Nathaniel Waller Ii Email and Phone Number

Manage and nurture relationships with Spectrum Enterprise customers. Primary point of contact and develop a deep understanding of business needs/objectives to identify growth opportunities for account expansion, upselling additional Spectrum services/solutions, and tailor strategies to align with growth plans. Track progress and regularly report on account health and growth opportunities. Collaborate with Spectrum's technical, sales, and support teams to ensure seamless service delivery and an exceptional client experience. Stay current on industry trends and market insights to anticipate client needs.

Promoted to position delivering demand generation programs for new prospects that meet marketing targeted parameters. Utilize predictive algorithmic programs that identifies prospects’ optimal buying cycle coupled with Social Media data to improve prospect engagement.

Recruited for Client Account Manager position to drive customer consumption, adoption, retention, and satisfaction of existing account base by educating customers on current technology trends (UCaaS, Cloud, Network) to keep pace with changing business models. CORE RESPONSIBILITIES:Partner with assigned account base to improve overall telecommunication experience by educating customer to convert to current solutions to achieve digital transformation goals. Proactively communicate with customer to evaluate change in requirements and recommend unique solutions. SELECT CRITICAL CONTRIBUTIONS:Performance Metrics. Consistently exceeded sales targets for two consecutive years. 2020/2021 at 120%/150% of plan respectively. Customer engagement. Increased customer satisfaction/retention with regular contact across all levels to address immediate and future needs. Key process improvement. Worked with multiple internal divisions to ensure customer experience. Specifically worked with Sales Engineers and Service Delivery to improve installation processes and timelines.

Referred for Account Manager position consulting with tier III customers to specify solutions to meet customer objectives. Promoted to Project Manager coordinating the installation of premise-based equipment—working across multiple divisions to develop customer-centric telecommunications solutions. Appointed to lateral position as Territory Account Executive upon elimination of prior position. CORE RESPONSIBILITIES:Partner with current tier II customers and prospects to maximize telecommunications utilization while improving efficiencies to drive bottom line growth. Develop target prospect reports applying Salesforce.com proficiency to drive market share.SELECT CRITICAL CONTRIBUTIONS:Customer relationship management. Working cross functionally in a complex, "siloed" organization, nurtured high-value relationships with current customers—successfully decreasing churn, growing wallet share and increasing referrals—a significant achievement given product maturity.Key process improvement. Working collaboratively with inferential authority, improved the new customer on-boarding process by developing client-centric materials, detailed training, and improved processes and systems governing escalation.Performance metrics. Decreased the book-to-bill ratio by 30% effectively speeding up quote-to- cash cycle, enhanced local engagement with customers and worked with field personnel to limit design errors—improving company cash flow and drive bottom-line results.Customer engagement. Identified two satisfied clients for use in a case study/testimonial video. Coached and counseled each on key messaging and facilitated production of the piece, which was applied company-wide.

Supervised implementation of phone systems and associated network components through the project life cycle. Analyzed clients’ needs to design system features to maximize current utilization and incorporate measures for growth. Developed customer training programs specific to system design. Applied Microsoft® Project Manager to set mutually agreed milestones and mitigate project delays.

Managed and grew an assigned account base using cold calls and relationship management. Consolidated multiple internal databases to identify prospects and streamline marketing efficiency.

Conducted budget analysis for the Environmental Health Department for current year expenditures and future budget planning. Monitored and implemented budget control procedures. Disseminated budget details to program managers and division head on a monthly basis to ensure current and future expenditures adhered to adopted budget expectations. Tracked purchase orders and vendor payments for adherence to forecasts while allowing for unexpected expenditures. Implemented credit card processing and new invoicing procedures for the division. Position eliminated.

Developed payment alternatives for assigned account base to improve asset recovery. Evaluated delinquent accounts within the U.S. Department of Education contract for enrollment to government programs designed to move accounts to current status. Maintained open communication with management and peers to disseminate product knowledge and marketing strategies.

Managed operations from back office to product delivery. Coordinated daily operations work flow, including supervision of project management tasks and allocating work to project managers. Main¬tained existing accounts and developed new account relationships with local, state and federal government entities. Left to relocate closer to aging parent.

Promoted to position managing all sales support functions for the Institutional Mid-Market Fixed Income desk, which included back-up trade support, verification of trading activity, identification and resolution of trade discrepancies, new account set up/tracking, and monitoring of electronic trading platforms. Initiated operational procedures for Atlanta office during division start-up and assisted with S.O.P.s for division nationwide. Left in anticipation of downsizing.nationwide.

Promoted to position managing all sales support and research distribution functions for the CS Institutional Equity Sales desk. Distributed daily research, scheduled sales reps and CS research analyst marketing trips, efficiently processed all client research requests, and reflected all pertinent information to sales reps. Instituted changes to daily/monthly client research distribution list—improving efficiency of research flow—an effort that resulted in an increase in trade volume.

Monitored all back-office operation functions for the Atlanta CS Private Client Services group. Super¬vised new account set up, daily margin activity, resolution of margin calls, reconciliation of trade breaks, allocation of incoming and outgoing customer funds transactions, and execution of foreign currency (FX) transactions. Identified procedural problems and assisted with implementation of operational procedures to resolve identified problems.

Responsible for customer service support for IFG representatives. Duties included monitoring customer transfers (ACAT/Non – ACAT), identification and resolution of secured and unsecured debit balances, fund and security movements within customer accounts and reconciliation of trade discrepancies. Also acted as liaison between IFG and clearing firms regarding operational questions and problem preventative procedures.

Resolved general inquiries and provided customer service support for KIA representatives. Monitored margin accounts, resolved margin calls and reconciled trade discrepancies. Performed liaison functions between KIA and clearing firm regarding operational inquiries and implementation of new procedures.

Responsible for US dollar, FX and futures trade settlement. Compiled and input daily F/X and spot rates for interest rate swap calculations and executed domestic and FX fund transfers resulting from interest rate swap transactions.

Balanced firm and customer accounts on global member exchanges. Duties included supervision of collateral (domestic/Foreign Exchange) movements, reconciliation of futures positions, coordinated problem preventative procedures between customers and firm. As part of team, responsible for improving trade clearing procedures and implementation of new clearance system resulting in a significant reduction of trade discrepancies.

Responsible for primary ground and flight instruction of students enrolled in flight school. Developed individualized training programs for students enrolled in flight school while adhering to all federal standards