Eric Flack Email & Phone Number

Broomall, PA

Broomall, PA

• Lead business and technical requirements gathering sessions, including documenting, and understanding complex billing use-cases, and platform/systems analysis which is then mapped to setting configuration and billing.
• Creation of business requirements and solution design documents as part of implementation process.
• Serve as the primary day-to-day contact for clients, third-party vendors, partners, and internal project stakeholders.
• Responsible for third party software integration with Salesforce.com, Vertex and Avalara.
• Serve as the primary day-to-day contact for clients, third-party vendors, partners and internal project stakeholders.

• Manage overall sales process including driving new business revenue, identifying opportunities, leading sales calls, writing proposals and legal agreements. Provide subject-matter expertise to drive completion of the.
• Responsible for leading sales teams in the design of solutions that effectively map and communicate customer business requirements to technology capabilities, gap analysis and solution design of end-to-end solutions.
• Work with financial services clients, including investment managers, wealth managers, investment bankers, insurance companies to identify issues, define requirements, understand client systems, data, workflows, and.
• Led architecture and design reviews, provide technical guidance and support towards the design of customized solutions that integrate Dow Jones content into customer applications and workflows.
• Experience integrating various content types using numerous technologies including API’s, direct feeds, widgets and dashboards.
• Generate and achieve revenue targets in excess of $800,000 annually.

• Overall management of all client projects and relationships, including final review of all project materials/deliverables, meeting with C-level management and development of project methodologies,
• Project management of needs assessment and development of business requirements gathering project for Citigroup Institutional Consulting to determine reporting requirements for client performance reporting system.
• Develop all project related materials, including project status reports, communication, resource and risk plans, work-breakdown structures and milestones documentation.
• Project management of financial services projects, including development of Investment Systems Policy system using InvestEdge for Glenmede Trust Company (GTC).
• Other projects including management of a data center move, development of company web sites, CRM implementations and project’s related to portfolio accounting, portfolio-modeling, trading and performance calculation.
• Monitor all project budgets, including the calculation of Earned Value, and other cost related metrics.