Senior Implementation Manager

• Jan 2021 - Present

Implementation Manager

• Jan 2021 - Present

Snr. Client Solutions Consultant & Client Success Manager

• Feb 2019 - Aug 2020

• Deliver customized client solutions from end to end as a project manager: o Lead high-performing project teams. o Develop customized project plans and manage project risks and issues throughout project cycle. o Gather client requirements and provide prescriptive solutions. o Map source data to target tables and configure Altvia products and reporting outputs. o Conduct QA of full solution. o Outline and build customized training materials and lead Client… Show more • Deliver customized client solutions from end to end as a project manager: o Lead high-performing project teams. o Develop customized project plans and manage project risks and issues throughout project cycle. o Gather client requirements and provide prescriptive solutions. o Map source data to target tables and configure Altvia products and reporting outputs. o Conduct QA of full solution. o Outline and build customized training materials and lead Client Trainings. • Ensure the timely and successful delivery of Altvia solutions in line with client needs and objectives. • Work with UK/EU territory Manager during the sales process to provide tailored solutions for prospects. • Deliver consulting services to existing clients post go-live and bring a deep understanding of our products to every client interaction to drive retention and growth opportunities. • Identify and submit comprehensive product enhancement ideas and bugs. • Regular collaboration with Client Success, Product, and Sales to ensure the client voice is heard throughout the organization and to ensure KPIs are on track. • Identify and deliver on internal initiatives that improve process and organizational effectiveness. • Coach and mentor Client Solution Consultants and Support Specialists to assist with their professional development. • Strive to solve complex problems and develop meaningful relationships with clients while growing and scaling our Client Solutions team in the European market. Show less • Deliver customized client solutions from end to end as a project manager: o Lead high-performing project teams. o Develop customized project plans and manage project risks and issues throughout project cycle. o Gather client requirements and provide prescriptive solutions. o Map source data to target tables and configure Altvia products and reporting outputs. o Conduct QA of full solution. o Outline and build customized training materials and lead Client… Show more • Deliver customized client solutions from end to end as a project manager: o Lead high-performing project teams. o Develop customized project plans and manage project risks and issues throughout project cycle. o Gather client requirements and provide prescriptive solutions. o Map source data to target tables and configure Altvia products and reporting outputs. o Conduct QA of full solution. o Outline and build customized training materials and lead Client Trainings. • Ensure the timely and successful delivery of Altvia solutions in line with client needs and objectives. • Work with UK/EU territory Manager during the sales process to provide tailored solutions for prospects. • Deliver consulting services to existing clients post go-live and bring a deep understanding of our products to every client interaction to drive retention and growth opportunities. • Identify and submit comprehensive product enhancement ideas and bugs. • Regular collaboration with Client Success, Product, and Sales to ensure the client voice is heard throughout the organization and to ensure KPIs are on track. • Identify and deliver on internal initiatives that improve process and organizational effectiveness. • Coach and mentor Client Solution Consultants and Support Specialists to assist with their professional development. • Strive to solve complex problems and develop meaningful relationships with clients while growing and scaling our Client Solutions team in the European market. Show less

Omni Manager - EMEA

• Jun 2014 - Feb 2019

My primary responsibility is to manage the day-to-day functions of the EMEA Omni team to provide service excellence by facilitating knowledge sharing, offering guidance, and sharing industry best practices. I maintain key metrics to measure individual and team performance and provide coaching, mentoring, and develop team members tailored to their individual skills, competencies, and career development goals. I also assist with the recruitment, training and on-boarding of Analysts. I oversee and… Show more My primary responsibility is to manage the day-to-day functions of the EMEA Omni team to provide service excellence by facilitating knowledge sharing, offering guidance, and sharing industry best practices. I maintain key metrics to measure individual and team performance and provide coaching, mentoring, and develop team members tailored to their individual skills, competencies, and career development goals. I also assist with the recruitment, training and on-boarding of Analysts. I oversee and ensure successful quarterly refreshes of client data into multiple databases and develop project plans to ensure that refreshes are completed on time and meet client expectations. Have regular team meetings to continue productivity and provide process improvement suggestions and technical enhancements. As part of this role I also oversee the Implementation of new EMEA and APAC clients which involves the following responsibilities: • On-boarding of new EMEA and APAC clients into the Omni Service, ensuring successful implementation, accuracy and completeness of client data across multiple databases. • Maintaining a thorough Knowledge of clients and their business needs, continue to build strong and lasting relationships with frequent interaction with Asset Managers and Institutional Investors. • Working collaboratively across multiple departments and engaging with Senior Management to improve the overall Client experience and ensure accounts are managed effectively. • Attend pre-sales meetings with Sales Specialists to provide knowledge and expertise in Omni, data formats and set the client’s expectations. • Utilise Project Management skills by overseeing project cycle of new client’s projects. • Regular meetings with Implementation Analyst as well as Clients to ensure the Client’s success and a stellar service with high level of professionalism is provided at all times. • Oversee Audit Reports, fact checking/proofreading and quality assurance. Show less My primary responsibility is to manage the day-to-day functions of the EMEA Omni team to provide service excellence by facilitating knowledge sharing, offering guidance, and sharing industry best practices. I maintain key metrics to measure individual and team performance and provide coaching, mentoring, and develop team members tailored to their individual skills, competencies, and career development goals. I also assist with the recruitment, training and on-boarding of Analysts. I oversee and… Show more My primary responsibility is to manage the day-to-day functions of the EMEA Omni team to provide service excellence by facilitating knowledge sharing, offering guidance, and sharing industry best practices. I maintain key metrics to measure individual and team performance and provide coaching, mentoring, and develop team members tailored to their individual skills, competencies, and career development goals. I also assist with the recruitment, training and on-boarding of Analysts. I oversee and ensure successful quarterly refreshes of client data into multiple databases and develop project plans to ensure that refreshes are completed on time and meet client expectations. Have regular team meetings to continue productivity and provide process improvement suggestions and technical enhancements. As part of this role I also oversee the Implementation of new EMEA and APAC clients which involves the following responsibilities: • On-boarding of new EMEA and APAC clients into the Omni Service, ensuring successful implementation, accuracy and completeness of client data across multiple databases. • Maintaining a thorough Knowledge of clients and their business needs, continue to build strong and lasting relationships with frequent interaction with Asset Managers and Institutional Investors. • Working collaboratively across multiple departments and engaging with Senior Management to improve the overall Client experience and ensure accounts are managed effectively. • Attend pre-sales meetings with Sales Specialists to provide knowledge and expertise in Omni, data formats and set the client’s expectations. • Utilise Project Management skills by overseeing project cycle of new client’s projects. • Regular meetings with Implementation Analyst as well as Clients to ensure the Client’s success and a stellar service with high level of professionalism is provided at all times. • Oversee Audit Reports, fact checking/proofreading and quality assurance. Show less

Senior Client Services Representative

• Jun 2012 - Jun 2014

KYC Liaison officer/AML consultant in APAC/MENA Point of contact for Trading Desk and clients Trading analytics and Key Operational Indicator reporting KYC Liaison officer/AML consultant in APAC/MENA Point of contact for Trading Desk and clients Trading analytics and Key Operational Indicator reporting

CS Operations, Reporting & Planning Executive

• Nov 2011 - Jun 2012

Customer Service operations liaison officer Strategy analysis of call statistics & reporting Focus on development strategies and productivity enhancements

Customer Service Agent

• Mar 2011 - Oct 2011

Protection Services Agent

• Feb 2010 - Mar 2011

Client query representative and customer care expert Buyer/seller protection policy for resolution for claimants Client query representative and customer care expert Buyer/seller protection policy for resolution for claimants

Fund Accountant

• Jul 2007 - Mar 2008

Direct oversight of multiple funds Daily accounting analysis, including trade capture, pricing and reconciliations. Reviewing of Net Asset Values for for high net worth individuals and hedge fund investors Monitoring reconciliations of portfolio security accounts. Exposure to Corporate Actions, Equities, Fixed Income, futures, Options and Swaps Direct oversight of multiple funds Daily accounting analysis, including trade capture, pricing and reconciliations. Reviewing of Net Asset Values for for high net worth individuals and hedge fund investors Monitoring reconciliations of portfolio security accounts. Exposure to Corporate Actions, Equities, Fixed Income, futures, Options and Swaps