Zachary Kauffman

Developed technical demos and pilots to showcase portfolio effectively.
Identified new sales opportunities within Vanguard and Navy Federal Credit Union accounts.
Provided customer support to maintain strong client relationships in assigned accounts.

• Closed a 11-million-dollar deal with one of the largest investment management companies by creating an intelligence content processing demonstration that will lower client operational costs and minimizes the risk of human error.
• Creates technical demonstrations and verbal/graphic presentations that show prospective clients the business value of data analytics, AI, and cloud products. This requires weekly co-creation engagements with clients in Agile sprints and effective communication skills to interact successfully with the clients.
• Leads ideation and development of microservice applications, data visualizations, and prototypes for clients, addressing financial market, technology modernization, and hybrid cloud adoption business needs.
• Earned Technology Excellence Badge from IBM managers for conducting technical demonstration of an IBM product, touching every criteria of the client's needs, and securing written client approval for presentation.
• Headed 11-member Client Engineering Team on RPA projects for prospective clients. Advised on opportunities for automation, such as updating terminal emulators to automate account information and procurement processes.
• Worked with team of 3 and 20 client partners to develop a successful proof of concept for a Fortune 500 bank. Drew on client and external data to integrate Match 360 and Watson Discovery into AWS, exceeding client expectations.
• Applied Natural Language Processing (NLP) to extract unstructured text, enrich metadata, and discover prospects.
• Displayed results in user experience/user interface (UX/UI) prototype with advanced machine learning models.
• Created reusable minimum viable product (MVP) that leveraged LLMs/Foundational Models to summarize and extract relevant insights from raw call center transcripts for customer profile enrichment and revenue generating purposes along with an increase in financial advisor productivity and customer satisfaction.

• Served as intelligence automation developer, subject matter expert (SME), and Oracle technical trainer for federal defense clients, including the Department of Homeland Security (DHS) and the U.S. Coast Guard (USCG).
• Cultivated strong, collaborative client relationships with account partners and Homeland Security Financial Center by understanding their business/automation requirements, anticipating their training needs, meeting critical year-end financial deadlines, and delivering solutions that optimized processes.
• Instructed classes of 15+ USCG students. Tracked attendance, created technical cloud environment, and provided functional demonstrations of Oracle accounts payable, configuration lifecycle management, and general ledger. Educated 350+ staff on changes to workflows, processes, roles, and responsibilities in week-long, all-day classroom setting.
• Provided testing, development, functionality support, and training to facilitate implementation and maintenance of cloud platform for DHS, leveraging Oracle expertise to improve business processes.
• Transformed processes and resolved issues as accounts payable/receivable SME and sole RPA administrator from IBM on team of 150. Implemented Kofax MarkView for invoice automation, improving processing/decision-making.
• Created user acceptance testing (UAT) workaround tracker for job aids, data fixes, patches, and workarounds while testing instances in development, testing, and production environments. Tested and resolved ~20 incidents weekly, from critical year-ends and urgent purchases to enterprise-wide issues.
• Developed new training course content, which included a detailed Q&A resource, custom PowerPoint templates, and interactive User Productivity Kits that were used to help clients better understand workflows.
• Delivered virtual presentation to all internal North and South American practices on use of new application, which was selected by IBM international executives and designed to further employees' career objectives.
• Led AI awareness initiative, creating a 30-hour learning plan for automation and AI that was available enterprise-wide. Prepared presentations on current IBM AI projects to inspire employees.

• Employed Scrum/Agile to complete 2-week sprint lifecycles and develop user stories. Tested user stories in automated testing framework, supporting project manager of ServiceNow Retirement Planning Services.
• Developed and enhanced cloud-based applications, resulting in a more user-friendly platform and an intuitive experience for clients and internal stakeholders.
• Created new capabilities using innovative cloud technologies, including new fields, functionality activities, and tasks for contracts involving financial management/retirement planning.
• Delivered presentations-including ad hoc briefings and information regarding performance assessments-to management and technology leaders in meetings of ~50 people.

• Provided technical support to customers, analyzed, and followed up on customer software/configuration problems, and resolved software-related issues using Remedy ticketing system.
• Trained other interns, proactively assuming a leadership role.