Brian Potter Email & Phone Number

Overland Park, KS, US

Lees Summit, Missouri, US

• Refactored email system by threading processes to decrease page load time and replaced potentially recursive code while implementing fail-safes for incorrectly entered smtp credentials
• Point person for all CRM Dynamic integrations which includes packaging data into XML envelope, initiating calls and parsing response data to a logging table
• Increase speed and security by replacing page and app level data filtering with stored procedures
• Responsible for customer setup including but not limited to updating database tables and stored procedures, stylesheets, and completing all customization requests within a 3-phase rollout process
• Create training material and conduct both on-site and remote training sessions for new clients
• Lead a team responsible for all customer facing requests – adhering to 2 week sprints using agile management models

Mission, Kansas, US

• Designed custom pages for clients using HTML, CSS, JavaScript, and jQuery
• Resolved, on average, 12 dealer requests each day- exceeding the target goal of 8 resolutions
• Proven track-record with a 100% resolve rate for tickets worked
• Fixed functionality and styling issues on client sites
• Assigned projects to provide best-effort support for high-risk clients
• Selected to work on projects for National and Premier accounts

Provide administrative support for 35 companies with plan assets ranging from $1.5 to $30 million to ensure all plans operate within compliance of each Plan Document and government regulations Act as liaison between Financial Advisor, Plan Sponsor and internal departments. Provide quality customer support by researching and answering client inquiries..

* Entrusted to oversee daily operations as interim manager* Monitored and resolved 50+ client billing and policy issues each month* Utilized 5 social media and business review sites to improve visibility and establish rapport* Increased productivity by 33% after streamlining public relation workflows into a centralized program* Instructed 2 person sales.

Kansas City, MO, US

* Conducted research, fact checking, and copy editing of publication content * Ensured high event visibility by effectively managing customer relations* Recognized for top performance through selection of high-priority assignments* Maintained 100% success rating in meeting daily deadlines for 15 Features calendars* Resolved corporate and residential client.

Contracted through JM Neil and Associates* Appointed special projects to support multiple teams as needed* Assisted with the establishment of the Directory Service Request (DSR) Team * Efficiently managed the 1 to 3 day lifecycles of 1,600 service requests each month* Trained new employees in Directory Service Request (DSR) applications* Successfully.

Specialized Technical Training, Computer Programming And Applications Development

Bachelor Of Business Administration (B.B.A.), Enterprise Management

Education record