Andrew Beccarelli Email & Phone Number

San Diego, California, United States

Responsible for planning, organizing, monitoring, and managing credit union core software conversions and other credit union information technology projects through completion. • Ensures projects meet or exceed technical specifications, customer requirements, policies, budgets, and deadlines. • Assembles, directs, coordinates, and assigns responsibilities to project team members.• Supervises and manages assigned personnel.• Ensures Senior Management is well informed of area activities and significant problems.• Implements and manages project changes and interventions to achieve project outputs. • Leads the planning and implementation of conversion. • Facilitates the definition of conversion scope, goals and deliverables; define conversion tasks and resource requirements. • Develops conversion project plans; plans and schedules conversion timelines. • Tracks conversion deliverables using appropriate management tools. • Provides direction and support to conversion team.• Travels to client sites for project initiation and conversion. • Follows the operational policies and procedures established by Corelation’s executive team.• Provides a high level of client service and support to both internal and external clients.• PMO Team Lead for credit union merger projects.

San Diego, California

Managed simultaneous implementation projects for new and existing clients• Lead and managed implementation/integration projects, including: website, e-mail, mobile, contact center and in-store recommendations, and various site modifications to scheduled completion for new and existing clients• Clearly communicated with client business teams, from IT team up to Executive Management• Partnered with client and Certona teams in solution design efforts for new and/or custom requirement requests• Planned and executed project requirements, schedules, activities, test, etc., while keeping client and project on schedule• Ensured execution of project activities by coordinating task assignments with clients, implementation engineers, quality assurance, and other teams as necessary• Established and balance priorities and activities between many simultaneously progressing projects• Troubleshoot and tracked project issues, communicating with clients and escalating if required; managed issues to a timely resolution• Clearly communicated with clients, Engineers, 3rd parties and Executive Management regarding project status, progress, issue resolution, and other needs of Certona implementation projects• Provided implementation management oversight and established strong client relationships to build client satisfaction consistent with continued revenue growth• Ensured established success criteria had been met within timeline and budget• Transitioned status and outcome of project deliverables to Account Managers for ongoing client support• Documented implementation activities in a consistent manner that can result in repeatable processes and determine expected timelines and level of effort• Helped institute Agile Community of Practice • Subject Matter Expert for Certona Product Finder• FUN Team leader

San Diego, Ca

Oversaw multiple implementation projects from initial planning, through deployment, to completion• Implementation project creation, processing, and milestone tracking• Conducted pre and post-deployment conference calls with clients to discuss project requirements and ensure successful outcome• Coordinated and followed up with both clients and third party vendors to keep project on time and on budget • Personally managed projects that accounted for close to 50% of the department's annual total• Problem resolution surrounding installation services such as proper paperwork completion, outstanding issue resolution, and record reconciliation • Spearheaded new implementation initiative focused on quicker and more successful self-install customer installations so that monthly billings would begin before scheduled subscription start dates• Developed new Workflow Processes & drafted Standard Work documentation for department success and increased project completions by approximately 65%• Cross departmental coordination with Sales, Account Management, Logistics, Marketing, Orders and Accounting• Researched and resolved sales order discrepancies and other Logistic aspects• Performed all duties to maintain high customer satisfaction while keeping with the company’s core values, policies, and all applicable regulations• Trained new employees• Company designated Subject Matter Expert (SME) for new products

10182 Telesis Court, Suite 100 San Diego, Ca 92121

Managed multiple SaaS implementation projects for new and returning clients• Maintained high level of customer satisfaction and personal relations with diverse clientele • Worked with clients to integrate their programs into Active software• Completed implementation and launched by customer desired start date• Coordinated and conducted group and individual software trainings with clients• Facilitated new team member training and shadowing• Created and assigned implementation projects to team members• New products consult for Sales Representatives, Account Managers, Team Managers, and Implementation team members• Processed credit memos, refunds, and project fees• Provided customer support phone and online chat

Greater San Diego Area

Managed and oversaw daily business activities ensuring a smooth-running efficient operation• Managed a staff up to 25 lifeguards, swim instructors and a community wide swim lessons program• Led the operation, maintenance, and environment of the entire aquatics facility• Monitored and reported aquatic revenue, budget and staff payroll• Interviewed, hired, scheduled, and coordinated employees, delegated assignments, monitored work-performances, and provided on-going training and staff development• Handled client grievances and resolved discrepancies for optimum levels of customer satisfaction • Interacted closely with a diverse population of clients (adults, teenagers, children, parents, physical therapy patients, instructors, outside swim and club organizations)