Justin Joseph Email & Phone Number

Weston, Massachusetts, Us

• Manage a diverse engineering organization, overseeing other managers, engineers, analysts, and project managers• Unified divergent teams across multiple data domains under one umbrella, ensuring consistency with tooling, methodology, and approach• Successfully implemented the modernization of data conversion pipelines by integrating cloud tooling, including Azure Data Factory, Azure Data Lake Storage, and Databricks• Direct the team responsible for providing data-related professional services to two major clients, collectively serving over 20,000 users• Innovated and introduced several new services aimed at assisting independent financial advisor offices in migrating large volumes of contacts, activities, and insurance data into Advisor360• Served as development manager responsible for engineering and maintaining data conversion pipelines• Responsible for overseeing and managing team roadmap, ensuring alignment with strategic objectives and coordinating the successful execution of tasks.

Weston, Massachusetts, Us

• Played a pivotal role in planning, developing, and executing a data migration strategy for high-volume client onboarding• Established and supervised a team dedicated to client data onboarding• Led the data conversion efforts for onboarding MassMutual Life Insurance Company, managing data for over 17,000 users• Spearheaded the development and execution of the data migration of approximately 11 million contacts and 25 million activities from MassMutual's Salesforce to Advisor360°• Oversaw a team responsible for migrating supplemental account information, including books and records and suitability, for around 4 million financial accounts• Initiated and led a data aggregation exercise to accurately align investment and insurance products with the corresponding clients• Managed a support team handling advisor-level onboarding and executing support ticket intake for existing clients

Waltham, Ma, Us

• Formulated and executed the strategic approach for data conversion initiatives• Designed and implemented an in-house conversion pipeline, resulting in a cost savings of $500,000 per year compared to outsourcing• Led the development team in creating multiple new features, including the ability to load insurance data from third-party and legacy systems• Established processes and supervised a team handling 100-150 conversion projects annually• Achieved consistently high client satisfaction, maintaining a satisfaction rate of over 95% in feedback surveys• Managed a support team handling hundreds of monthly support tickets• Directed the professional development of multiple direct reports

Waltham, Ma, Us

• Managed day-to-day operations of the CRM Data Engineering team• Supervised the team handling onboarding for 100-150 new independent financial advisor offices annually• Played a key role in designing and implementing Commonwealth's internally developed CRM system• Led the project readiness for migrating data of 2,000+ advisors and staff from Microsoft Dynamics to CFN's CRM• Established a new conversion pipeline using SSIS, MS SQL, and SQL stored procedures• Managed the CRM support ticket queue, handling hundreds of tickets per week and overseeing the team's response.

Waltham, Ma, Us

• Lead engineer on the CRM Data Engineering team.• Redesigned and engineered the company's data migration and ETL processes through the creation of data integration packages using Scribe Insight• Broadened and expanded scope of data conversion services • Enhanced data conversion project management practices• Significantly reduced on-hold queue times, decreasing project kick-off hold times from 6 months to immediate starts within a year

Waltham, Ma, Us

• Level 2 support and escalation point for CRM helpdesk• Managed knowledge base documentation• Trained level 1 support• Conducted in person end-user trainings• Documented detailed reproduction steps, reporting bugs to development and system engineering teams

Waltham, Ma, Us

• Level 1 support technician on dedicated CRM helpdesk• Supported Microsoft Dynamics CRM end-users• Resolved break/fix issues through troubleshooting• Triage and documentation of bugs• Guided users on functionality, features and best practices.

Waltham, Ma, Us

• Functional consultant directly working with financial advisors to help migrate their rolodex data into Microsoft Dynamics CRM.

Bachelor Of Science (B.S.), Business Administration/ Management Information Systems

Education record