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Treasure Coast, Florida

Post-Live Configuration / SupportImplementationClient-Side ImplementationPayrollIndividual & Group Training

Treasure Coast, Fl

St. Lucie County, Florida, United States

Provide white glove, post-live support services for payroll and special projects for Enterprise customersSystem Audits to maximize use of UKG ProGuide Customers with client side launch support to ensure timely launchWhite glove consultative approach on providing customers with best practicesPresents material and facilitates working sessions for Enterprise client teams Lead client teams through the implementation via hands-on, end-to-end, configuration and testing - requirements gathering, gap analysis, design, build, test, rollout and supportSupport customers with change management and rollout documentationCreate internal documentation for client-side support best practicesCreate documentation for internal knowledge transferPartner with internal stakeholders to identify opportunities for additional products and servicesFully utilize customers allotted hoursPayroll SMEGarnishment SME Recipient of Five Star Raven ReviewsJubilant is a Human Capital Management (HCM)/Payroll software consulting partner. We provide vision for your software evaluation/selection and implementation to support our client’s today and prepare them for tomorrow’s change. Our organization is founded upon our commitment to serve and support our team members, our clients, and our service partners. The basis of our service delivery model is complete operational evaluation leveraging software as the catalyst for positive, impactful organizational change. We serve as dynamic advisors that collaborate in a respectful environment built on trust with a focus on operational excellence, enabling all to grow, learn, share, laugh, and become extremely sound at executing against a project plan to deliver success! Jubilant’s consulting services focus on accountability and personal service so that HR, IT and Finance executives can prove the value of the investment, maximize their time and budgets resulting in a software solution that strengthens and promotes long-term growth.

• Implement and integrate UKG Pro & Benefits Prime• Lead client teams through the implementation via hands-on, end-to-end, configuration and testing - requirements gathering, gap analysis, design, build, test, rollout and support• Create and maintain requirements documentation and project plan• Write functional specifications for customizations and manage the testing and acceptance of the delivered solutions• Create data mapping from source system(s) to UKGPro• Validate data conversion• Manage multiple clients concurrently• Provides best practice solutions to clients through proven successful consulting ability• Presents material and facilitates working sessions for small to mid-sized client teams

Developed and implemented a comprehensive Continuity of Operations Plan ensuring critical functions were maintained and a smooth transition to a new mobile app for off-site operations during Covid_19 business disruptions.Designed and implemented BC Plan resiliency Testing to ensure the ability to function with limited human and technological resources during Hurricane Irma seamlessly.Exceed goals closing 2.4X weekly cases than company average by addressing client inquiries in a timely fashion.Build a strong working relationship with a cross-functional to accelerate usage and relay client needs.Increase customer satisfaction level to over 96%, surpassing year’s target by delivering outstanding service to a nationwide client base, placing follow-up calls, and providing expert tailor advice in every product-related issue.Bridge the gap between business strategy and client, needs leading to renewal and long-term customer satisfaction. Recognized by clients and supervisors for going the extra mile to deliver superb assistance even with after-hour calls.Identified and provided workarounds to mitigate customer disruption where an immediate resolution was not possible.Become a subject matter expert on usage, configuration, and set up in product feature/functionality areas.

Exceeded customer expectations by delivering tailored solutions through a client-first and innovative thinking approach. Refined and optimized the customer’s use of the platform by taking advantage of current and new features. Optimized inbound call ticket process reducing by 50% call length without quality compromise.Maintained a high leadership level by training new hires and helping co-workers solve issues in a fast-paced environment while attaining perfect customer satisfaction rates.Monitored usage and other key metrics closely by providing in-depth support via phone, email, or remote session.Mentored and trained coworkers and new hires, providing techniques on exceeding monthly matrices. Executed accurate data entry details into CRM – Salesforce.

Optimized the new account processing time to increase efficiency by duplicating the daily average.Streamlined data entry and Process ACAT/Transfer of Assets through NetX360, Streetscape, Fidelity & TD Ameritrade.‬‬‬‬‬‬‬‬Ensured the accuracy of the data to reduce discrepancies in information and identifying potential red flags with ID’s.Processed over 90 ACAT/Transfer of Assets daily, including paperwork for submission to clearing firms.Successfully managed the whole new accounts opening process, ensuring compliance, FINRA & OFAC Regulations.Oversaw new Direct Business Accounts processing, including ‬REIT's/Variable Annuities/Mutual Funds.‬‬Enhanced onboarding process by mentoring and coaching new hires.

Fort Lauderdale, Fl

Effectively ensure seamless opening of new accounts and transitioning of Direct Business.• ‪Supervises the processing of incoming and outgoing new business.‬‬‬‬‬• Efficiently open new accounts after diligently reviewing applications and ensuring they meet Compliance, FINRA & OFAC Regulations.• Process New Direct Business Accounts including ‬REIT's/Variable Annuities/Mutual Funds‬• ‬Proficient in Broker Dealer clearing through Pershing, NFS, NetX360 &Streetscape • Utilize LexisNexis to complete due diligence on new client applications• Candidate for Series 7 sponsorship

Managed over 30 incoming phone calls per day, addressing inquiries and resolving concerns.Executed processing of vendor contracts and implemented a standardized process, reducing contract discrepancies.Created forms and reports for prospective new vendors, to streamline the process of vendor vetting and on-boarding.Optimized operational processes to effectively track, order, and maintain inventory.Provided time-sensitive documents to managers for daily review.

Greater New York City Area

Coordinated all the administrative aspects of a global multi-billion asset operation in a multi-cultural office environment with over 30 employees.Successfully orchestrated the office re-location to ensure smooth transition including staff orientation and support.Devised, deployed, and monitored processes with a Business continuity approach to avoid operations interruptions during C-level executives’ travel.Directed and coached a dynamic team of 3 key contributors including the front desk staff.Successfully coordinate corporate activities including meetings and lunches under diversity and inclusion practices.

Master Of Science (M.S.), Disaster & Emergency Management

Activities and Societies: Member of local CERT teamGPA 3.76

Bachelor Of Business Administration - Bba, Business Administration And Management, General