Summary
Overview
Work History
Education
Skills
Timeline
Generic
Vincent Olivieri

Vincent Olivieri

Fort Collins,CO

Summary

Versatile software and financial analyst with 7+ years of project management expertise and a proven track record of supporting complex software implementations, product ownership, managing CRM systems, and streamlining ecommerce solutions. Skilled in full software development lifecycle, stakeholder communication, troubleshooting, and training. Known for cross-functional collaboration and delivering scalable, user-focused solutions in high-growth environments.

Overview

9
9
years of professional experience

Work History

Senior Analyst – E-Commerce / Sales Engineer

Encompass Technologies
07.2021 - Current
  • Promoted from Analyst I to Senior Ecommerce Analyst II in under 18 months.
  • Managed entire sales lifecycle for SaaS eCommerce products, including onboarding, training, and ongoing growth initiatives.
  • Conducted deep-dive sales forecasting and performance analysis with accounts, delivering process improvements that aligned distributor objectives with go-to-market strategies to maximize revenue opportunities.
  • Acted as second-in-command for internal ecommerce payment platform supporting retail and distributor clients.
  • Led ACH payment platform support with $1B+ transaction volume.
  • Led cross-functional projects to deliver timely software rollouts, documentation, and technical support.
  • Balanced multiple initiatives, ensuring timely delivery and scope alignment.
  • Developed training materials, support documentation, and internal process improvements.
  • Built custom EDI workflows, vendor evaluations, and SQL-based reporting for clients.

Project Manager – CRM & Custom Solutions

Datazoic Inc.
10.2017 - 01.2021
  • Recognized for expertise in raising assets and communicating with clients and participants - creating processes that were easy and efficient for people to follow.
  • Planned, designed, and scheduled phases for large projects for custom created CRM for multiple investment banking firms including Cowen, Cantor Fitzgerald, William Blair, Chardan Capital Markets, Renaissance Macro Research, and Telsey Advisement Group in multi-million-dollar deals.
  • Oversaw full CRM implementation lifecycle for top-tier investment firms (e.g., Cowen, Cantor Fitzgerald, William Blair).
  • Managed stakeholder communications, internal team workflows, and external deliverables.
  • Conducted financial analyses to identify areas for improvement and operational efficiency.
  • Delivered product webinars and led cross-functional software gathering with multiple high stakes/high volume clients.

Bank Teller

TD Bank
04.2016 - 10.2017
  • Exceeded expectations with service to promote and support internal and external banking credit goals.
  • Processed customer transactions face-to-face for a variety of routine to more complex financial transactions including but not limited to check cashing, withdrawals, and deposits.
  • Processes regular Teller transactions for customers including servicing Customer accounts, accepting loan payments, accepting safe deposit box payments, processing sales of gift cards, cashing checks, verify currency, balancing cash drawer, night deposits, correct discrepancies and make necessary adjustments Educates and engages Customers in conversations regarding their current and future financial needs and educates customers about Bank products and services.

Education

Bachelor of Science - Business Management

College of Staten Island
Staten Island, NY
06.2016

Skills

  • Project & Stakeholder Management
  • CRM & E-Commerce Systems
  • Technical Support & Troubleshooting
  • Financial & Defect Analysis
  • SQL Reporting & Data Management
  • Software Implementation & Training
  • Network & Systems Engineering
  • Agile Methodologies SDLC

Timeline

Senior Analyst – E-Commerce / Sales Engineer

Encompass Technologies
07.2021 - Current

Project Manager – CRM & Custom Solutions

Datazoic Inc.
10.2017 - 01.2021

Bank Teller

TD Bank
04.2016 - 10.2017

Bachelor of Science - Business Management

College of Staten Island

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