Joey Wheeler Email & Phone Number

Clearwater, Florida, United States

St Petersburg, Florida, United States

Operating within the Advisor Technology group to lead development of industry tools for our Financial Advisors, as well as other branch operations personnel. Our team is focused on delivering tools and applications that support the day-to-day branch operations performed by the Financial Advisor and their branch operations staff on a recurring basis.

Clearwater, Florida, United States

Direct management and leadership of supporting Product Managers and Product Analyst for solutions within Affinitiv's Marketing Suite- Work with the executive leadership team to ensure that all organizational and transformational changes that need to be executed are added to the product roadmap.- Own regularly reporting on the overall health of the product suite by aligning sales, support & product to reflect a comprehensive view of our Marketing Solutions Products.- Work with Product, Development, and Business leaders closely to implement and champion processimprovements that increase productivity, profitability, and overall health to the product lifecycle andrelease train management.- Ensure that Program relationships are in an optimal position at all times.- Oversee the engagement between program managers, product analysts, and product managers to ensure product-program deliverables are met- Build and own relationships with third-party vendors and partners to maintain/deliver ourservices.- Lead UX research initiatives, competitive market analysis at cost/build/buylevel- Formulate strong arguments to invest in products when ROI can be proven or will be expected to keepour products lean when it is not. - Create business plans to secure funding for investments- Ensure all resources within alignment with approved investment allocations and budgets.- Establish ROI based goals and strategies for the products and product managers.- Organize and own whole product launches that are across multiple product delivery teams- Partner with leads in UX, DevOps/Infrastructure, Development, Program Management, ProductMarketing, Sales, Training, and Support, to ensure all departments are aligned on the initiatives withinour product roadmaps- Conduct market research and competitive analysis including working firsthand with our dealer base.- Oversee pilots being conducted by Product Managers

Clearwater, Fl

• End to end management of all products within the AutoLoop Marketing Suite suite of SaaS solutions that supply the automotive industry with best in class service across their business.• Products Managed within the Suite o Automated Lifecycle Marketing o On-Demand Campaigns o Loyalty o Newsletter o Business Development Center o Social Advertising o Direct Messaging service and Mobile App o Print Mail Solutions• Primary objectives include leading teams through agile development methodologies to optimize our products and services to achieve and sustain product-market fit while maximizing return on investment, acting as the voice of the customer, while ensuring that our technology offerings appeal, and fully solve our customer's problems. • Direct coordination and involvement across the organization through Sales, Marketing, Engineering, and Operations to support the successful development and launch of products and services.• Ensuring full fruition through technical development, and launch of innovative products and services that lead the way within the automotive industry.

Clearwater, Fl

Directly managing and developing the teams and processes surrounding our client facing relationships and services related to all products. Operational oversight of Performance Management, Marketing Service Representatives, and Technical Support to ensure that AutoLoop's SAAS suite provides not only cutting-edge technology but also industry-leading service and support. * Performance Management Teams - Ensuring Customer Success Through Proactive Support - Our Performance Management team is able to provide industry-leading results to our clients through our proactive outreach and in person dealership visits. By assessing the client's current product usage and encouraging gains we are able to ensure they are utilizing our products and services to the fullest extent. In addition, we are able to find areas of need and direct clients to other areas of our product and service suite that will bring them better returns and a more engaged user.* Technical Support - Fixing More Than Just Technical Problems - As a part of Customer Success, our Technical Support teams in both Clearwater and Houston know that sometimes things don’t go quite right and are there to step in to get it working. Technical Support is calm in the face of a storm and is there to resolve any issue a customer may have and they do it with a smile on their face. Our team members uniformly come from a technical background, and their experience helps them resolve all manner of difficulties a dealership may experience.* Marketing Services - Production Unlike Any Other - The Marketing Services team is solely responsible for the production and delivery of our digital marketing assets. Through methodical processes, and stringent procedures we are able to deliver the wildly creative marketing materials that our clients require to further their business goals, while also providing customer services that is unrivaled within our industry.

Clearwater, Fl

Responsible for overseeing and managing the iCare Department and iCare Account Managers in daily operations. The iCare team is responsible for proactively engaging clients in AutoLoop's suite of industry leading software solutions through understanding of each individual client's needs and goals. Our team of Account Managers provides client support through training, regular review of key performance indicators, personalized recommendations of additional products and services, and proactive identification/resolution of client support issues. iCare, at its core, ensures that our client's experience with and utilization of our software is at the highest level possible.

Clearwater, Fl

* Primary responsibility to provide escalated technical support to our Atom re-seller which includes nearly 500 dealerships nationwide. * Maintain client relationship through regular and effective communication channels to ensure all parties are aware of system changes. * Assist in training staff at the Atom re-seller facility.

* Responsible for the design, implementation, and maintenance of the companies technology infrastructure at both on site and remote job facilities * Support all employees in daily help desk functions * Manage data and voice systems, including Active Directory, backup and contingency plans * Network tasks including file and print sharing, virtual private networks, VoIP system, and Exchange server * Maintaining core software systems of Graphisoft Archicad, Sage Timberline Office and Estimating, Prosoft Gemini * Implement solutions for hardware and software upgrades, license management, and hardware life cycles, within limited budgets * Perform website HTML updates and maintain secure FTP access for clients and subcontractors * Train new and existing associates on features and functionality of internal & 3rd party applications * Host regular webinars for software training and user group assistance on Graphisoft Archicad software * Deliver new technologies and methods when applicable to ensure efficiency and reliability in our field * Create and maintain a uniform digital filing system to be implemented throughout the company for all job related data * Deploy and service a mixed platform environment on both desktop and mobile devices including Microsoft, Apple, and Google* Conduct hardware repairs on a variety of systems including desktop terminals, laptops, mobile devices, printers, copier, and scanners

* Provided desktop and remote assistance for office staff in daily help desk functions * Worked remotely and directly with clients on initial setup, as well as continuing support of our custom software applications * Monitor and create detailed reports on trade activity in multiple markets including Stocks, Commodities, and Forex * Traveled domestically for regular seminars to provide training and live trading experience to both existing and new clients * Responsible for the design and implementation of technical documents relating to support materials of One Day At A Time Software * Assisted in creation of interactive tutorials for new client usage

Education record

Education record