Chad R. Hartley, Mba, Csm Email and Phone Number
Seasoned Project and Operations Manager with expertise in leading technical project implementations, sales demos, and client presentations, specializing in Bill Payment, Presentment, and Critical Customer Communications Solutions. Proven track record in successfully integrating software and APIs with SaaS, ERP, and enterprise platforms. Skilled at conducting deep discovery sessions and performing comprehensive business analysis to determine product solution fit, as well as customizing and adapting software to meet client needs. Highly proficient in creating technical and design requirements documentation, functional specifications, and customer experience (CX) design plans. Known for exceptional problem-solving abilities, operational efficiency, and delivering high-quality outcomes in dynamic environments.
Idi Billing Solutions
View- Website:
- idibilling.com
- Employees:
- 145
-
Technical Sales EngineerIdi Billing Solutions Jul 2021 - PresentUnited States• Acted as sales engineer demonstrating to prospects the product compatability and value of enterprise ILEC/CLEC telecommunications SaaS billing and customer communications workflow software platform. • Tailored product demonstrations based on insights from discovery sessions and RFP reviews, collaborating with Product Owners, Marketing, and Sales leadership to drive business outcomes. -
Director Of ImplementationOsg Nov 2012 - Jul 2021Greater Phoenix Area• Directed client onboarding for 100+ large customers, overseeing project management, customization and change management, ensuring seamless migrations to new billing and payment enterprise platform. • Delivered over 75 sales presentations, highlighting technical benefits and business solutions, resulting in $85+ million in new revenue. • Led the transition from Waterfall to Hybrid/Agile methodologies in the client onboarding process, reducing project implementation time by 31 days and increasing company revenue by millions. • Served as the trusted advisor to large clients, including stakeholders in financial services, technology, healthcare, and media, resulting in long-term partnerships and improved customer retention. • Developed and executed customization strategies and roadmaps for technical migration projects, enhancing client satisfaction and aligning solutions with business objectives across multiple industries. • Interviewed, hired, mentored and supervised a team of 8 project managers, improving team productivity by over 25% through hands-on training, guidance, and performance management. • Conducted over 200 discovery sessions with prospective and new clients’ business leaders to formulate project scope, unique requirements, and complexity. • Documented over 100 technical and business requirements, project plans and WBS, RAID logs, and other documentation for leading implementations. -
Project ManagerPorts America Nov 2011 - Oct 2012Chandler, Arizona• Spearheaded the project team responsible for the consolidation of 5+ legacy billing systems for clients, implementing secure data transfers and reconciling over $3 million in unapplied revenue in Oracle DBMS. • Analyzed and optimized billing systems, enhancing process efficiency and facilitating the reassignment of $3 million in unapplied payments, reducing month end reconciliation time by 30%. • Co-authored and executed project plans to automate necessary treasury payments, successfully reducing manual billing time and improving overall payment accuracy by 42%. • Partnered with external consultants and internal teams to test and optimize system performance, reducing data import errors, enhancing data security, and decreasing upload times. -
Billing Operations ManagerBest Buy Health Dec 2007 - Aug 2011Greater San Diego Area• Managed the new product development, upgrades, and go-to-market launches for a telecommunications-based healthcare product, resulting in a 22% increase in market adoption and contributing millions in revenue. • Co-architected and implemented automated financial reporting systems, leveraging data analytics from internal and external sources, reducing reporting time and improving leadership decision-making speed. • Led mobile telecommunications projects and implementations, improving data security protocols and streamlining employee authorization processes, reducing security risks and improving CSR sales process workflow in the enterprise billing system. • Worked on team responsible for new product and feature functionalities, streamlining processes and automating workflows to reduce manual work. Performed thorough regression testing to ensure 100% accuracy and compliance for software releases.
Chad R. Hartley, Mba, Csm Education Details
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Sports Management/Communications -
Project Management -
Master Of Business Administration - Mba
Frequently Asked Questions about Chad R. Hartley, Mba, Csm
What company does Chad R. Hartley, Mba, Csm work for?
Chad R. Hartley, Mba, Csm works for Idi Billing Solutions
What is Chad R. Hartley, Mba, Csm's role at the current company?
Chad R. Hartley, Mba, Csm's current role is Director of Technical Project Management | SaaS l ScrumMaster | Automation, Innovation, and Integration | Technology Product Customization.
What schools did Chad R. Hartley, Mba, Csm attend?
Chad R. Hartley, Mba, Csm attended Ohio University, Keller Graduate School Of Management Of Devry University, University Of Phoenix.
Who are Chad R. Hartley, Mba, Csm's colleagues?
Chad R. Hartley, Mba, Csm's colleagues are Angel Paze, Ayush Sharma, Nicholas Loomis, Emily Young, Jonathan Koch, Karina Zayas, Andrea Wood.
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