Alyssa Schmidt Email & Phone Number

Portland, Maine, US

• Responsible for the overall strategy and new sales execution in the Health Plan, Financial Institution, and Third Party Administrator markets
• Focused on connecting Health Plans with WEX's industry-leading financial technology solutions for their Medicare Advantage, Medicaid, Rewards & Incentives offering
• Focused on connecting Financial Institutions (Banks, Investment Firms, Credit Unions) with WEX's industry-leading financial technology solutions for their Health Savings Account (HSA) offerings to support growth and.
• Focused on connecting TPAs with WEX's industry-leading platform for Consumer Driven Healthcare (CDH) accounts (FSAs, HSAs, HRAs, Commuter, LSAs, etc.) administration
• 2023 WEX Rookie of the Year award winner

Portland, Maine, US

• Contributed to the development and maintenance of customer and prospect relationships to ensure satisfaction with final solution
• Managed product resources and sales tools to promote customer support and business development
• Collaborated with Sales, Pre-Sales, and customers to provide marketing insights, competitive analysis, and sales training aimed at increasing consumer engagement and revenue
• Answered product-related questions and provides best practice recommendations regarding functionality, installation, deployment, and customization
• Maintained working knowledge of Section 125, HRA, and HSA plan regulations, eligibility rules, annual limits, and plan design strategies
• Educated and trained customers on various CDH products including: HSA, HRA, ICHRA, QSEHRA, EBHRA, Retiree HRA, LSA, FSA, LPFSA, DCA, Transit/Parking, Adoption, Tuition Reimbursement, and Wellness plans

Portland, Maine, US

• Led and participated in multiple projects by creating and updating project documentation
• Elicited requirements as it related to highly complex custom software development, custom reporting and system enhancement needs
• Completed system analysis to identify efficiency opportunities for customers
• Assisted customers with testing efforts during implementation
• Consulted customers on leading practices of the WEX Health Cloud platform functionality
• Translated business requirements into technical specifications

Portland, Maine, US

• Developed an understanding of WEX Health's structure, products, services, and processes
• Created Business Requirements that met the needs of all stakeholders
• Conducted Business Requirement walk throughs and obtained stakeholder sign-off
• 2019 WEX Health Innovation Challenge 2nd place winner for using technology to deliver value to stakeholders
• Consulted with partners during technology 1:1s at annual industry-leading WEX SPARK Health conference
• Created and modified Business Process Flows

Fargo, North Dakota, US

• Led the initiating, planning, executing and closing of project activities for new and existing enterprise customers
• Assisted with project activities for specialized/complex projects for internal and external Border States Electric customers
• Identified and determines the scope, stakeholders, deliverables, constraints and timelines of the project
• Analyzed project requirements and makes recommendations to stakeholders
• Maintained project team documentation (templates, EUPs, etc.)
• Facilitated deployment, maintenance and training of project coordination tools

Fargo, North Dakota, US

• Led and participated in projects related to proposals and implementations with enterprise and Strategic Business Relationship customers
• Identified scope of project, stakeholders, deliverables, constraints and timelines
• Collaborated in the development of proposals for targeted customers
• Facilitated project and customer team meetings effectively while delivering engaging, informative and well-organized presentations
• Responsible for creating and maintaining customer collaboration sites through the utilization of SharePoint and SharePoint Designer

Fargo, North Dakota, US

• Helped coordinate workshops among various teams to identify areas of improvement to current proposal and contract implementation processes
• Assisted the Data Management team on generating a variety of weekly, monthly, and quarterly reports for alliance customers
• Worked closely with the Customer Technology team to aid in the implementation of a new vendor managed inventory system
• Helped create and maintain alliance collaboration sites

Fargo, ND, US

• Built and maintained professional relationships with customers
• Developed communication skills by opening and closing customer accounts and answering customer account inquiries
• Cross-sold all products and services offered
• Showcased accuracy when balancing teller drawer up to $12,000
• Conducted customer transactions such as deposits/withdrawals, loan payments, check cashing, foreign currency exchange, etc.