John Moore, Mba Email & Phone Number

New York, NY, US

New York, New York, United States

New York, New York, United States

New York

Lead the Backstop Project Management team primarily responsible for implementing Backstop’s productsCollaborate with sales team members in the production and negotiation of statements of workMonitor team utilization in support of internal revenue targetsDirectly project managed 10 - 15 simultaneous projects for financial institutions with project budgets.

Greater New York City Area

Greater New York City Area

Greater New York City Area

• Manage 8 person Tamale Professional Services team including performance reviews, compensation planning, and hiring
• Scope and budget software implementation and customization projects
• Develop research management best practice workflows for hedge fund, asset manager, fund of funds, and endowment lines of business
• Define business process for generating Professional Services Estimates and Statements of Work for both software implementations as well as add on custom development and data integration projects.
• Oversee the integration of the Tamale Professional Services team into the Advent Global Professional Services group including team reorganization to align roles and responsibilities across the organization.

Greater New York City Area

• Led client projects to customize software input screens, programmatically harvest data from the analysts’ models, as well as design and configure screens and reports within the application for data analysis and.
• Consulted with clients to configure and customize Advent’s Tamale RMS software to fit their internal investment research workflows and to enhance investment team productivity
• Designed and led the creation of a 10 person professional services team within the Tamale business unit responsible for the implementation of the product at new client sites as well as customization, data integration.

• Supervised a team of 2 client service consultants and 1 account manager covering accounts throughout the eastern United States and Bahamas
• Managed relationships with 45 enterprise clients containing over 750 licensed users accounting for approximately $4 million in annual revenue
• Analyzed and prioritized customer feedback and product enhancement requests, helping to define the product roadmap
• Ensured client renewal and seat license growth, achieving 97% annual contract value retention in 2010

• Trained over 300 portfolio managers and research analysts on best practices of using Tamale RMS to manage their investment research
• Developed standard training curriculum surrounding new software releases
• Provided an escalation point for technical support issues and coordinated the investigation of defects found at client sites
• Coordinated client server upgrades 2 to 3 times per year when new versions of the software were released
• Mentored junior members of the client service and support teams, assisting in troubleshooting technical issues as well as teaching team members the details of the product and the best practices for training users

• Oversaw and coordinated the operational work and maintenance of the hosted discovery management databases for several clients containing over 10 million pages of data
• Coordinated pilot evaluations of electronic data discovery software for use within ZANTAZ’s environment
• Forecasted revenue from each project for financial reporting and reconciliation
• Performed first tier technical support for both hosted and licensed clients
• Wrote SQL scripts to manipulate client data as needed

Mba, Finance, Management Of Technology And Operations

Activities and Societies: Management Consulting AssociationSpecializations in Finance and Management of Technology and Operations Member.

Ba, Computer Science

Education record