Heather Perez

Heather Perez Email and Phone Number

FinTech @ Advyzon
Heather Perez's Location
Jacksonville, Florida, United States, United States
About Heather Perez

Heather Perez is a FinTech at Advyzon. They is proficient in English.

Heather Perez's Current Company Details
Advyzon

Advyzon

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FinTech
Heather Perez Work Experience Details
  • Advyzon
    Client Success Manager
    Advyzon Oct 2024 - Present
  • Ss&C Advent
    Product Manager
    Ss&C Advent Oct 2021 - May 2024
    Jacksonville, Florida, United States
  • Ss&C Advent
    Senior Product Consultant
    Ss&C Advent Jan 2021 - Nov 2021
  • Ss&C Advent
    Senior Implementation Consultant, Black Diamond
    Ss&C Advent Apr 2017 - Jan 2021
    Jacksonville, Florida
  • Ss&C Advent
    Implementation Consultant, Black Diamond
    Ss&C Advent May 2014 - May 2017
    Jacksonville, Florida Area
    • Operating our proprietary internet-based performance reporting application• Efficiently support approximately 15-20 client implementations simultaneously from initial introduction through training until the client is ready for their personal client advocate• Communicating with clients in a proactive, consultative & professional manner through scheduled phone conversations and those that require specific client assistance• Have the ability to decipher, process and follow through… Show more • Operating our proprietary internet-based performance reporting application• Efficiently support approximately 15-20 client implementations simultaneously from initial introduction through training until the client is ready for their personal client advocate• Communicating with clients in a proactive, consultative & professional manner through scheduled phone conversations and those that require specific client assistance• Have the ability to decipher, process and follow through with client requests• Work with client to set up their individual, unique site within our system• Act as a liaison between clients and internal Black Diamond departments. Show less
  • Ss&C Advent
    Implementation Specialist, Black Diamond
    Ss&C Advent May 2012 - May 2014
    Jacksonville, Florida Area
  • Ally Financial
    Customer Care Specialist
    Ally Financial Jan 2011 - May 2012
    Maintaining & assisting clients with their financial auto loans. Providing outstanding service with a goal of low effort for customers. Guiding customers to the best options for their financial needs.
  • Health First Health Plans
    Premium Analyst
    Health First Health Plans May 2011 - Nov 2011
    Analyzing financial information related to Medicare. Account Receivable Management. Handling customer complaint resolution & collections activities.
  • Children'S Miracle Network
    Public Relations Intern
    Children'S Miracle Network Jul 2010 - Dec 2010
    Helping maintain CMN Facebook and website. Assisting with writing of news releases, newsletters In charge of getting in-kind donations for events Follow up with clients about sponsorships and donations.

Heather Perez Education Details

Frequently Asked Questions about Heather Perez

What company does Heather Perez work for?

Heather Perez works for Advyzon

What is Heather Perez's role at the current company?

Heather Perez's current role is FinTech.

What schools did Heather Perez attend?

Heather Perez attended University Of North Florida.

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