Steven McCartney
Manager of Learning and Technology Solutions at AgCredit, ACA- Claim this Profile
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Bio
Roy Browning
Steven was one of the first people I met at Sears. He was a great example and a great salesman. Steven helped teach me the ropes, manage customer expectations, and how to perform above expectations. He accomplished this all through leading by example and doing en exemplary job at it. Steven always went the extra mile to not only do a great job,but to do so with integrity. I would take any job to have the opportunity to work with Steven again!
Roy Browning
Steven was one of the first people I met at Sears. He was a great example and a great salesman. Steven helped teach me the ropes, manage customer expectations, and how to perform above expectations. He accomplished this all through leading by example and doing en exemplary job at it. Steven always went the extra mile to not only do a great job,but to do so with integrity. I would take any job to have the opportunity to work with Steven again!
Roy Browning
Steven was one of the first people I met at Sears. He was a great example and a great salesman. Steven helped teach me the ropes, manage customer expectations, and how to perform above expectations. He accomplished this all through leading by example and doing en exemplary job at it. Steven always went the extra mile to not only do a great job,but to do so with integrity. I would take any job to have the opportunity to work with Steven again!
Roy Browning
Steven was one of the first people I met at Sears. He was a great example and a great salesman. Steven helped teach me the ropes, manage customer expectations, and how to perform above expectations. He accomplished this all through leading by example and doing en exemplary job at it. Steven always went the extra mile to not only do a great job,but to do so with integrity. I would take any job to have the opportunity to work with Steven again!
Credentials
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Microsoft Power Apps: Using the Dataverse (Formerly the Common Data Service)
LinkedInJun, 2022- Sep, 2024 -
Microsoft Power Platform Foundations
LinkedInJun, 2022- Sep, 2024 -
Microsoft Power Apps Essential Training: Beyond the Basics
LinkedInJul, 2021- Sep, 2024 -
Learning Microsoft Power Apps
LinkedInJun, 2021- Sep, 2024 -
Creating a Security Awareness Program
LinkedInNov, 2020- Sep, 2024 -
Cybersecurity at Work
LinkedInNov, 2020- Sep, 2024 -
Microsoft Teams Essential Training
LinkedInJun, 2020- Sep, 2024 -
Microsoft Teams Quick Tips
LinkedInJun, 2020- Sep, 2024 -
Microsoft Teams Tips and Tricks
LinkedInJun, 2020- Sep, 2024 -
Migrating from Skype for Business to Teams
LinkedInJun, 2020- Sep, 2024 -
SharePoint Designer 2013: Custom Workflows
LinkedInApr, 2019- Sep, 2024 -
SharePoint for Project Management
LinkedInApr, 2019- Sep, 2024
Experience
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AgCredit, ACA
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United States
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Financial Services
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1 - 100 Employee
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Manager of Learning and Technology Solutions
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Jun 2021 - Present
Oversees and directs the organization’s learning and development functions, as well as talent management system (TMS) initiatives. This position also oversees the support, development, and implementation of the Customer Relationship Management (CRM) system. Additionally, this position assists with the identification of opportunities to leverage new, or existing technology, and/or changes to existing processes to increase efficiency and support business objectives.Responsibilities include:• Consults with the executive leadership team, department and project leaders to develop a training and change management strategy for the implementation of new systems and/or processes, as well as, major updates to these• Develops or oversees the development of courses, instructions, job aids, reference guides, etc. to support the learning and development needs of all employees• Report to management on training progress, results, effectiveness, etc.• Develops and maintains training policies and procedures• Recommends and monitors the training budget for the organization• Develops, maintains and ensures proper execution of organization training plans• Serves as the administrator for Cornerstone OnDemand (CSOD)• Collaborates with HR and the executive leadership team to develop, implement and monitor the performance management process in CSOD• Promotes continuous performance management and employee development• Serves as an administrator for Microsoft Dynamics 365 (CRM)• Oversees the customization and development of Microsoft Dynamics 365• Consults with organization leaders to identify new uses for CRM to support organization objectives• Consults with the executive leadership team and other department leaders on ways to leverage new and/or existing technology to increase efficiency and support business objectives.• Assists in identifying and testing new, or updates to existing, applications and technology being introduced to, or evaluated for use by, the association Show less
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Training Coordinator
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Oct 2012 - Jun 2021
Oversees, directs and coordinates the organization’s learning and development function while directly leading the assistant training coordinator. Is the primary system administrator for the Cornerstone OnDemand system (utilizing the Learning, Performance and Succession clouds). Serves as the Microsoft Dynamics CRM system owner overseeing the support, development, and implementation of the Microsoft Dynamics CRM system.Learning and Development:• Assess the training needs for all employees.• Identify learning and development opportunities to support employee and organization objectives.• Develop or oversee the development of courses, instructions, job aids, reference guides, etc. to support the learning and development needs of all employees.• Monitor employee progress on assigned training and overall employee learning and development progress.• Periodically report to executive management on training progress, results, effectiveness, etc.• Develop and maintain training policies and procedures• Recommends and monitors the training budget for the organization.• Conducts new employee orientation and assists with the onboarding process.• Works with AgFirst and other Association leaders to identify and support training collaboration efforts across the AgFirst district.Performance Management:• Collaborates with HR and the executive leadership team to develop, implement and monitor the performance management process.Microsoft Dynamics CRM:• Works with organization leaders to identify new uses for CRM to support business objectives• Translates business goals and objectives into actionable items for developers to move projects forward.• Continually looks for ways to improve the system and current processes• Provides technical support to organization staff for the system.Project Management:• Manages special projects assigned by the executive leadership team to support increasing efficiency and business process improvement across the organization. Show less
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Account Officer
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Jan 2007 - Sep 2012
Focused on building strong relationships with customers and pro-actively sold and delivered customer-focused financial solutions tailored to specific customer needs. Made credit approval decisions and recommendations within delegated authority limits. Assisted the branch manager in coordinating office activities and staff. Participated in agriculture and other community events. Developed financial education presentations and programs for customers and various groups within the community. Helped to plan and implement marketing activities for the branch office. Provided the highest level of customer service to exceed our customers' expectations.Shortly after starting with AgCredit I was asked to serve on the Microsoft Dynamics CRM Implementation team due to my previous experience with Chase's customer relationship management program. I led the implementation team and we rolled out CRM in October of 2007 when I conducted the initial CRM training to the entire organization. Once implemented I became the CRM specialist in the organization and the primary person responsible for promoting, supporting, developing, and creating instructions for the Microsoft Dynamics CRM platform. Show less
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JP Morgan Chase
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Architecture and Planning
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1 - 100 Employee
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Personal Banker
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Mar 2005 - Dec 2006
Responsible for retaining and deepening banking relationships with existing customers as well as acquiring desirable new customers through active relationship management and regular customer contact. I also, identified and anticipated customer financial needs, matched products and services to help fulfill those needs, assured a high level of customer satisfaction and when appropriate, educated customers about financial services. Served as a liaison between the customer and the bank's resources. Show less
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Consultative Sales Associate
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Feb 2001 - Mar 2005
Started in the Hardware Department: guided customers to the right tools for jobs they were trying to complete, helped customers locate tools, answered customer questions about tools and other various equipment, took care of customer problems as they arose. Promoted to the Electronics Department: listened to customers’ explanations of the features they were looking for, guided them to products that fit their needs, assisted customers in making their buying decisions, solved customer problems with their past purchases, provided whatever other customer services necessary for their complete satisfaction, and maintained the sales floor in a manner pleasing to customers. Show less
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Floor Sales
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Aug 1999 - Feb 2001
Answered customer questions about products, guided customers to the products needed to complete various projects, researched information for customers regarding products they needed, took care of customer problems as they arose, merchandised products, unloaded trucks, organized the stock room, stocked shelves, and kept the store looking neat and organized for customers. Answered customer questions about products, guided customers to the products needed to complete various projects, researched information for customers regarding products they needed, took care of customer problems as they arose, merchandised products, unloaded trucks, organized the stock room, stocked shelves, and kept the store looking neat and organized for customers.
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Education
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1999 - 2004
The Ohio State University
B.S. in Agriculture, Agribusiness and Applied Economics
Community
