James Pearson Email & Phone Number

Salt Lake City, Ut, Us

Austin, Texas, Us

Austin, Texas, Us

• Manage the business relationship between SailPoint and assigned client accounts; responsible for overall client satisfaction• Provide coaching and advice to clients on the use of SailPoint’s solutions for identity management, compliance, role management, and access request management; develop insights into the challenges faced by client organizations and provide recommendations based on an in-depth understanding of how IdentityIQ solves those problems. Proactively share best practices• Monitor accounts for change in solution/product usage, personnel, goals, mission, financial conditions, competitor involvement and other areas that could have an effect on the clients’ ongoing use and/or satisfaction with SailPoint’s products and services• Provide strategic updates on clients’ performance to SailPoint Senior Management. Provide regular status updates to account teams and Sales Managers• Identify new opportunities for expanding SailPoint product/service usage to maximize client success and SailPoint revenue growth• Ensure maintenance contract renewal

Mission Viejo, California, Us

• Coordinate resources to effectively ensure successful execution of project plans to deliver quality implementations• Develop and maintain project documentation from beginning to end• Liaison for all departments and IT• Regularly reporting to C-suite with project updates• Maintain project details to track project status and forecast of remaining budgeted hours to tasks, target dates, and assigned personnel

American Fork, Ut, Us

• Build and maintain a professional relationship with customers• Knowledgeable with our software to provide technical feedback for customers• Regularly traveled onsite with customers to create solid relationships, hold Executive Business Reviews, and provide the latest product updates• Successfully manage resources helping customers out on specific issues to completion

Lehi, Utah, Us

• Engage regularly with customers via strategic and operational reviews to evaluate needs and strategic direction• Present the Workfront value proposition and product features to audiences ranging from Sr. Executives to technical stakeholders• Ensure internal alignment on accounts strategy by partnering with the Sales Account Executive to develop and execute on account plans• Expert on the customer’s Workfront deployment and the go-to person for their strategic business direction• Educate customers on the value they can generate from the power of their Workfront solution• Continually assess, document, and analyze customer progress toward stated goals and results• Facilitate relationships across various customer teams, brands, and/or departments to furtherstrengthen Workfront partnerships• Ensure customers employ best practices and their Workfront solution is optimized for maximum value• Ensure any account issues are resolved quickly, leveraging resources from across the company asneeded• Present to customers product roadmaps with emphasis on features most relevant to the givencustomer• Gather customer product feedback and communicate with product management to shape productroadmap development

Hoboken, New Jersey, Us

•Project manager for the life-cycle of small to large scale projects.•Provide database design, development, analysis, architectual leadership, and enhancement, as well as management and coordination of changes to existing applications.•Write call scripts using inContact's unique software to ensure proper call flows.•Develop costing proposals, perform risk analysis, and manage change control for projects.

•Carrying out supervision, call monitoring, coaching, training, disciplining, and reviewing all agents. •Handling escalated/complex calls in order to maintain Humana’s Medicare recipient’s satisfaction with services.•Carrying out performance measurements, monitoring, and evaluation of all agents to improve the efficiency and quality needed for client needs by meeting KPI’s.•Bi-weekly performance reviews with agents to help them improve and succeed in the company’s and their own goals.

•Manage and supervise the daily activities of the Help Desk function which include training, coaching, 24 hour scheduling, planning, and staff operations.•Prepare operational reports and analysis setting forth progress, adverse trends and appropriate recommendations.•Manage multiple projects companywide and ensure deadlines are met.•Adhere to strict policies set forth by HIPPA law and Walgreens Corporate•Staffing accurately in order to meet strict service level agreements set by Walgreens Corporate offices.•Track stats companywide to ensure efficiency and contractual agreements are met.

•Educate, motivate, train, hire/recruit, organize and supervise daily operations for 40+ staff members in a Call Center environment. •Analyze current applications, identify inefficiencies and develop strategic planning for project implementation.•Supervise all cross-departmental software programming and accounting projects for billing, accounts receivables and collections. •Ensure compliance of project budgets and completion timelines using Microsoft Project.•Regularly record and report progress to executive staff members. •Develop and execute operational procedures during establishment of international call center in India. •Effectively liaise between department members and clientele through written and oral communications.

•Ensured contractual agreements are followed, and within the specified timelines. •Inspection of final product to ensure quality and that warranties can be given.•Maintained product at minimal levels to ensure low overhead.•Monitor crews to make sure work is being done in time specified.•Followed up with clients after work was done to ensure satisfaction, and obtained referrals.•AR/AP/Collections on accounts.

•Educate, motivate, organize and supervise daily operations for 12 staff members. •Manage establishment of new client accounts and benefits programs for American Express card holders. •Perform regular account audits and make necessary adjustments to client accounts.•Responsible for upgrading cardholder account services and benefits.•Provide financial planning and counseling to account holders.