Brandon Patrick Email & Phone Number

Remote, United States

I get to talk about how our financial software (Sage Intacct) is better than yours. Unless you also have Sage Intacct... then I'm probably talking to you about multi-entity accounting, ways to save you tons of time with our automation tools, or any of the dozens of really cool ways we can help make finance team's lives easier.168% of quota for FY 22'135% of quota for FY 23'

San Diego, California, United States

Technical Solutions Engineer for start up Social Media Management Software Solution (MarTech Space)

Carrollton, Tx

2019 Solution Engineer of the Year2019 "RealPage Masters" award winnerCurrent Specializations:SE 1 - June 2015SE 2 - January 2016SE 3 - October 2017SE 4 - January 2020Accounting (RealPage Accounting, Commercial Property Management)Asset Management and Optimization (Yieldstar, Business Intelligence, Performance Analytics, Investment Analytics, Axiometrics, RealPage Portfolio Management)Learning Management (RealPage LMS)Prospect Management (LeaseStar Marketing Center, Websites, Online Leasing)Property Management (OneSite Conventional, OneSite Student)Resident Engagement (Active Building Resident Portal, Resident Payments)Spend Management (eSupply, Purchasing Pro, Ops Technology, Compliance Depot)Utility Management - RealPage Utility Management (aka Velocity, NWP, AUM)Some of the things I get to do:• Support sales and account management teams through sales calls, phone/web product demonstrations, in-person product demonstrations, and providing general industry and technical knowledge• Understand customer needs and establish RealPage products and services as the best solutions that addresses those needs• Build and present customized, integrated product demos and presentations in conjunction with sales team• Facilitate and support prospective client product evaluation environments• Educate internal and external personnel on RealPage products, implementation and training methodology• Assist in developing consistent product material for internal and external customers• Participate in all appropriate product, sales, and procedural training and certification to acquire and maintain the knowledge necessary to be effective in the position• Assist in responding effectively to request for proposals and proof of return on investment documentation in conjunction with the sales and marketing teams• Provide a high level of product and multi-family business knowledge to assist in expanding a sales deal

Carrollton, Tx

Responsibilities include training design and deployment for Velocity employees and customers, learning management system deployment, and on demand video training development.*2014 Updates - Created a tracking report for all 2014 clients that attend training using Excel's Power Pivot features. I'm currently creating a leaner document library by consolidating and enhancing our current learning products, but we are still sitting with over 250 documents in our library, even after removing quite a few during enhancements. I'm in the process (July 2014) of creating and establishing a knowledge base platform in SalesForce that will add JIT support for our Operation teams.August Update (8/27/14): So far this year we have given 215 classes for a total of almost 770 man hours. The classes are getting better week by week, and we are teaching more people in less time with our virtual classes!2013 Update - This past year, I created over 50 new documents for our team, collaborated on many more, and wrote just shy of 110,000 words in the form of job aids and manuals to enhance our product.Project Lead for Velocity SharePoint document migration - Project Manager / Designer Role We have 25+ self titled smaller job aids to support the teamCreating and maintaining new client training schedule, which has provided over 780 clients with Velocity specific trainingDesigned and created Velocity's first set of training standards with a Style Guide and supporting templates in word for new users to create their own documentationCreated a singular screencast to accommodate private client requests. Deployed to the client website. LMS ManagementLive training for Velocity clientsLive training for Velocity employees

Carrollton, Tx

Responsible as part of the IP Research team for investigation and resolution of processed invoices.Researched and resolved customer and account manager generated issues submitted to the Research team.Under the leadership of the Director of Quality and Support, facilitated in process development and process mapping of Invoice Processing alert resolutions.Facilitated the Employee Empowerment and Work Process Improvement initiative developed in early 2012. Team is a leader team helping "spin off" improvement plans within the division.

Carrollton, Texas

Single point of contact for 48 Property Management Companies, more than 550 properties, and over 80 thousand units.Acted as the central liason and project manager for issue identification, resolution planning, and action item execution to resolve client issues.Reversed multiple key accounts from cancellation to fans of the Velocity service. Standard Responsibilities Included: Daily contact with clients to resolve any issues that arose from within the Velocity product, including short term immediate issues, and longer term product improvement or service issues.Weekly/Monthly meetings for clients who have additional issues and needed a more focused approach. Initiated first introduction with the client after services were purchased, and orchestrated the implementation of new properties onto the Velocity platform. Responsible for facilitating group accountability to the scheduled implementation dates. Scheduled and implemented training, and acted as the training representative when client trainer was not available.Drafted multiple reports and processes to facilitate the Account Management and Invoice Processing teams. Processes included establishing previously unwritten processes and procedures for oncoming account managers, standardization of the tools and items required for new account managers, and process and procedures for document handling in specific situations for the Document Administration group.Reporting included drafting a series of reports that delivered on Accont Managment workload percentages, developing a timetable for performance mearurement, and customer reports.

Carrollton, Texas

Responsible for performing Quality Assurance audits on 2% of the total invoices processed with Velocity. Coached and educated processors on opportunities for improvement within the Velocity processing system to improve quality.Created and implemeted reporting structure to standardize the delivery of Invoice Processing data for quarterly and on demand Client Business Reviews. Created reporting to deliver automated accuracy percentages for items cleared by IP Research. Created measurement tool to isolate and measure total accuracy of processed invoices at client request (previously unreprted information).Trained new invoice processing customers on the service provided as part of Invoice Processing and how to optimize the software for their individual use.Trained new employees on Invoice Processing and quality control as part of their onboarding with Velocity.Participated in testing process of the Velocity Enterprise System, designed to replace the legacy VIPER system.

Richardson, Texas

Performed black box and white box QA testing on in-house custom programs.Performed unit, regression, and halo testing on products in all applicable portions of the life cycle.Delivered programs through various functions as QA, user acceptance tester, and super user.

Richardson, Texas

As an Owner Services Flight Coordinator, booked and provided advice on the basic travel experience of private jet ownership.As the Demonstration Flight coordinator, booked the initial flights for all potential Flexjet clients. Acted as the central liaison between customer, sales, operations, catering, and additional travel services to ensure that potential clients received the highest quality demonstration possible. Provided initial expectations and training on the level of service with the Flexjet product for clients. Provided post-travel reporting to the sales team to facilitate closure negotiations. Trained four additional demonstration flight coordinators in the process and procedures required to maintain the highest Flexjet standards.As an Elite Services Team Member, established and participated in the creation of the original Elite Services team. The team selected the original client base from multiple factors, including the size and service-centric needs of the client. Using call metrics, we estimated and measured the minimum KPI requirements necessary to provide a higher level of service to these particular and very decisive clients.Acted as the Aspen Gateway Agent in 2006-2007 winter season. Responsibilities included meeting and greeting Flexjet clients, ensuring that the details of each flight were met correctly and accurately, responding to weather and unexpected incidents when they occurred, and acting as a liaison in situations requiring both delicate treatment and significant information accuracy with limited time frames.As part of the Flexjet culture committee, organized multiple events for the Owner Services and Operations divisions. Team responsibilities included designing event ideas, scheduling and booking event space, event marketing and timing to ensure maximum participation, while remaining within the allowed budget provided by the Director of Owner Services.

Dallas Love Field - Dal

Provided general counter and terminal services to Southwest Airlines customers including ticketing, travel advice, and additional general services as needed to facilitate travellers.Gained working knowledge of SAAS and SABER ticketing system.Established and improved conflict resolution skills during difficult situations such as overbooking, inclimate weather, airport shutdowns, Awarded with trainer position after 6 months for new Dallas Station Service Representatives.

Yuma, Arizona Area

E-4 Enlisted Marine, Honorably DischargedResponsible for leading a team of 6-8 Marines in the general maintenance, testing, and repair of AV8-B "Harrier" weapons systems.