Kathy Willis Email & Phone Number

Information Builders' TAM acts as the customers' personal advocate who proactively works to ensure that customers get the most from their deployment of Information Builders’ solutions as well as ourextensive support and planning resources.As Information Builders’ lead technical advisor and customer advocate, the Technical Account Manager’s job is to understand the customer's environment and business well enough to provide proactive advice and planning. I work with customers to determine if specific training or consulting services may be helpful and target key resources – those with expertise to match the customer's environment – to resolve any issues.As the Technical Account Manager, I will visit your site on a regular basis to ensure an ongoing, in-depth understanding of the customer's unique business and technical environments. I document and maintain a standard profile of applications and configurationinformation. With this record of the technical environment, the customer's business plan and future business vision, Information Builders' management and employees worldwide are kept up to speed on your specific situation. This information is used to help ensure maximum system availability for both short- and long-term success.The TAM is also responsible for customer satisfaction and ensuring that Information Builders' management is aware of progress and any related implementation issues.

Strategize with branch sales teams to understand business needs and architect technical software solutions to match business needs for opportunities ranging between $200,000 and $2+ million.Create, document, and execute plans to successfully integrate software solutions for prospects and customers.Develop and implement processes for software installation, trial, and proof-of-concept, with supporting documentation.Complete knowledge transfers with customers and track the progress and development of integrated software solutions with customers.Provide customer service to nurture and advance strong customer relationships, leading to additional sales opportunities.Act as liaison for sales, technical and consulting teams.Lead hands-on workshop experiences to advance sales activities.Assist branch in successfully attaining or exceeding annual sales goals.Organize and manage meetings - internally and with prospects and customers.Assist/support branch technical manager with all branch sales and technical activities

Exercised strong project leader skills to develop and implement procedures for strengthening the sales processes within the team.Monitored projected sales opportunities by conducting internal business and technical review meetings with the appropriate personnel.Provided technical support and worked with the sales teams to advance sales cycles in ongoing efforts to achieve and exceed annual sales quotas.

Provided customer support as a post-sales systems engineer, including installation services, product support, and customer liaison.Provided pre-sales system engineer support for the branch through product knowledge and product demonstrations.Developed and presented user group presentations for small and large user forums.

Designed, developed and implemented 4-GL application for customers, accessing a variety of data sources, including but not limited to DB2, IMS, and VSAM.Completed internal training programs for certification to provide product training to customers.

Mba, Technology Management

Ba, Mathematics And Computer Science