- Curate the platform of technology solutions available to clients through research, assessment and understanding key benefits- Support the utilization, adoption and integration of all technology solutions on the platform- Increase adoption rate of technology solutions for all clients through consultations, Implementation, and training - Develop and maintain training and support materials for all platform technology solutions- Conduct formal technology consultations with clients that to formalize their own technology stack that allows the client to increase efficiencies- Act as liaison and main point of contact between advisers and vendors for purposes of relationship management, acting as a driving force for improvements and evolution of platforms and services- Work directly with product partners to analyze cost benefit, negotiate contracts, identify and resolve existing needs and ensure the partner relationship continues to grow- Create and facilitate monthly webinar series to engage over 200 clients in personal platform training for 35-100 participants at any given time. Produced 1-2 webinars a month and made edited audio/video available on demand.

- Managed technology consultations for all clients in the western half of the US- Worked with clients to ensure company development plan is keeping their needs in focus- Served as technology consultant to ensure clients are fully utilizing the technology to support their business requirements- Introduced clients to the newest product enhancements and advocated for adoption - Collaborated with clients internal service team to ensure client projects timelines are being met- Supported business development team with prospective client technical demonstrations- Represented the company at 12+ national industry conferences annually and manage trade show booth- Created and presented content for industry conferences including mass technical demonstrations and speaking to industry trends- Travel to clients offices to hold in person consultations

- Served as the team leader and center of influence to support new west coast operations headquarters- Acted as subject matter expert responsible for internal and external client experience - Evaluated system usage to assess gaps and opportunities to increase client satisfaction and engagement- Consulted prospective clients on how to implement and maximize system usage - Worked with third party integration partners to enhance API integrations - Project managed all aspects of new client engagement - Acted as project management asset for the client when they requested to improvements to existing technology or to add new technology to support the client’s business- Worked with product managers and developers to complete functional specs for projects and submitted projects for development- Tested and verified technology works properly and meets the client’s expectations

- Counseled clients regarding best practices, policies and procedures - Provided advice on how to handle technical systems issues encountered- Managed my own portfolio of institutional clients- Trained and engaged clients in software specific procedures and best practices- Held monthly status checks to ensure clients’ needs are being addressed- Wrote development specs for client’s new development requests and managed the project including SOW delivery, initiated written plans/proposals, coordinated client meetings with development staff, and initiated quality assurance in post development cycle for final implementation

- Supported over 300 client offices - Played a crucial role in helping develop client relationships by providing front line customer support - Quickly and accurately responded to a wide variety of technical questions, resulting in increased efficiency for the client - Increased client retention by leading customized client training sessions, researching and processing inquiries - Maintained the highest service levels on the team of 40, consistently in the Top 5 for both quantity of calls and accuracy.