Summary
Overview
Work History
Education
Skills
Timeline
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Shawn Sherman

Shawn Sherman

Ankeny,Iowa

Summary

Experienced executive with a demonstrated history of working collaboratively across teams to implement client- focused solutions. Innovative, profit-oriented with demonstrated success in increasing revenues, market share, and earnings, achieving cost reductions, and improving client satisfaction in client-facing operations and diverse organizations. Expertise in management and implementation of complex corporate initiatives. I have a talent for analyzing competitive landscape, conducting market research, and aligning product offerings with client requirements which translates into lower implementation and product development costs. A reputation as a change agent with ability to analyze issues, continuous process improvements, and incorporate business process outsourcing initiatives when necessary to increase efficiencies, allowing the organization to streamline operations and decrease expenses with limited resources.

Overview

22
22
years of professional experience
2
2
Languages

Work History

VP, Client Services

PDHI
07.2021 - Current
  • Developed the corporate strategic vision and product roadmap
  • Collaborated with Engineering and other partners to build delightful and engaging customer experiences and scalable backend infrastructure to meet current and future business needs
  • Lead a team of product and client service leaders and professionals, and fostered an inclusive, collaborative team culture
  • Hired, managed, and supported the development of product and client services professionals to enhance their skills and grow their careers
  • Partnered with leaders across the organization to build a customer-centric strategic vision and effectively communicate prioritization and status of key initiatives and goals to partner teams and leadership
  • Oversaw delivery of end-to-end client experience, including Implementation, Project
  • Management, Post-Implementation support and product development teams
  • VP, Client Services & Quality Assurance

PDHI
12.2005 - 07.2021
  • Responsible for deployment, product development management, project management, technical support all while ensuring maximum, effective and measurable client success
  • Identified best practices, developed implementation schedules and project plans in addition to partnering with other executives for developing and incorporating pricing, sales and sales channel creation, product development, cost reduction and technology strategies
  • Facilitated and directed delivery of end-to-end client experience, including Implementation and Post-Implementation support teams
  • Developed a scalable implementation model to support a rapidly growing client base
  • Achieved 125% annual revenue growth while maintaining less than 5% attrition rate
  • Ensured all operational staff developed a deep business and product expertise.

Senior Project Manager

Shawn Sherman, HARLAND FINANCIAL SOLUTIONS
07.2005 - 12.2005
  • Responsible for the management of multiple Client projects, team activities, and the continuous improvement of the project management methodology, templates, tools, and processes utilized
  • Client
  • Implementations projects can include new business implementations, new work orders, account conversions, core system migrations, bank operating platform migrations, and other special ad-hoc client projects that may arise that need project management support
  • Coordinated and facilitated internal resources for project delivery, project scope, tasks, and deliverables
  • Identified innovations and solutions where precedents and procedures did not exist and worked cross-functionally to solve problems and implement changes.

Deposit Product Manager

First Tech Federal Credit Union
03.2002 - 07.2005
  • Provided subject matter expertise within Product Management supporting the Commercial and
  • Consumer suite of Deposit Products
  • Developed and implemented new commercial suite of products
  • Developed new product solutions and enhancements while managing the existing portfolio of Deposit products and services
  • Managed the product life cycle for assigned suite of products
  • Partnered with multiple business areas to ensure product offering remains compliant with relevant regulations
  • Maintained and fostered vendor relations for all Deposit product portfolio and collaborated with other stakeholders to bring products to market including pricing, marketing and promotions, and retail branch support.

Education

Certified Wellness Program Manager - WELCOA (Wellness Council of America) Professional Certificate in Product Management - Kellogg Executive Education 43374092 Scrum Foundations - Mountain Goat Software - Political Science and Government

Portland State University
2003

Skills

  • Key Performance Indicators
  • Product Adoption
  • Data-driven Decision Making
  • Customer Retention
  • Building Trust
  • Customer Advocacy
  • Customer Success
  • Customer Interaction
  • Growth Strategies
  • Venture Capital
  • Process Improvement
  • Critical Thinking
  • Process Optimization
  • Strategic Planning
  • CRM Software
  • Cash Flow and Financial Analysis
  • Performance Monitoring and Evaluation
  • Staff Training
  • Performance Metrics Analysis
  • Innovative and Visionary
  • Executive Leadership

Timeline

VP, Client Services

PDHI
07.2021 - Current

PDHI
12.2005 - 07.2021

Senior Project Manager

Shawn Sherman, HARLAND FINANCIAL SOLUTIONS
07.2005 - 12.2005

Deposit Product Manager

First Tech Federal Credit Union
03.2002 - 07.2005

Certified Wellness Program Manager - WELCOA (Wellness Council of America) Professional Certificate in Product Management - Kellogg Executive Education 43374092 Scrum Foundations - Mountain Goat Software - Political Science and Government

Portland State University

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Shawn Sherman