Casey Patterson

Casey Patterson Email and Phone Number

Engagement Director at Apex IT @ Apex IT
Casey Patterson's Location
Redding, California, United States, United States
Casey Patterson's Contact Details
About Casey Patterson

Strong relationship builder with 13+ years SaaS experience supporting large enterprise clients in fast-paced environments, collaborating with internal and external teams and using the Salesforce platform to enable creativity, productivity and end-to-end process change. Driven and motivated leader who enjoys being part of a team, but is confident and disciplined when working independently

Casey Patterson's Current Company Details
Apex IT

Apex It

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Engagement Director at Apex IT
Casey Patterson Work Experience Details
  • Apex It
    Engagement Director
    Apex It Oct 2021 - Present
    Cottage Grove, Mn, Us
  • Apex It
    Solutions Architect
    Apex It May 2021 - Sep 2021
    Cottage Grove, Mn, Us
  • Early Warning®
    Salesforce Delivery Lead
    Early Warning® Mar 2020 - May 2021
    Scottsdale, Arizona, Us
    Salesforce SME driving project outcomes by utilizing Agile and collaborating with cross functional teams to prioritize and deliver Enterprise Salesforce solutions that drive add value.
  • Early Warning®
    Senior Delivery Manager - Salesforce
    Early Warning® Sep 2017 - Feb 2020
    Scottsdale, Arizona, Us
    Strategic-driven Salesforce Sr. Delivery Manager advocating for Salesforce solutions that deliver the 360-degree view of our consumers that is so important to providing excellent customer service. As the Salesforce SME, it is my responsibility to work with the business to recommend enhancements, assist in gathering requirements, complete user acceptance testing and deploy to production for all Salesforce projects to ensure the business needs are met and that we continue providing a functional and scalable solution. I also support the Consumer Services team and Financial Institutions participating on Zelle in regards to Salesforce on-boarding, training, reporting and day-to-day support items.
  • Early Warning®
    Applications Administrator - Salesforce
    Early Warning® Jan 2017 - Sep 2017
    Scottsdale, Arizona, Us
    Support-focused Certified Salesforce Administrator working closely with the Zelle Consumer Services Team and Software Engineering to design, implement and support an innovative Service Console and Community that is expandable. Using Salesforce we are driving data accuracy, providing solid metrics and assisting the business in using this information to make enhancements that will help us continue providing the best customer service to our consumers.
  • Vesta Corporation
    Salesforce Administrator
    Vesta Corporation Nov 2013 - Dec 2016
    Lake Oswego, Oregon, Us
    Goal-achieving Certified Salesforce Administrator that is always looking for creative ways to use Salesforce to best support my team Successful in aligning cross functional teams such as Sales and Marketing by capturing and reporting on important data fields and metrics in Salesforce to drive productivity and accountability as part of the Sales Operations team.Implemented 3rd Party apps from the App Exchange, including researching features, functionality, compatibility, reviewing demos and negotiating contracts and pricing. Completing the app integration and configuration myself helped reduce upfront costs and improve ROIManage Salesforce Security (profiles, permission, roles, role hierarchy and sharing) for 270+ users globally. Create and manage workflows and approval flows using process builder to automate and streamline business and sales processes
  • Vesta Corporation
    Manager, Relationship Management
    Vesta Corporation Nov 2013 - Jan 2016
    Lake Oswego, Oregon, Us
    Experienced Relationship Manager supporting e-commerce clients in high risk markets. Energetic team leader with a proven track record for implementing and maintaining successful long-term client relationships for industry leading e-commerce clients.Relationship owner for 50+ client accounts on the vSafe Merchant Service platform (SaaS), the majority of which sell digital goods like virtual gift cards and e-tickets for transportation Accountable for driving the customer relations strategy and creating new Relationship Management processes and documentation for daily, monthly and quarterly interactions with clients. Documentation included the design of reports for fraud metrics, revenue data and real-time dashboard reporting.
  • Vesta Corporation
    Account Manager
    Vesta Corporation Dec 2008 - Nov 2013
    Lake Oswego, Oregon, Us
    Project focused account manager supporting Enterprise Telecommunications clients to provide innovative payment solutions, manage client expectations and offer new enhancements, features and servicesOversaw multiple projects simultaneously ensuring that the communication path to and from the client was clear and documented. This included gathering and documenting requirements; creating statements of work; reviewing all requirements documentation with Engineering; pre-production validation testing and client support for deployment and production validation testing Managed all communication to and from the client during reported production incidents and worked closely with IT to resolve the issue and provide documentation to the client regarding cause and future resolutions

Casey Patterson Skills

Telecommunications Product Management Strategy Requirements Gathering Troubleshooting Wireless Mobile Payments Cloud Computing Team Leadership Enterprise Software Management Customer Relationship Management Software Engineering Software Development Wireless Technologies Account Management Leadership Mobile Devices Salesforce.com Sales Operations Software As A Service Saas Salesforce.com Administration Project Management Customer Service Customer Satisfaction Sales Integration Cross Functional Team Leadership Strategic Partnerships Certified Salesforce Administrator Business Requirements Executive Reporting Reporting Contract Negotiation Salesforce Training Microsoft Office

Casey Patterson Education Details

  • Warner Pacfic College
    Warner Pacfic College
    Health And Human Kinetics

Frequently Asked Questions about Casey Patterson

What company does Casey Patterson work for?

Casey Patterson works for Apex It

What is Casey Patterson's role at the current company?

Casey Patterson's current role is Engagement Director at Apex IT.

What is Casey Patterson's email address?

Casey Patterson's email address is ca****@****ing.com

What schools did Casey Patterson attend?

Casey Patterson attended Warner Pacfic College.

What skills is Casey Patterson known for?

Casey Patterson has skills like Telecommunications, Product Management, Strategy, Requirements Gathering, Troubleshooting, Wireless, Mobile Payments, Cloud Computing, Team Leadership, Enterprise Software, Management, Customer Relationship Management.

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