Co-Founder
CurrentOffering cutting-edge technology solutions that empower financial institutions to streamline operations, enhance customer experiences, and drive innovation.
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Joseph Werner is listed as Co-Founder at NextGen Financial Technologies, based in West Springfield, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Joseph Werner.
Joseph Werner previously worked as Senior Director of Development at Strategic Financial Solutions Ny and Tech Lead at Strategic Financial Solutions Ny. Joseph Werner holds Electrical Engineering And Computer Science from Rensselaer Polytechnic Institute.
Solutions-Driven Engineering Leader | Building Teams That Deliver and Innovate❖ Led the custom development of sales tools for financial wellness products that empowered 500 sales representatives to close over 50,000 deals and enroll $2 billion in 2023.❖ Increased revenue by $6 million with a refined credit analyzer that used advanced modeling and intuitive UX to increase the enrolled business for each client.❖ Valued leader and coach, maintaining 100% staff retention across an engineering team of 18 and earning unanimous net promoter endorsement.
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Offering cutting-edge technology solutions that empower financial institutions to streamline operations, enhance customer experiences, and drive innovation.
Amherst, New York, Us
Promoted to lead engineering division of 3 teams, 18 staff responsible for the systems that power the marketing, sales, enrollment, and servicing of 80,000 customers enrolled in financial wellness programs.Results and Impact• Launched credit analysis application that leveraged a sophisticated decision tree to increase monthly debt enrollment by $3 million. Boosted annual revenue by $6 million, and markedly improved the experience for 30,000 new customers.• Scaled our mailer marketing systems to rapidly normalize large datasets, deliver 4 million high quality prospects to our ML powered mailer platform, and drive 60,000+ web and IVR leads to our sales floor every month.• Successfully led a complex, multi-phased migration of 12 critical applications to Microsoft Azure, necessitating comprehensive software architecture overhaul, code refactoring, and enhanced security measures, while phasing out on-premise infrastructure and establishing a zero-trust security model with infrastructure as code (IaC) and automated CI/CD pipelines.• Increased talent density with several strategic hires and built our leadership bench through effective coaching and regular 1:1s.• Transformed the engineering culture to revolve around feedback, collaboration, learning and growth by introducing practices such as pair/mob programming, conventional comments for peer reviews, and weekly engineering presentations.• Formalized a set of career paths in engineering, comprising of IC and managerial roles and responsibilities, along with market driven salary ranges. Gave clarity on role expectations and provided a framework for self-improvement and career growth.
Amherst, New York, Us
Joined the engineering team in 2019 and immediately began work to transform our engineering landscape from non-scalable, insecure systems with no test coverage to a high-availability cloud environment, achieving 99.95% uptime, automated CI/CD, 80% test coverage, and enhanced security.Implemented Azure microservices architecture in support of our lending platform, credit services, marketing, CRM and other 3rd party integrationsStacks: C#, .Net, NodeJSCloud Engineering: Azure Functions, Azure App Service, Azure AD, Service Bus, Key Vault, Azure SQL DB, API Management, Azure Cache for RedisDevOps: GitHub ActionsMonitoring: Application Insights, StatusPage.io
Agawam, Ma, Us
Hired to lead the modernization of back-end integrations and data management applications for the 180k+ global PJ Library subscribers.• Streamlined the PJ Library enrollment process with a pub sub pattern and fault tolerant back-end that reduced user enrollment time from 30s+ to less than 200ms• Led code refactoring and test coverage efforts that reduced defects and boosted the maintainability of the source code along with CI/CD pipelines that automated testing and deployment to the on-prem infrastructure.• Implemented Agile/Scrum methodologies that resulted in earlier feedback from stakeholders, clarity in work assignments, and increased productivity.
West Hartford, Connecticut, Us
Recruited to lead a practice area consisting of 3 Microsoft certified application developers and focused on custom solutions using Microsoft .Net and Office 365• Launched a custom web application for the State of CT which provides all local municipalities and school districts the ability to map their local chart of accounts to the established Uniform Chart of Accounts, and upload trial balances, enabling the State to perform benchmarking and analysis at a granular level that had never been achieved before.• Enhanced the architecture review board portal for Paychex Inc., allowing for 13 agile teams to collaborate on architecture decisions by subscribing to topics that align with their skillsets or learning goals.• Streamlined a complex multi-month document workflow for the City of Danbury’s Annual Report, allowing easy editing and organizing of over 200 documents from various departments, with instant click publishing to high quality PDF with table of contents and page numbering.
Port Washington, Ny, Us
After our startup (MMTG) was acquired by Sandata, I was asked to lead the account management division of 3 directors and 7 account managers. During a time of great turbulence for the company, I restored confidence with $100 million+ in key accounts including Amerigroup, United HealthCare, Blue Cross Blue Shield, Texas Medicare, and Florida Medicare.• Converted 2 dissatisfied, at-risk MCO accounts into champions of Sandata, willing to recommend Santrax payor management software to other agencies.• Established governance rules and standard operating procedures for change order management, client design specifications, and prioritization. This more structured approach to client requests transformed the business from daily fire-drill deployments to having a stable release cycle.
I was personally invited to helm the tech division of a pioneering startup, developing fraud prevention solutions in Medicaid with biometric technologies, leading a team of 7 developers to save taxpayers millions.• Launched a patent-pending Medicaid anti-fraud product (Medify) for non-emergency medical transportation using biometric signature verification, optical mark recognition, barcodes, automated fax processing which identified 10 million dollars in fraud during a pilot program in Greene County NY• Negotiated a licensing agreement for Medify with LogistiCare, the largest non-emergency transportation broker in the US operating in over 27 states.• Launched a proprietary Medicaid anti-fraud product for home health care using voice biometric verification and effectively orchestrated all technical presales leading to 3 government contracts.
Princeton, Nj, Us
• Designed, implemented and tested web based customer self service applications for paying/viewing bills, and changing options for Cable, Internet, or Phone • Launched proprietary content management system using XML, JDOM, XSLT, XPATH, Oracle, Java• Designed interactive TV applications for the NDS Core platform using HTML, JavaScript, XML, bDOM• Developed several utility applications: domain zone file manager, email alias manager, credit report check, credit card verification
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Joseph Werner works for NextGen Financial Technologies.
Joseph Werner is listed as Co-Founder at NextGen Financial Technologies.
Joseph Werner is based in West Springfield, Massachusetts, United States while working with NextGen Financial Technologies.
Joseph Werner has worked for Nextgen Financial Technologies, Strategic Financial Solutions Ny, Harold Grinspoon Foundation, Blumshapiro, and Sandata Technologies.
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Joseph Werner holds Electrical Engineering And Computer Science from Rensselaer Polytechnic Institute.
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