Harrison Carter

Role
Senior Proposal Manager at Yodlee
Location
Raleigh, NC, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Harrison Carter

Passionate Enterprise Solutions Professional and Business Analyst with a track record of…

Experience

  1. Senior Proposal Manager

    Yodlee

    Jan 2023 — Present

    After less than 2 years as the business analyst for high profile implementations, earned a promotion to the Senior proposal manager and manager of new business analysts onboarding and resourcing Authored 25+ implementation proposals per quarter which include scoping resources/effort and pricing for the competitive market Authored 25+ Statements of Work per quarter which included validation of scope, review of legal requirements, and sales negotiations Developed a companywide product dependency process that enable sales, implementations, and product teams to collaborate on prioritization for product roadmap initiatives complete with monthly reporting to C-Suite stakeholders Developed 5+ client facing usage adoption plans per quarter that involved analysis of existing client solutions, technical and business recommendations for the solution, and staff training recommendations to improve client success Architected implementation solutions for critical sales opportunities each quarter by organizing resources from Product, Operations, Implementation, and Executive teams Constructed a training program for new business analysts and implementation team members that was distributed across the organization Managed the workload and allocation of 4 business analysts across 20+ simultaneous implementations and served as the primary escalation point of contact

Skills

  • Customer Retention
  • In Depth Knowledge of Apple and Lenovo Products
  • Teaching
  • Time Management
  • Ios
  • Sales
  • Customer Satisfaction
  • Experience with Intrepid Software
  • Communication
  • Customer Service
  • Delivering Workshops
  • Microsoft Office
  • Extensive Experience with Epos Order Software
  • Database Software
  • Apple Product Certified
  • Lute
  • Microsoft Outlook
  • Basic Familitarity with Sequoia Software
  • Social Media
  • Strategic Planning
  • Teamwork
  • Inventory Management
  • Saxophone
  • Project Management
  • Classical Guitar
  • Retail
  • Management
  • Retail Sales
  • Piano
  • Email Connectivity Trouble Shooting
  • Team Leadership
  • Event Planning
  • General IT Troubleshooting
  • Extensive Experience with Bmc Remedy Database Software
  • Electric Guitar
  • Creative Writing
  • Marketing Management
  • Microsoft Sql Server
  • Acoustic Guitar
  • Classically Trained Musician

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Harrison Carter — Senior Proposal Manager at Yodlee in Raleigh, NC, US | Unifers