Debbie Patch Email & Phone Number

United States

* Responsible for managing the new client implementation process for multi-product Paycor clients to achieve a highl level of client satisfaction.* Primary client and sales contact for our Tier III, high revenue accounts during the Implementation process.* Manage the conversion of Tier III clients to Paycor for Payroll, Time on Demand, and/or HR Performer by working effectively with a wide range of internal and external stakeholders, including client training as required.* Serve a leadership role in meeting our milestones in all product areas and delivering new client satisfacton of 95% or greater.

Kansas City, Mo

Managed multiple projects and tasks in a client facing role for a large mutual fund client with 3 million accounts. Employed Project Management skills, support and methodology to develop client specific projects through the entire software development life cycle. Provided technical guidance and direction concerning the business implications of various systems. Mentored and trained less experienced Client Relations associates. Budgeted revenue and expenses. Resolved difficult, complex, and escalated issues. Key Accomplishments:Project Manager for the following projects: * RiverSource Funds and Columbia Funds system consolidation * Day 2 Data Consolidation items from the Columbia Funds system conversion * Implemented the Ameriprise SHARK Cost Basis Reporting project through the entire software development life cycle * Ameriprise Collective Funds data conversion project* Hurricane Sandy Market Closure process when the New York Stock Exchange was unexpectedly closed* 2012 Columbia Media Improvement projects to make processes more streamlined and efficient

Kansas City, Missouri Area

Supervised the day-to-day operations of client support and strategic client relationship management. Managed client workflow and project scheduling, ensured accurate client billing and budget, monitored service level agreements, and adherence to contractual obligations. Managed client expectations and proactively developed client solutions to address future business needs. Staff management responsibilities for a team of six Client Relations associates.Key Accomplishments:* Project Manager for three transfer agent system conversions for Columbia Mutual Funds* Managed the Dealer Services and 22c2 Quality Review Initiative to provide Columbia Mutual Funds with suggestions to improve operational processes* Analyzed and documented Late Trade facilities to keep transactions from occurring after the mutual funds were closed for daily trading* Provided procedures to assist the Morgan Stanley Sub-Accounting team with their dividend balancing procedures in New Jersey

Kansas City, Missouri Area

Managed multiple programs/projects in a client facing role for several large mutual fund clients. Provided technical guidance and direction concerning the business implications of various systems. Mentored and trained less experienced Client Relations associates on project management. Key Accomplishments:* Program Manager for the following record-keeping system conversions, which included gap analysis, discovery requirements gathering, timelines, mock conversions, go-live and post production support: - Columbia to Liberty conversion - Burger to Janus conversion - INVESCO to AIM system consolidation - AAL to Thrivent conversion and subsequent fund mergers* Mentored junior US Bank team members on conversions, de-conversions, and other project initiatives and escalated client issues* Documented a Process Improvement plan to guide management with departmental changes and staff training opportunities

Kansas City, Missouri Area

Managed the day-to-day operations and strategic client relationship management for several client relationships. Project Manager for several client conversions and new client implementations. Improved processes to streamline and gain efficiencies. Managed 3 direct reports with 30 indirect reports. Key Accomplishments:* Project Manager for the following projects:- Data Conversions-Lebenthal Mutual Funds, Stonebridge Funds, and Hartford Mutual Funds - Client Conversions-Griffen Mutual Funds and Ariel Mutual Funds - New Client Implementations-Seneca Mutual Funds and New Frontier Funds * Implemented a Knowledge Enabler (KE) script for Quality team to improve the quality review process

Kansas City, Missouri Area

Administered the day-to-day operations including data entry, quality control, adjustment processing and inbound call center for several client relationships. Project Manager for several client data conversions. Managed 6 direct reports. Key Accomplishments:* Project Manager for the following data conversion projects: SunAmerica Equitec Funds, New USA Mutual Funds, and Connecticut Mutual Funds

Kansas City, Missouri Area

Kansas City, Missouri Area

Kansas City, Missouri Area

Kansas City, Missouri Area

Kansas City, Missouri Area

Kansas City, Missouri Area