Jason Faulconer Email & Phone Number

New York, Ny, Us

Quebec, Quebec, Ca

Quebec, Quebec, Ca

Quebec, Quebec, Ca

Quebec, Quebec, Ca

Salt Lake City, Utah, Us

Salt Lake City, Utah, Us

San Francisco, California, Us

Dublin 2, Ie

Boston, Ma, Us

Boston, Ma, Us

Worked with all of the Bain Capital business units, fulfilling CRM support and analysis. Participated at various levels in all CRM technology related initiatives from inception to implementation and support. In this role, I was responsible for eliciting the business processes, gathering business and functional requirements, developing needs analysis, documenting functional / technical specifications and performing system / user acceptance testing around CRM initiatives.

Boston, Ma, Us

In this role, I am responsible for analyzing the needs of our service centers located in Paris, Madrid and London and contracting third party software vendors that meet these needs. Once contracted, I manage the project plan to implement the configuration and go live of the telephony software and case management tool being used. I am responsible for the business documentation leading up to the implementation (SRA and SDS) as well as all business requirements from our service center managers.

As an Operations manager, I managed a team of associates who did daily reconciliation of transaction discrepancies within our clients 401k plans. My team balanced the daily/weekly/monthly contributions as well as distributions in accordance with SOX guidlines. I was also responsible for conducting yearly performance review sessions and weekly one on one meetings to discuss goals and gauge performance.

Boston, Ma, Us

Working in Fidelity's institutional call center, I was responsible for creating and running daily call center metric reports. I participated in process improvement project focused on reducing call time and calls recieved. I played a central role in developing the First Call Resolution Metric in our call center.

Boston, Ma, Us

Managed a team of associates responsible for reconciling our customers data that was shared accross Fidelity's multiple product lines. I particpated and lead process improvement efforts to reduce cycle times for transactions processed in our group.

Boston, Ma, Us

Working in Fidelity's Definied Contributions back office, I was responsible for daily distribution activity for our large clients. Throughout the 3 years, I was promoted twice until I became a Team Specialist, indirectly managing a team of 5 associates processing distibution and tax transactions.