholders on new business opportunities and processes.
Client Account Manager
T. Rowe Price
02.2016 - 05.2019
- Spearheaded client marketing campaigns, ensuring regulatory compliance while enhancing customer engagement.
- Managed define benefit and define contribution for 9-12 clients such CarMax and CEVA Logistics.
- Worked with plan sponsors to uncover new opportunities, go over investment strategies and plan design.
- Collaborated with implementations, transactions, and legal to solve complex client issues and perform plan level health reviews for accounts.
Financial Planning Specialist
PNC Bank
04.2014 - 02.2016
- Achieved Top Sales Leader in the Baltimore Area for Q2 and Q4 of 2015, surpassing sales targets by 25%.
- Sourced and managed a strong client portfolio that transferred over $5 million dollars of assets to PNC and PNC Investments.
- Evaluated risk and creditworthiness for loan and credit applications to determine if approval of application.
- Streamlined loan origination processes, reviewing 100+ applications monthly with a 10% approval rating.
- Conducted market analysis to identify financial solutions, resulting in a 15% increase in cross-sell opportunities.
Education
Bachelor of Arts - Marketing
Kennesaw State University
Kennesaw, Georgia 07.2013
Skills
- Proficient in: Salesforce, Microsoft Dynamics, Tableau, Epic, Xactimate, Single Point, JIRA, Microsoft Office Suite
- Trained in Agile and Scrum Philosophies, Process Automation, Consumer Lending
- Business analysis
- Cross-functional team leadership
- Task prioritization
- Project planning
- Multitasking
- Organizational skills
- Client relations
- Teamwork and collaboration
- Customer service
- Account management
- Strategic planning
- Customer relationships
- Goal oriented
Websites
Accomplishments
Nominated by senior leadership for the T. Rowe Price LEAD Management Program
Vice President of Transamerica’s Young Professionals for Change Leadership Committee
Certification
- Certified Scrum Master (CSM)
- Scrum Alliance Inc.
- Issue Date- 2024-12-24
- Badge ID- 2033982
Timeline
Sales Specialist
Apple
08.2025 - Current
Client Implementation Manager
Voya Financial
12.2022 - 09.2024
Account Manager, Employee Benefits
Transamerica
05.2019 - 12.2022
Client Account Manager
T. Rowe Price
02.2016 - 05.2019
Financial Planning Specialist
PNC Bank
04.2014 - 02.2016
Bachelor of Arts - Marketing
Kennesaw State University
PROFESSIONAL PROFILE
- Nominated by senior leadership for the T. Rowe Price LEAD Management Program
- Vice President of Transamerica’s Young Professionals for Change Leadership Committee