Amanda Pearson Email & Phone Number

Raleigh, Nc, Us

Raleigh, North Carolina, United States

Raleigh, North Carolina, United States

Cary, North Carolina

Cary, Nc

• Product expert for any new emerging technology project, in addition to current ongoing solutions including DSI’s SAAS Energy Solutions, Crisis Management tools through HTML and mobile application, and capital planning tool.• Responsible for Client Account implementation of emerging products upon new product acquisitions including handoff from sales, product software training, client assessments and final product roll out.• Maintain relationship with dozens of assigned clients, communicate efficiently and effectively, drive product success.• Provide resources, guidance and assistance with change management, industry knowledge and software application throughout the first year of the client relationship with the product.• Continued mentoring, product training development and internal/external document creation as necessary for emerging technology products.• Present products and trainings at trade shows and conferences.

Cary, Nc

• Responsible for implementing a new client (school district) that has purchased one of the 15+ cloud based software products that SchoolDude offers• Make initial contact with the client once the sale has been completed to understand the client's current processes and goals with the SchoolDude products• Provide as many trainings to the client as necessary until they are fully set up for future success• Track all interactions with the client via SalesForce• Create shareable guides and resources for the client to provide for their faculty as they learn and understand the products• Ability to manage personal calendar to schedule trainings with clients

Cary, North Carolina

• Provide exceptional and legendary client support through phone calls, emails, chats.• Conduct web and teleconferences to train clients in various Dude Solutions products.• Work towards achieving expert knowledge on all products as well as determining a product specialty.

Raleigh-Durham, North Carolina Area

• Create Financial Plans for existing and prospective clients• Work with the Operations department and sales assistant to implement investment plans and perform the client onboarding process.• Prepare and organize each client meeting.• Communicate monthly with clients and build relationships via social gatherings, birthdays, etc.• Marketing via website, client brochures, and investment seminars.• Social Media marketing and development.• Create and implement business development plans for the firm.• Plan and organize monthly social events for the client base and prospective clients.• Computer programming and software installation for all office employees.• Facilitate in-office training for new and updated computer software.

Cary, Nc

• Enroll, assist, and educate customers on the Brokeragelink function within 401ks.• Promote Fidelity’s personal investment services and products.• Perform real-time trades of customer's investments including company stocks and mutual funds.• Develop lifetime relationships with customers to assist in their personal retirement planning and development.

Cary, Nc

• Educate customers on ways to maximize their retirement plans • Process account inquiries, exchanges and rebalances, historical transaction information and check replacement• Administer distribution payouts and educate on tax considerations