Jeff Desantis, Pmp Email & Phone Number

Springfield, Pa, Us

- Lead the Sales Engineering team in the design and implementation of enterprise solutions for strategic clients, ensuring alignment with corporate strategy and technical approach.- Provide technical direction and act as a liaison between Sales and Product Management/Development teams.- Oversee the daily operations and performance management of Sales Engineers, driving process improvements and ensuring high standards of client consultation and support.- Act as an individual contributor and advise on complex client implementation projects, providing technical guidance and leading custom development efforts.- Collaborate closely with internal and external stakeholders to ensure seamless delivery of solutions that meet customer requirements.

Radnor, Pennsylvania, United States

- Led a portfolio of multi-million-dollar data aggregation, API, and custom development programs, following the SAFe framework to ensure successful delivery and client satisfaction.- Partnered closely with the Sales team, providing technical expertise and leading pre-sales workshops.- Served as a trusted technical consultant, guiding stakeholders through complex integrations using eMoney’s APIs, ensuring seamless data transfer to the eMoney platform.- Established and led Center of Excellence for key implementation practice areas, enhancing resource alignment and technical consultation quality.- Managed the Fit & Risk unit, conducting feasibility assessments of custom development requests to drive client-centered solutions.- Collaborated with product and development teams to drive product enhancements that improved the advisor experience and streamlined client data integration.

Radnor Pa

- Managed end-to-end project life cycles for new enterprise implementations, ensuring high-quality software delivery through effective project management techniques.- Consulted with partner technical and development teams to streamline user management processes, resulting in a 20% increase in adoption rates.- Acted as a subject matter expert on a Salesforce integration project, leveraging eMoney’s API suite to enable seamless bi-directional data exchange.- Designed and documented integration processes for partner data aggregation, ensuring compatibility and smooth data flow.- Led multiple scrum teams in executing custom development projects, collaborating with key enterprise partners to deliver tailored solutions.

Radnor Pa

• Coordinate and monitor all project phases to ensure successful implementation of project deliverables and to ensure the end product meets requirements. • Identify and communicate business impact to the department while assisting with planning, coordinating and delivery of key project and program deliverables.• Gather and perform statistical analysis of process data• Develop partnerships with stakeholders and project team members to ensure projects are delivered with the highest quality and impact.

Malvern Pa

• Established relationships with plan administrators, and updated plans with changes and requirements• Identified issues with project plans and implemented actions based on participant impact • Served as the main point of contact between the plan administrator, client, and participant to ensure that all parties’ requirements and needs were met• Developed a tenured crew, solving complex issues and processes through coaching and mentoring

• Planned and executed one of the most successful New Student Orientations at Immaculata University.• Collaborated daily with three other team members in planning NSO, raised issues and concerns with teammates and worked to ensure they were adequately resolved.• Participate in bi-weekly meetings with Dean of Students, Dean of Academic Affairs, as well as other highly regarded individuals within the University.• Helped execute student leader training programs; successfully directed a student play on very short notice.• Received emails and phone calls from incoming students and parents with questions about NSO; worked in access database to keep formal records of all incoming students.