Alex Thompson Email & Phone Number

Richardson, Texas, United States

Knock CRM was acquired by RealPage, Inc. in October 2022• Serve as a subject-matter expert on the Knock CRM product configuration processes, highlighting automation opportunities pertaining to product features and workflows for effective product scaling.• Iterate, exchange, and update new workflow concepts/ideas between Knock + RealPage Implementations Departments concerning Admin software improvements for Knock CRM and Voice AI Products.• Lead and coordinate CRM Rollout projects between Knock + RealPage Implementations departments throughout the company acquisition process, managing and meeting tight delivery timelines for high-priority product deliverables.• Lead small-scale implementation teams, providing project setup, overviews, and guidance on Pre-Integration and Post-Integration construction of Knock CRM product deliverables.• Lead internal employee training of the Knock CRM product, created videos and tutorials to teach employees how to implement the product successfully.

Denver Metropolitan Area

Lead the training and tutorial for the Knock CRM project during the RealPage acquisition of Knock, played an essential role in the migration of RealPage products to Knock CRMConfigure CRM Software setup with range of clients and communicate deliverable datesEstablish settings and profiles, generating marketing tools for clientsCommunicate with client about specific information relevant to setup and client needsSet up and troubleshoot API integrations with Realpage, Yardi, and othersCommunicate bug discovery in CRM software to engineeringProject Management lead for Implementation projects, delegating and providing support for Junior team membersTrain and provide quality assurance for Junior employeesLead long form internal training sessions via MS Teams to give full trainings on Knock productManage deliverables for multiple clients simultaneouslyHeavy use of Google Suite, Salesforce, Excel and MS calendar/email to plan large project deliverables

Littleton, Colorado, United States

Junior Pension Administrator at a Third Party Administrator firm. Worked closely with a team to service client's 401(k) plans and ensure timely yearly IRS filing.Data review/accurate entry into ASC system to begin yearly testing.Loan requests, create Promissory Note and Amortization Schedule, send for processing.Review and prepare and process distribution paperwork for clients.Help clients on Team when another administrator is unavailable.Introduction call to clients that are new or newly assigned.Run contribution calculations and testing.Reconcile trust accounts.Prepare annual reports.Main contact for client communication.Make recommendations for plan design going forward as appropriate with census changes.Help client with failed test and correction methods.Assist clients with correction methods and/or programs that you are familiar with or pass the situation to someone who is (follow our correction program for fees, etc).Assist with responding to IRS letters/notices.Track progress of administration process.Submit amendment requests.Provide assistance with plan termination until all assets are paid out, all IRS forms completed.Track and input records for 5500, 1099R and 945 preparation.Prepare 1099s and form 945s.

Littleton, Colorado, United States

Review and prepare and process distribution paperwork for clients.Help clients on Team when another administrator is unavailable.Data Collection review and entry to ASC.Organize and present ASC data in reports using Adobe.Reconcile trust accounts.Prepare annual reports.Main contact for client communication.Assist with responding to IRS letters/notices.Track progress of administration process.Submit amendment requests.Provide assistance with plan termination until all assets are paid out, all IRS forms completed.Track and input records for 5500, 1099R and 945 preparation.