David Patten
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David Patten Email & Phone Number

Client Success and Inside Sales Supervisor at Underline
Location: Colorado Springs, Colorado, United States 10 work roles 2 schools
1 work email found @paycor.com 1 phone found area 336 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@paycor.com
Direct phone (336) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Client Success and Inside Sales Supervisor
Location
Colorado Springs, Colorado, United States

Who is David Patten? Overview

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Quick answer

David Patten is listed as Client Success and Inside Sales Supervisor at Underline, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at paycor.com, phone signal with area code 336, and a matched LinkedIn profile for David Patten.

David Patten previously worked as Customer Success Manager at Underline and Analyst - Receiving at Big R Stores. David Patten holds Bachelor'S Degree, Call Center Operations Management from Bellevue University.

Company email context

Email format at Underline

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{first_initial}{last}@paycor.com
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AeroLeads found 1 current-domain work email signal for David Patten. Compare company email patterns before reaching out.

Profile bio

About David Patten

Manager of customer service with over 14 years of contact center experience. Previously managed Vendor Operations (BPO) as well as clearinghouse operations for both domestic and offshore teams. Maintains procedures and process flows while adhering to HIPPA and industry standard guidelines as it relates to claim processing through iEDI (Intelligent Electronic Data Interchange). Currently managing payroll support teams with a focus on coaching and developing.

Listed skills include Training, Leadership, Coaching, Customer Service, and 20 others.

Current workplace

David Patten's current company

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Underline
Underline
Client Success and Inside Sales Supervisor
Colorado Springs, CO, US
Website
AeroLeads page
10 roles

David Patten work experience

A career timeline built from the work history available for this profile.

Client Success And Inside Sales Supervisor

Colorado Springs, Co, Us

Customer Success Manager

Colorado Springs, Co, Us

Analyst - Receiving

Watseka, Il, Us

● Maintain vendor relationships while also acting as an escalation point for escalated situations● Implemented strategic changes and process improvements to improve efficiencies for moreaccurate receiving reports● Create and deliver executive-level presentations for operational reviews, highlightingsuccesses and opportunities for improvement, driving strategic decision-making andperformance enhancement.● Partner closely with Quality Assurance to train on specific processes to enhance teamcapabilities and customer service quality.

Manager - Client Support (Saas)

Cincinnati, Oh, Us

- Lead a team of frontline associates responsible for the direct support of Paycor clients; Monitor and manage the daily, quarterly and annual processes for assigned team- Actively coach direct reports on continuing performance and career issues; identify training needs and develop plans to address them- Align workflow within the team to meet clients’ needs in a timely manner- Track key Support metrics to analyze business and associate performance relative to efficiency and overall service- Execute programs/initiatives to foster client satisfaction and retention- Review internal workflow policies/procedures and recommend and implement improvements- Investigate, analyze and proactively recommend solutions for client issues escalated by front line associates- Serve as an escalation point, at times visiting clients at their locations- Maintain a working environment that is energized, motivated and contributes to the positive welfare of associates- Analyze staffing needs and participate in hiring processes- Manages expenses within the established budget- Collaborate with Client Support peers to operationalize improvements to Client Support strategy and overall performance- Participate in new service or compliance roll outs to ensure associate and client readiness- Ensure effective product support by managing client software upgrades- Coordinate and/or provide ongoing training to direct reports on processes and software/hardware- Establish, document, and maintain departmental procedures

Jan 2021 - Dec 2023

Senior Edi Manager - Customer Service

Eden Prairie , Mn, Us

- Manage and be accountable for professional employees and/or supervisors- Coordinate and supervise daily/weekly/monthly activities of team members- Set priorities for the team to ensure task completion and performance goals are met- Coordinate work activities with other supervisors, managers, departments, etc.- Identify and resolve operational problems using defined processes, expertise and judgment- Provide coaching, feedback and annual performance reviews as well as formal corrective action

May 2018 - Jun 2020

Senior Analyst - Customer Service Operations Vendor Support

Basking Ridge, Nj, Us

- Ensure partners adhere to Verizon contractual agreements. Perform audits around quality, IT, and secure workplace guidelines.- Constructing and presenting executive level presentations based on audit findings and center performance.- Work directly with partner leadership to help develop their supervisors to be able to coach to Verizon standards and meet the needs of our businesses.- Attend coaching sessions with the supervisors. Monitor and observe their coaching’s and afterwards collaborate on the Deliver the Promise model and address opportunities and celebrate successes.- Audit processes of training and quality. Lead or attend calibration sessions to ensure everyone was aligned on objectives and to discuss our opportunities. Provide feedback to Verizon Manager and partner Site Director so we could collaborate around our opportunities and form action plans to address these.- Train supervisors and agents on specific processes or products. Trainings include but not limited to Deliver the Promise, Troubleshooting Guided Flow, MARS, Compass, Drive 2.0. Led “Why Verizon” training and “DTP Fundamentals” for our new hire groups.- Daily task include providing site level reporting to the partners. Reporting includes disconnects, 360s, denied OCCs, equipment discounting, etc. Also included in daily tasks are addressing disputes, daily touch bases with the supervisors and verification audits.

Apr 2014 - Feb 2018

Customer Care Supervisor

Basking Ridge, Nj, Us

- Managed daily activities of a group of Care representatives. Coached each representative to specific behaviors that are negatively impacting their stats, determining the root cause and the “why” behind why the behavior continues to happen. - Explaining the impact of negative stats to the business and formulating action plans to improve them. - Took escalations from representatives and watched over our team chat assisting with additional questions. - Made sure that representatives are using resources and explaining where to find the information and the benefits of our tools.

Apr 2013 - Apr 2014

Analyst - Resource Management

Basking Ridge, Nj, Us

- Intraday management for Customer Care, Data, and specialty groups throughout our call center, which require knowledge of all Resource Management policies/procedures ranging from time off, reporting, online representative goals, to service level and abandonment rate. - Responsible for auditing RM coordinators calls, EMS, and WFM request. Providing constructive feedback to them when needed. - Process emails via Work Flow Manager and Outlook, employee calls, and approving time off, which directly affected online staffing. - Requires the handling of confidential employee information, knowledge of staffing requirements, and the ability to convey information that is not widely accepted. - Tasked with scheduling and the successful completion of center wide training (instructor lead and online at times). Involved problem solving, and analysis of staffing to accommodate all trainings without sacrificing online staffing requirements. - Working one on one with call center leadership to make sure their needs are met. Attending both daily A.D. huddles and the supervisor conference call for Midwest Area RM supervisors to discuss our goals and any opportunities that have come up. - Facilitate and present classroom training’s on new or changing tools or policies (New Hire RM Presentation, Online Shift Bidding Tool, Vacation Bidding, etc...)

Aug 2010 - Apr 2014

Data Tech Coordinator

Basking Ridge, Nj, Us

- In depth troubleshooting with Smartphone’s, PDAs, and Blackberries to provide a consistent customer experience. Configuring email setups for customers and testing the resolution. - Creating Remedy Tickets to get issues resolved with the NRB and following up with customers. Assist working in the Zone taking escalated calls for fellow agents. - Regularly pulled to work as a Subject Matter Expert for new hire groups and chosen to work on the Follow Up team.

Aug 2008 - Aug 2010

Customer Service Representative

Basking Ridge, Nj, Us

- Handle inbound customer calls. - Consistently and accurately answer all customer inquiries regarding billing, equipment, and all other policies/procedures at Verizon Wireless while achieving first call resolution. - Troubleshooting with customers regarding any problems they may have with their equipment by utilizing One-Source, ACSS, E-Guide and other various resources

Nov 2007 - Aug 2008
Team & coworkers

Colleagues at Underline

Other employees you can reach at underline.com. View company contacts →

2 education records

David Patten education

Bachelor'S Degree, Call Center Operations Management

Bellevue University

Associate Of Science (A.S.), Psychology

Volunteer State Community College
FAQ

Frequently asked questions about David Patten

Quick answers generated from the profile data available on this page.

What company does David Patten work for?

David Patten works for Underline.

What is David Patten's role at Underline?

David Patten is listed as Client Success and Inside Sales Supervisor at Underline.

What is David Patten's email address?

AeroLeads has found 1 work email signal at @paycor.com for David Patten at Underline.

What is David Patten's phone number?

AeroLeads has found 1 phone signal(s) with area code 336 for David Patten at Underline.

Where is David Patten based?

David Patten is based in Colorado Springs, Colorado, United States while working with Underline.

What companies has David Patten worked for?

David Patten has worked for Underline, Big R Stores, Paycor, Optum, and Verizon Wireless.

Who are David Patten's colleagues at Underline?

David Patten's colleagues at Underline include Tilden Sparks, Ryan Plum, Bonnie Goff, Travis Mead, and Dane Bender.

How can I contact David Patten?

You can use AeroLeads to view verified contact signals for David Patten at Underline, including work email, phone, and LinkedIn data when available.

What schools did David Patten attend?

David Patten holds Bachelor'S Degree, Call Center Operations Management from Bellevue University.

What skills is David Patten known for?

David Patten is listed with skills including Training, Leadership, Coaching, Customer Service, Telecommunications, Wireless, Call Centers, and Mobile Devices.

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