Heather Hafner Email and Phone Number

Iterable is the growth marketing platform that enables brands to create, execute and optimize campaigns to power world-class customer engagement across email, push, SMS, in-app and more with unparalleled data flexibility. An integrated, cross-channel solution—built for marketers, trusted by engineers, designed with intelligence.We're a fast growing company! Check out our careers site if you'd like to be part of it - https://iterable.com/careers

• Oversees the operations of a team of project managers, account & customer success managers, business analysts and production support staff who interface with the client organization• Works within the Client Services team to manage and grow existing client accounts by devising client strategy, developing client relationships and delivering client objectives• Strategic point of contact for all clients• Works with management team to bring creative solutions to prospective clients and to build the business of current clients• Mentor and develop my team and direct them in finding creative solutions to both client and internal challenges• Create an effective process and information flow between client services team and other disciplines• Lead new business efforts and determine the optimal staffing assignments for new initiatives

• Working with clients to write user stories and design exciting new features• Translating user stories into technical specifications and working with development and QA teams to ensure successful delivery• Assisting with setup and configuration for clients• Creating and managing project plans• Managing issue tracking logs and issue resolution

• Expert in leave plan compliance (FMLA and state plans)• Participate in discussions regarding requirements and translate them into system configurations by customizing the solution for individual clients• Serve as primary quality assurance tester for all applications developed or updated by development• Develop use cases, perform user testing and provide technical assistance during implementation process• Adept in several complex data files, consulting with clients on best practices in compiling, cleansing, validating and transferring them

• Implement and process client data using the accounting and portfolio management software• Project Manager for complete software upgrade to new platform • Scheduled training and tasks for a team of 12 people• Leading onsite and in-house client training

I started my career at Alps Mutual Funds as a Shareholder Services Representative before being promoted as a Transfer Agent and eventually a Quality Assurance Representative.• Processed client account transactions• Provided general financial advice after obtaining Series 6 license• Responding to client requests through processing inquiries and tracking bank transactions• Provided feedback to clients regarding transaction compliance, IRS regulations and company policies• Managed client portfolios to ensure NASD and SEC compliance