Vincent Olivieri

Joined as Analyst 1 for the CRM branch of Encompass Technologies. During my time was a pivotal support member for distributor and retail customers. Balanced multiple projects by completing and updating documentation, managing scope and adjusting schedules. Promoted to PayLink Analyst 2 in Sept. 2022. Currently second in command for Encompass' in-house payment processing software for distributors and retailers.

• Lead and help delegate out support and project tasks for EDI based software.
• Developed and implemented workflow templates, prioritizing efficiency and ease-of-use for end-users of custom created EDI payment solutions.
• Worked closely with business users and business analysts to understand functionality and propose creative solutions to meet business needs and vetting potential 3rd party payment processing vendors.
• Tasked with creating and proofreading internal and external help and support documents.
• Extensive knowledge and in gathering and organizing data from a large database for custom made reports using SQL for both internal and external support situations.
• Designed, developed and integrated software solutions based on business requirements and objectives.
• Lead software gathering and implementation project alongside Anheuser-Busch.
• Lead multiple product webinars for a registered list of internal customers.
• Completed software development lifecycle from requirement analysis to test planning, test case development and test execution.

Experience in the entire implementation, and follow-up support, structure for custom created CRM software for research and investment banking firms; both on-premise and Cloud based. Construct customized strategies that solidified strong relationships with clients while communicating implementations that fit their ideas to a high-performing team. Frequently met with users, collecting stakeholder feedback and prioritizing projects within short-and long-term company goals. Recognized for expertise in raising assets and communicating with clients and participants - creating processes that were easy and efficient for people to follow. Responsible for guiding the success and managing all aspects of project implementation 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.

• Creating SOW's, project plans, road maps, and communicating all updates in a clear and concise manner from the developers to the firm.
• Articulating a hands-on strategy plan on what is most important for the business back to the development team, structuring upcoming timelines and implementation plans for future product releases, creating documents to support these releases as well as the product.
• Collaborate with business, engineering, production, and product management teams to set product development priorities and design and deliver solutions for production.
• Creating documentation for clients (roadmaps, budget plans, rollout plans) for individual employees (training documents, release notes), and for developers (issue trackers, tickets, UAT testing).

• Went above and beyond 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.
• Assist in the preparation and development of the Stores Sales Plan.
• Recognizing referral opportunities and initiating.
• Monitoring in store inventory through custom made Excel spreadsheets.