Ashton Coulter Email & Phone Number

Charlotte, North Carolina, United States

Oversee the successful implementation of various technical solutions within the specialty deposit verticals. The employee will be responsible for working closely with clients, internal stakeholders, technical teams, and third-party partners to ensure seamless integration for clients and their chosen solutions.

Charlotte, North Carolina, United States

• Search for solutions to help clients optimize and drive adoption • Leverage multiple technology platforms and use multiple software applications to create solutions while being resourceful for multiple enterprise clients • Monitor and master case management tools to document reported issues/problems as communicated • Communicate with clients to make sure software is are meeting desired responsibilities • Provide excellent service and support to over 500 enterprise clients and… Show more • Search for solutions to help clients optimize and drive adoption • Leverage multiple technology platforms and use multiple software applications to create solutions while being resourceful for multiple enterprise clients • Monitor and master case management tools to document reported issues/problems as communicated • Communicate with clients to make sure software is are meeting desired responsibilities • Provide excellent service and support to over 500 enterprise clients and over 1 million end users around the world • Created a knowledge base article for creating and ordering signage to be used in new hire training after demonstrating subject matter expert levels of mastery • Help clients troubleshoot issues they encounter while using our products and provide actionable tips to solve complex problems while thinking outside the box when necessary via web conference and phone calls. • Grab and resolve tickets via ticket management systems on a first in first out basis while meeting all SLA’s• Attempt to reproduce technical client issues and to clearly document the issue and steps to reproduce for resolution by the development team via JIRA • Properly escalate unresolved issues to appropriate internal teams Show less

• Provides remote software installation/migration/implementation services. Ensures software applications are installed and fully functional • Prior to the installation, analyzes the customers’ existing configuration and consults with customer to prepare them for the migration to the next generation of software functionality via software training • Consults with customers to define parameters within the software application • Run regular maintenance and quality assurance (QA) testing… Show more • Provides remote software installation/migration/implementation services. Ensures software applications are installed and fully functional • Prior to the installation, analyzes the customers’ existing configuration and consults with customer to prepare them for the migration to the next generation of software functionality via software training • Consults with customers to define parameters within the software application • Run regular maintenance and quality assurance (QA) testing during the conversion process to ensure clients software is up to date to accept software changes. • Track and document conversion process and questions in JIRA ticketing system• Trains the customer on use and feature functionality of the application • Assists customers in validating the functionality of the software • Communicates the customer’s needs/expectations to appropriate personnel • Notice and notate any potential changes that may need to be updated or created regarding SOP’s and other forms of training information. • Provides appropriate personnel a precise understanding of user's issues when the problem needs to be escalated to Dev team • Interacts with Project Manager on various issues Show less

• Providing Saas Client Support for assigned Clients • Extensive Client interactions and collaboration with Programming and IT/Hardware Support teams • Troubleshoot issues of proprietary software • Gathered requested information to create a plan to yield desired results using problem solving techniques• Add background coding to implement rules/permissions in SQL • Write SQL statements to meet request via ticketing system • Implement written SQL statements onto client servers… Show more • Providing Saas Client Support for assigned Clients • Extensive Client interactions and collaboration with Programming and IT/Hardware Support teams • Troubleshoot issues of proprietary software • Gathered requested information to create a plan to yield desired results using problem solving techniques• Add background coding to implement rules/permissions in SQL • Write SQL statements to meet request via ticketing system • Implement written SQL statements onto client servers so they can run reports at their leisure • Use XML documents to gather information and to upload information to extract data • Create tickets to log all resolved issues via Zendesk• Edit previous SQL query to fit with clients needs as they change Show less

United States

• Setup, install, and deployment of Samsung tablet time clocks• Troubleshoot issues with time clocks once in field• Troubleshoot hardware mobile devices when sent back in for repair or replacement when necessary• Intake inventory and product when sent back that may require lift 50 pounds or more• Walk through, setup, and implementation of software with new clients• Accept accountability for all orders placed and received• Refresh time clocks with new devices once… Show more • Setup, install, and deployment of Samsung tablet time clocks• Troubleshoot issues with time clocks once in field• Troubleshoot hardware mobile devices when sent back in for repair or replacement when necessary• Intake inventory and product when sent back that may require lift 50 pounds or more• Walk through, setup, and implementation of software with new clients• Accept accountability for all orders placed and received• Refresh time clocks with new devices once warranty expires• Manage inventory via Microsoft Access Show less

Fort Mill, South Carolina

• Balance stock accounts for financial advisors of high net worth clients • Use SQL to search and find data to prepare reports and balance books • Create spreadsheets and tables to prepare weekly reports for team quality • Lead monthly meetings about future endeavors • Run daily reports to ensure all workflow for the team is properly distributed• Create Standard Operating Procedures for current and future projects

Charlotte, North Carolina

• Provide technical support of LPL proprietary software and its core products• Provide desktop support via phone and email, and limited remote desktop support• Troubleshoot Software issues of Windows 8,7,Vista,XP, and also Mac, iOS, and Android• Run trace routes to identify if connectivity issues are server related or ISP related• Provide detailed and comprehensive incident documentation in incident tracking database• Providing excellent customer service to both internal and… Show more • Provide technical support of LPL proprietary software and its core products• Provide desktop support via phone and email, and limited remote desktop support• Troubleshoot Software issues of Windows 8,7,Vista,XP, and also Mac, iOS, and Android• Run trace routes to identify if connectivity issues are server related or ISP related• Provide detailed and comprehensive incident documentation in incident tracking database• Providing excellent customer service to both internal and external customers• Use proper protocols for escalation to tier 2 support and upper management• Use leadership skills to teach new hires proper way to use current systems• Participate in continuing training of software and systems to stay educated• Work on special projects with other coworkers per managements request• Use deductive logic and reasoning to troubleshoot issues with financial advisors• Breakdown technical terms to financial advisors so that they can understand troubleshooting• Serve as “go-to” guy for issues with Mac and iOS products • Multitask under pressure to meet goals presented by management• Work independently while being able to work with team to solve goals and issues• Set up and support Outlook for POP3 and exchange email 2007, 2010, 2013 and Mac Outlook 2011• Set up and support email on all iOS and android devices for POP3 and exchange email Show less

Building customer rapport through answering questions, and building customer knowledge Daily transactions with cash register, credit/debit Building leadership and trust through multitasking with high efficiency while assisting coworkersTeaching educational classes on ever changing technology to keep customers up to dateTroubleshooting issues in an attempt to correct any problems with multiple devices

Provided customer support to anyone in need of home theater products or general electronicsResponsible for providing customers with knowledge, sales, inventory, and answering callsReceiving and helping with inventory and product placementResponsible for solving issues and directing customers to what best fits their needs