Brian Michaelson Email & Phone Number

Wilmington, NC, US

Wilmington, North Carolina, United States

• Leads project kick-off and discovery calls for many national brands, gathering business requirements and mapping out current setups using Lucidchart, including deep dives into Stripe payment processes and NetSuite.
• Oversees multiple ERP projects simultaneously, coordinating with development teams to deliver customized solutions integrating Stripe with NetSuite’s Invoices, Sales Orders, and Payment modules, as well as Salesforce.
• Creates detailed functional requirement documents and UAT testing plans, ensuring Stripe-to-NetSuite integrations aligned with client financial operations and automated invoicing and payment workflows.
• Designs and Implements Salesforce Flows and integrates them with the Stripe API, NetSuite, and Salesforce Connector to deliver tailored business solutions, improving financial accuracy and process efficiency.
• Performs internal testing and troubleshooting, ensuring seamless integrations and high-performance results across ERP, Stripe payment processing, NetSuite financial modules, and Salesforce systems.

Wilmington, North Carolina, United States

• Facilitated technical implementations for Apiture's digital banking platform, managing the successful migration of financial institutions to cloud-based solutions.
• Conducted data conversions and collaborated with cross-functional teams to resolve technical issues, ensuring smooth delivery and project success.
• Supported system validations by updating file format specifications, creating test scripts, providing production support, and managing/monitoring the UAT system.
• Utilized tools such as Amazon Web Services (AWS), Salesforce, TaskRay, Linux, UNIX, MS Access, SQL, and PerlScript to help institutions with their networking, data mapping and data conversion needs.

Wilmington, North Carolina

• Managed large-scale SQL database migrations for multiple school districts, ensuring seamless data transfer and system accuracy.
• Designed, developed, and deployed SSIS packages to automate data conversion processes, improving efficiency and meeting project deadlines.
• Led disaster recovery efforts, resolving critical technical issues and minimizing system downtime through SQL queries and rollback procedures.
• Utilized tools such as Amazon Web Services (AWS), Salesforce, TaskRay, Linux, UNIX, MS Access, SQL, and PerlScript to help institutions with their networking, data mapping and data conversion needs.

Wilmington, North Carolina

• Managed the successful implementation and conversion of School LINQ software for over 180 school districts, coordinating across technical teams to ensure accurate setup and timely completion.
• Delivered hands-on user training, guiding district staff through new software functionalities to facilitate seamless adoption and improved operational workflows.
• Handled escalated technical support requests, resolving critical server issues, overseeing server migrations, and providing expert assistance for complex troubleshooting scenarios.

Wilmington, North Carolina Area

• Interview prospective clients and review their existing policies which enables me to provide them with the best coverage and premium options available based on their financial needs and goals.
• Conduct both in-home and group presentations and provide detailed explanations of policy guidelines and benefits to clients and their families.
• Report policy changes and company conditions affecting customer satisfaction.
• Conduct annual reviews of existing policies to update information.

Wilmington, North Carolina Area

• Respond to requests for technical assistance in person, via phone, and remotely for Windows and Mac OS based end points as well as Tablets & Smartphones.
• Deliver high quality service by developing in-depth knowledge about technical specifications and company’s process and systems.
• Maintain confidentiality and discretion when working with passwords or sensitive material.
• Proactively resolve customer problems with equipment and services.
• Communicate effectively with numerous software/hardware vendors in order to ensure smooth and speedy resolution of various issues.
• Continually update personal knowledge of computing hardware operating systems and software.

Princeton, NJ

• Oversaw insurance producer licensing and continuing education credits in multiple states for more than 20 employees in the company.
• Assisted company in maintaining compliance with state and federal laws, as well as Prudential.
• Supervised Financial Services department for the company by keeping track of all sales and referrals and providing customer service to life insurance and investment clients.
• Audited sales calls from 5 different sales people in the company on a weekly basis for training purposes.
• Managed pay-per-click online marketing programs such as Google AdWords, Bing Ads, and SureHits on a daily basis with a budget totaling $10,000/month to drive more leads to the Property & Casualty salespeople.
• Enhanced existing or created new Excel reports with many advanced formulas for various departments in the company.

Princeton, NJ

• Assisted financial advisor in preparing for sales meetings including quoting, power point presentations and client summaries.
• Maintained advisor’s calendar in order to ensure an efficient and maximized schedule.
• Followed-up with clients prior to sales meetings to arrange appointments and after sales meetings to ensure smooth application process.
• Maintained report for all sales & commissions for the financial advisor.
• Contacted prospects on a weekly basis to follow-up on their previous interest and to drive more sales for the advisor.

New York, NY

• Maintained firm’s professional image by dealing with customers in a courteous and professional manner.
• Fielded over 50 calls per day from internal and external customers.
• Made knowledgeable and responsible sales decisions quickly on the phone.
• Provided helpful input in department meetings.
• Applied excellent computer skills with fast and accurate order entry and effective navigation of business information systems.
• Accomplished challenging tasks or projects presented by high-level executives and managers.

New York, NY

• Maintained organization of office and mail room.
• Provided efficient support in handling incoming and outgoing mail.
• Ensured timely issuance of invoices and maintained an organized filing system.
• Gained experience through cross-functional office duties and internal customer service tasks.

Business Administration

Life & Health Insurance

Education record