Estrella Medina
Strategic Account Manager | Global Capital Markets | Driving Enterprise Growth & Strategic Partnerships | Delivering Revenue Growth, Client Success & Digital Transformation in Financial Services
- Role
- Activedisclosure Implementation Architect at RRD
- Location
- Washington, WA, US
- LinkedIn followers
- 500 followers
About Estrella Medina
As an ActiveDisclosure Account Manager at Donnelley Financial Solutions, I manage a multimillion-dollar portfolio for clients in capital markets, federal sectors, and Fortune companies. With over 12 years of experience, my focus lies in delivering scalable compliance and SEC reporting solutions, fostering C-suite relationships, and driving adoption of cloud platforms with a consultative sales approach. My efforts have contributed to 17% year-over-year revenue growth, and 90% client retention. By leveraging skills in stakeholder engagement, Salesforce, and cloud platforms, I collaborate across product, legal, and development teams to deliver innovative solutions that address complex client challenges.
Experience
Activedisclosure Implementation Architect
Mar 2013 — Present
RRD ActiveDisclosure℠ is specifically designed for companies that rely on the Microsoft Office® productivity suite to draft, collaborate and finalize SEC disclosures. ActiveDisclosure helps streamline content creation, review and distribution improving efficiency, governance and the overall quality of all financial reports. This solution facilitates SEC filing from within the application, provides analytic tools for benchmarking and industry comparisons. The following are my duties as an Implementation Architect:•Manage the implementation, installation, and setup of ActiveDisclosure including project team training, requirements gathering, solution design, data linking, system testing, production rollout, and troubleshooting•Develop implementation and training offerings for new ActiveDisclosure clients•Provide consulting expertise to clients for ActiveDisclosure, ActiveLink, internal and external reporting, GL/ERP usage, and financial data/spreadsheet management•Oversee a team of Project Managers, balancing workloads to ensure project deliverables are met•Assisted sales team with product demonstrations•Client base includes Fortune 50 and 500 companies, across multiple industries, domestic and international
Education
University of Maryland Global Campus
Accounting, Business
2008 — 2012
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