Kevin O. Kuchinski Email & Phone Number

Leander, Tx, Us

Leander, Texas, United States

Plano, Texas, United States

• Lead the partnership with Program Management, Relationship Managers, Data Support, Product Team & Learning & Development in the development and design of the implementation strategy for CallTrax Next CRM and Next Dashboard & Reporting Tool Products.• Work closely with clients in the discovery of requirements to meet their specific needs.• Evaluate and deliver training strategy for each client given their need, size, scope, and complexity when implementing CallTrax Next and the Marquis Suite of Software.• Created and administer the evaluation/inspection process with clients after implementation to ensure success.• Manage client engagement throughout Implementation process to ensure issue resolution, training needs, and overall client adoption efforts meet SLA standards.

Plano, Texas

• Acted as Product Owner for the CallTrax Next CRM product at Marquis from ideation and discovery through delivery.• Worked closely with Product Leadership to define the overall product roadmap and priorities for the CRM• Discovered, defined, and groomed Product Requirements into actionable user stories with testable Acceptance Criteria.• Attended Sprint Planning and Grooming sessions to ensure Product priorities were executed on and to be the voice of the customer within the development team.• Provided internal and external CRM demonstrations and feedback sessions.• Coordinated with cross functional teams internally to gather requirements and incorporate client feedback in the roadmap.

Plano, Texas

CRM Subject Matter Expert (SME)- Configure, Implement, & Facilitate Enterprise-wide training for Marquis CRM software Clients.- Scheduling, managing, and performing Virtual and Onsite Training Sessions for all CRM Clients.- Develop training materials including software user guides and release notes.- Perform as a Client Liaison between Data Setup/Support teams.- Assist Relationship Managers to ensure timely and accurate DealCloud (CRM) reporting.- Support Relationship Managers with client calls, prospect follow-ups, and communications.

Plano, Tx

Support and Service Specialist for Diamond-Level ProAdvisor customers using QuickBooks Desktop and OnlineAccountant softwares.Highly Proficient in QuickBooks Desktop (all versions), QB Online, and QuickBooks Online for Accountants (QBOA).Phone, Chat, and internal channels of support.Internal SuperUser supporting all Plano Headquarters business units, Support Team tools and Enterprise software.Certified KCS (Knowledge Centered Support) Mentor and Intuit Knowledgebase publisher.Office of the President (OOP) Technical and Service resolutions for both Plano and Tuscon locations.Assistance and Escalation role to Frontline Agents.

Dallas Tx

Manage staff of 8-15 employees at a top volume store for the world’s largest video game retailer. Payroll management, training, Hiring, scheduling, daily operations, and daily/monthly/annual sales monitoring and reporting.Meet and exceed the company’s regional sales, reserve, and trade expectations through proper training and maintaining productive behaviors of Staff. Institute operating procedures in relation to Inventory Management for stores previously ranked in high loss category. Re-establish Inventory Control procedures and training to encourage better habits and processes to minimize preventable loss.

Plano, Tx

Evaluation of new accounts based on credit records, utilize information to structure agreeable credit and payment terms, and protect the interest of the company by avoiding adverse financial risk.Partner with internal sales teams to assist with solutions that will improve their individual aging reports, and prioritize accounts that are foreseen to have a potentially adverse affect on their commissions' payout.Confer directly with customers to establish status of payment, reason for delinquent/overdue payment, review Terms of sales, service, or credit contract with the customer and re-establish expectations regarding payment terms and credit re-negotiations.Reconciliation of customer deposits per the general ledger to the order entry system, and uphold Standard Accounting Procedures to ensure a clear operational representation of the company.Receive and acknowledge work/product orders and vendor invoices to ensure that the order will meet its expected ship/install date(s). If not possible, partnering with Coordinator, Project Manager, and Vendor to negotiate anyavailable compromise to meet the expectations of our clients.Post transactions to shared accounting records to allow timely and accurate Sales Forecasts.

Plano Tx

Provide technical and administrative support to strengthen sales efforts.Directly assist clients and the members of their sales team with any and all issues that arise.Preparation of client presentation materials and accurate proposal structuring/pricing.Meet strict submission deadlines.Acquire labor quotations based off of product, location, available hours to perform the work, and prior experience with customer in regards to their personal expectations and individual installation requirements.Organize and execute Team meetings for both Account Managers and clients regarding deposits and/or client purchase orders.Clients:American Airlines, Brinks Corporation, Fujitsu, Darling International, Texas Health Resources, and multiple in-house sales team clientele.

Education record

Education record