Senior Client Account Manager
Current• Collaborated with the Project Manager and IT team to develop and launch new SaaS products by gathering requirements from the stakeholders, conducting user testing, and providing feedback to the client in order to contribute to IFDS clients’ experience• Partnered with IT teams during new business project enhancements on fund transmissions, meeting all technical requirements to ensure we capture any potential risks and identifying specific scopes across teams in the US to contribute to IFDS Canada business revenue targets• Coordinated with internal teams by understanding the clients’ product and improve investor account management processes, ensuring compliance with business requirements and improving operational efficiency within the financial industry.• Engaged with the Change Management team during the transformation and conversion of internal systems, identifying software gaps and enhancing server performance to benefit while maintaining open communication for project updates to both client and the organization.• Managed ongoing initiatives across the client by creating and executing runbooks across different internal teams to streamline the procedure and expectation for each team to ensure that the project is successful.