Alyssa Burzynski Email & Phone Number

Bozeman, MT, US

Bozeman, Montana, United States

• Work directly with Sales to support existing customers and protect baseline by developing a deep and meaningful relationship with key decision-makers and stakeholders.
• Assist and coordinate with Legal to process order forms, master agreements, change orders, and termination requests.
• Identify and help pursue whitespace opportunities alongside Sales to increase revenue and FICO's footprint within an account.
• Monitor support cases and solution implementation to provide timely… Show more
• Monitor support cases and solution implementation to provide timely results for the customer and help escalate client needs internally when appropriate.
• Provide regular solution reporting and host QBRs based on what the client is interested in learning about.

Bozeman, Montana, United States

• Responsible for North American training and enablement around process and best practices.
• Support North American Overlay teams and their leaders to facilitate the internal deal process alongside Sales.
• Assist in the fiscal year planning process that drives quotas, incentives, and plan-type compensation.
• Collaborate with Sales on account management, planning, and strategy as they look to expand their footprint within an account and convert customers to EPCs.
• Partner with… Show more
• Partner with Sales and other internal business functions on deal structure. Show less

Bozeman, Montana, United States

• Support US KAMs on internal processes in order to stay compliant during the internal deal process and close deals in a timely manner while working with other departments.
• Work with Regional Sales Leaders on pipeline hygiene, forecasting, and account management based on corporate standards.
• Directly support North American Sales, Customer Success Managers, and Renewals team.
• Led a variety of cross-functional projects, which have resulted in transformational change across North… Show more
• Led a variety of cross-functional projects, which have resulted in transformational change across North America and the rest of the organization.
• Manage end-of-quarter and fiscal-year reporting and metrics for US teams. Show less

• Work in unison with external wholesalers to virtually solicit and recruit fiduciaries that will contract with WealthVest to access products or services that the company provides.
• Attend to service or marketing related tasks that involve different departments, fiduciaries, and insurance carriers.
• Provide white-glove service to all potential and producing fiduciaries so that the WealthVest brand is reinforced as a distribution partner of choice.
• Independent management of external… Show more
• Independent management of external marketing efforts, which involve coordinated drip and call campaigns.
• Efficient and effective handling of inbound requests from fiduciaries, third-party partners, insurance carriers, and internal WealthVest staff.

Bozeman, MT

• Developed, implemented, and socialized the on-boarding process for banks, broker-dealers, and investment adviser firms, which leverages company systems and policies to drive deals to completion.
• Documented policies and processes in regards to how to do business with new clients; and communicated and trained employees on these procedures.
• Managed data hygiene by developing and leveraging organizational and system procedures that were implemented across all lines of business.
• Was… Show more
• Was responsible for all levels of organizational reporting, which includes Wholesaler, Firm, Carrier, Company, and Solicitations/Prospecting level reporting; while also supporting weekly, monthly, and quarterly.
• Designed and implemented a triage queue, which now serves as the primary communication method for National Accounts customers (Internal Wholesalers, Wholesalers, National Sales Manager, and financial industry.

Bozeman MT

• Processed customer ordering documents in accordance with agreed-upon terms, business approvals, and Oracle processes and policies.
• Provided operational support to sales representatives as the primary contact for the contract process and liaise between sales and internal departments.
• Resolved deal escalations and conflicts through facilitation, communication, collaboration, and outside-the-box problem-solving.
• Reviewed contracts for “Software as a Service (SaaS)” line of… Show more
• Reviewed contracts for “Software as a Service (SaaS)” line of business produced by my peers.
• Participated in the quality audit program, post-release to sales for internal key performance indicators on center quality.

Bozeman, Montana

• Developed ongoing email marketing campaigns that reached out to new audiences by utilizing content and promotional offers in a combination of text and HTML.
• Administered the company’s website and made design updates.
• Coordinated workshops, webcasts, and conferences without side business.
• Wrote and edited various marketing collateral, including blog posts, case studies, eBooks, and White Papers.

Master Of Science - Ms, Organisational And Business Psychology

Bachelor Of Science (B.S.), Business Marketing

Bachelor Of Arts (Ba), Writing