Heather Mccarty Email & Phone Number

Redwood Shores, Ca, Us

Technical Training: Own global curriculum development, maintenance, and delivery (Zoom and in person) of all instructor-led courses surrounding end user operation and/or configuration of Reltio’s master data management solution. Training audience spans across B2B, B2C, Healthcare, Life Sciences, Insurance, and Finance. Technology and languages taught in training on top of Reltio’s MDM solution include Postman (API tool) and JavaScript Object Notation (JSON). Collaborate with instructional designers around self-paced courses and when needed, step in as a subject matter expert for content creation, then proof their finished product before publishing.Learning Management System (LMS) Administration: Primary administrator of Skilljar surrounding the creation of virtual instructor-led training sessions, learner enrollment, prerequisites management, post-session close out, and companywide report out. Have also used Docebo and LearnAmp LMS systems while at Reltio. Customer Satisfaction: Customer satisfaction (CSAT) goal of 4.3 out of 5 and net promoter score (NPS) of 30 or above in a -100 to 100 scale. Year 2023 average in CAST is 4.52 and the average in NPS is 79.Project Management: The most complex project managed was content update initiative that encompassed the integration of new company branding and a revamped user interface (UI). This project involved coordination across multiple teams and stakeholders to deliver a cohesive and improved user experience across all training tenant environments, self-paced courses, and instructor-led training assets. This role required a combination of technical expertise, project management skills, and a customer centric approach to ensure the successful implementation and utilization of our master data management solution. It also involved effective communication and collaboration with cross-functional teams, making a positive impact on customer experience.Community: Tie all Community Shows and learning courses together.

Austin, Tx, Us

Played a pivotal role in customizing the digital account opening solution forbanks and credit unions. Configured multiple 3rd-party vendor adapters and rigorouslytested to ensure seamless connectivity. Additionally, configured core software mappings and providedessential support to financial institutions during core mapping testing, resolving issues through email,Salesforce cases, and Jira tickets.Delivered (Zoom and customer site) comprehensive training sessions to empower financial institution employees to configure their environments effectively. This training was instrumental in enabling self-service capabilities post-market go-live. All trainings were timed throughout implementation and post implementation to align the teachings with the phases of the project’s configurations with post implementation training being the customers end-users training on how to utilize the software by customer role. Also, facilitated onboarding training for internal new hires joining the digital account opening implementation team.Assumed the role of project manager for various internal implementations ensuring that projects were delivered on time and within scope and budget. Implemented agile methodology to streamline project processes and enhance efficiency as well as setting project and training milestones. Successfully led aproject management software transition with early completion. Project scope was the transition from Wrike to Mavenlink project management software for the digital account opening team. Lead content creation to supply a richer and more interactive learning experience for customers and internal teams.This role demanded a unique blend of technical expertise, project management skills, and instructional design proficiency. The successful execution of these responsibilities contributed to the organization's ability to deliver tailored solutions, improve internal processes, and empower customers with the knowledge needed for self-sufficiency.

Charlotte, Nc, Us

Developed and managed a dynamic community focused on providing support and instructional resources. Utilized advanced tools including Snagit, Camtasia, Adobe Creative Cloud, Vimeo, and Articulate 360 to create a comprehensive catalog of how-to instructional guides. Collaborated cross-functionally to identify and address knowledge and operational gaps, leveraging the expertise of our non-profit community to fill these gaps effectively.

Us

Designed, project managed creation and solely delivered (in person) training programs for end-users (internal employees) by teaming with Directors and VPs of IT, Customer Support, Commercial Banking, and Branches to make decisions as a team for each audience group.Tested and maintained core banking software and individual training environments according to their role in the company.Facilitated compliance training and training of software including Salesforce, Phoenix EFE, and Q2 Central online banking.Continuously reviewed training and assessment content and was responsible for maintenance as needed.

Stamford, Ct, Us

Team Lead for professional development for the Sales and Marketing Training organization. Virtually and in person train new hire Direct Sales Agents and Cable Store Representatives to set them up for success in their career.Systems used: Cornerstone, Web Ex, ICOMS, CSG, KEY, Kronos, Excel, Word, Powerpoint, One Note, Publisher, Cisco Jabber, EMS, Sharepoint, Adobe Connect, Concur Solutions, PeopleSoft Financial

Stamford, Ct, Us

Increase sales in all sales channels through coaching individual sales agents and leadership. I support retail, direct sales, multi-unit direct sales, retail partnerships, and customer service call centers in Missouri, Kansas, and Nebraska. I also facilitate sales huddles and training along with training new hires.

Stamford, Ct, Us

Build relationships with managers and leasing agents with my territory and help their new and existing tenant base set up their cable, phone, internet and home security needs. I am their point of contact for any service needs or issues they may have. I assist in rolling out special projects such as marketing events and construction new builds.

Philadelphia, Pa, Us

Managed a team of 11 across two cable stores in Independence, MO and Olathe, KS. Identified knowledge and operations gaps within the two stores and filled those gaps through training and by conducting one on ones with team members. Developed team members to increase their sales percentages and customer service scores.

Overland Park, Kansas, Us

Drove business sales in retail by developing training through job aids for retail employees, Salesforce.com leads, gather analysis, work to improve computer systems that retail doors use to process business customers, vendor management, event logistics, provide field channels business policies and procedures support, manage the CL Channel Engagement Program, manage and deliver the execution/launch portion of the Biz IL Channel Engagement Program, creation and rolling out retail/SBAE incentives, maintain Epoints/fleet vehicles/demos/onboarding support for SBAEs and adhoc support for all questions/problems from retail employees/SBAEs

Overland Park, Kansas, Us

Customer service, managing staff, all aspects of running inventory, closing and opening procedures, sales, area marketing, create and maintain business relationships from tech days and/or feet on the street IL marketing, plan-o-gram, planning and conducting meetings/trainings, scheduling and organizing

Overland Park, Kansas, Us

Driving Biz IL sales into retails stores regionally by scheduling employee benefit days/tech days for companies in the area, created Biz IL flyers for stores out of Smartworks and supported all stores with any Biz IL questions

Overland Park, Kansas, Us

Customer service, managing salespeople on the sales floor, receiving and transferring inventory, nightly closing procedures, sales, area marketing, cleaning, planogram/merchandising and organizing

Overland Park, Kansas, Us

Associate'S Degree, Xmt And Nrcma

Diploma, General Studies