Nathan O'Brien Email & Phone Number

Washington, United States

● Leading multiple customer engagements and projects to drive adoption and usage of system features, integrations, and solutions● Collaborating with internal and client stakeholders to drive solutions, proposals, and SOW from pre-sale to position value proposition(s) for engagements with customers to successfully launch● Ensuring customer engagements and projects are well defined and planned, executed efficiently, and delivered with high quality and predictability● Managing customer expectations and relationships throughout the engagement lifecycle for scope and objectives● Tracking and managing solution delivery to completion with planned tasks, risks, issues, and unknowns with defined resolution plans

Bellevue, Washington, United States

- Consulting with issuers and corporate clients that want access to deep insights as to the key aspects of commercial banking and the reporting tools which provide visibility and control over spend- Empowering bank implementation and sales teams with the knowledge to introduce market-proven solutions for corporate clients and to ensure analytics are in place to monitor success- Growing business by positioning bank sales teams as advocates of the buyer - improving relationships and improving the speed to close sales

Bellevue, Washington, United States

- Lead technical sales demonstrations of six different reporting, spend management and compliance applications leading to the contracting of five issuer to the services over the last year- After onboarding Commerce Bank in 2019, I implemented a new weekly touchpoint to share best practices, provide configuration recommendations to save time and hasten the onboarding of new companies which resulted in the bank growing their commercial business with Visa from $0 to $100 million in volume in the first two years- Developed a major program of improvement by establishing new project management processes to better manage complex implementation and migration projects – automating the initiation of projects through MS Dynamics, improving visibility and applying new methodology to significantly reducing the volume of meetings with the client and Technology teams while minimizing training times- Solutioning by leading individuals, cross functional teams or multiple groups to analyze project goals, create plans to achieve those goals, and then guiding project team members, customer stakeholders/SMEs, and potentially other third parties to achieve those goals while understanding the customer environment and addressing any limitations to execution

Bellevue, Washington, United States

● Led implementations and training on eight different reporting, spend management, data service and compliance applications● Served as ambassador of Visa’s values, brand and partnership to provide best-in-class implementations and ongoing strengthening of client relationships● Managed multiple priorities and projects with highly complex timelines and deliverables such as: ○ Onboarding new issuer to commercial and enabling spend management solution ○ Processor migrations (ex. FIS to TSYS) ○ Enabling fraud detection reporting solutions for large government agencies (ex. HHS & Postal Service)● Led solutioning by leading individuals, cross functional teams and multiple groups to analyze project goals, create plans to achieve those goals, and then guiding project team members, customerstakeholders/SMEs, and other third parties to achieve those goals while understanding the customer environment and addressing any limitations to execution● Piloted a weekly touchpoint with new issuer in 2020 to share best practices, provide configuration recommendations to save time and hasten the onboarding of new companies which resulted in the bank growing their commercial business from $0 to $100 million in volume in the first 18 months● Created and improved training documentation, implementation process, project plans, reference guides and lead training across internal global and external client teams