Adam Palmer Email & Phone Number

Lehi, Utah, Us

Spearheaded strategic planning initiatives, aligning business operations with organizational goals and driving overall growth and profitability.Developed and executed business plans, including market analysis and entry strategies. Focused on successful market penetration and revenue growth.Implemented data-driven decision-making processes, leveraging analytics and key performance indicators to drive continuous improvement and informed business decisions.We have multiple crypto products with active user base growing daily! Please don't hesitate to ask about: Clear Ledger and Illuminex!! https://clearledger.io/https://www.illuminex.trade/

Palo Alto, Us

Maintain a book of business of 30+ strategic clients, and each having min. 1B$+ portfolio. Training new merchants on the benefits of using BitGo and how to most effectively use our system to grow their business.Effectively establish and develop successful client relationships.Ensure smooth transition from implementation to ongoing account management and support.

San Mateo, Ca, Us

Oversee all projects for SMB market to ensure they are delivered successfully and serve as a point of escalation during and after client implementations.Oversee complex implementations, specially where new services offerings have been rolled out.Manage team members to ensure high client retention and renewal. Accountable for review cycles for the team members with clear goals and KPIs.Collaborate with Leaders within the organization to define and design Sequoia Services Offerings for SMB.

San Francisco, California, Us

National Vendor Invoicing/PaymentsIdentify and prioritize process inefficiencies and shortfalls to best meet company’s market expansion and growth goals. Design processes and implement systems to make step-change improvements in program efficiency. Implement process improvements, including managing implementation projects with both internal and external stakeholders. Develop procedural documentation and train users to execute the improved process.Software Admin: JIRA Admin // Confluence Admin // Salesforce Admin // Helpscout Admin Projects:Hired, built and provided continued support to HOA, Utilities, and Vendor operational teams. Centralized HOA invoicing model for electronic and physical mail documents across all markets. Developed ticketing system for high risk HOA Violation and Fines across all markets, allowing visibility cross departmentally and increasing TOT on resolution over 200%. Created a streamlined Vendor On-boarding process focusing on compliance, education and payments. Discovery, scope and implementation of invoice project. Estimate cost savings of $1.3M/yr in transaction costs alone. Automated Property vendor on-boarding experience both internally and externally. Reducing 100% of manual entry internally and reduction of duplicate W-9 gathering externally. Standardized procure to pay process for utility vendors nationwide saving.Implemented an electronic payment process nationwide which reduced TOT for approval by 10 business days and physical check delivery time by 2 weeks. Admin Confluence - Built and maintained data base for all internal finance team's process and training documentation.

San Francisco, California, Us

Responsible for overall performance of Central and West coast internal regional teams and book of business within these 26 states. Monitor and analyze CSAT for central and west coast regions. Provide production output in line with company metrics and customer service needs.Review and develop processes to prevent churn and increase retention. Work side by side with Product, Engineering, and CSM leadership to deliver an exceptional client experience.

San Francisco, California, Us

Increase the effectiveness and efficiency of Broker Services and software departments through improvements to each function (Sales, Implementation, Product) as well as coordination and communication between functions.Manager of 15 Implementation project managers with a book of business 300+ projects. Streamline efficiency between Sales and Operations. Strong focus on case volume reduction within core platform. Drive initiatives in the management team and organizationally that contribute to both short and long-term operational excellence.Manage a team of 8+ Benefit advisorsIncrease efficiency and CSAT of group renewals within implementation as well as coordination and communication between departments.Increase the effectiveness of Broker Services through improvements to both open enrollment processes and broker of record implementations.

San Francisco, California, Us

Responsible for implementing new business through proven product management methodologies. Effectively establish and develop successful client relationships. Ensure smooth transition from implementation to ongoing account management and support.Responsibilities include quality implementations of new and existing insurance, HR platform, and payroll services.