William Simms Email & Phone Number

Atlanta, Georgia, United States

Remote

Responsible for optimizing the Customer Experience lifecycle, handling post-Sales Implementation program management and collaborating with the customer to ensure they are realizing expected value from Equifax solutions (including Commercial, Identity & Fraud, Geo-aggregated data, etc.), as well as driving adoption and retention.

Boca Raton, Fl

Managed three client service teams within operations that drove revenue across multiple financial service products by supporting customers and the sales teams. Also managed the compliance and credit bureau relationships of Data-Driven Marketing department.• Led Onboarding and Compliance to increased customer satisfaction by creating an efficient onboarding process for all 3 major credit bureaus. Partnered with each credit bureau to help shorten the onboarding process by 50% which also resulted in faster revenue for Data Driven Marketing.• Strengthened the contractual, compliance in FCRA (Fair Credit Reporting Act) and data delivery perspective of the credit bureaus with weekly meetings, QBRs (Quarterly Business Reviews) and Executive Briefings. Further deepened the credit bureau relationships by managing all escalations involving sales opportunities, compliance concerns and quarterly/annual audits.• Oversaw the compliance of Data Driven Marketing to meet the compliant contractual requirements of each credit bureau. Successfully executed yearly audits with the credit bureaus and quickly remediated any audit findings. • Supported 300+ daily customers in Banker’s Dashboard with implementation and core conversions that generated additional professional service revenue for the business. • Managed Data Engineer Operations which facilitated on time daily, weekly, monthly and quarterly data refreshes for customers with data files from data suppliers. All data delivery SLAs (Service Level Agreements) with clients were met as model and attribute requests were successfully completed at an all-time high.

Boca Raton, Fl

Managed Onboarding & Compliance team to effectively and efficiently onboard end-users, vendors and channel partners of prescreen data with the credit bureaus.

Atlanta, Ga

Formed compliance department in 2011 and implemented compliance programs throughout the organization to ensure agency and clients were protected from CFPB (Consumer Financial Protection Bureau) concerns.• Controlled, investigated and addressed all customer concerns classified under UDAAP (Unfair, deceptive, or abusive acts and practices), Regulation B and Regulation Z, which resulted in an improved Net Promoter Score of over 60%.• Developed and implemented compliance programs for 300+ sales representatives with American Express, Bank of America, USBank, FirstBank Card, Synchrony Financial and Citibank.• Led yearly client audits to ensure current policies and procedures in place met the needs of each client and exceeded their highest expectations.

Brand leader representing American Express, Citibank and Bank of America with the responsibility of the day-to-day operations of the direct sales marketing teams conducting credit card acquisition efforts across the country.• Improved the perception and visibility of the program through the placement of knowledgeable and committed on-site managers and sales representatives, which led to consistently surpassing the client’s goals of monthly approval rate, application volume and activation.• Initiated leadership in guiding the clients and sales representatives through the processes of recruitment, training and on-going development. • Managed the reorganization of the largest market (Atlanta) to bring in over 60 experienced sales representatives to immediately execute the marketing strategy and safeguard the longevity of the program.

Managed the Aquafina activation site on the Association of Volleyball Professionals Tour during the nationwide, 2004 season. Ensured seamless operations of event as the onsite manager, including sponsored athlete autograph sessions, clinics and center court promotions. Managed and trained all event staff including Master of Ceremonies. Responsible for transportation of supplies, equipment, and premiums between events. Also managed Tropicana, Pepsi Racing, and ConAgra sponsored events with vehicles and premiums.