Retirement
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@aquafinance.com
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Thomas K. is listed as IT Strategic Project Manager | BPO | SaaS | FinTech | Payments | Certified ScrumMaster® (CSM®) | Agile Methodology | Software Sales at Career Break, based in Wausau-Stevens Point Area, United States. AeroLeads shows a work email signal at aquafinance.com and a matched LinkedIn profile for Thomas K..
Thomas K. previously worked as Retirement at Career Break and IT Strategic Project Manager | Business Analyst at Aqua Finance, Inc.. Thomas K. holds Associate Of Applied Science, Business Administration And Management from Northcentral Technical College.
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As a critical and analytical thinker, with over 20 years of experience. I transform business challenges into innovative technical solutions to increase productivity and create value for clients. Throughout my career, colleagues acknowledged me as a resourceful and technical team leader who gets along well with a wide variety of people. I accomplish this by building relationships based on trust and teamwork to achieve goals in project management, resource management, and customer consultation.◆ EXCEPTIONAL PERFORMANCE – I was honored to be twice nominated for the prestigious President’s Pinnacle Award while Senior Business Requirements Analyst. ◆ PROJECT MANAGEMENT – I spearheaded the upgrade of 8 First Data locations to the latest software version with additional features and benefits for faster processing, allocated resources, and identified risk to increase productivity and deliver 10 to 20% in cost savings. ◆ SYSTEM UPGRADE & TRAINING – When we launched our new processing system installation for AARP as the Team Leader, Lead Implementation Specialist, and Trainer, I conducted onsite training sessions for 9 weeks with staff and management, which increased processing times, delivered clearer reporting, and decreased resource expenses. I built an excellent relationship with the company and I was frequently requested as a project resource or team member.◆ SYSTEM INSTALLATION – As Project Manager, Team Leader, Trainer, and Lead Implementations Specialist, replaced complete current processing systems for NICOR Gas and trained staff, management and a new associate on remittance processing while implementing completely new software.◆ CONFLICT RESOLUTION – I resolved City of Seattle manager’s reluctance to move to new systems convincing staff and management of system stability with parallel testing between systems. ◆ STAFF RECRUITMENT & DEVELOPMENT – As National Installation Manager I recruited and hired installers nationwide, boosting the installer base from 15 to 200.
Listed skills include It Strategy, Cross Functional Team Leadership, Business Analysis, Pmp, and 44 others.
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Temporary retirement
Wausau, Wi, Us
◆ Work in partnership with the WEB Portal team developing and documenting business requirements in JIRA.◆ Project SCRUM Master utilizing JIRA to plan and manage Sprints and Agile ceremonies along with DevOps.◆ Quality Assurance testing of all software and workflows including Development through User Acceptance. ◆ Managed 5 teams including Off-Shore; in all phases of internal projects assigned. ◆ Work in partnership with all stakeholders associated to the projects from C level managers to associates.◆ Work extensively with Off-shore and internal development teams.◆ Manage and control project scope via change control process.◆ Collaborate on IT solutions for Network and Processing designs.
◆ Utilized 4 systems (AS400, Salesforce and 2 proprietary systems) to review benefit changes ◆ Collaborated with implementations to resolve errors ◆ Maintained a quality level of 96% and achieved 99.8%
Merrill, Wi, Us
◆ Contracted to commercial Insurance EPMO◆ Led project management of Microsoft Dynamics 365 CRM upgrade from version 8 to 9.2. ◆ Collaborated with major stakeholders and team members to understand current customizations, ensuring completion of all proper and required testing by sales, marketing, and customer service departments.◆ Managed Microsoft Dynamics 365 CRM New Instance Preparation – reviewed all current custom programming for elimination to utilize best practices and configurations available within CRM. ◆ Directed team and monitored status during transition from existing Dynamics 365 CRM to latest version, delivering out-of-box functionality and meeting milestone of presentation to Project Managing & Planning Executive. ◆ Reviewed 20+ existing workflows for pain point elimination, reduced steps for processing sales orders, and increased SLA’s. ◆ Led Brand Architecture project in collaboration with outside consultant to define company values and culture.◆ Ensured continuity in messaging and presentation preparation to the executive board reporting directly to Vice President and Chief Marketing Officer while also managing internal and external teams.◆ Oversaw all IT resource reporting with IT People Managers to understand associate’s workloads and availability.
Atlanta, Georgia, Us
Drove Kitchen and Bath department sales by developing relationships to earn customers trust and understanding of their needs and requirements to close the sale. Assumed department head role due to staff changes.◆ Achieved top district salesperson for fiscal week 19, selling $27.3K.◆ Achieved +6% over and above first 6 months quota of $245K as a part-time associate.◆ Sustained $324 hourly rate against a $222 hourly goal.◆ Awarded 3 Homer Awards for exceptional customer service, driving sales, and customer satisfaction.◆ Played an integral role in the department’s first-ever achievement of #1 in department sales by leveraging in-depth knowledge of sales etiquette and problem solving.◆ Trained new associates, fostering positive discussions and consistently brought out the best in staff.◆ Resolved complex customer issues with strategy and confidence to ensure the customers always felt appreciated.
Wausau, Wi, Us
Developed and maintained assigned territory for proprietary software, remittance processing software, targeting small corporate accounts (utilities, municipalities, and insurance) with 4,000 or less transactions daily.◆ Achieved 80% of $1M quota within first 9 months through building effective relationships with customers to best explain the program features and benefits.◆ Built and maintained strong, trusting internal and external client relations by promoting a partnership atmosphere, effectively service ongoing needs, demonstrating flexibility in creative solutions, and clearly defining project expectations. ◆ Facilitated interactive product demonstrations via WebEx sessions to introduce new software systems, upgrades, and add-ons operating on Windows® environments on Progress® and SQL® databases.◆ Reviewed and negotiated customer contracts and agreements, Non-Disclosure, Master, and Software Service and Support.◆ Led, created, and managed RFPs and RFIs for prospective and existing customers.
Wausau, Wi, Us
Remotely analyzed corporate customer’s current computer processing system for remittances to determine their specific needs based on the applicable software to develop and maintain customer requirements documents for project execution and project closure.◆ Identify strengths and weaknesses of alternative solutions to be able to demonstrate the value to the customer’s particular business operations. ◆ Quoted projects with high degree of accuracy, within 10% of project completed effort.◆ Consulted with customers giving attention to the specific needs, understanding the points made, and asking questions prior to gaining their acceptance and approval of the project documents, including project sign-off.◆ Collaborated and interfaced with sales executives, implementation specialists, and project managers to create resolution for customer questions on technical issues.
Wausau, Wi, Us
Managed project rollouts, from inception to completion related to remittance payments processing, including statement of work creation to implementation, project sign-off and documentation, to final billing for projects with average cost of $2,5K to $30M delivering $25K to $50K in project annual savings. ◆ Over 20,000 hours of project management experience.◆ Interfaced regularly with project team, key business stakeholders, process improvement leaders, senior management, and implementation partners to determine project scope, gather data, develop plans, coordinate rollouts, and/or track projects in various phases of project life cycles.◆ Rank and prioritize incoming project requests by analyzing business cases, understanding root needs of change requests, tapping into an in-depth knowledge of company-wide business functions, building strong relationships with functional managers to better prioritize their needs.
Wausau, Wi, Us
Managed team of support analyst of up to 12 handle incoming trouble tickets to meet or exceed service level agreements. Lead new customer hand offs from professional services to customer care, manage, and track daily technical software and environment customer issues.◆ Greatly reduced number of outstanding call over 90 days to meet company’s SLA’s for customers, increasing customer base due to reputation for excellent customer service and timely response. ◆ Increased revenues by enhancing support staff training during one-on-one set up of systems, which increased customer satisfaction.
Wausau, Wi, Us
Managed team of 12 customer care associates to handle incoming software trouble tickets to meet or exceed SLA’s◆ Lead customer hand-offs from professional services installations to customer care, managed outstanding issues remaining from installation, tracked and managed daily technical software and environment customer issues to completion◆ Achieved 100% closure of calls open over 90 days - ensured all technical training and understanding for new associates was completed and evaluated, reported daily, weekly, and monthly call reports to executive team members
Wausau, Wi, Us
Implemented and integrated complete processing systems for receivables - completed daily site progress reports, communicated with customer at VP level or higher, communicated with internal and external development teams to resolve outstanding issues◆ Customized ImageRPS® receivables software - customized backup software “ARCServe®”, customized proprietary archive software for local and web access
Quick answers generated from the profile data available on this page.
Thomas K. works for Career Break.
Thomas K. is listed as IT Strategic Project Manager | BPO | SaaS | FinTech | Payments | Certified ScrumMaster® (CSM®) | Agile Methodology | Software Sales at Career Break.
AeroLeads has found 2 work email signals at @aquafinance.com for Thomas K. at Career Break.
Thomas K. is based in Wausau-Stevens Point Area, United States while working with Career Break.
Thomas K. has worked for Career Break, Aqua Finance, Inc., Unitedhealthcare - Umr - Optumrx - Contracted Robert Half Associates, Church Mutual Insurance Company, S.I., and The Home Depot.
You can use AeroLeads to view verified contact signals for Thomas K. at Career Break, including work email, phone, and LinkedIn data when available.
Thomas K. holds Associate Of Applied Science, Business Administration And Management from Northcentral Technical College.
Thomas K. is listed with skills including It Strategy, Cross Functional Team Leadership, Business Analysis, Pmp, Management, Leadership, Vendor Management, and Business Process Improvement.
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