Heidi Warren Email & Phone Number

Omaha, Ne, Us

Serving as the primary link between a company and customers, Involves facilitating communication and understanding. Ensures that client needs are understood and addressed with the aim of enhancing customer satisfaction and loyalty. By acting as a bridge, Client Liaison helps in translating complex client requirements into actionable company tasks, ensuring smooth project execution and delivery. Efforts are geared toward maintaining a positive relationship between the company and it customers, fostering an environment of trust and mutual respect. Through careful coordination and effective communication, play a significant role in the overall customer experience, contributing to the sustained success of the organization.

Fiserv is a global leader in Financial services technology solutions. Solutions that enable consumers to move and manage money with ease, speed and convenience. Provides technology solutions to the financial world including banks, credit unions, securities processing organizations and insurance companies. Client Partner III – FISERV Provides comprehensive solution to Fiserv’s CU clients. Serve as the primary contact while managing and growing the overall relationship. Build customer loyalty and increase revenues. Utilizes solutions to improve client’s growth and profitability while ensuring client happiness and retention. Responsible for developing and managing a client base of 130 Fiserv Credit Unions and 5 different Core Systems• Responsible for achieving annual objectives by developing strategies and business plans focusing on retention• Promotes Fiserv capabilities, solution sets and match those with client needs, ensuring Fiserv increases wallet share with each client through compelling business unit cross sales and Fiserv Enterprise Solution sales including online and mobile platforms. • Acts as liaison between customer, Product Support and Professional Services to communicate strategic direction• Proven record of improving service excellence, relationship building and retention• Develops formal proposals for additional products and services that address the clients needs• Demonstrates industry trends and Fiserv competition knowledge to demonstrate Fiserv value Proposition.• Monitor satisfaction by stay in touch with client’s key stakeholders

Greater Omaha Area

Responsible for developing and managing a client base of over 270 financial institutions through effective use of consultative sales skills. Expert in upselling and cross selling to increase market share. Analyze accounts, qualify and validate customer-specific needs and develop solution criteria. Educate Financial Institutions regarding the changing compliance regulations while also helping them manage compliance risk through software, services, electronic forms, web and print solutions.• Provide software, documentation, workflow tools and services in increase efficiency and productivity within the banking industry• Responsible for achieving annual objectives by developing strategies and business plans focusing on retention and growth from the Community Bank and Credit Union markets in NE and IA• Establish territory penetration by partnering with Resellers and Alliance Partners• Act as liaison between customer, Account Manager, Product Support and Professional Services to communicate strategic direction• Proven record of improving service excellence, expanding customer base and driving repeat business• Continual research of the complex and comprehensive regulatory changes that effect financial institutions and educate customer base of the changes• Develop sales materials, proposals, and product positioning• Perform market analysis to determine market need and necessary new product workflow and regulatory solutions• Utilize product knowledge to perform relationship selling• Use independent judgment and creativity to uncover customer’s needs and find solutions to fit • Work closely with Solution Specialist to insure customer efficiency standards align with products  Hold and average of 110% goal attainment Two-time President’s Club Incentive Trip Winner Responsible for customer portfolio exceeding $1.5 Million annually

Omaha, Ne

Responsible for the successful development and launch of Metro Weatherization Program. Led a team through an intense 120-day IREC Weatherization program accreditation. Designed and implemented a systematic approach to ensure a high level of awareness of regulatory and accrediting agency requirements throughout accreditation including ramifications of failures in compliance. Served as the expert resource on regulatory accreditation and licensure standards and expectations for compliance. • Responsible for smooth transition of legacy API clients onto newly released services• Perform analysis to identify processes improvement needed for the accreditation• Develop policies and procedures • Work as a liaison between IREC, Metro Community College, Contractor Laborers Union and individuals contributing to the accreditation process• Develop and maintain documents that demonstrate conformity to accreditation standards and measures• Effectively communicate program and accreditation progress to Metro Leadership Team • Provide Weatherization Program marketing materials

Omaha, Ne

• Manage the operations, contracts and procurement of all vendor relationships• Assist in performing all tasks necessary to achieve the organization’s mission, succession and growth plans• Train the Finance Unit and additional staff on raising awareness and knowledge of financial management matters• Participate in developing new business, specifically: assist the CEO and COO in identifying new funding opportunities• Ensure adequate controls are installed and that substantiating documentation is available such that all purchases may pass independent and governmental audits while also assuring all are in accordance with federal regulations• Oversee the management and coordination of all fiscal reporting activities including: organizational revenue/expense and balance sheet reports• Monitor banking activities, accounts payable and accounts receivable• Oversee the production of monthly reports as well as financial statements and cash flow projections for use by Executive Management, as well as Audit/Finance Committee and Board of Directors• Use independent judgment and creativity to develop solutions to meet customer’s needs within predetermined company guidelines and standards

Greater Omaha Area

• Build a territory in Omaha, Lincoln, and Council Bluffs through aggressive development of client relationships by servicing, up selling and acquiring new accounts• Provide support for portfolio of 92 clients verses the average of 50• Participate in local Associations and attend industry events and meetings building strong relationship with apartment industry professionals• Achieved 300% of quota throughout tenure

Lincoln, Nebraska Area

• Provided Real Estate solutions by assisting buyers in finding homes, sellers in finding buyers and manage the escrow cycle within Real Estate transactions• Performed comparable market analysis; negotiate with selling or listing agents and review purchase/listing contracts• Over 1 million dollars in sales in 6 months as a part-time agent

Green Bay, Wisconsin Area

• Consistently moved market share and achieved the business potential of the Wisconsin and Michigan area.• Responsible for calling on practicing physicians; Allergists, Pediatricians, Podiatrists, Primary Care and Ear Nose and Throat physicians• Sold for a company that is the global leader in specialty ophthalmic pharmaceuticals that produces over $928 million dollars in Global Sales• Provided the most current information pertaining to US Pharma products and their approved indications in a manner which ensured the appropriate use of these products and achieve the business potential of the territory

Phoenix, Arizona Area; Chicago, Il

• First Group to launch a new product from the messaging department to the Phoenix area.• Organized and implemented highly successful six-week “sales blitz”, increasing sales by 150%• Consistently surpassed number of customers expected by implanting aggressive sales plans• Delivered effective sales presentations to large business accounts• Generate revenue sales by prospecting, cold calling and canvassing