David Espino Jr. Email & Phone Number

Morrisville, Nc, Us

Reports to: Director of Enterprise DeliveryThe goal of my position is to implement, project manage, and consult on software best practices in the Insurance and Securities space. My client portfolio ranges from 4 month, to 10 month projects, and requires large amounts of internal and external stakeholder participation. Managing timelines, handling start and end dates and bringing together the teams that make each function work is apart of my day to day duties. My product manages the overall compliance process, and population management within a clients ecosystem, from licenses, to their appointments, and verifying they have completed their requirements to insure and sell securities products. I maintain the project scope in the majority of my projects and any potential risks or blockers that may come into play.Client Type: Securities / Insurance

Austin, Texas, Us

Reports to: Director of Client OperationsHelping to solve communication and client correspondence for law firms and their clients whether Personal Injury or Mass Tort cases such as Camp LeJeune, 3M, etc. Case Works sets out to build a complete process to onboard and manage the Firm's clients (plaintiffs) in an effective and well-built way, alleviating the need for firms to hire, train, and retain individuals to help manage these processes.Implementing client intake data that can be translated effectively for Firm communications during the legal suitsBuilding out intake documents that can be accessed and utilized by a large Medical Review and Nurse built a staff Alleviating any confusion from the top down by updating a Confluence based, database, filled with articles, SharePoint files, and other relatable and proprietary informationWorking with the Client Experience and Case Operations Teams to introduce new findings in a Legal Cases' processes and implementing those changes in a set period of time Admin to CRM, Confluence, and a Secure Portal that exchanges legal documents containing private data that is utilized in the court system against the defendant, typically the US Government, and private Corporations.Train and Onboard a substantial amount of agents, Medical Review Reps, and QC agents to understand Case Works as a whole and the goal of each person's role, and the efficacy of the work they do, translating that information into success metrics measured by Power BI.

Honolulu, Hawaii, Us

Reports to: CROInnovation through business intelligence (BI) and automated reporting for various accounting firms – working closely with every industry from tech, auto, and finance, bringing outsourced accounting as an added option.Managed Salesforce as Admin to effectively change the prospect to nurture process for every business client. - Establish SF workflows around CS contract renewals - Built Quote processes through SF (CPQ) - Worked with SF Pardot and Enablement simultaneously with marketing to sequence outreach for our Sales teams inside and outside Working with Accountants, CPA's, CFO's, and Bookkeepers to automate their current processes for their day-to-day practices with a Business Intelligence software that is built for the client and their needsAssisting in Sales Support, Client Retention, Implementation and training of new and existing clients into our Accounting Business Intelligence application, and providing feedback to Software Dev team for future revenue growth and product updates. Train Product to new clients, walking through the steps to achieve 100% usability of the analytics software, determining immediate needs and initial setup Onboard Client to product, walking through implementing their current accounting software such as but not limited to QuickBooks Online, Quickbooks Desktop, Sage Intacct, etc. making sure for seamless integration between my analytics product and their current accounting softwareUtilize Jira for support ticket system with Developer team.Assist in managing Confluence for all resource allocations and data organization and improvement.Marketing: Worked with Marketing and Developer team to establish white paper materials to generate industry vertical cadences for Account Manager and SDR's uses for effective prospecting, meetings set and had, while nurturing the current client base to continue relations and further contract extention. Sales Enablement / Revenue Operations / Product

Bellevue, Wa, Us

Reports to: Area DirectorTo expand connectivity through innovation through technology partners in IoT, Mobile, and Engineering stronger back up infrastructure in places like Hospitals, High rises, and Governmental agencies. Quoted and Invoiced Business clients through Salesforce CPQ to effectively close the sales.While still providing an analytic approach to Business Development, owned both positions as Account Executive, and Sales Dev, for 6 more months after taking the role as AE.Implementation of new wireless devices, IoT devices (Fail-Safe Devices / Mobile vehicle technology / etc.) Including implementing engineer team processes.Small to Medium BusinessMobility and Data | Technology Technology from Partnerships within TelecomProspecting | Full Sales Process________________________________________Prior - B2B Enterprise Development1,000 - 100,0000 employees focussed M2M, Infrastructure, Mobility, Data and Technology

Bellevue, Wa, Us

• Collaborated with Sales, Marketing, and Customer Success to develop sales cadences and marketing analytics for business development.• Created and tested sales and marketing cadences to enhance connections within Enterprise, SMB, and Mid-Market organizations.• Worked with Corporate Partners to implement tech stacks like Outreach.io, Salesloft, Salesforce, and NetSuite for optimal results.