Andrew Kavin Email & Phone Number

Seattle, WA, US

New York, NY, US

• Managed both enterprise programs and individual projects to drive technology, business transformation, and alignment with our evolving corporate structure. Program emphasis was on client-facing technology solutions.
• Led the Digital Onboarding product from ideation to external launch; transformed the archaic manual onboarding process to fully digital, low-touch enrollment, resulting in faster revenue acquisition and reduced.
• Develop and manage the program schedule and coordinate with Technology Delivery and Program Managers to ensure all integrations, dependencies, and business priorities are incorporated into the enterprise release.
• Provide oversight and facilitation of Program Management best practices and standards throughout the Systems Development Lifecycle (SDLC) including execution measurements, issue management, key decisioning, and.
• Chiefly responsible for structuring, planning, executing high visibility and strategic enterprise initiatives.
• Established a team of senior project managers to support the execution of digital program roadmaps and deliverables.

• Senior Product Manager leading integrations with ERP systems. Expertise in Salesforce and Dynamics deployments and integrations
• Designed adoption and enablement roadmap for the integration of eSignature into clients ERP/CRM systems.
• Designed product specifications, complex features and user interfaces with clear presentation to engineering teams and stakeholders.
• Provided product analysis reporting features on integration adoption, workflow efficiency.
• Acted as a trusted advisor to C-level executives at customer organizations, providing strategic guidance on technology adoption and digital transformation initiatives.

San Francisco, CA, US

• Managed programs with an emphasis in DocuSign software and integrated partners. Focused primarily on integrating CRM platforms. Oversight of 12 team members. Worked with internal stakeholders including engineering and.
• Worked within DocuSign to establish best practice integrating Microsoft Dynamics and Salesforce.
• Assisted with account transition and focused on vendor relations throughout customer lifecycle working with internal and external stakeholders.
• Developed and managed a program for existing customers to gain access to onboarding consultants.
• DocuSign Re-Adoption Program focused on re-engaging clients, churn prevention, and increased utilization.
• Designed KPI’s and on-demand reporting to measure success of customer re-adoption and WRR.

Berwyn, Pennsylvania, US

• Led a 30-person team responsible for data feed onboarding, daily data aggregation from 50+ custodians, and client support for performance reporting product suite. Coverage of 78 enterprises with an aggregate AUM of $1B.
• Established and maintained relationships with institutional clients.
• Worked with the clients to solve operational issues and implement best practices through process management.
• Gained expertise in General Securities rules as well as Financial Industry Regulations.
• Management of the conversion/support teams located in Seattle and India.
• Created a mentor program and emphasized employee development through coaching and team building.

Hillsboro, Oregon, US

Seattle, Washington, US