Dallas K.
Treasury Services, Implementations Project Manager @JPMorganChase
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WORK HISTORY
Treasury Services, Implementations Project Manager @JPMorganChase
Chicago, IL, US
Acting as the Project Manager for the implementation of banking products including bank accounts, payments, reporting solutions, fraud protections, and more. Succeeding in this role requires working closely with multiple stakeholders at the same time, ensuring that the Client, Sales, Product, Operations, and Client Service are on the same page and working in conjunction with each other. Responsible for supporting client during production migration and deployment of digital solutions.
EDUCATION
Loras College
Bachelors of Arts in Politics, Political Science and Government
ABOUT DALLAS K.
I am a diligent client service professional, with a passion for delivering high-quality client experiences. I strive to ensure a client feels their needs are understood, acknowledged, and adequately addressed, so that by the end of our interaction the client will feel satisfied, and reassured. I am well-versed on advising clients on next steps, or product use best-practices, and documenting business requirements and delivering against business needs; I also even guide clients on implementing and adopting new security workflows. I turn vision into tangibles and guide business stakeholders through defining solutions that meet both near- and long-term objectives and bring a design-driven eye to optimize technical projects and build positive experiences from the point of initial contact. Furthermore, I spearhead alignment, planning resources, and workflow optimization to aid in company-wide efficiency and effectiveness, strategically align roadmaps to company KPIs with focus on improving customer retention and building systems to unlock future product enhancements, and build strong client relationships to maintain industry-leading customer retention and satisfaction. Career Highlights:• Closed contracts for $500K+ at Groupon during Covid 19 pandemic.• Spearheaded the turnaround of a 400-account backlog, transforming 60% of accounts from inactive users into healthy active users and engaging decision-makers and empowering product subject matter experts.• Championed the formal rollout of Sertifi’s digital payment solution to 97 Hilton Worldwide properties.• Served as the key communication point for 650 individual accounts totaling $250K+ in Monthly Recurring Revenue. • Retained a 60% adoption, 20% stalled, and 20% failed ratio. • Drove account health of 1K+ tier 3, 4, and 5 level accounts. Areas of Expertise:Project Management – Product Optimization – Team Leadership – Process Improvement – Design & Development – Customer Success Oversight – Quality Assurance – Training & Development – Tool Implementation & Integration – Cross-Functional Collaboration – Consultation – Intra organizational Communication – Business Requirements – Configuration Windows – Strategic Planning – Client Services Strategy
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