Alexander Means Email & Phone Number

Austin, Tx, Us

- Work with current and prospective clients to analyze and optimize present-state business processes, identify pain points, and implement tailored financial management solutions- Serve as the trusted advisor and SME to industry-leading wealth management firms for a variety of services, including financial data aggregation and held-away account verification- Demonstrate the value proposition of Envestnet’s product suite by leading technical demonstrations and fulfilling RFPs- Work both pre and post-sales to advise on best practices for API implementation and user experience- Advise internal development teams on evolving client needs, propose product enhancements, and assist with strategic roadmap creation

Santa Barbara, California, United States

- Worked in the Presales department to build Proof-of-Concept demonstrations for business-to-business customers- Managed discovery calls to identify clients’ process and implementation needs and increase product interest to drive sales- Served as a process automation SME handling complex implementation problems for third-party Solutions Providers

Santa Barbara, California, United States

- Worked in the Risk Management department to identify and mitigate operational, financial, and legal risks- Designed, developed, and launched an automated system for processing resident requests, managing on-site incident reports, and tracking operational and legal expenses- Worked with Finance and Acquisitions department to develop a nationwide GIS database of properties with potential value as future acquisitions

El Dorado Hills, California, United States

- Identified business process inefficiencies- Developed numerous process improvements to eliminate wasteful spending and increase productivity- Worked across teams and departments to effectively plan, document, and implement process changes- Authored and presented a new document translation process to the program director

- Contracted at Blue Shield of California- Designed and implemented an improved process for creating and managing healthcare plan documents - Worked closely with software development and sales representative teams to determine process requirements and feasibility of implementation

El Dorado Hills, Ca

- Led a highly successful team of salespeople- Responsibilities included direct sales, hiring, training, and scheduling- Developed an excellent reputation with clients, resulting in frequent repeat business- Consistently surpassed sales and productivity expectations