Client relationship management: Builds and maintains relationships with clients and understands client needs and supports vendor management program proceduresPromotes and persuades clients to follow best practices and assure compliance with regulatory guidanceNew client onboarding: Leads new client onboarding process and manages vendor compliance-related activitiesWorks with clients to develop and implement policies and procedures and trains business owners on CADi; Maintains New Client Implementation Closeout Rate of < 120 daysVendor compliance SME: Provides technical and functional expertise for internal staff and clients, includes identifying areas for improvement, technology enhancements and assists with testing new technologies and processesPrepares due diligence summaries for 1-critical and 2-important vendors, including: SOC’s, financials and insuranceStrategic Vendor Plan (SVP): Assists with gathering data and building components of the strategic vendor plan (SVP) Responsible for managing the Vendor Survey process with clients which requires strong knowledge of vendors/products Vendor relationship management: Builds and maintains relationships with key strategic vendors; researches and tracks information and changes in vendors (names, products/services) and maintains integrity of vendor data in CADiSets-up new vendors in CADi, including research to identify products/services, notice addresses and other relevant vendor information; New Vendor Request Error Rate of < 99%Contract review management: Manages the review of contracts, sorting out contracts from non-contracts and conducts a thorough review of the contract capturing relevant terms and dates

• Primarily responsible for data managment including all system required data and system configuration validation• Data alignment and validation to the configuration summary and program strategy • Go Live support specifically related to late data uploads or build-outs. Ensure the goals and deadlines for the team are met• System administrator related billing support as part of the preparatory process for Go-Live• Assist with the coordination of User Acceptance Testing for both internal and external users.• Attached to an implementation as early as Kick-off, and may attend kick-off in person or remotely, as it is imperative to understand and coordinate the data elements as soon as possible to assist with data gap analysis.• System administrator the first few weeks of Go-Live, specifically assigned to assist with data fallout. Data fallout typically includes any late data entry or data upload coordination required• Gathering information, performing analyses, summarizing results, identifying problem areas and proposing and implementing solutions for system configuration• Leading UAT demo webinar, presenting complex material, and responding effectively to questions from audience members• Resolve non-routine problems, questions, or complaints and direct the most complex problems, questions, or complaints to the appropriate person• Experienced in documentation to communicate information to others within and outside a professional setting

•Establishes collaborative relationships among the various project and groups, to promote the concept of integrated systems; Facilitates and coordinates the work of multiple project teams engaged in the establishment and implementation of new projects to support the Project Manager; Identifies and works to ensure successful completion of the overall project, with emphasis on resolving issues with subcontractors •Facilitates decision making processes by serving as liaison between project managers, and focus for the overall project; Provides timely project status updates to the Project Managers; Creates and tracks contracts, purchase orders, and submittals, reconcile contractor invoices, and complete project close-out manuals with the use of Accounting, Excel, Oracle Financial, and Swifttac•Primary point of contact with external vendor representatives and functional consultants on overall strategic project matters; Handles all correspondence between general contractor, owner, architect and subcontractors •Takes ownership of assigned projects and has the ability to work independently through completion with persistent follow-up; Delivers results in a timely manner, while considering all variables within the scope of the project time span; Adaptable to a changing environment and is able to easily adjust according to business needs•Senior Project Coordinator Specialist, which includes work allocation, training, and problem resolution; Provides professional advice and consultation to project directors on such technical issues as standards for information and process modeling, process description, data flow, data structuring, file design, input and output design, and program specificatio

•Processed client promotions and scanned documents for DOC control processing; Responsible for establishing, maintaining and building client relationships•Completed detailed asset reports and Maintained all checks and balances of daily team production; Research, follow-up and resolved client inquiries and problems through effective interaction with clients, product partners, branch areas and other staff in a timely and professional manner•Maintained a zero percentage reject rate for Acat DTC transfers; USD and foreign currency monetary transactions•Developed detail orientated training modules for the Annuity and Nonacat transfer process in order to implement efficient employee practices •Workflow Manager; Mentor and Trainer to new and current ATS employees; Recognition Committee Chairperson

•Customer assistance with understanding health & welfare benefits, retirement, payroll, and pension •Assisted customers with billing and notification inquiries and account updates; Manage general account inquiries and maintenance, including but not limited to: transactions, holdings, balance, address changes and signer changes •Mediator between health plans and medical providers; Updated and Processed death and disability (STD/LTD) claims; Coordinated and followed through on all account inquiry, transaction and maintenance requests •Researched, Analyzed and Adjusted billing inquiries for customer accounts; Provided outstanding customer service on all inbound and outbound calls•Mentor and Trainer to new and current benefit administrators; Multiple-Project Lead Specialist