Erin Coleman Email & Phone Number

Saint Petersburg, Fl, Us

St Petersburg, Florida, United States

Lead the growing consulting line of business that exists to help credit unions increase the impact they deliver to members and to the communities they serve. Facilitate strategic planning sessions, execute virtual and in-person learning for executives, teams, and Boards of Directors, conduct leadership team learning through a collaboration with Harvard Business School Online.

Madison, Wi

Saint Petersburg, Fl

Developed in-house facilities management offering. Managed existing account relationship team, with clients with assets up to $25 billion. Actively participated in corporate strategic planning. Assisted Marketing department with press interviews and trade show coordination and participation.Selected Achievements:Created comprehensive document management assessment tool Led revenue achievement of more than $3 million Recovered $500k in aged receivablesRookie of the Year Award - 2008MVP Award in Sales and Marketing - 2010Team Player Award - 2011

Managed relationships for 95 financial institutions using in the Northeastern United States and Canada. Established collaborative dialogue with the Executive Level to elevate customer relationships. Presented financial analysis and deposit growth performance results to Executive management. Selected Achievements:Elected Chair of Northeastern Users Group Stabilized relationship with strategic at-risk customer within four months

Managed relationships with internal and external clients, including credit unions and technology partners. Directed integration efforts with core processors. Created project plans for product implementations. Developed and managed revenue forecast. Analyzed product performance metrics. Presented product performance results to senior executives and clients monthly. Provided technical consulting services for sales team. Selected Achievements:Increased revenue by over 230% year over yearCoordinated and executed implementation of six new credit union clients across three core processing systems

Managed client relationships for 21 credit unions in Massachusetts and Florida. Completed biannual site visits to each customer. Analyzed credit and debit card portfolios for credit unions. Developed and presented strategic marketing plans to help credit unions improve portfolio performance. Assisted credit union executives and portfolio managers with plan implementation.

Provided strategic technology consulting and selling in geographical territory of up to 27 Credit Unions in 12 states. Executed biannual site visits to each customer. Presented strategic updates to Credit Union management and executives during each visit. Assisted Regional Sales Managers with outside sales opportunities, providing operational and technological consulting services. Established and maintained an excellent rapport with customers in my territory. Selected Achievements:Exceeded $1.2 million sales quota three years in a row; 160% quota attainment in 2003Bolstered and maintained average customer satisfaction rating of 95% Zero Requests for Proposal issued by customers in my territory Top presenter among the Sales team

Primary Information Technology contact in the organization. Managed implementation and maintenance of more than 33 hardware and software systems including HP-UNIX server, Microsoft NT Servers, Microsoft Exchange server, Microsoft Office Suite, remote banking, bill pay, voice response and other applications. Supervised full-time employees. Provided helpdesk support for HP-UNIX and Microsoft Windows environments, including crash resolution. Developed procedural manuals. Communicated effectively with staff, management, and administration about important systems information.Selected Achievements:Successfully implemented and trained 100 employees to use PC- based software systems within 4 monthsExecuted Year 2000 testing plan and achieved zero errors in 2000Migrated Credit Union to wide-area network infrastructure with consistent hardware across 7 branchesIncreased productivity by 10% through re-engineered procedures and checklists

Primary Information Technology contact in the organization. Managed implementation and maintenance of hardware and software systems including HP-UNIX server, Microsoft NT Servers, Microsoft Exchange server, Microsoft Office Suite, remote banking, bill pay, voice response and other applications. Supervised full-time employees. Provided helpdesk support for HP-UNIX and Microsoft Windows environments, including crash resolution. Developed procedural manuals. Communicated effectively with staff, management, and administration about important systems information.Selected Achievements:Lowered annual Disaster Recovery costs by 5%Won Internal Quality Service Award for superior service to co-workersEliminated purge backlog; implemented regular purge schedule