Jerod Nace Email & Phone Number

• recruit, hire, and manage a team of ten software implementation consultants• oversee day-to-day operational and tactical aspects of software services practice• engage in client escalations, handle crucial situations with tact and negotiation• perform high-level consulting duties (large project planning, preliminary design)• accurately forecast project milestones, live dates, and realization of revenue

• technical sales presentations to existing/prospective clients and channel partners• collaborated with sales teams to deliver effective software solutions for client needs• frequently appeared as a subject matter expert on thought leadership webinars• 76 client sales won in 2019 ($3.1M TCV and $2M ACV SaaS revenue)• 2019 User Forum facilitator for end user sessions, workshops, and roundtables

• partnered with 25+ credit union clients within in NW territory• quarterly client sessions to align product roadmap with client strategic goals• 2018 User Forum facilitator for end user sessions, workshops, and roundtables

Costa Mesa, California

• managed up to 10 client credit union software deployment projects at a time• engaged programmers to satisfy the technical needs and objectives of the client• achieved 167% of project deployment goal in 2015

Olympia, Washington

• coordinated and prioritized project tasks, managed timelines, communicated with stakeholders• collaborated with technology partners and client third parties to achieve software integration• project and software documentation development+ scope management, change management, project resource management+ collaborate with technology partners and client third parties to achieve software integration+ research, product development and product marketing+ software application configuration+ project and software documentation development+ subject matter expert and client trainer for QCash software

Olympia, Washington

• originated the Lending Administration & Compliance Team at WSECU• achieved “Genuine Brand” rating on all quarterly team front-office surveys during tenure• improved WSECU’s automated consumer loan decisions from 10% in 2011 to 30% in 2012• performed team meetings, staff dialogues, performance coaching, and performance reviews• project management for Lending Division initiatives (software, products, promotions)• deployed MeridianLink LoansPQ, CUDL Decision Manager, Allied iQQ, CUNA IWC/MRC software solutions• created application/task/queue workflow automation to support conversion to centralized loan processing• managed communications on behalf of Lending Division to frontline staff• system administrator, subject matter expert and trainer for all lending software• analyzed new Federal rules and regulations, recommended compliance action plans to leadership• provided compliance support to departments and staff• developed and facilitated lending compliance training• implemented and supervised regulatory compliance program for all Lending Division functions

Tumwater, Washington

• managed sales operations for two branch locations concurrently• achieved 101% of total revenue and 103% of client loan/deposit retention goals in 2008• achieved 177% of investment revenue goal in 2007• recruited, hired, trained, and developed Branch Operations Supervisors• developed and led two highly effective teams of sales professionals• prepared performance reviews and bonus assessments• administered budgets and tracked expenses

University Place, Washington

• responsible for development of profitable relationships with personal/business account holders• accountable for sales in the bank’s seven core product categories (deposits, loans, investments, and insurance)• achieved “Top Producer in Sales” in 2006 and “Rookie of the Month in Sales” in February 2005

Diploma, Credit Union Management

Lambda Class Vice President Strategic Planning, Operations, Finance, Marketing , Lending, Human Resources, Technology, Business.

Bachelor'S Degree, Music

Music