Heather Connington, Mba, Qpa, Qka, Cpfa Email & Phone Number

White Plains, New York, United States

White Plains, New York, United States

• Lead the strategy, analysis, and development of new products, services, and business ventures.
• Work closely with business team on new Salesforce functionality and trouble shooting.
• Coordinate all Salesforce CRM changes with Training team to ensure effective communication to business population.
• Coordinate and develop sprint cycles with outside integration firm.
• Continuously learn new Salesforce functionality and enhance existing environment.
• Work with multiple Salesforce clouds: Financial Services, Service and Marketing.

White Plains, NY

• Lead the strategy, analysis, and development of new products, services, and business ventures.
• Evaluate new products, services, marketing ideas, and pricing.
• Work closely with finance, legal and service departments in developing new ideas.
• Assist with Salesforce CRM development and implementation.
• Act as the lead representative in the development of Enterprise relationships.
• Help with training company-wide to improve understanding of product, pricing and industry knowledge.

White Plains, NY

• Coach, train, manage performance, and lead a team of ten internal sales desk consultants
• Design, improve and continually monitor department procedures for efficiencies
• Oversee the entire sales process of the team, from proposal production to handoff to conversion team
• Developed automated procedure to shorten the process for proposal and cost comparison generation using Microsoft office tools
• Build and maintain strong relationships with the internal and external sales team, operations and financial advisors
• Serve as team resource contact and troubleshooter

White Plains, NY

• Successfully improved efficiencies by streamlining the pre-conversion process and shortening the cycle length by up to three days.
• Provide direct support to the highest performing Regional Sales Director in the company.
• Spearheaded the creation of a new procedure for onboarding Multiple Employer Plans (MEPs) that is now being used for all subsequent MEPs.
• Proposal production
• Sales support using a variety of systems including: Retirement Plan Vision, Discovery Data, Gotowebinar and Salesforce
• Sales presentation production

White Plains, NY

• Manage and institute plan/partner changes, including provisions, investments, fees, contacts
• Update all systems (BIS, BSP, Schwab Retirement Technology (SRT), OnBase indicative data), products (Participant and Plan Sponsor Websites, Newkirk Education Booklets, Forms, VRU) regarding changes for internal.
• Coordination of changes with appropriate internal and external parties and ensure changes are communicated
• Produce Report of KROLL and FED FIS ratings for DB Multiple Employer and PTC Stock Fund clients
• Maintain and communicate multiple individual plan project schedules to all stakeholders (i.e., consultant, account representative).
• Interpret client/consultant documentation, assess specific needs, identify and scope out necessary changes

Communicate with executive accounts; act as first line of contact with external and internal entitiesCalculate and review others' lump sum distributions and annuity pension benefitsProblem solve to provide accurate information to successfully complete special projectsAnnual actuarial valuation data reconciliationEnsure proper maintenance of retiree and.

Provide a healthy alternative to UV rays.

Calculated benefit and retiree payments, processed annuities and lump sum payments, data valuation for actuarial studies

Greater New York City Area

• Answered busy telephones
• Calculated budgets for company
• Handled accounts receivable and accounts payable
• Wrote doctor/laboratory correspondences
• Interacted with doctors, patients, and co-workers
• Required to meet daily deadlines

• Properly coded vender invoices to appropriate general ledger accounts
• Posted coded invoices in the accounts payable software
• Imaged the items to archive the documentation
• Interacted between departments

Data entry into Microsoft Excel.Entered trial balances into EPACE program.Prepared tax extensions.

Mba, Masters In Business Administration

Activities and Societies: Alpha Chi Earned MBA in Management with Honors GPA 3.85 cummulative IACBE accredited MBA Program

B.A., Mathematics With A Specialization In Actuarial Science

Activities and Societies: Alpha Chi member Graduated with Honors in Mathematics. Specialized in Actuarial Science. Graduated Magna Cum.

Qpa, Qka, Cpfa, Asppa

Studying toward CPC credential