Mark Putter Email & Phone Number

New York, NY, US

New York, United States

New York, United States

Lead training and marketing rebranding efforts for a financial technology solutions and services company (formerly Rockit Solutions, LLC), addressing needs of financial services providers in the Wealth Management and Alternative Investment domains.

New York City Metropolitan Area

• Senior Leadership Team member, directing the education and communication functions for a $100MM industry-leading home healthcare SaaS solutions provider, including budget and vendor relationship management.
• Led an eight-person team responsible for developing and delivering innovative cross-functional educational curricula. Assessed developmental needs and crafted materials tailored to targeted audiences.
• Employed a blended, multi-modal approach to educational initiatives, incorporating classroom (ILT), webinar (vILT), and E-Learning virtual training. Developed KPIs to iteratively measure effectiveness.
• Implemented the Learning Management System (HHAeXchange University) to house training, videos, tests, and certifications. Managed rollout to over 4000 client agencies for multi-state system implementations.
• Architected the creation of an online, searchable knowledge base housing over 1500 Help topics to facilitate client self-service capabilities, resulting in a 15% reduction in incoming Customer Support calls.
• Pioneered “Lunch-and-Learn” weekly client-facing webinar programs, training over 5000 end-users annually.

Port Washington, New York

• Led a 45-person Operations Support team for a home healthcare SaaS solutions provider.
• Formalized strategy for Training, Documentation, and Customer Support departments. Developed LMS content, end-user training materials, and client-specific program documentation. Conducted needs analysis.
• Implemented multiple proprietary enterprise systems and provided project management and leadership for state-wide technology rollouts to meet governmental healthcare mandates.
• Negotiated and executed contracts with third-party vendors and supervised all internal and external resources for client-facing post-implementation project phases, maintaining a $5MM annual budget.

Stamford, CT

• Managed four-person Business Analyst team, responsible for generating functional specifications. Led Training and Marketing departments for a leading provider of wealth data aggregation and reporting solutions serving.
• Responsible for a $1MM Marketing budget, including all advertising and product campaigns, media outreach, client-related training and documentation, and creation of boilerplate templates for the RFP process.
• Originated and directed the company’s Education function, responsible for all internal staff and external client training and documentation requirements.
• Implemented a custom-branded client reporting system, including user acceptance testing. Managed a four-person Business Analyst team, responsible for generating functional specifications.

Greater New York City Area

• Managed Professional Services department responsible for all facets of client implementation for a leading provider of web-based solutions for real estate service request processing.
• Managed training resources in the delivery of instructor-led training curriculum and training-related materials for commercial real estate portfolio rollouts representing $3MM of recurring annual revenue.
• Mentored and trained internal staff in the usage of customized templates, analytical tools, and data upload processes to increase efficiency, and to reduce client configuration and implementation timeline.

Greater New York City Area

• Managed Documentation department for a leading global provider of financial software solutions to the commercial lending and capital markets industries.
• Designed and implemented standardized templates for all internal and client documentation, including training manuals, quick reference cards, API guides, and system enhancement functional specifications. Instituted an.
• Formulated and delivered a three-month Train-the-Trainer seminar for client Trainers and Product Specialists. Topics included Principles of Adult Learning, Training Methodology, and Accelerated Learning Techniques.

Greater New York City Area

• Defined strategic direction and executed all internal and client training-related activities for the Professional Services department of an enterprise software company focused on collaborative workflow automation.
• Provided quality assurance and business consulting services and participated in all aspects of product development and project management for Notara’s Licensing and Marketing suite of SaaS applications.
• Functioned as the primary source for knowledge transfer related to Notara’s software for all internal and external audiences. Supported sales activity via marketing presentations and product demonstrations to.

Greater New York City Area

• Managed Professional Services department responsible for developing and delivering training, creating online and technical documentation, responding to requests for proposals (RFPs), and providing quality assurance and.
• Conducted a formal usability study for a corporate web-based Network Management System, resulting in more efficient navigation, and increased user acceptance and usage of the tool.
• Created and delivered both internal support and client training curricula for Qwest’s Electronic Commerce retail product, based upon Microsoft’s Complete Commerce technology platform.