Mathieu Foley Email & Phone Number

Boston, Ma, Us

Assisting clients setup and use the Shoobx product by Fidelity.

San Francisco, California, Us

Enablement and program manager for the delivery teams supporting Carta's flagship cap table product. Developed, managed, and facilitated new hire training programs, continual product and technical education, personal development, and refinement of soft skills. Instructional designer and subject matter expert for Workramp, Articulate 360, and other internal tools. Partner of senior leadership to assist in building playbooks, identifying and tracking metrics, and help drive results collaboratively. Built a comprehensive new hire training program for the delivery teams. This week long training program included topics on the Carta platform, private equity types and structures, company and equity documentation and data extraction, internal and external tool proficiency, customer service skills, and provided hands on experience answering support cases, performing platform demos, and onboarding clients. This training program lead to a four week reduction in ramp time, an increase of onboarding output by 150%, and an increase of 125% in first call resolution for support cases. This program maintained a 4.8 NPS. Instrumental in the roll out of new tools and processes used company wide. Key member in the procurement process and transition from SAP Litmos to Workamp. Lead the rollout of Guru first to the delivery teams and later companywide. Designed training materials and certification program for Guru authors and admins. Created style guide used for internal content and public facing support articles. Worked closely with other enablement and L&D teams. Regularly participated in global learning councils, and ran similar programs within the delivery organization to develop skills and share best practices.

San Francisco, California, Us

San Francisco, California, Us

San Francisco, California, Us

Managed the successful implementation for hundreds of new companies into the Carta platform. Collaborated with company founders, executives, and legal teams to verify correct information and provide platform training. Handled data extraction and upload of complex equity structures. Mentored and trained new hires on the team. Created training materials and reference documentation used internally and externally.

San Francisco, California, Us

Lehi, Utah, Us

Scoped technical needs to connect customers to Podium through custom data and API integrations. Provided partner enablement for integration customers. • Designed in-depth documentation for existing integration options used internally and by clients. • Created internal training materials on integration options• Reduced churn to under 2% for integration customers.

Lehi, Utah, Us

Consulted with new clients to build and implement customized onboarding plan into Podium. Provided virtual and on-site training to managers and users to demonstrate best practices and set clients up for success.

Jersey City, Nj, Us

• Coordinated integration and onboarding for new clients as the liaison between the business teams and development teams. Consulted with their development teams to evaluate technical needs, oversaw and provided troubleshooting while API integration was built, ensured business needs were met, provided training, and remained the main point of contact through the customer’s lifespan. Onboarded 57 new clients, increasing overall client base by 35%. • Designed workflow for managing client onboarding and integration support cases in SalesForce. Workflow modeled and implemented as a best practice by other departments at Verisk.• Processed several million records through internal batch process for potential and existing clients. • Developed and curated department knowledge base containing over 235 articles.

Product Manager—Software Implementations November 2014 to May 2015- Reduced implementation cycle time by 80% by identifying product bugs and process flaws with data partners. Gained feedback from end users and presented findings to executive committee. Verified changes were successful from additional customer feedback. - Established and trained new technical support team of over 50 technicians.Software Tester – April 2012 to May 2015- Performed beta and regression testing for 11 major product releases in addition to duties as Support Technician.Support Technician III – April 2012 to November 2014- Promoted from Tech I to Tech III within seven months. Developed expertise in 3 software platforms and 4 ancillary products. - Contributed heavily to department knowledgebase.Customer Service Representative — February 2011 to April 2012

Music Teacher Education

Diploma With Honors, Ap/College Prep