Todd Casey Email & Phone Number

Lenexa, Ks

• Managed a territory of over 150 Colleges and Universities.• Conducted regular business reviews with clients showing software utilization, revenue trends and best practice recommendations.• Worked with sales team to identify product expansion opportunities.• Collaborated internally with consultants to determine training opportunities for clients.• Provided client feedback to Product Management regarding product enhancement.• Responded to Net Promoter Score survey responses as appropriate.• Served as a point of escalation for client support cases.

Kansas City, Missouri Area

• Managed assigned accounts in the healthcare, education, and property management industries.• Met regularly with clients to discuss their needs regarding access control, security camera, fire alarm, and notification systems. • Generated proposals for new services and changes to existing services.• Collaborated with technicians to ensure clients’ service levels are being met per their contract.

Kansas City, Missouri

• Managed a portfolio of eight Mutual Fund and Insurance accounts totaling over $10 Million in annual revenue.• Developed and maintained strategic business plans for each account that included future revenue opportunities, current projects, and areas for service improvement.• Generated Statements of Work for Professional Services engagements.• Met with Delivery Managers to discuss the status of client projects. • Worked with Product Owners to advocate for clients’ interests regarding product direction.• Conducted regular meetings with associates at various levels of accounts to share information regarding product direction and outstanding projects and initiatives.• Partnered with marketing staff to develop client use cases and other marketing materials. • Served as an internal escalation point for client-reported operational issues related to DST software.• Ensured client and DST adherence to contract terms and conditions.• Worked with finance to ensure receivables were current.

Kansas City, Missouri

• Monitored service tickets for assigned accounts.• Worked with internal technical associates to ensure issues reported by clients were addressed and resolved within agreed-upon service levels.• Assisted manager with interviewing and vetting prospective team members and helped train new associates.• Scheduled and communicated maintenance to clients regarding hosted infrastructure.

Kansas City, Missouri

• Served as a point of contact for clients regarding their hosted software infrastructure.• Updated internal business unit summaries, annual client service reports and other relevant business documentation.• Created monthly SLA reports detailing software availability.