Michael Peronto Email & Phone Number

Syracuse, Ny, Us

* Organizational Leader for CRM & Contact Center Technologies (CCAAS) platform integrations. * Strategic Consultant for Enterprise financial service organizations on Marketing, Contact Center, Integrations, and Sales/Lead Management technologies. * Creation of all organizational documentation for integrations including initial scoping documentation, training documentation, and technical requirements documentation. * Strategic consultant on data management, lead scoring, and lead… Show more * Organizational Leader for CRM & Contact Center Technologies (CCAAS) platform integrations. * Strategic Consultant for Enterprise financial service organizations on Marketing, Contact Center, Integrations, and Sales/Lead Management technologies. * Creation of all organizational documentation for integrations including initial scoping documentation, training documentation, and technical requirements documentation. * Strategic consultant on data management, lead scoring, and lead acquisition management. * Lead Integrations/API specialist for large projects for industry leading service providers including Five9, NICE Incontact, Velocify CRM, Jornaya, Shape CRM, Zapier, Sales Boomerang, and Hubspot.* Organizational Leader for large implementation projects. * Contact Center & CRM Workflow audits to include organizational contact strategy & customer experience screenings. Show less

Remote

* Organizational Leader for CRM & Contact Center Technologies (CCAAS) platform integrations. * Strategic Consultant for Enterprise financial service organizations on Marketing, Contact Center, Integrations, and Sales/Lead Management technologies. * Creation of all organizational documentation for integrations including initial scoping documentation, training documentation, and technical requirements documentation. * Strategic consultant on data management, lead scoring, and lead… Show more * Organizational Leader for CRM & Contact Center Technologies (CCAAS) platform integrations. * Strategic Consultant for Enterprise financial service organizations on Marketing, Contact Center, Integrations, and Sales/Lead Management technologies. * Creation of all organizational documentation for integrations including initial scoping documentation, training documentation, and technical requirements documentation. * Strategic consultant on data management, lead scoring, and lead acquisition management. * Lead Integrations/API specialist for large projects for industry leading service providers including Five9, NICE Incontact, Velocify CRM, Jornaya, Sales Boomerang, and Hubspot.* Organizational Leader for large implementation projects. * Contact Center & CRM Workflow audits to include organizational contact strategy & customer experience screenings. Show less

Charlotte, North Carolina Area

- System administrator and subject matter expert for many of the critical systems such as Velocify, Jornaya, Nice InContact, Hubspot, and Social Survey- Manage 3rd party vendor relationships: CRM, LOS, Lead Providers, Telephony, ISP- Participates in and leads proactive team efforts to achieve departmental and company goals- Management of $30+ Million annual Marketing budget- Develop and publish reporting on system usage and lead capture.- Review Marketing KPIs from lead… Show more - System administrator and subject matter expert for many of the critical systems such as Velocify, Jornaya, Nice InContact, Hubspot, and Social Survey- Manage 3rd party vendor relationships: CRM, LOS, Lead Providers, Telephony, ISP- Participates in and leads proactive team efforts to achieve departmental and company goals- Management of $30+ Million annual Marketing budget- Develop and publish reporting on system usage and lead capture.- Review Marketing KPIs from lead providers to ensure alignment with acquisition costs & sales goals. - Lead distribution and optimization methodologies to implement with entire sales divisions- Identify system best practices and requirements; collaborate w/ partners in training to create guides, training, webinars, videos, and other content; maintain a regular training schedule and content distribution schedule.- Call Center Management Show less

• System administrator and subject matter expert for many of the critical systems in our MarTech stack, including, but not limited to: Velocify, Jornaya, Data Warehouse, Tableau/Sisense, Freshdesk, and Cake.• Implement new systems by collaborating with stakeholders across the organization to develop detailed requirements, document processes, help select technology solution(s), design system usage requirements and best practices, performing user acceptance testing, and report on… Show more • System administrator and subject matter expert for many of the critical systems in our MarTech stack, including, but not limited to: Velocify, Jornaya, Data Warehouse, Tableau/Sisense, Freshdesk, and Cake.• Implement new systems by collaborating with stakeholders across the organization to develop detailed requirements, document processes, help select technology solution(s), design system usage requirements and best practices, performing user acceptance testing, and report on results.• Participates in and leads proactive team efforts to achieve departmental and company goals• Maintain systems to ensure continued use according to best practices; escalate issues to management for any compliance, training, or other issue.• Develop and publish reporting on system usage.• Lead Change Advisory Board (CAB) meetings for systems to capture defect and enhancement requests, document, prioritize, and project manage to completion; manage changes via Trello.• Document system changes and approvals.• Identify system best practices and requirements; collaborate w/ partners in training to create guides, training, webinars, videos, and other content; maintain a regular training schedule and content distribution schedule. • Utilize team tools such as 15five, Minutes.io, Trello, Box for organization, transparency and communication. Show less

Irvine, Ca

- Implementation of First Direct Lending's Contact Strategies utilizing Velocify & Incontact. - Responsible for the generation of training materials as well as initial Loan Officer, Customer Service Representative, and Manager Trainings on key platforms for the company. - Optimizing and maintaining Velocify Software & InContact's Dialer Platform to improve contact, qualification, and conversion rates. - Onboarding of new projects for Marketing in partnership with our IT division… Show more - Implementation of First Direct Lending's Contact Strategies utilizing Velocify & Incontact. - Responsible for the generation of training materials as well as initial Loan Officer, Customer Service Representative, and Manager Trainings on key platforms for the company. - Optimizing and maintaining Velocify Software & InContact's Dialer Platform to improve contact, qualification, and conversion rates. - Onboarding of new projects for Marketing in partnership with our IT division. - Generating KPI reports for our Executive team. - Review of current integrations to confirm that they remain compliant and maintain stable performance. - Assisting with the onboarding of new lead providers. - Lead Administrator of InContact's Dialer Platform- Lead Administrator of SoftVu Show less

El Segundo, Ca

- Implementation of clients marketing & contact reports utilizing Velocify. Including the identification of remarketing opportunities, employee tracking reports, marketing KPI reports, and compliance monitoring. - Responsible for the consultation, troubleshooting, training, and initial design of the Encompass Integration. Consisting of identifying strategic use cases, compliance requirements, and overall system useability for end-users. - Sr. Consultant for Velocify’s largest clients… Show more - Implementation of clients marketing & contact reports utilizing Velocify. Including the identification of remarketing opportunities, employee tracking reports, marketing KPI reports, and compliance monitoring. - Responsible for the consultation, troubleshooting, training, and initial design of the Encompass Integration. Consisting of identifying strategic use cases, compliance requirements, and overall system useability for end-users. - Sr. Consultant for Velocify’s largest clients. Which includes identifying key features and implementation that would help companies maintain optimal conversion metrics and maintain compliance standards for their vertical. - Initial design of client’s databases. Including a consultation on how to get maximum conversion of leads using distribution, training of employees and Admins on key features, and setting up integrations. - Assist with troubleshooting various issues that may arise with Lead Providers, Loan Origination Systems, Pricing Engines, Student Information Systems, API Calls, and employees using the Velocify System. - Design consultant on an internal Salesforce Service Cloud implementation. Including the tracking of customer service metrics and design of the workflow. - Monthly case & release reviews to identify possible weaknesses within databases and improve client satisfaction with the product. - Assist with design and implementation of internal processes in regards to Client Services and Engineering divisions.- Training of internal employees including CSRs, Client Success Managers, and Division Managers. Show less

Irvine, Ca

- Responsible for identifying and creating a remarketing programs utilizing both Velocify & Encompass data. Utilized key data points from both systems to identify overall payment savings, rate reduction, as well as probability statistics of conversion. - Creation of all Velocify/Encompass tracking reports. Which includes performance reports for Customer Service Representatives who were training to be Loan Officers, Loan Officers, Management Teams, and Processing teams. With an emphasis on… Show more - Responsible for identifying and creating a remarketing programs utilizing both Velocify & Encompass data. Utilized key data points from both systems to identify overall payment savings, rate reduction, as well as probability statistics of conversion. - Creation of all Velocify/Encompass tracking reports. Which includes performance reports for Customer Service Representatives who were training to be Loan Officers, Loan Officers, Management Teams, and Processing teams. With an emphasis on overall speed & conversion. - Troubleshooting errors within Velocify and Encompass across the company. Resulting in more uptime for users and resulting in more time for selling. - Training of CSRs, Loan Officers, and Managers on Velocify & Encompass Processes. - Designed and implemented process workflows within the company around sales, customer service, and compliance. - Implementation of the company’s overall contact strategy, which resulted in a doubling of sales.- Research and testing of new integrations on the Velocify System. Including a Mortech pricing engine, Encompass, and Text Messaging. - Supervisor of the company’s past client division. Which included reviewing Loan officer loan files and addressing remarketing opportunities. - Meeting monthly and quarterly sales goals set by the owner of the company. Show less

Bachelor Of Business Administration (B.B.A.)

Associate'S Degree