Lance Patton Email & Phone Number

Sandy Springs, Georgia, United States

Georgia, United States

Atlanta, Georgia, United States

• Serve as software subject matter expert across all modules for larger enterprise clients upon going live with the implementations of each module.• Manage client relationships through issue resolution, training, enhancement updates, roadmap calls, monthly account reports and business process reviews.• Provide industry best practices and guidance on what I have seen be successful across my experience to my clients and colleagues.• Work directly with the Executive, Account Executive, Implementation Consultant, Project Management, Training, Event Marketing, Privacy, Sales Engineering, Customer Success, Development, and Product Teams to deliver value to clients.• Lead PrivacyConnect Events with Privacy, Training, and Event Marketing Teams to successfully generate sales leads and discuss best practices in the privacy industry.• Standardizing the TAM onboarding process by meeting with those interested in transitioning into the role as well as developing related documentation.• Standardized process for more detailed new features release documentation to all TAM clients and acting as a major contributor to the documentation of all modules.• Mentoring new hires on TAM Team while coordinating training program to align with standard onboarding process and lower the workload of other mentors.

Sandy Springs, Georgia

• Served as software subject matter expert for the onboarding of our larger enterprise clients to ensure an efficient, effective, and value driven implementation. • Evaluated business processes and custom statements of work to provide recommendations that allow our clients to fully utilize the software.• Facilitated technical training and provided advisement to clients through online webinars and on-site trainings/workshops.• Assisted with quality assurance by documenting known issues and creating knowledge base articles on enhancement requests for our development team to review.• Provided project documentation, deliverables, finances, resource allocations, and consistent status updates.• Created and managed our Professional Services Department’s master implementation project plan.

Roswell, Georgia, United States

• Lead Analyst role for Net New Enterprise Implementation Team and also acted as the critical escalation point to four Technical Analysts across three separate implementation consultant teams as well as our Customer Success Team.• Managed business process reviews for each net new enterprise client and lead technical requirements discussion to ensure an efficient, effective, and value driven implementation.• Oversaw Technical Account Manager Training Program.• Direct contributor to the Technical Analyst Onboarding Program.

Atlanta, Ga

• Served as software subject matter expert for the escalation of critical analysis issues related to environment, data, performance, conversions, and upgrades for larger clients being onboarded onto our software as well as other larger clients that are fully utilizing advanced modules/functions of the software.• Evaluated business processes and made improvement recommendations to streamline processes including automating data processing.• Created and integrated custom procedures, tables, reports, and data fixes into the client’s database to best suit their business practices.• Facilitated technical training and provided advisement to senior account managers and clients through online webinars and live conferences.• Managed quality assurance software process by analyzing Development Team's fixes and providing subject matter expertise for our sales, programming, cloud services, and interface teams to ensure optimal performance and security of client's web share, database, and API integrations.• Evaluate business processes and make improvement recommendations to streamline processes, including automating data processing.• Create and integrate custom procedures, tables, reports, and data fixes into the client’s database to best suit their business practices.• Facilitate technical training and provided advisement to senior account managers and clients through online webinars and live conferences.• Developed a quality assurance software tracking and reporting process for requests and knowledge base articles providing enhancement requests to our development team.• Manage quality assurance software process by analyzing programming team's fixes and providing subject matter expertise for our sales, programming, cloud services, and interface teams to ensure optimal performance and security of client's web share, database, and API integrations.

Roswell, Ga

• Provided Senior Account Manager support to the front-line teams managing 400+ clients on residential and core aspects of software.• Traveled to client sites to help build and maintain healthy relationships with their key stakeholders by understanding their business, IT practices and objectives.• Acted and served as escalation point lead and provided technical support and direction to multiple teams and managers for critical software issues.• Provided expert direction by creating technical support documentation to client base.• Accepted year-long developmental assignment by managing additional responsibilities of a Technical Analyst while successfully completing current role of Technical Account Manager.

• Managed Southeastern distribution center of 15 professionals within cross-functional teams.• Oversaw strategic planning, budgeting, sales forecasting, purchasing, vendor relations, staff hiring and training.• Managed portfolio of $5M+ in recurring revenue per quarter across net new and existing clients.

• Managed Southeastern United States territory specializing in the composites sector of the Aerospace Industry.• Forecasted sales, developed client relationships, and managed client product portfolios to ensure recurring revenue was maintained.• Acted as liaison to a range of stakeholders including customers, colleagues, third-party suppliers and manufacturing partners.• Transformed leads into sales, managed and closed existing deals while also preparing, qualifying, and developing new opportunities.

Atlanta, Ga

• Managed customer relations by effectively responding to, resolving issues and communicating to customers and suppliers in a timely manner.•Managed Inventory fulfillment process. •Coordinated supplier and driver arrival and departure process.