Summary
Overview
Work History
Education
Skills
Work Preference
Work Availability
Software
Interests
Timeline
Sean Paulbick

Sean Paulbick

Implementation and Training Specialist
Hugo,MN

Summary

Professional with strong track record in implementing solutions and driving successful project outcomes. Skilled in system configuration, process optimization, and user training. Known for effective team collaboration, adaptability, and consistently delivering results. Possess strong analytical skills, problem-solving abilities, and client-focused approach.

Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Overview

18
18
years of professional experience

Work History

Implementation Specialist

Mains'l Solutions Inc.
05.2019 - 10.2025
  • Led implementation of software solutions, enhancing operational efficiency for client organizations.
  • Developed training materials and conducted sessions to onboard end-users effectively.
  • Collaborated with cross-functional teams to identify client needs and customize solutions accordingly.
  • Analyzed user feedback and system performance to drive continuous improvement initiatives.
  • Managed project timelines and deliverables, ensuring alignment with client expectations.
  • Mentored junior staff on best practices in system implementation and client engagement strategies.
  • Facilitated stakeholder meetings to gather requirements and present progress updates systematically.
  • Developed strong relationships with clients, fostering trust and confidence in the implementation process.
  • Delivered exceptionally high level of professionalism and support to each client, upholding company's commitment to service.
  • Provided ongoing support to clients post-implementation, addressing any concerns or issues promptly and professionally.
  • Contributed to the continuous improvement of implementation processes through regular feedback sessions and lessons learned discussions.
  • Served as a subject matter expert for both internal teams and clients during the implementation process, providing guidance and clarification when needed.
  • Established clear project milestones and deliverables, ensuring timely completion of tasks and transparent communication to stakeholders.

Remote Deposit Technical Trainer

US Bank
12.2014 - 05.2019
  • Developed and delivered engaging training programs on technical systems and processes.
  • Facilitated hands-on workshops to enhance employee understanding of software applications.
  • Assessed training needs through surveys and performance evaluations to tailor content effectively.
  • Collaborated with cross-functional teams to streamline onboarding procedures for new hires.
  • Created comprehensive training materials, including user manuals and e-learning modules.
  • Mentored junior trainers, providing guidance on instructional techniques and best practices.
  • Oversaw technical documentation, instruction and evaluation to meet IT education initiatives.
  • Updated training coursework and requirements according to group and technology changes.
  • Worked with video production team and developed new training content in various distribution channels.
  • Collaborated with subject matter experts to develop tailored courses for specific roles within the organization.
  • Collaborated with technical manager to identify key areas necessitating training based on software and equipment design.
  • Facilitated virtual, in-person and blended learning sessions.

Mutual Funds and Annuity Specialist

The Hartford
09.2010 - 12.2014
  • Analyzed client needs to recommend appropriate annuity products and solutions.
  • Facilitated onboarding process for new clients, ensuring smooth transitions and compliance with regulations.
  • Developed comprehensive reports on portfolio performance and market trends for client reviews.
  • Collaborated with cross-functional teams to streamline annuity processing workflows and enhance efficiency.
  • Established relationships with financial advisors to drive business growth and improve client satisfaction levels.
  • Provided exceptional customer service, addressing client concerns and maintaining long-term relationships.
  • Developed a reputation for providing exceptional service, resulting in a steady stream of referrals from satisfied clients and colleagues within the financial services industry.
  • Participated in ongoing professional development programs to maintain expertise in the rapidly evolving field of fixed income investing.
  • Maintained thorough knowledge of mutual funds offerings, keeping clients informed on relevant updates and developments.
  • Participated in ongoing professional development programs and obtained necessary certifications to maintain expertise in the field of mutual funds and investments.
  • Stayed up to date on latest performance indicators for stock market and mutual funds.
  • Supported new business efforts by participating in prospect meetings discussing the firm''s capabilities related to mutual funds.

Education

Bachelor of Arts - Communications

Bemidji State University, Bemidji, MN
05-2002

Skills

  • Issue resolution
  • Client training
  • Telephone and email etiquette
  • Business analysis
  • Software implementation
  • Highly proficient in Organizational skills, Teamwork, Time Management and Interpersonal Skills
  • Highly proficient in Jira, Zendesk, Slack, Zoom, Microsoft Word, Excel and PowerPoint
  • Customer support
  • Implementation and configuration
  • Active listening
  • Problem-solving
  • Technical troubleshooting
  • Highly professional
  • Service desk team management
  • Attention to detail
  • Friendly and patient
  • Device installation

Work Preference

Work Type

Full Time

Location Preference

RemoteOn-SiteHybrid

Important To Me

Career advancementWork-life balanceCompany Culture401k matchPaid time offWork from home optionHealthcare benefitsPaid sick leavePersonal development programsTeam Building / Company RetreatsStock Options / Equity / Profit SharingFlexible work hours4-day work week

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software

Jira Software

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Slack

Interests

Networking

Volunteering

Learning New Skills

Drawing

Travel

Team Sports

Timeline

Implementation Specialist - Mains'l Solutions Inc.
05.2019 - 10.2025
Remote Deposit Technical Trainer - US Bank
12.2014 - 05.2019
Mutual Funds and Annuity Specialist - The Hartford
09.2010 - 12.2014
Bemidji State University - Bachelor of Arts, Communications
Sean PaulbickImplementation and Training Specialist
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