William Givens Email & Phone Number

Jacksonville, FL, US

Jacksonville, Florida, United States

- Developed and maintained high-level relationships with key strategic partners- Coordinated cross-functional teams to deliver tailored support and resources to partners, ensuring alignment with their goals and driving mutual success- Led regular partner reviews and feedback sessions, addressing issues promptly and leveraging insights to refine partnership.

Jacksonville, Florida, United States

- Project manager for new clients onboarding to WizeHive- Conducted in-depth needs assessments and developed customized implementation plans, ensuring alignment with client objectives and requirements- Managed project timelines, budgets, and resource allocation, maintaining effective communication with stakeholders to ensure project milestones were met.

Metro Jacksonville

- Assist buyers & sellers navigate one of the trickiest housing markets in history- Work with a local team to assist over 200 families close on homes in 2021

Jacksonville, Florida, United States

- Facilitated stakeholder meetings and workshops to define project scope, objectives, and deliverables, ensuring clear communication and consensus - Lead internal and external status calls to ensure project health - Managed multiple Salesforce implementation projects of varying complexities simultaneously- Handled escalations with little disruption to.

Jacksonville, Florida Area

- Handled daily servicing requests for 30 separate advisory firms in the fintech space- Direct point of contact for top revenue Black Diamond clients - Responsible for transitioning clients from legacy platform to newest version of platform- Coordinated product release presentations every 6 weeks including procedural/faq documents- Promoted during tenure.

Greater New York City Area

- Managed administration of client retirement plan assets totaling over $144 million- Helped retain over $1,000,000 in client assets through customer service and sales strategies- Streamlined administration through implementing online and automatic enrollment features- Increased underwriting approval rating from 83% to above 93% through new procedures.