Danielle Perez Email & Phone Number

Lowell, Massachusetts, United States

Lowell, Massachusetts, United States

Lowell, Massachusetts, United States

Greater Boston Area

· Led projects and/or sub-projects to ensure technical design meets long-term business requirements by partnering with stakeholders to develop scope, manage resource constraints and resolve business, or process challenges via system design· Tracked and managed project budget and reported key performance metrics (KPIs) to senior management· Effectively provided input, guidance and influenced stakeholder decisions, as an information systems liaison, to ensure business understanding of complex system designs and limitations· Subject matter expert for affinity systems technical support, training, enhancements and user acceptance testing, including rollouts of complex projects via evaluation of systems, business and model data requirements, as well as, developing and executing business testing strategies· Re-engineered systems operations to improve business results, operational effectiveness and promote continual improvement i.e. reduced payroll onboarding by 30% and reduced partner and reward program time to market by 83%

Greater Boston Area

· Project and brand management of electronic and visual content consisting of the implementation of a brand and style guide, website development and social media administration· Launched new dynamic website and internet banking platform through internal and external collaboration· Development of marketing calendar including creation and distribution of targeted marketing materials, monthly newsletters, bi-monthly educational events, quarterly prospect events and budget management and reconciliation with senior management

Greater Boston Area

· Developed innovative solutions to optimize sales opportunities to existing and prospective customers, as well as, generated new business by outbound calling and community interaction · Demonstrated leadership and assertiveness per the establishment, retention and deepening of relationships with clients to achieve performance goals and provide quality customer service· Proactively managed business risks through collaboration with specialist and/or teammates to serve customer’s banking, small business, mortgage, loans and investment needs

Greater Boston Area

· Main point of contact for client inquiries and requests for 55+ accounts, with assets totaling over $2.8B. These requests included portfolio/product information, account related information, compliance, audit requests, cash management and trade support· Successfully managed and generated accurate and timely client and consultant reporting including due diligence questionnaires, account specific reports, client presentation books and materials

Greater Boston Area

· Maximized revenue performance by tracking and evaluating CRM data to define and capitalize on new sales opportunities; further boosted performance by planning and facilitating events focused on building productive client relationships and promoting market awareness· Played vital role in driving competitive business growth by effectively developing and distributing targeted marketing materials; actively collaborated in analyzing sales pipeline to optimize communication of sales opportunities and implemented new procedures to track business opportunities more efficiently