William Fortier Email & Phone Number

Boston, Ma, Us

Greater Boston Area

Boston, Ma

Aligning with executives and key stakeholders at partnership organizations to understand business goals and objectives and by maximizing the return on investment.

Greater Boston Area

Responsible for the development and delivery of Salt/ASA’s “value” to partner clients through superior customer service, collaboration with cross-functional teams, strategic account planning and the creation/development of implementation plans. Designed unique activation's and engagement plans to meet client objectives. Key involvement with partner clients include: understanding partner objectives, developing long term strategy growth plans to promote relationship expansion, future renewal and service experience quality with partners.Developed and launched partnership with local Boys and Girls Club to bring financial literacy awareness to their communities, parents and teens – the program had a 400% increase in engagement over similar initiatives.• Penetrated 30+ new strategic partners - within first 18 months.• 98% Retention rate amount existing partnerships• Provided market research, target list creation, data analysis, implementation and lead qualification, conducted compatibility review, including but not limited to: review of financials, community outreach, prior partnership activities, ethics, marketing practices, and media promotional opportunities.• Created customized proposals based on partners goals and objectives• Negotiated mutually beneficial contracts with vendors/partners.• Managed gift-in-kind partnerships, campaign management, market segmentation, and measurable outcomes.• Developed a robust CRM (Salesforce) infrastructure - processes and workflows to track sales activity, reporting, all pre and post implementation activities and creating future enhancements for revenue channels.• Contributed to the design and implementation of product and service offerings to partners

Greater Boston Area

Leader in developing B2B education consolidation loan sales. Grew ASA’s consolidation portfolio by $3 billion dollars through cold-calling, cross-selling opportunities and retention through partnership management. Acted as a liaison with the U.S. Department of Education to build new relationships with prospective consolidation loan providers. Actively participated in the development of new market opportunities in the Mid-Atlantic including New Jersey and Pennsylvania by relationship building, analyzing pain points, understanding trends and new market sales. • Consistently increased sales year over year while reducing expenses.• Analyzed and reported sales activities, trends through Salesforce.• Advised on regulatory, research and market-related developments associated with the student loan and higher education industry and in particular those of our competitors.• Planned and executed ASA’s brand exposure in new markets within New England and the Mid-Atlantic.• Attended industry conferences/meetings for the purpose of developing and/or furthering sales leads and gathering industry intelligence.

Boston Massachusetts

Provide exceptional customer service, single point of contact, facilitate new /existing client testing, problem resolution and reporting.• Presentation/Training to external clients• Work well within a team environment and/or independently• Perform special projects as assigned

Boston, Massachusetts

Responsible for researching account level questions from financial institutions and a designated Client Manger for selected accounts. • Researched account level questions to accelerate the delivery of student aid funds to colleges and universities• Provide daily and monthly reporting to ASA’s Chief Operating Officer• Managed implementation for all new and existing clients

Biddeford, Maine

Education Loan Debt Counselor, managed loan execution and reconciliation processes through file transmissions.• Execute Stafford Subsidized, Unsubsidized, Parent Plus loans and Alternative loans• Provide debt counseling, Entrance /Exit presentations to students• Reconciliation of Federal Funds• Research and problem resolution on students accounts• Point person for the implementation of new file transmission software