William Haupert Email & Phone Number

Santa Ana, California, United States

Irvine, California

Major Accomplishments• Development of a project management framework for a maintenance program lacking defined processes by meeting the company’s portfolio objectives of a 40% cost cut, quality improvement of 50% and cutting lead times by 30%.Primary Responsibilities • Supervise project teams by communicating expectations, planning, reviewing job contributions, and enforcing new policies and procedures. • Mentor staff to own the project from start to finish while monitoring progress, tracking milestones, approving change orders, and reporting on progress status updates.• Work with internal teams to execute SEO requirements for successful website migration and launch; including Google Analytics and Search Console configuration. • Provide strategic guidance on branding, client experience, digital content, conversion rate optimization and data management.

Tustin, California

Major Accomplishments• Administration of a premier customer relationship management (CRM) platform and mobile integration that improved the user experience and productivity for 2,500+ employees by providing new access points and streamlining outdated processes. • Delivery of multiple retention revenue generating projects which allowed the company to expand its financial service offerings to existing customers by 45%. Primary Responsibilities • Spearhead a portfolio of enterprise initiatives by leading cross-functional teams, providing recommendations and status to C-Level and partnering with external companies to negotiate deliverables for key projects. • Coordination of the specific duties for Business Analysts, Developers and Testers to ensure requirements, scheduling and standardization of designs are in alignment. • Key contributor to the creation of procedures, structures, and standards vital to the build of an organizational PMO within the business unit.• Effective and consistent communication to make certain team members understand the objectives, drivers and needs to successfully perform tasks that lead to the completion of timely project goals.

Newport Beach, California

Major Accomplishments • Synchronized the improvement development of the client on-boarding process by eliminating gaps and redundancy points which accelerated marked user performance by 70%.Primary Responsibilities • Supervise and strengthen an operational team to harmonize collaboratively through various production stages to achieve specific client goals and objectives. • Responsible for department level execution of policies and procedures, workflow coordination, scheduling, issue escalation and resolution. • Grow and manage relationships with vendors and partner channels for development of production projects and regional ventures. Define, track and analyze growth strategy KPI’s for expanded footprint into existing accounts.

Irvine, California

Primary Responsibilities • Oversee all aspects of developing new and existing client service cycles in a $12.5 million monthly channel, improving and expanding the scope of services and solutions that resulted in incremental pipeline growth.• Orchestrate and coach webinar and conference-based CRM integration and orientation sessions to client end users and operational teams to ensure success rate and drive user adoption. • Partner with management to develop and execute client retention strategies to consistently meet or surpass goals.

Costa Mesa, California

Major Accomplishments • Through analysis of production metrics, added critical improvement recommendations as part of a resolute impact team designed to implement enhanced functionalities to existing company systems and CRM.Primary Responsibilities • Guide and mentor a team to drive business practices in continuance of the company’s $16 billion annual income by setting important benchmarks and building competence and character to reach specific objectives.

Costa Mesa, California

Major Accomplishments • Promoted to Corporate Team Lead in 2011.Primary Responsibilities • Develop a trusted adviser relationship with key accounts, stakeholders and executive sponsors. Liaise between clients and internal teams. • Serve as client advocate by providing direction and feedback to understand and meet their business goals.

Huntington Beach, California

Major Accomplishments • Recipient of 2009 Circle of Excellence Award for achievement in regional client management. Primary Responsibilities • Direct all phases of account relocation projects from inception to completion, including diverse international destination services. Liaises communication between transferees, clients, internal teams and service providers.• Present carrier-performance measures and monthly budgetary reporting for over 200 employees to the company’s largest United States Government account. • Exceptional at spotting impending risks and taking corrective measures preemptively to avoid delays and eliminate unnecessary client expenses.

Foothill Ranch, Ca

Primary Responsibilities • Develop and service the regional channel by ensuring client satisfaction, analyzing account potential and negotiating acquisition of products and services. • Maintain a portfolio of 50-60 clients, managing an average of 20 active broker engagements per month, including revving dormant accounts by re-establishing relationships with key decision-makers. • Participate in industry, networking and brand-building events to expand the product and partner portfolio.

Foothill Ranch, Ca

Major Accomplishments• Promoted to Account Executive in 2006Primary Responsibilities• Individually oversee and maintain regional loan-level production in excess of over 120 units monthly. • Build strong client relationships while maintaining existing business. Make certain client needs are understood and met by involved departments to ensure a positive experience. • Actively work to find creative solutions to large-scale problems when needed, and understand and adapt to rapidly changing circumstances.

Newport Beach, Ca

Primary Responsibilities • Set rate and product pricing in accordance to market movement and corporate policy. Hedged rates with investors to minimize or eliminate exchange risks. • Accurately update LOS system pursuant to all program change requests and determine pricing and guideline adherence. • Supervise employee training and broker on-boarding, including implementation of corporate and government policy, procedures’ and guidelines. • Worked with senior management at the project level to ensure market reporting plans were enacted and analyzed.

Newport Beach, Ca

Major Accomplishments• Promoted to Capital Markets in 2001.Primary Responsibilities• Built positive working relationships with customers to ensure satisfaction and business growth. Performed negotiations when needed to reach a fair conclusion from both business and consumer perspective. • Analyze feedback to work with Sales in development of techniques to promote new products, services and activities for retention purposes.

General, Business Administration, Management And Operations

Associate Of Arts - Aa, Commercial Design

High School Diploma, General Studies