- Lead product development, strategy, and execution across multiple practices including AFCO Premium Finance, McGriff Insurance Services, Truist Home Office/Corporate Functions and Shared Applications- Ownership of Truist Shared Applications product team focused on strategic solutions, deployed across multiple business units, to help support enterprise initiatives- Develop and maintain prioritized product roadmaps focused on performance optimization and revenue-generating capabilities- Lead and develop a team of product owners dedicated to various lines of business across Truist- Manage strategic relationships with key partnerships at Truist as it relates to our CRM platform

- Own all aspects of CRM support/business needs for assigned business unit(s).- Document business needs; identify gaps between business needs and standard CRM application functionality; design and document solutions that fill the gaps; and provide detailed business requirements specifications for Salesfore.com developers.- Serve as a liaison between the business and technical teams to help design solutions that drive sales enablement and balance technical sustainability.Provide continuous support and troubleshooting for assigned business units.- Assist Development team with technical design and solutions for future enhancements.- Support end to end testing and implementation of Salesforce enhancements including UAT and Production Validation.- Help drive short and long term release/implementation strategies for the enterprise SFDC platform.- Perform application configuration and customization of CRM system/s (building screens, designing custom objects, developing workflows, etc.), including testing and evaluation to ensure quality and consistency- Implement new departments into Salesforce CRM platform as required.- Lead major corporate projects related to Salesforce application enhancements.

- Obtain and manage high level client data to produce benchmarking reports - Communicate with clients to educate them on A/P best practices- Create management reports for our clients at the completion of audits- Collaborate with senior level associates to strategize sale’s meetings involving benchmarking data- Visit client sites to present benchmarking reports

-Sales Process Management and Support-Territory Analysis and Support -Metrics and Forecast Reporting-SalesForce Administrator, Quality Control and Enhancement Management-Benchmarking Process Management and Quality Control-Satisfaction Survey Management

• Provided vendor research and communication to resolve claims• Cross trained in multiple business processes • Maintained an up to date claims queue while consistently exceeding revenue goals for the company• Exhibited teamwork by assisting with various side projects • Used various audit tools such as First Strike, TrakIT, as well as Microsoft tools such as Excel, Access and Word

- Established banking relationships and managed portfolios for consumer customers and small business clients- Researched and assisted customers with various banking and mortgage issues- Identified and provided financial products for customer deposit, credit, mortgage, saving and small business banking needs

- Collaborated with Business Partners from various banking centers to resolve customer issues- Provided customer solutions to complex or escalated issues involving mortgage, home loans and insurance requests.- Collaborated across organizational levels including Senior Vice Presidents and Assistant Vice Presidents to help resolve issues for our customers- Worked with various mortgage customers until complete satisfaction was reached for the customer