Vanessa Nelson

Vanessa Nelson Email and Phone Number

Director of Client Support, Core Tech @ Orion
Omaha, NE, US
Vanessa Nelson's Location
Omaha, Nebraska, United States, United States
Vanessa Nelson's Contact Details

Vanessa Nelson work email

Vanessa Nelson personal email

n/a

Vanessa Nelson phone numbers

About Vanessa Nelson

A highly motivated and dedicated professional with extensive knowledge and experience in the software as a service (SAAS) model. I am always eager to collaborate with current or potential clients and vendors in order to contribute to the overall success of the organization.

Vanessa Nelson's Current Company Details
Orion

Orion

View
Director of Client Support, Core Tech
Omaha, NE, US
Vanessa Nelson Work Experience Details
  • Orion
    Director Of Client Support, Core Tech
    Orion
    Omaha, Ne, Us
  • Orion
    Senior Manager
    Orion Dec 2023 - Present
    Omaha, Nebraska, United States
    A new opportunity to bring a holistic approach to servicing Orion clients while maintaining an active approach at introducing new technology.
  • Orion Advisor Tech
    Service Manager
    Orion Advisor Tech Feb 2021 - Mar 2024
    Omaha, Nebraska, United States
    Lead a team of Advantage Advocates responsible for providing next-level service to our largest clients with a book of business valued at over $11 million. Provide coaching opportunities to team members and managers of the service team to help each employee navigate the internal advancement program. Responsible for oversight of service needs for the financial technology platform including identifying and communicating new development or corrections to current development.
  • Orion Advisor Tech
    Manager, Dst Data Reconciliation Team
    Orion Advisor Tech Nov 2019 - Feb 2021
    Omaha, Nebraska
    Manage a team of data analysts responsible for reconciling files downloaded from a financial institution and imported to the financial technology platform. Provide ongoing training and coaching to both new and seasoned employees for continued growth within the data reconciliation division.
  • Orion Advisor Tech
    Senior Financial Data Analyst
    Orion Advisor Tech Jun 2018 - Nov 2019
    Supporting role to the manager and members of the reconciliation team which responsibilities include reviewing and reporting on Sales Force cases, performing monthly audits of file sources, reassigning sources during a reorganization and working with escalated clients. Initiating new file source setups for both new or current clients.
  • Orion Advisor Tech
    Accounting Analyst
    Orion Advisor Tech Jan 2012 - Jun 2018
    Greater Omaha Area
    Retrieve transaction and position files from various data providers and maintain the data integrity in various client databases ensuring the data is accurate and up to date. Responsible for managing several larger clients as a member of the Institutional team and later transitioning into the Specialty team where I managed clients with more unique needs including, but not limited to, early deadlines, specific scrubs and more interaction with client than what is standard for the Analyst position.
  • Orion Advisor Tech
    Account Manager
    Orion Advisor Tech Nov 2010 - Jan 2012
    Greater Omaha Area
    Maintain a high standard of customer service by responding to client’s email or phone requests promptly. Set priorities in reviewing data contained within the respective client’s database prior to billing in order to hit desired target date while also ensuring quarter end statements are accurate and delivered to the end client in a timely manner. Work with the internal development team in identifying and testing new development ideas generated from discussions with various clients. Also responsible for introducing and training clients on new features and tools available in the branded program.
  • West Corporation
    Account Manager
    West Corporation Mar 2008 - Oct 2010
    Greater Omaha Area
    •Established relationships with assigned clients by maintaining up to date knowledge of the client and its goals, identifying any outstanding issues and making recommendations to correct, ensuring timely delivery of promised items such as reporting and commission and providing feedback and guidance pertaining to current projects as it related to the client.•Managed projects for telephone and online marketing programs as submitted by partner in both a testing environment or as an official rollout which required an organized project plan detailing all components included or affected by said project in order to ensure timely and accurate launch.
  • Aureus Group
    Recruiter / Account Manager
    Aureus Group Jul 2007 - Nov 2007
    Greater Omaha Area
    •Recruited candidates by screening applicants who apply on their own and identifying and contacting passive job seekers by setting up a face to face interview, checking references and conducting background checks.•Marketed staffing services by contacting companies in the Omaha metro area by phone, representing the organization at career fairs and contacting past clients about qualified candidates to hire in their organization.•Generated new revenue over $16,000 and maintained existing client accounts to insure the hiring process went smoothly and to be proactive in identifying any problems which may arise.
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Jan 2007 - Jul 2007
    Greater Omaha Area
    • Prospected for potential clients through personal acquaintances in order to introduce such components as Life Insurance, Disability Insurance and Long Term Care Insurance as an element of their financial future.• Graduated from Fastart program in which I became a full time, independent representative.
  • Infousa
    Account Executive
    Infousa Sep 2005 - Jan 2007
    Greater Omaha Area
    •Maintained a book of accounts valued over $500,000. This role included helping customers overcome technical problems with the online product and, in some cases, reanalyzing the customer’s needs in order to keep them a current customer.•Prospected for new clients and found the program which would best meet their needs. This role required I ask probing questions to potential customers in order to match the customer with the appropriate subscription program.•Generated new revenue in over $50,000 and awarded Sales Leader Award four times.
  • Mi Industries, Inc
    Marketing Assistant
    Mi Industries, Inc Aug 2004 - Aug 2005
    Lincoln, Nebraska Area
    •Supported the company brand by answering consumers’ questions via email or phone, served as link between producer and distributor and as link between producer and retailer and met the needs of Territory Sales Representatives in order for them to move the product into new store locations.•Kept information updated on company website by keeping close contact with distributors and retailers while helping with the construction of a new website.

Vanessa Nelson Skills

Salesforce.com Financial Services Account Management Financial Analysis Crm Portfolio Management Wealth Management Finance Relationship Management Asset Management Business Development Business Analysis Saas

Vanessa Nelson Education Details

Frequently Asked Questions about Vanessa Nelson

What company does Vanessa Nelson work for?

Vanessa Nelson works for Orion

What is Vanessa Nelson's role at the current company?

Vanessa Nelson's current role is Director of Client Support, Core Tech.

What is Vanessa Nelson's email address?

Vanessa Nelson's email address is va****@****sor.com

What is Vanessa Nelson's direct phone number?

Vanessa Nelson's direct phone number is +140249*****

What schools did Vanessa Nelson attend?

Vanessa Nelson attended Wayne State College, University Of Nebraska-Lincoln.

What skills is Vanessa Nelson known for?

Vanessa Nelson has skills like Salesforce.com, Financial Services, Account Management, Financial Analysis, Crm, Portfolio Management, Wealth Management, Finance, Relationship Management, Asset Management, Business Development, Business Analysis.

Not the Vanessa Nelson you were looking for?

  • Vanessa N.

    Driven Financial And Operational Leader Specializing In Fp&A, Financial Reporting, Revenue Cycle Management, And Accounting Work Flow Optimization.
    Raleigh, Nc
  • Vanessa Nelson

    Vp Of Cleveland Integrated Market At Kindred Healthcare
    Wooster, Oh
    1
    aol.com

    2 1412862XXXX

  • Vanessa Nelson

    Registered Nurse - Neurosurgery Nurse Navigator
    Fargo, Nd
  • Vanessa Nelson

    Director Of Admissions
    Pittsburgh, Pa
    3
    gmail.com, pitt.edu, yahoo.com
  • Vanessa N.

    Senior Human Resources Analyst At Toyota North America
    Dallas, Tx
    2
    gmail.com, toyota.com

    1 (800) 3XXXXXXX

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.