Zachary Norman Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

Chicago, Il, Us

Chicago, Il, Us

Chicago, Il, Us

•Implements the software StrataJazz, the leading cloud-based SaaS financial analytics and performance platform in healthcare, for multi-billion-dollar health systems (average client annual revenue $2.3B)•Serves as project lead in execution and management of full front-to-end implementation lifecycle including: requirements gathering, data integration and automation, system build, custom reporting, quality assurance, system administrator and end-user training, status reporting, client sign-off, and post-go live support•Maintains an average customer satisfaction score of 9.2/10 across 20+ implementation projects•Presents demos of Strata’s product suite, pitching top-level value proposition and demonstrating proof-of-concept for key decision makers•Leads onsite consulting engagements to capture business requirements, processes, and workflows, then translates client requirements into StrataJazz product configurations•Conducts hands-on training and enablement sessions for large audiences of both system admins and end-users, ranging from C-Level executives to analysts, both in-person and via web presentation•Scopes projects with an average annual contract value of $165K, including reviewing license agreements, drafting SOWs, confirming SLAs, establishing project timelines using Salesforce, and managing budget and pricing proposals•Ensures projects meet timelines and do not exceed budgets through proactive communication and risk mitigation both internally across teams and externally with clients•Transforms large, complex sets of raw Enterprise Resource Planning (ERP) and Electronic Health Record (EHR) data into actionable metrics using SQL and proprietary tools. Datasets include: general ledger, payroll/staffing, accounts payable, purchase orders, inventory/supplies, and patient/clinical data.•Partners with internal Product and Engineering teams to facilitate bug fixes, enhancement requests, and ultimately drive the solution roadmap

Norwalk, Connecticut, Us

•Managed workflow solutions for 25+ asset management clients, responsible for $6M in annual recurring revenue•Led a cross-functional team of account managers, salespeople and consultants to win business, onboard new users and strategically expand our footprint at existing key clients by displacing competitor products •Converted $725K of product trials into recurring license agreements, generating 13% annual organic growth•Managed relationships with various user groups (ranging from research analysts to C-level executives) across the asset management community to support and enable user growth of FactSet applications•Maintained 98% client retention over 2 years while ranking in top 5 percentile among consulting peer group for client satisfaction scores•Trained users on new products and educated clients on system enhancements to increase user-efficiency and grow adoption of FactSet platform•Ensure customers derive maximum value from their investment in FactSet by strategically coupling FactSet’s comprehensive product offering with clients’ needs to create customized solutions•Monitored customer usage data and health indicators to identify growth opportunities and create cross-teaming strategies for contract renewal and long-term account success

Eden Prairie, Minnesota, Us

•Negotiated and sold freight shipments to carriers including price, locations, equipment specifications and scheduling•Managed 27 individual accounts of transportation companies across the country while simultaneously prospecting and developing new carrier relationships•Closed 1,581 individual sales of freight shipments generating $177K in revenue

Bachelor'S Degree, Marketing

Education record