Vanessa Nelson Email and Phone Number
Vanessa Nelson work email
- Valid
- Valid
Vanessa Nelson personal email
Vanessa Nelson phone numbers
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.
-
Director Of Client Support, Core TechOrionOmaha, Ne, Us -
Senior ManagerOrion Dec 2023 - PresentOmaha, Nebraska, United StatesA new opportunity to bring a holistic approach to servicing Orion clients while maintaining an active approach at introducing new technology. -
Service ManagerOrion Advisor Tech Feb 2021 - Mar 2024Omaha, Nebraska, United StatesLead 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. -
Manager, Dst Data Reconciliation TeamOrion Advisor Tech Nov 2019 - Feb 2021Omaha, NebraskaManage 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. -
Senior Financial Data AnalystOrion Advisor Tech Jun 2018 - Nov 2019Supporting 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. -
Accounting AnalystOrion Advisor Tech Jan 2012 - Jun 2018Greater Omaha AreaRetrieve 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. -
Account ManagerOrion Advisor Tech Nov 2010 - Jan 2012Greater Omaha AreaMaintain 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. -
Account ManagerWest Corporation Mar 2008 - Oct 2010Greater 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. -
Recruiter / Account ManagerAureus Group Jul 2007 - Nov 2007Greater 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.
-
Financial RepresentativeNorthwestern Mutual Jan 2007 - Jul 2007Greater 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. -
Account ExecutiveInfousa Sep 2005 - Jan 2007Greater 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.
-
Marketing AssistantMi Industries, Inc Aug 2004 - Aug 2005Lincoln, 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
Vanessa Nelson Education Details
-
Business Administration And Management, General -
Marketing/Management
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 -
1aol.com
2 1412862XXXX
-
-
3gmail.com, pitt.edu, yahoo.com
-
2gmail.com, toyota.com
1 (800) 3XXXXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
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.
Start your free trial