Brian Evans Email & Phone Number

Fort Washington, Pennsylvania, United States

• Technology Company that provides an ERP software application for the travel tour industry.Responsible for providing direction and guidance to the team leads for the following three pillars of customer satisfaction.
• Put into effect daily stand ups for entire customer satisfaction team where large scale customer projects are discussed.
• Instituted new procedures and workflow for the customer onboarding process which effectively reduced the time to implement from 9 to 12 months to 3 to 4 months.
• Implemented a consistent and repeatable customer onboarding approach in order to ensure customers are able to understand and fully utilize all aspects of the solution.
• Successfully created approach for upgrading existing customers from legacy application to newly developed application.
• Created approach for access to internal/external documentation and training solutions for customers.

Greater Philadelphia Area

• The CRM market has forgotten its original value proposition around helping organizations acquire new customers, and has gone virtually unchanged for over twenty years, with users forced to accept the challenges and.
• Defined and created the entire onboarding process for the ItaQuod service.
• Created all presentation and training agenda material to support the customer onboarding process.
• Successfully onboarded 10+ customers/partners on the ItaQuod service.
• Facilitated onsite customer/partner meetings/training.
• Worked closely with the product development team acting as customer liaison for prioritizing product fixes, developing new features and communication of fixes or features to customer base.

Radnor, PA

• Technology company that connects businesses and people through a unique private messaging application.The client project manager serves as an implementation specialist, and as the primary contact for Relay's network of.
• Develop detailed project plans to implement the solution.
• Justify and obtain stakeholder approval for adjustments to project schedules and resources.
• Collaborate and influence the activities of Relay and client cross-functional resources (Sales, Product, Systems Engineering, Quality Assurance, Operations, Business Owners and Management) to achieve mutual goals.
• Anticipate project risks, communicate status, and resolve issues.
• Track and manage contractually specified project deliverables, and consistently meet deadlines.

Plymouth Meeting, PA

• SaaS Expense Management Solution targeting SMB organizations.
• Responsibilities included individual contributor, management, process improvement, interdepartmental collaboration, leadership team and board meeting participation.
• Exceeded annual client subscription renewal rate goals consistently.
• Managed a diverse team responsible for new client implementations and training, ongoing support and process consulting.
• Performed individual contributor customer satisfaction responsibilities for select accounts.
• Conducted quarterly web based meetings to client base presenting application features and functions to promote a higher level of customer adoption.

Plymouth Meeting, PA

• Responsible for implementing, training and supporting clients on the ExpenseWatch solution.
• Built trusted relationships with clients via phone and web based meetings.
• Implemented on average 30 – 40 clients per year.
• Analyzed existing client spend management processes in place and recommend new processes and practices to take advantage of what the service has to offer.
• Managed critical customer issues and facilitated communication between customers, tier 2 support and product development.
• Documented internal and external processes.

Yardley, PA

• After Activant Solutions, Inc. acquired Trade Power, Inc., responsibilities shifted towards a product support role for all electronic commerce initiatives and associated applications within the wholesale distribution.
• Mastered Activant's electronic commerce initiatives and associated applications and therefore was able to support Activant client base with confidence while continuing to support Trade Power client base.
• Met or exceeded quarterly goals set by management. Goals included successfully installing customers and manufacturers on an internet trading hub called Trading Partner Connect and creating solutions that could be used.
• Troubleshoot and resolve customer questions involving electronic commerce functionality and related issues.
• Contact third party networks and trading partners to reach satisfactory resolutions.
• Train new employees on electronic commerce initiatives and associated applications.

Blue Bell, PA

• Responsible for managing the development, testing, documenting and installation of the EDI (electronic data interchange) product within Trade Power's wholesale distribution software package. Managed the EDI support.
• Responsible for the revenue generation of the EDI product.
• Completed EDI invoice import to accounts payable project. Application significantly reduced operating costs within over 50 client's accounts payable departments.
• Completed vendor managed inventory project.
• Successfully migrated over 50 clients to a new value added network solution.
• Completed multi-currency project within purchasing and receiving applications to enhance product for international sales.Additional Responsibilities:

Blue Bell, PA

• Responsible for training and installing new clients on Trade Power's Array software solution. Goal was accomplished by working with the client to formulate an installation schedule to reach an ultimate "go-live" date..
• Successfully installed 7 electrical wholesale distributors on Trade Power Array software. Average size of distributor was 50 employees.Additional Responsibilities:
• Train Array applications to clients on-site, which included Accounts Receivable, Inventory, Pricing, Purchasing and Receiving.
• Build a strong working relationship with client from CEO to warehouse employees.

Blue Bell, PA

• Responsible for supporting existing EDI (electronic data interchange) clients and generating new business within the EDI product. The goal of supporting the existing EDI clients was accomplished by gaining an.
• 375% increase in EDI revenue within 4 years.
• 300% increase in the number of EDI clients (30 to 100).
• Quality Contribution Award, May 1996Additional Responsibilities:
• Liaison between clients and value added network (Kleinschmidt) for 100 plus clients.
• Mastery of the EDI ANSI X12 standards.

Blue Bell, PA

• Responsible for the installation of branch locations of Trade Power's largest client. Goals were accomplished by on-site training of client's employees and then assisting clients for one week after their "go-live".
• Mastered the installation responsibilities in areas of business workflow including: Purchasing, Receiving, Sales Order Entry and Accounts Receivable