Jonathan Zak Email and Phone Number
Jonathan Zak work email
- Valid
Jonathan Zak personal email
- Valid
Senior Consultant and Advisor with over two decades of experience implementing and supporting SaaS and on-premise solutions. I have worked with private and public clients, providing professional services such as software consulting, operational support, system upgrades, software enhancements, and data migrations. My industry expertise spans information governance, legal tech, fintech, and life sciences, where I’ve successfully implemented various software solutions. My consulting approach is client-centric, and I have a proven track record of delivering high-value results from project initiation through completion.Specialties: Software Solutions Consulting, Customer Success, Pre & Post-Sales Consulting, Managed Services, Business Process Creation and development, Technical Writing, Software Training, Enterprise Search Software and analytics, Enterprise Software Architecture, Software Installation and deployment, Enterprise Systems Integration, Post-Installation Quality Control & User Acceptance Testing.Private Sector Experience:Fortune 500 Financial Services, Banking, Software, Biotechnology, Pharmaceutical, Manufacturing, EnergyU.S. Federal and State Government: U.S. Department of the Treasury, Internal Revenue Service, Consumer Financial Protection Bureau, U.S. Department of Justice, Federal Bureau of Investigation, U.S. Customs and Border Protection, U.S. Department of Veterans Affairs, U.S. Department of Health and Human Services, United States Patent and Trademark Office, U.S. Food and Drug Administration, National Institutes of Health, U.S. Department of Agriculture. States of California, New York, and Ohio.
Activenav
View-
Technical Account Specialist, Customer SuccessActivenav Oct 2024 - PresentReston, Virginia, Us
-
Senior Consultant, Customer SuccessTreasury4 Nov 2023 - Jul 2024Spokane, Washington, Us*Laid off in July 2024 due to company restructuring*Implemented and onboarded Treasury4 software for high-growth technology companies. Delivered the implementation plan, managed resources, drove continuous process improvement, and ensured successful completion of projects.Provided clients with best-practice guidance and consultation, oversaw user acceptance testing, and performed functional tasks to ensure successful go-lives in Production.Created Customer Success Playbooks to operationalize the internal and external onboarding process for third-party bank integrations with Treasury4 via API. Using Power BI, provided operations support to verify cash management balance and transaction reporting data was received in Treasury4 from third-party bank APIs and automated feeds. Documented and reported Treasury4 defects and software enhancement requests to the product management team; tracked JIRA entries and participated in Agile sprint planning meetings. -
Professional Services Consultant, Partner Managed & Government ServicesMastercontrol Jan 2021 - Apr 2023Salt Lake City, Ut, Us*Laid off in April 2023 as part of a company-wide restructuring*Configured, implemented, and onboarded MasterControl quality system management software for private and US Federal Government clients.Collaborated with stakeholders to understand business requirements during engagement discovery meetings; proposed configuration changes in product to further client goals.Conducted implementations and upgrades for the Documents & Training and Process modules; consulted on workflow development, process documentation, and user training.Performed data migrations from legacy QMS systems into MasterControl using ETL tools.Provided clients with best-practice guidance and consultation; guided user acceptance testing, performed functional work in Rapid Onboarder to ensure successful go-lives. -
Sr Technical Account Manager, Global Consulting And OperationsLexisnexis Risk Solutions Jul 2019 - Jan 2021Alpharetta, Ga, UsDelivered technical account management and consulting services to Fortune 500 clients utilizing Bridger compliance software; managed key accounts totaling $6 million in revenue.Managed and monitored support interactions, serving as an internal advocate for strategic clients; responded to customer escalations and proactively escalated to internal resources.Led crisis and incident response for major support issues; worked with the account team, technical support, operations, and engineering teams to ensure timely resolution.Documented and delivered Bridger software enhancement requests to the product management team; tracked JIRA entries and managed delivery of Bridger enhancements. -
Senior Consultant, Professional ServicesAccessdata Jun 2017 - Aug 2018Orem, Utah, UsImplemented, customized, and integrated AccessData SaaS eDiscovery/computer forensics software for corporate customers in the energy and consumer goods industries.Managed the functional delivery of enterprise software implementations, developed strategies and workflows streamlining data collection, processing, review and production.Delivered managed services including strategic and functional case management. Services implemented best practices for document review, search execution, and data analysis.Optimized AccessData software through upgrades and maintenance; developed workflows, created custom technical documentation/playbooks, and delivered remote training sessions. -
Sr Solutions Specialist, Americas Consulting ServicesVeritas Technologies Llc Aug 2015 - Dec 2016Santa Clara, California, Us*Symantec sold Veritas to Carlyle Group. My employment was transferred from Symantec to Veritas. Combined 4 years in the same position at both companies. Laid off in December 2016 due to a company restructuring.*Deployed, configured, and integrated Veritas SaaS eDiscovery software for US government agencies and clients in the manufacturing, pharmaceutical, and banking industries.Functional delivery and management of enterprise eDiscovery software implementations. Develop methodologies and best practices to ensure defensible information governance, data collection, analysis, processing, and review.Performed Veritas software upgrades and maintenance; provided workflow development services, generated custom technical documentation/playbooks, and delivered on-site training.Acted as the onsite technical resident consultant for the Consumer Financial Protection Bureau in Washington, D.C., directly contributing to the renewal of a $4 million services contract. -
Senior Consultant, Information Intelligence GroupSymantec Feb 2013 - Aug 2015San Jose, California, UsDeployed, configured, and integrated Clearwell SaaS ediscovery software for US government agencies and clients in the manufacturing, pharmaceutical, and banking industries.Functional delivery and management of enterprise eDiscovery software implementations. Developed methodologies and best practices to ensure defensible information governance, data collection, analysis, processing, and review.Performed Clearwell software upgrades and maintenance; provided workflow development services, generated custom technical documentation/playbooks, and delivered on-site training.Led successful short-term engagements, for several Fortune 500 clients, to remediate system and process integration issues with the Clearwell eDiscovery Platform. -
Director Of Quality ManagementPrecise, Inc. Feb 2010 - Sep 2012Pittsburgh, Pa, UsTook the initiative and established Quality Management Department focused on reducing defects in data processing and output. Developed and implemented quality control program to ensure compliance with internal delivery standards. Managed ongoing quality initiatives to ensure compliance and set goal of achieving zero data defects. Directed company initiative to correct deficiencies in project management service delivery. Led engagement to create and deploy Case Management System at Precise. Initiative facilitated increased efficiency in project management workflow and enhanced tracking and reporting capabilities.Consulted with clients to determine solutions for improving workflow; implemented custom tools to streamline data processing tasks and ensure quality in production delivery.Developed and implemented processes and workflow procedures to ensure data conforms to quality standards. Based on metrics and feedback, these improvements reduced processing and output errors by 50%.*Laid off in 2012 due to a company restructuring* -
Esi Processing Manager/Ediscovery Project ConsultantPrecise, Inc. Oct 2007 - Feb 2010Pittsburgh, Pa, UsLed electronic discovery engagements for corporations and law firms in the Mid-Atlantic region. Directed full-lifecycle technical project management, operations activities and managed high-level client communications. Coordinated project workflow, data loads and software training. Managed 10-15 contractors conducting online legal document review.
-
Legal Technologies Project ManagerKldiscovery Feb 2006 - Sep 2007Eden Prairie, Minnesota, UsManaged 20 concurrent electronic discovery projects for Am Law 100 firms and Fortune 500 clients. Directed full-lifecycle technical project management, operations activities and managed high-level client communications. Conducted financial management and reporting for engagements with combined monthly revenues between $100,000 to $1,000,000. Directed activities of operations team during engagements. Guided data processing, ensured compliance with client requirements and met strict timelines for final delivery. -
Legal Technologies Systems EngineerKldiscovery Jun 2004 - Feb 2006Eden Prairie, Minnesota, UsDelivered Ontrack software support and training for a diverse group of law firm and corporate clients. Advised client teams on best practices and methodologies for data review. Constructed review workflows and data searches to facilitate effective analysis and production of data.
-
Customer Service Manager / Customer Service TechnicianTodd Communications/Todd Video Network Management Apr 2000 - Oct 2003*Company ceased operations in October 2003*Managed team of Customer Service technicians delivering TCReliance software support to video distance learning and telemedicine clients across the United States and Canada. Overall responsibility for directing call center workflow, standardizing support/upgrade procedures and guiding employee development.Developed software implementation plans with clients and directed successful deployment of software upgrades on video networks throughout the United States and Canada.Provided TC Reliance software support to diverse client base. Collaborated with software development to resolve defects and deploy patches on client systems.
-
Software Support AnalystIbm Apr 1999 - Apr 2000Armonk, New York, Ny, UsProvided help desk support to American Express Financial Advisors using AdvisorLink for investment practices. Contracted by IBM Global Services in the Greater Minneapolis-St. Paul Area.
Jonathan Zak Skills
Jonathan Zak Education Details
-
University Of Minnesota DuluthPolitical Science
Frequently Asked Questions about Jonathan Zak
What company does Jonathan Zak work for?
Jonathan Zak works for Activenav
What is Jonathan Zak's role at the current company?
Jonathan Zak's current role is Senior Consultant & Advisor | Expert in B2B SaaS Implementation & Onboarding | Specialist in Client Success & Operational Excellence | Driving Transformational Software Deployments.
What is Jonathan Zak's email address?
Jonathan Zak's email address is jz****@****rol.com
What schools did Jonathan Zak attend?
Jonathan Zak attended University Of Minnesota Duluth.
What skills is Jonathan Zak known for?
Jonathan Zak has skills like Quality Management, Large Systems Integration, Consulting, Litigation Support, Data Management, Procedure Creation, Manage Client Relationships, Software As A Service, Public Sector Consulting, Software Documentation, Vendor Management, Storage Systems.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial