Client Implementation Resume Sample
Juliana Bruen
5028 Adrianna Circles,
Detroit,
MI
+1 (555) 901 5283
Work Experience
Senior Client Implementation Manager
11/2015
-
PRESENT
Philadelphia, PA
- Involved on multiple implementation projects simultaneously from beginning to end
- Engage with project manager to ensure structure for weekly client meetings including producing agendas and document and distribute takeaways
- Perform analysis of financial statements and supporting documents as part of portfolio data validation
- Leverage NT tools and knowledge of financial instruments to onboard client’s portfolio into the NT HFS system
- Reconcile data to ensure accuracy of data loaded into the HFS system
- Involved with multiple onboarding projects simultaneously from beginning to end
- Manage the implementation of Employer Absence, Disability & Life Insurance programs
Client Implementation Consultant
06/2013
-
08/2015
Philadelphia, PA
- Identify customer requirements and facilitate customization/configuration of processes & systems to meet them
- Work closely with other areas including Claims Management, Product, IT and Sales to ensure customer needs are met
- Develop and manage the project schedule for all programs
- Participate in capability presentations to potential customers
- Manage multiple third party vendor collaborations to ensure customer needs are met
- Delivers on client expectations in accordance with contractual agreements
- Ensure client satisfaction through delivery of initiatives in agreed upon scope and schedule
- Assists with the development of Statements of Work to effectively establish and manage implementation scope
- Identify client opportunities through implementation design to achieve increased sales, improve the customer experience and improve operational performance
Client Implementation
05/2009
-
01/2013
Houston, TX
- Supports proposal development to ensure scope is aligned with budget and timeline
- Define scope and determine work plan for new projects, coordinating project teams and resources
- Execute work plan for new projects, partnering with project teams and resources
- Reviewing, analyzing, evaluating and supporting business systems and user needs related to launching and implementing clients/stakeholders on products
- Managing and coordinating client on-boarding projects & roll out of product changes across the client base
- Maintain a complete understanding of the product portfolio
- Perform a complete analysis of products changes and the potential impact to clients
Education
Ohio State University - Lima Campus
2004 - 2008
Bachelor's Degree in Business
Professional Skills
- Excellent interpersonal and relationship building skills with demonstrable experience of influencing at a senior level and across multiple business areas
- Analysis and Problem Solving –Demonstrated ability identify relevant issues , problem solving, good critical thinking and decision making skills
- Excellent organisational, planning and decision-making skills
- Strong ability to comprehend user business needs and integrate that understanding with technical skills
- Strong analytical, process mapping and issue resolution skills
- Strong team-building and motivation skills with on-site and remote associates
- Excellent verbal communication and presentation skills for working with internal and external clients
How to write Client Implementation Resume
Client Implementation role is responsible for software, finance, credit, securities, training, integration, analysis, reporting, design, modeling.
To write great resume for client implementation job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Implementation Resume
The section contact information is important in your client implementation resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Client Implementation Resume
The section work experience is an essential part of your client implementation resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous client implementation responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client implementation position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Implementation resume experience can include:
- Work with departments and project teams to identify and pursue potential business process and productivity improvements; investigate and identify alternative solutions
- And skilled at building effective business relationships and positively influencing others
- Problem solving skills and a technological mindset
- Ensure operational processes effectively mitigate risk for D+H, clients and customers
- Understand relevant compliance and regulatory changes and effectively communicate and manage them
- Planning, Organization & Planning –Demonstrated ability to track and monitor multiple deliverables, and provide clarity and guidance to stakeholders
Education on a Client Implementation Resume
Make sure to make education a priority on your client implementation resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client implementation experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Client Implementation Resume
When listing skills on your client implementation resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical client implementation skills:
- Demonstrate effective leadership skills through all communications
- Strong client management skills with an ability to develop and maintain long term relationships with clients at various levels across the organization
- Effective time management skills to manage multiple projects in parallel
- Effectively prioritize, track and report on all implementation projects
- Participates in special projects which support organizational needs, effectively assessing and communicating business impacts
- Entrepreneurial skills - Progress control - Planning and organizing
List of Typical Experience For a Client Implementation Resume
1
Experience For Client Implementation Consultant Resume
- Strong writing skills, including technical writing
- Build strong, positive and influential relationships cross-functionally at various levels across the business, both internally and externally
- Operates Independently, has in-depth knowledge of business unit / function and key upstream/downstream dependency
- Support transition of ongoing activities and SLA monitoring to Client Services team
- Coordinate or deliver training to new clients
- Project management of major client installations and other key initiatives that arise in the course of doing business
- Evaluate and recommend new functionality or enhancements based on trends seen during the implementation process
- Create and maintain required documentation & procedures to work towards standardizing implementation processes
- Seek ongoing improvements to the complex implementation processes
2
Experience For Senior Client Implementation Manager Resume
- Support Sales and RMs (when required) during the sales cycle process
- Solve Enhancement Services business process and system issues to ensure continued improvement / simplification
- Partner with clients to ensure objectives are identified and achieved
- Be outcome driven to provide clients with products that fulfill their needs
- Monitor, resolve and escalate critical product implementation risks
- As a subject matter expert, provides leadership and problem solving to the team and partners at a high technical level. Carries out cross-department initiatives and assists with complex client support needs
3
Experience For Client Implementation, Business Analyst Resume
- Identifies areas for process improvement and carries out activities that are technically difficult to execute on those improvements
- Role is focused on development and initiative management. The partner executes on strategic business activities that cross functional lines
- Leverage NT tools and knowledge of financial instruments to onboard client’s portfolio into the NTHFS system
- Perform and oversee all processes related to daily trade break resolution stocks, bonds, listed options and futures, and OTC products
- Lead execution of implementation projects managing both direct & indirect resources across multiple locations and disciplines, primarily for Collateral Management products
- Ensure all controls and procedures are complied with
- Ensure client requirements are understood and work closely with internal partners to design, document and ensure appropriate sign off on solutions
- Execute post implementation and production satisfaction reviews to continually improve practices
4
Experience For Manager, Client Implementation Resume
- Coach, counsel and develop managers and supervisory staff i.e. hiring and training staff; prepare and conduct performance appraisals; and preparation and implementation of new and updated policies and procedures
- Works with Experian clients to implement Experian products and services with a primary focus on implementing Precise ID within the clients’ environment
- Conducts requirement sessions with sales and client contacts to interpret client’s business and technical needs
- Maintain an internal network of subject matter experts (SME’s)
- Delivery of all large corporate and mid-market product new business client installations
- Manage and maintain close links with colleagues from Cigna’s wider enterprise in a bid to share opportunities, experiences and best practice where appropriate
- Consultative based approach to relationship management, ideally in the healthcare sector
- Act as a liaison for the SBO’s and Marketing Associates between Due Diligence, CARD/Recertification, Compliance and CSR to enhance the level of execution for our corporate clients
- Understands the perspective of the client and takes action(s) to integrate the client's needs with the products and strategic direction of ADP; builds a relationship of trust and respect with the clients and associates
5
Experience For Accountant Client Implementation Resume
- Works closely with the internal and external implementation teams to resolve complex client issues
- Monitors the daily activity of his/her teams to ensure service level agreements are met
- Makes recommendations and drives process enhancements and initiatives
- Provides feedback and instruction that ensures performance meets or exceeds service level agreements and expectations
- Applies knowledge and gathers information necessary to make expedient but sound decisions that impact all critical risk factors and implementation goals. Presents the information and recommendations to stakeholders and various levels of leadership
- Lead discovery sessions with Subject Matter Experts to understand the client’s fund structure, current processes, scope of asset classes, and bespoke requirements
6
Experience For Associate Corporate Client Implementation Resume
- Assign Implementation Consultants to client on-boardings
- Monitor and communicate new client successes and risks
- Work to ensure appropriate internal staff is involved in escalated service issues
- Set the example and facilitate effective teamwork, rapport, communication, trust, and respect between Implementation Services colleagues and other customer facing and/or internal TriNet team members
- Manage customer service delivery skills of Implementation Services team
- Partner with the management of other TriNet units to help drive creative, compliant, and customer-focused solutions and services
- Recruit/develop high performing team members; set clear expectations for and provides timely feedback on individual and team performance; take corrective action when necessary
7
Experience For Ukhb Client Implementation Manager Resume
- Establish departmental goals and objectives that are consistent with corporate goals and objectives
- Work closely with Client Services Leadership, Human Capital Consulting Directors and other internal departments to continuously improve processes and preclude or prevent recurrence of service problems
- Responsible and accountable for Implementation Services personnel issues (discipline, coaching, mentoring, performance management, work schedules, policy enforcement, etc.)
- Demonstrate flexibility in examining new approaches in problem solving in response to changing organizational objectives
- Ensuring SPV’s meet all Companies Registration Office and regulatory deadlines
8
Experience For Client Implementation Manager Commercial Cards Resume
- Helping others to learn
- Provide on-going education and information to Implementation Services teams on new TriNet products, services, and processes, including new systems
- Work closely with Cision Product & Insights teams building out process and delivery and enhancements
- Creates reports, presentations, design study materials, program manuals and training materials, and any other documents required to support an MSP program
- Drive the resolution of complex and escalated customer service complaints
- Flexible approach and commitment to Team and service delivery
- Schedule and lead kickoff calls with customers to determine success events and/or metrics of program
9
Experience For Pwcc-client Implementation Analyst Resume
- Work directly with customer business and technical sponsors over initial 3-month period to set up Cision ID results tracking, delivering success metrics from above
- Create JavaScript code to deliver to customer development team
- Work with Cision development team to refine code and process for implementation
- Assists in the process of transferring knowledge of contract requirements and service delivery components in conjunction with Business Solutions teams to promote well-executed client account implementations, or a smooth transition from standard staffing models to an MSP model
- Creates project plans, conducts solution design meetings, develops plan specific to agreed client specifications and contract terms for Business Solutions delivery
- Performs audits for internal system setups to ensure quality and accuracy for our internal systems
10
Experience For Senior Client Implementation Resume
- Maintains documented best practices and promoted continuous improvement with internal/external partners to ensure the highest possible level of customer service and to maintain active communication protocols
- Address first level escalation issues by investigating and troubleshooting with internal and external customers
- Monitor productivity, trends and issues in the performance of the department, on both an individual and department basis and report this information weekly to department leadership
- Provides leadership, coaching, mentoring, career development and day-to-day direction for direct reports. Documents and conducts formal review process for each direct report and participates in the selection, interviewing and hiring of personnel
- Conduct weekly individual meetings (1:1s) with team members to assess production results and progress in order to develop future performance and discuss team member obstacles & dynamics
- Address performance and behavioral issues directly with team members through coaching and feedback to align with department goals and expectations
List of Typical Skills For a Client Implementation Resume
1
Skills For Client Implementation Consultant Resume
- Demonstrated experience and expertise in the following
- Effectively understands internal processes to assist in the resolution of minor administration inquiries
- Experience with, knowledge of, and ability to apply excellent customer service practices
- Organize, prioritize work, and ensure timely deliverables and services that are effective, efficient, and economical
- Good understanding of Customer Groups and supporting business initiative
- Previous experience leading user acceptance testing teams through the project life cycle to implementation
- Ownership of SME installation procedures, including on-going review for efficiency, effectiveness and best practice
2
Skills For Senior Client Implementation Manager Resume
- Two or more year’s experience working in the technical implementation and business analysis of integrated marketing strategies
- Experience in managing external client relationships
- Member of a global Client Implementation team responsible for the client on-boarding experience
- Financial Services experience; preferably in banking &/or wholesale financial services
- Experience working in an application driven environment
- Experience of working with Application Development teams
- Experience of using MS Visio
- Good understanding of Compliance, Operational Risk and Risk Management
3
Skills For Client Implementation, Business Analyst Resume
- Strong track record of success in previous roles or functions exceeding expectations
- Work alongside experienced system implementers to manage project lifecycle
- Proven leadership ability in creating and maintaining a work environment where others are motivated/inspired to take action and deliver service excellence
- Experience managing client relationships both virtually and face to face
- Experience in collaborating with leadership in a sales and service environment
- Proven ability to manage client escalations to timely resolution resulting in increased client satisfaction and retention
4
Skills For Manager, Client Implementation Resume
- Experience as a leader of exempt and nonexempt employees
- Experience in process improvement, change management and overall operational excellence
- Hands on business experience, specifically with 2-3 years in software product implementations
- Direct and matrix leadership experience
- Healthcare MSP/VMS business experience
- 1 - 3 of experience in Benefits Administration
- Experience in Quality Improvement
5
Skills For Accountant Client Implementation Resume
- Project management experience or equivalent
- To develop and maintain a strong internal profile so to enable influence and credibility with the SMT and other senior internal managers
- Develop and drive a standard, measurable and effective implementation process
- Prioritize projects and/or ensure consistency with corporate strategies
- Working with Master Service Agreements, Addendums, and Purchase Orders
- Reporting to the Network & Operations Director
- Close day to day working relationships with all departments including but not limited to Underwriting, Marketing, Field Sales Support, and Operations
6
Skills For Associate Corporate Client Implementation Resume
- Facilitate and ensure structure for weekly client meetings including producing agendas and document and distribute takeaways
- A combination of being business and technical savvy, having a big-picture vision, and the drive to make that vision a reality
- Provides a high level of timely and accurate customer service by Investigating & responding to general employer-related customer service inquiries
- Initiates client reporting access and facilitates online user training with support from Implementation and Client Service Support team
- Determine, coordinate and support connectivity needs for the various trading desks – Cash, Program Trading, Electronic, for all asset classes
- Actively partner with and provide consultation during deals negotiations ensuring that product delivered meets clients and business’ needs
7
Skills For Ukhb Client Implementation Manager Resume
- Proficient in using Excel / basic understanding of MS Project
- Provides mentoring, coaching, active feedback and encouragement to associates on performance and associate development
- Work with CisionID development team to establish Client ID and setup for URL keyword monitoring matching
- Determine and refine process for set up, with end-to-end timing, tracking and cost
- Lead the delivery planning to implement new clients/ portfolios onto existing and future TDX platforms and products
- Manage multiple projects simultaneously from beginning to end
8
Skills For Client Implementation Manager Commercial Cards Resume
- Coordinate and perform system set-up and testing: complete personal setup responsibilities and confirm all groups have completed their setup responsibilities
- Be guided in preparing progress reports for the clients
- Actively supports sales team by managing the implementation of new employer groups, addition of new business, and new service offerings
- Tailors applications and captures client variables within onboarding technology platform
- Provides training, support, mentorship and guidance to implementation manager and client support teams
- Industry Knowledge –Working knowledge of alternative investment vehicles as well fund administration, fund operations, custody and prime brokerage
9
Skills For Pwcc-client Implementation Analyst Resume
- Knowledge of bank’s structure and operating systems
- Innovative mindset with a focus on problem solving
- Knowledge of SQL and at least one computer programming language
- Completion of Canadian Securities Course (CSC), an in-depth knowledge of Portfolio Manager, Introducing Broker, and Wealth Management products and services
- Confidently and professionally manage relationships at all levels including senior relationships (internal and external)
- Use software to create reports, presentations and spreadsheets involving complex databases and information
- Apply payroll, benefit, and human resources knowledge, sound judgment, and take the initiative in responding to customer calls and inquiries
- Identify, diagnose and resolve issues affecting client implementations
- Communicate ideas and information clearly, accurately, and tactfully verbally and in writing
10
Skills For Senior Client Implementation Resume
- Complete all of the above while delivering high levels of internal and external client satisfaction
- Knowledge of DB cash management products / services and banking operations
- To formulate and maintain a close working relationship with the Tender production team
- Quickly assimilate information and to incorporate the same learnings whilst in the role i.e. learning on the job
- Participates in or facilitates regular team meetings, one on ones, and booster training sessions
- Drive coordination between customer facing & internal TriNet groups for the delivery of dependable, accurate, timely and easy to use services
- Drive new process development and training for Implementation Services colleagues
- Ensure the quality and availability of TriNet Passport Training to all new customers
List of Typical Responsibilities For a Client Implementation Resume
1
Responsibilities For Client Implementation Consultant Resume
- Be able to prioritise effectively and manage expectations with all project stakeholders
- Effectively lead client and internal project resources and governance
- Proven and progressive cash management product set-up and management experience or equivalent
- Experience in the employee benefits /insurance industry experience required
- Client prioritization and expectation management re: multiple client implementations
- Good command of spoken and written English desirable self-motivated with initiatives to take on new and additional responsibilities
- Strong knowledge of competitors’ products and services
2
Responsibilities For Senior Client Implementation Manager Resume
- Organizing i.e. can marshal resources e.g. people, funding, material and support whilst managing multiple activities at once to accomplish the desired goal
- Work with Client Management team to ensure proper timing of billing based on implementation and client sign-off
- Be responsible for the completion of all relevant project documentation including project plans, project reports and risk and issue logs
- Continuously seek and implement opportunities to enhance the new business onboarding process
- Perseverance i.e. seldom gives up before finishing especially in the face of resistance or setbacks
- Business and revenue growth
3
Responsibilities For Client Implementation, Business Analyst Resume
- Promote a team atmosphere within the department by modeling strong customer service, morale and team work philosophies in order to heighten engagement and retention
- Contact with external vendors and communicate status updates to internal clients
- Implementation of new platforms
- Manage delivery of Tier 2 client and business projects as and when required, specialising in client implementation and client change. Projects typically being defined as medium/small in size and complexity and/or medium risk
- Ensure flawless execution and adherence to best practise project management methodologies; managing all aspects of client delivery projects in line with Service Delivery Excellence model. Ensure execution to agreed scope and timelines, and effective communication
- Maintain positive relationships with business stakeholders and allow for efficient and effective communication over priority, delivery expectations, risks and issues
- Excellent written and oral communication with good numeracy
4
Responsibilities For Manager, Client Implementation Resume
- Good working knowledge of MS Office products including MS Project, MS PowerPoint and MS Excel
- Contribute to development and completion of impact assessments for change projects as required
- Identify opportunities for process improvement and efficiency; delivery mechanism and resource to be agreed with line manager
- Able to deputise for the senior client implementation manager as required in project and governance meetings, representing the function in a professional and competent manner
- Proven background in delivering client-facing projects and/or broad experience in a project support role
- Coordinate various components of client implementation process, including training and conversion activities
- PRINCE2 Foundation or equivalent
- Create and manage Implementation project plan to achieve highest level of customer satisfaction
5
Responsibilities For Accountant Client Implementation Resume
- Work closely with Sales, Service, Business Solutions and Product Management teams to ensure the smooth transition of clients from pre-sales to post-sales
- Collaborate with other employees across all business departments by providing important customer feedback, process-improvement suggestions, new troubleshooting tips and other actions that involve improving product & service offering
- Complete client reviews with Implementation Manager, RVP and Service Delivery to determine the stability of new clients before transitioning the portfolio to Client Service Delivery
- Direct internal and external third parties in regards to providing requested services during the Implementation process
- Prepare and deliver Client and Stakeholder presentations
- Lead and facilitate meetings with Clients, Internal SME & Team Members, and senior Stakeholders, including preparation and distribution of detailed meeting minutes and comprehensive status reports
- Facilitate discovery workshops and prepare comprehensive minutes and action plans
- Identify any potential issues with the implementation process, and suggest/implement changes that make the process more efficient
- Provide consultancy advice to clients to maximize the benefits of our solutions and to strengthen client relationships
6
Responsibilities For Associate Corporate Client Implementation Resume
- Ensure Credit/Risk recommendations, KYC Procedures and other Procedures Guidelines are implemented and adhered to
- Develop a close relationship with customer throughout the pre, mid and post implementation stages
- Ensure successful transition of all client components including review and sign off of all components of client set up ( user access, reports, commissions, billing, sales force set up, etc)
- Work with customers to understand goals and business processes
- Provide value- add advice and solutions
- Manage client issues, questions and expectations
7
Responsibilities For Ukhb Client Implementation Manager Resume
- Showcase exceptional customer service while guiding and supporting new clients and their employees through the implementation process, to ensure a successful, sustainable and long-term partnership
- Work closely with Sales, Service, Business Solutions and Product. Management teams to ensure the smooth transition of clients from pre-sales to post-sales
- Complete client reviews with Implementation Manager, RVP and Service Delivery to determine the stability of new clients before transitioning the portfolio to the Client Service team
- Lead and facilitate meetings with clients, internal SMEs & team members, and senior stakeholders, including preparation and distribution of detailed meeting minutes and comprehensive status reports
- Ensure successful transition of all client components including review and sign off of all components of client set up (user access, reports, commissions, billing, sales force set up, etc.)
- Strong analytical skills Project Management skills
8
Responsibilities For Client Implementation Manager Commercial Cards Resume
- Client prioritization and expectation management in relation to multiple client implementations
- Experience at supervisory level
- Location Flexible to onsite at Buffalo, NY office or remote office located within USA
- Work in fast paced and fluid business environment
- Demonstrable ability to achieve results
- Assume responsibility quickly, independently, and expedite sound decisions
- Payments and Cash Management or GTRF
9
Responsibilities For Pwcc-client Implementation Analyst Resume
- Certified Employee Benefits Specialist (CEBS) or similar designation
- Wholesale financial services experience in at least 2 key business disciplines (Operations, Client Service, Commercials, Finance, Business Development, Product, Sales, Projects or Relationship Management)
- Customer Focus in that they quickly establish and maintain effective relationships with Clients as well as Internal Customers gaining their trust and respect by meeting agreed expectations and requirements
- Interpersonal Savvy i.e. positively relates to all levels of people inside & outside the business to build rapport and constructive as well as effective relationships
- Attention to detail - Customer focus - Persuasive power
- Not a 9-5 mentality
- Graduate with 3-5 years’ in Cash Management or similar environment in a financial institution, preferably in the implementation role
10
Responsibilities For Senior Client Implementation Resume
- Advanced knowledge of and experience in direct customer service, project management, human resources management, benefits and/or payroll administration highly desired
- Apply basic mathematical operations and perform cost and variance analysis
- Knowledge of operations, cross-functional workflows, and interaction between the various company units, processes, and systems
- Coordinate action and provide leadership to others to facilitate customer service excellence
- Contract administration
- In fast-paced business environment
- Re-assess operational risks inherent in the business, taking account of changing economic, industry or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings and the impact of new technology
- Initiate, lead and drive a wide range of strategic projects within country and on a global basis. Projects span the breadth of GLCM as well as related areas such as Sales, Service, and Operations
- Manage and track the deliverables to ensure full execution by the country
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