Shawn Sherman Email & Phone Number

Ankeny, Ia, Us

Des Moines, Iowa, United States

For over 25 years, PDHI has been helping clients create custom digital experiences to manage health data and engage members effectively. In my role, I develop and execute the corporate strategic vision and comprehensive product roadmaps, guiding a team of 30 seasoned product and client service leaders. I drive impactful cross-functional collaborations to deliver exceptional and engaging customer experiences.

Des Moines, Iowa Area

In this role at PDHI, I managed product development, deployment, and technical support, orchestrating an end-to-end client experience. My role involved building and establishing a new Partner Relations unit, enhancing team productivity through comprehensive training, and developing scalable implementation models to support a rapidly growing client base.

Clive, Iowa

Harland Financial Solutions specializes in providing innovative software solutions for financial institutions. As a Senior Project Manager, I managed multiple client projects, improved project management methodologies, and coordinated internal resources for successful project delivery

Beaverton, Oregon

First Tech Federal Credit Union is renowned for its innovative financial solutions tailored to meet the needs of its members. In this role, I delivered subject matter expertise in Product Management for the Commercial and Consumer suite of Deposit Products. I maintained and enhanced vendor relationships, collaborated with stakeholders to bring products to market, and ensured product compliance with relevant regulations.

Beaverton, Oregon

In this role, I coached, supported and trained CSR 1 & 2 associates on any customer inquiries, including but not limited to: balance transfer requests, finance/over limit fees, late charges; loyalty programs; other value-added programs and fees; separation, death, account closing, fraud inquiry/return calls, telephone transfers, and other general customer inquiries. I assisted with the development and implementation of performance measures that result in attainment of goals in relation to… Show more In this role, I coached, supported and trained CSR 1 & 2 associates on any customer inquiries, including but not limited to: balance transfer requests, finance/over limit fees, late charges; loyalty programs; other value-added programs and fees; separation, death, account closing, fraud inquiry/return calls, telephone transfers, and other general customer inquiries. I assisted with the development and implementation of performance measures that result in attainment of goals in relation to Credit Card Customer Service SLA’s (service level agreements) at both team and agent levels. I also won the Wells Fargo Presidential Customer Service Award for two years in a row. Show less