Sonja Yates Seymour Email & Phone Number

Seattle, Wa

Designed and implemented cutting-edge digital solutions to optimize efficiency of financial, operational, and compliance systems. Optimized across-the-board performance by revitalizing underperforming areas and capturing new opportunities for growth. Provided inspirational leadership to cross-functional teams on delivering breakthrough products and services. Built positive rapport with diverse stakeholders through identifying and addressing individual needs and concerns.Here are a few highlights...■ Leveraged data and software to envision, champion and implement a digital transformation roadmap – resulting in a reduction in additional headcount, $50,000 in annual paper costs, and more than 1K in man hours per annum. Secured Laserfiche’s Run Smarter® Award for “Most Transformative Change Management Initiative” (2016).■ Developed & motivated small-but-mighty team of business analysts, system architects, developers, and data/database analysts to create sustainable, viable, and elegant solutions despite an extreme, high-velocity environment.■ Played an instrumental role on Executive Leadership Team (ELT) to create strategic focus and ensure smooth transition towards more sustainable business model. ■ Developed data reporting platform incorporating multiple data sources to support Strategic Partner Programs generating an incremental revenue stream of over $3M per annum.■ Subject Matter Expert (SME) for Laserfiche products, commissions & advisory billing software (BDS), and underlying supporting data/databases.Related Skills: Situational Leadership, Digital Solutions Development and Delivery, Process Redesign / Improvement, Cross-functional Team Leadership, Key Stakeholder Engagement, Issues Identification and Resolution, Cost Reduction and Avoidance, Strategic Business Planning, Project Management

Seattle, Washington, United States

Established the franchise in collaboration with my husband. I steered all facets of business, sales, and marketing to drive overall business volume growth and build a strong market presence.

Seattle, Washington, United States

Implemented business and product roadmaps to translate business objectives into realization. I collaborated with highly skilled and dedicated cross-functional teams to deliver breakthrough products and services for quarterly releases. I remained up-to-date with customer needs to provide meaningful solutions. Here are a few highlights...■ Steered the full product life cycle of best-in-class paperless online products, including creating business requirements, overseeing functional design, and building and training teams. ■ Led the end-to-end management of online banking platform migration project for SMEs that improved performance, reduced operational costs, and boosted YOY active user base by 40% as well as increased customer satisfaction scores.■ Orchestrated robust business plan and analysis for mobile banking strategy, such as vendor management and internal partner development.■ Spearheaded WaMu online customers’ transition to Chase online banking platform while finalizing deliverables within predefined constraints.Related Skills: Business and Product Roadmap Planning, Team Collaboration and Leadership, Customer Needs Assessment, Full Life Cycle Project Management, Key Stakeholder Engagement

San Francisco Bay Area

Assessed client needs and delivered robust business and marketing advice on market assessment, business planning, product development, roll-out strategy, and marketing communications. I built and managed a portfolio of diversified clients, including NFPs, SMEs, and retail banks.Here are a few highlights...■ Earned positive feedback and recognition from high-profile clients for displaying dedication and performance excellence in client experience management.■ Implemented multidisciplinary response plan to Check 21 legislation: instituted communications strategy for portfolio of small business customers and delivered wide range of collateral to 1.2M customers and over 6K bank branches.■ Oversaw pilot roll-out of imaged product and auto-migration from existing product while finalizing deliverables within eight months.■ Formulated successful roll-out strategy for enhanced business credit product, comprising feature design, information system development, customer acquisition and servicing strategy, and documentation of legal and internal constraints.Related Skills: Client Need Assessment, Product Development, Business Analysis & Planning, Client Experience Management, Business Expansion and Growth, Innovative Collateral Development, Client Portfolio Building, Issues Resolution, Acquisition & Retention Strategy, Marketing Communications Strategy

San Francisco, California, United States

Acted as Subject Matter Expert (SME) about the small business customer and market. I conducted extensive research and analyzed market trends to provide sound guidance on small business market and financial needs of customers. I functioned in close collaboration with cross-functional teams to optimize product roadmap planning, acquisition and retention programs, and marketing communications initiatives. Performed detailed analysis of market research data and delivered key insights to optimize product roadmap planning process.Related Skills: Market Research and Trend Analysis, Customer Experience Management, Marketing Communications Strategies, Customer Service

Mba

Bachelor Of Science