• Client Project Management including creation of project timelines, roles, and responsibilities; ultimate ownership of the project tasks, coordination with internal support resources; adjustments as client needs and/or supplier needs dictate.• Review all major deliverables to ensure quality standards and client expectations are met.• Work closely with the product development team to maintain a continuous knowledge of technology capabilities and client needs impacting technology… Show more • Client Project Management including creation of project timelines, roles, and responsibilities; ultimate ownership of the project tasks, coordination with internal support resources; adjustments as client needs and/or supplier needs dictate.• Review all major deliverables to ensure quality standards and client expectations are met.• Work closely with the product development team to maintain a continuous knowledge of technology capabilities and client needs impacting technology design.• Ensure that all processes and procedures are completed, quality standards are met, and that projects are within budget, profitable, and completed according to the project scope of services. Show less

• Managed the end-to-end product delivery process to ensure clients understood the spectrum of on-site services, integrated those capabilities successfully, and maintained the highest levels of satisfaction with TRC’s product suite.• Contributed to the smooth roll-out of the product delivery pipeline, from design through execution, as a member of the technical team.• Provided seamless remote support to clients and the TRC deployment team using the platform’s DIY solution, addressing… Show more • Managed the end-to-end product delivery process to ensure clients understood the spectrum of on-site services, integrated those capabilities successfully, and maintained the highest levels of satisfaction with TRC’s product suite.• Contributed to the smooth roll-out of the product delivery pipeline, from design through execution, as a member of the technical team.• Provided seamless remote support to clients and the TRC deployment team using the platform’s DIY solution, addressing questions, resolving issues, and troubleshooting, as needed. Show less

• Increased prospect conversion and client retention by managing marketing campaigns through direct email and social media management systems.• Serviced major accounts, maintaining close contact to stay attuned to their evolving needs relative to TRC’s solution set.• Contributed to the technical design of TRC’s DIY software solution, incorporating client feedback and spearheading additional refinements.

• Led a consultative sales process to clients in the events and conference industry, from lead generation and account prospecting through client conversion and onboarding.• Represented TRC with professionalism and product acumen, demonstrating the full functionality of the software and equipment through live presentations and remote platforms.

• Spurred productivity gains in the wealth management and insurance Representatives by advancing a more effective use of technology and practice management strategies.• Oversaw the effective roll-out and adoption of new technology platforms throughout the agency and district offices, providing individual coaching, action plans, follow-up meetings, and classroom training.

• Provided customized advice and guidance to individuals and families in need of retirement strategy, investments, and insurance.• Attained the Pacesetter 40 performance award for converting leads to clients within the first year.

• Converted, serviced, and expanded opportunities with major global accounts in the shipping and rail industries, growing the firm’s presence in the transportation and logistics software segment.• Qualified client leads, conducted telephone and web-based presentations, and highlighted the firm’s capabilities at trade shows and technology conferences, increasing the firm’s reputation within the client segment.• Conducted competitive due diligence to enhance overall positioning of the… Show more • Converted, serviced, and expanded opportunities with major global accounts in the shipping and rail industries, growing the firm’s presence in the transportation and logistics software segment.• Qualified client leads, conducted telephone and web-based presentations, and highlighted the firm’s capabilities at trade shows and technology conferences, increasing the firm’s reputation within the client segment.• Conducted competitive due diligence to enhance overall positioning of the firm relative to the needs of transportation and logistics clients. Show less