Wilson Douglas Vineyard Email & Phone Number

San Mateo, California, United States

• Empowering customers to connect their goals to Generative Sanctioned AI solutions in the Netomi platform. Trusted advisor and SME to Netomi enterprise customers while fostering partnerships and translating CS/CX.
• Owns the customer relationship and facilitates all customer milestones including new customer onboarding, implementation and development, launch, business reviews, training, and account growth/expansion
• Generates customer renewals, referrals, and new business from existing account successes
• Demonstrates new product release highlights to customer teams on a recurring monthly basis and consults on best applications to current projects
• Tracks and ensures AI is meeting or exceeding customer KPI objectives - routinely meets with customer technical and executive teams to strategically increase end-user sentiment and growth
• Collaborates with cross-functional teams to be the voice of the customer - communicates bugs, feature requests, UX improvements, escalations, and client success stories to multiple departments including Product.

Driving successful customer AI product engagements with a focus on new customer onboarding and relationship building. Managing implementation timelines between internal technical teams to ensure project execution while facilitating customer journeys to success on a range of SMB to Enterprise level teams.

AI Engagement Manager for Fortune 500 companies in the financial services industry, automating customer engagement and compliance for 4 of the top 10 banks and market leaders in telecom and insurance. Managed Client Success, Customer Support, and Solution Engineer teams based in the US and India to provide consistent communication to client executive teams.

Dallas, Texas, United States

Software manager and real estate industry expert for brokerages across the United States and Canada. Consultant on market knowledge and accounting best practices to ensure client success. Advisor on brokerage financial processes while guiding key stakeholder resources through comprehensive project timelines.Lead company trainer on Lone Wolf's flagship.

Dallas, Texas, United States

Primary consultant on large software implementations for conservation agencies and outdoor organizations. Executed UI and scripted configuration changes and updates to meet project deliverables outlined by the client contractual scope while acting as the client trainer for software functionality and user accessibility. Responsibilities also included.

Dallas/Fort Worth Area

Implementation Specialist for several companies in wide-spanning industries across the Dallas/Fort Worth metroplex and beyond. Responsible for implementing the Paycom software system to multiple clients at a time, training on product functionality and features, managing and coordinating internal departments on setup requirements, and consulting clients on.

Dallas/Fort Worth Area

Account Service: day-to-day client service for primarily real estate accounts in a digital marketing agency setting. Emphasizing prompt, transparent communication with a professional demeanor and a dedication to client satisfaction.Media: assistance in ongoing media strategy, planning, buying, research, and much more for all agency clients in various.

Dallas/Fort Worth Area

Dallas, Texas, United States

RA for SMU's College Experience and Choctaw Scholars programs, pre-college summer workshops hosted by the Simmons School of Education & Human Development in partnership with the Choctaw Nation of Oklahoma that enable academically driven high school students to experience life on a college campus while offering world-class academic resources and support.