Kathleen Emery Email & Phone Number

San Diego, Ca

Partner with client and internal project teams to ensure a successful and on-time delivery of financial technologies. Areas of focus include organizational readiness preparation, end user and internal communication strategies, technical training, project management, critical end user on-boarding, and treasury management conversion, training, and preparation. Spearhead venture enablement for the organization by developing solutions to integrate the growing product portfolio into existing processes. I define and refine processes for delivering new and existing products by leveraging key performance indicators and data analysis routines to inform decision making processes.User Engagement Subject Matter Expert guiding clients through contextual digital transformation.

San Diego, Ca

Led client and development teams through agile process of development to create reliable system specifications and objectives based on business needs.Served as principal resource for all development projects related to Credit Union industry regulations and compliance. Spearheaded effort to streamline and improve processes related to development backlog, estimates and documentation. Contributed to system development and design. Participated in hiring decisions and developed both ongoing and onboarding curriculum for Business Analyst department.

Lombard, Il

Fostered exceptional partner commitment by consistently and proactively evangelizing performance metrics to C-suite while using these metrics to help them identify and prioritize top business needs resulting in strengthened business alignment. Served integral role in collaborating with financial institution partners and consulting team to negotiate multi-year consulting agreements ranging from $1-5MM. Two-year track record for achieving growth targets by 18% with a $300K (YOY average) add-on revenue target.Responsible for all pre/post sales operations for region with RFP coordination, SME collaboration, and contract development responsibility.

Monett, Mo

Managed team of 16 Relationship Managers to ensure the overall quality of the customer experience across national, high volume online banking and payments platform.Served as key team resource, providing guidance and direction with respect to client support, growth, and retention. Forged strategic partnerships with stakeholders from Sales, Support, and Product Management to ensure the success of sales campaigns, new product development, and continuous improvement projects. Led ongoing collaboration with in-house and offshore development teams to improve resolution times for clients. Grew relationships with C-level executives and key stakeholders within a customer base in the financial services industry representing over $250B in assets and $20MM in ARR.

Monett, Mo

Directed a series of client engagements for a diverse product portfolio, with authority over product installation and support teams engaged in deployment, configuration, implementation, user acceptance testing, and end user training, with project durations ranging from six to 18 months.Launched a new department to manage the implementation and support of the Episys Continuity Services line, which offered an array of proven data center disaster preparedness and recovery solutions using the latest technologies, and industry best practices; led product development for a suite that generated over $9MM in annual revenue. Developed and debuted a client facing enhancement submission tool allowing clients to provide ideas and feedback to help guide product roadmap.

Chantilly, Va

Maintained and expanded B2B relationships for online banking and bill payment division, leveraging a consultative approach to gain insight into the requirements and challenges facing each client, resulting in the recommendation of solutions aligned with the unique needs of each account. Recognized for surpassing revenue target by 133%, maximizing channel profitability. Maintained accountability for program expansion throughout western US driving over $5.6MM in annual revenue; engaged in on-site business reviews and strategy planning sessions to ensure the alignment of online channel performance with client expectations.

San Diego, Ca

Led vision, strategy, and execution for all facets of information technology for this credit union, with authority over all strategic decisions and projects. Directed the development and deployment of a formal Information Security policy; assumed a lead role in the management of enterprise-wide security compliance programs. Appointed to lead the internal innovation team, collaborating with the CEO to design initiatives that distinguished the credit union and captured increased market share in a challenging and highly competitive industry. Recognized with the annual Vision Award from the executive leadership team.

Managed all host system operations and programming during the implementation and launch of a major core software migration. Managed team of 7 operators, developers and web designers in a 24/7 IT shop. Worked with the executive team to provide strategic business direction and decisions for meeting business, financial and quality goals through the maximization of existing applications and coordinating efficiency efforts.

Managed post-sales, on-site implementation, and training efforts for Symitar enterprise banking platform for credit unions nationwide for the duration of 16–36-week conversion process. Coordinated the customization, testing, and completion of a variety of system operating components and standard package additions, often under strict time constraints. Provided knowledgeable training to the client’s information technology department on all aspects of system set-up, operation and management, and development for the continual optimization of available system resources.