Whit Doucette Email & Phone Number

Great Neck, New York, US

Windsor, Connecticut, US

• Led a team of New York-based Engagement Managers tasked with implementing the Eze Investment Suite, executing change requests, and performing project management tasks for new and existing Eze clients.
• Proactively managed the project queue, acting as primary point of escalation while overseeing successful completion of projects by direct reports.
• Established and maintained strong relationships with key decision makers at clients across their various business units including: C-Level, Technology, Operations, and Trading.
• Demonstrated strong leadership and coaching skills by helping direct reports develop product knowledge, project management capabilities, and client facing abilities.
• Employed consultative approach with customers to understand business requirements, streamline workflows and introduce enhanced functionality, while driving revenue growth by identifying and acting on up-sell/cross-sell.

Windsor, Connecticut, US

• Managed team of consultants responsible for the implementation, user training, project work and account management for clients utilizing the Eze Portfolio Management and Accounting system (Eze PMA).
• Oversaw the successful implementation of more than 10 new clients on the Eze PMA, increasing annual revenue.
• Acted as primary point of escalation for all project work, ensuring SLA guidelines were being adhered to as well as business requirements and timelines were met.
• Collaborated with Product Management and Development teams to provide client feedback on the product and communicated desired product enhancements to improve consultant and client efficiencies.
• Developed comprehensive training and transition plans to assist with the expansion of the team’s responsibilities to include additional products.
• Communicated organizational structure changes to customers; coordinating team efforts to prepare for the adjustments and execution of the required transition plan for the entire Americas EZE PMA client base.

Windsor, Connecticut, US

• Responsible for assisting with complex projects across multiple platforms while demonstrating strong leadership, excellent consulting citizenship and providing training to the Global Consulting team.
• Provided assistance on complex projects related to the Eze OMS and Eze Data Management systems.
• Assisted in the planning and delivery of a comprehensive training curriculum for newly hired Business Consultants on Eze OMS functionality, project management techniques, and soft skills.
• Coordinated a monthly program for the Global Consulting team that demonstrated enhanced functionality available in the Eze OMS and complex client workflows.

Windsor, Connecticut, US

• Member of Consulting team focused on custom development projects for the Eze OMS and bringing the Data Management application and its various modules to market.
• Established and documented best practices for implementing and supporting the Data Management application which included Performance Data, Reference Data and Regulatory Filing Manager offerings.
• Interfaced with internal Product Management and Development teams providing critical feedback to help grow the new Data Management product.
• Provided onsite consulting to identify custom development opportunities to enhance and streamline client workflows within the Eze OMS.

Windsor, Connecticut, US

• Served on team responsible for relationship management, project management and providing real time support of the Eze product suite for the region’s client base.
• Implemented, supported, and trained users on the Eze Software product suite and other third-party technologies that were integrated with Eze Software systems.
• Presided over critical time-sensitive and confidential information about client accounts and set client expectations regarding needs.
• Managed relationships for some of the company’s largest customers by revenue.
• Worked directly with portfolio managers, traders, and operations personnel of Eze Software clients, recommending ways to customize system to meet expanding trading, operations, and business needs.
• Provided real-time support to clients on production issues and inquiries, collaborating with Tier 2 support, development and project management teams.