Ian Alter Email & Phone Number

Irvine, Ca, Us

Mountain View, Ca, Us

San Francisco, California, Us

Lead for western region responsible for directly managing strategic accounts in our commercial space as well as driving engagement at scale for provider accounts.

San Francisco, California, Us

Driving customer's Salesforce success by advising on strategy & best practices in the Healthcare & Life Sciences Industry• Managed portfolio of accounts ranging from 200 – 800 accounts with up to $1M in Salesforce spend to promote customer health and reduce attrition• Evangelized Salesforce value proposition and capabilities across clouds• Developed deep relationships with key stakeholders including customer VP+ level executives and internal Sales leadership throughregular collaboration and priority alignment sessions• Worked with customers to understand business challenges/objectives in order to map to Salesforce features and benefits• Identified risks and gaps to achieving customer objectives while collaborating with account team to build mitigation/escalation plans consisting of success resources, technical engineers and, where appropriate, Salesforce services• Proactively monitored KPIs for customer license and capability usage, health indicators, renewal dates, and growth opportunities to translate into customer success strategies• Led internal initiatives around supporting customer Lightning transitions, driving customer adoption, fostering the alignment of Salesforce services to customer needs, building structure around a program to promote new customer success, and was a member of the advisory council to craft success amongst the community• Responsible for multiple customer success stories highlighted by Salesforce leadership in the areas of adoption growth, turning around troubled customers, and optimization of their CRM• Onboarded, trained, and coached multiple Portfolio Success Manager colleagues to ensure their personal success and career growth

Seattle, Wa, Us

• Business Analyst on large retail, insurance, consumer discretionary, and distribution clients • Led discovery sessions with Client executives to understand business needs in order to translate into actionable requirements• Drove the design of complex functionality for a CRM solution in the insurance space • Drafted requirements and user stories using Agile methodologies for a retail intranet/employee portal, CRM solution, and a music royalty platform• Coordinated with development teams and Client sponsors to understand what can be accomplished in a given sprint/project according to budget, timeline, and scope• Participated in testing insurance policy documentation as a result of a Client merger with one of their subsidiaries• Led UAT testing for email campaign initiative for major insurance Client• Led UAT demo sessions for Client sponsors in order to demonstrate newly developed functionality• Drafted training guides for use by Client executives, sponsors, and teams• Created project plans and provided weekly status updates to maintain project timeline and roadmap• Responsible for creating program governance and resource management presentations for use by Client in future phases• Drafted a RFP package for use by Client in selection of SharePoint development vendor

Armonk, New York, Ny, Us

- Developed analytical documentation to track data attribute transformation, as part of IBM project team assisting a major credit card company with Basel II compliance- Designed Visio based process flows to document approval processes, data flow procedures, and organizational charts- Contributed to a multi-million dollar cross service line strategic partnership agreement with a major insurance corporation- Responsible for forecasting QTQ and YTY IBM revenue for a major insurance corporation- Responsible for maintaining financial opportunities, in CRM Software, for IBM leadership- Held weekly meetings with IBM executives to maintain financial forecasts of Sales Opportunities - Achieved “Top Contributor” Rating relative to peers

Armonk, New York, Ny, Us

- Trained Client project teams on Systems Development Life Cycle and Excel based Standardization documents to capture business requirements, build test cases, and implement- Member of Quality Assurance team for a large Japanese Bank- Maintained multi-million dollar price case for large automotive company, in a financial analyst capacity - Created Contract Change Requests in order to keep project teams and resources working and productive- Drove record invoice collection, which directly led to revenue generation- Achieved “Top Contributor” Rating relative to peers

New York, Ny, Us

Executive recruiter in pharmaceutical division specializing in SAS Programmers, Biostatisticians and Biometricians, Data Mangers, Project Mangers, Medical Writers, Regulatory Affairs, Medical Coding, Clinical Programming

New York, Ny, Us

- Participated in client meetings to understand their IT and business needs. - Developed and pitched proposals for outsourcing relevant IT solutions- Generated sales opportunities via direct-calling and networking events- Developed a network strategy to generate new sales opportunities with small accounting and consulting firms to offer the Company’s services to their clients- Developed Social Networking presence via Twitter, Hedgecommunity.com, LinkedIn, and Facebook- Assisted in the procurement of new hardware and software for clients- Researched online advertising opportunities which lead to feature placement on Albourne Village (village.Albourne.com), a community website for hedge funds and private equity firms

New York, Ny, Us

- Intern in the Commodity Trade Support team within the Investment Bank Technology group- Liaised between business operations teams and application development teams to create system requirements documents based on stated business objectives- Translated requirements documents into test plans and participated in systems integration testing and user acceptance testing- Participated in the integration of financial portfolio’s from Bear Stern’s proprietary software and JPMorgan software (Endur by Openlink) to ensure no loss of data in the conversion

Detroit, Mi, Us

- Researched third party providers of online activity monitoring programs. - Identified key metrics for decision making on new and existing projects. - Prepared and presented findings to department management- Reviewed and edited training slides for Optimal Trace and Client Vantage - Set up servers for Sales Engineers to demonstrate new products