Jason Soskel

Senior Program Manager @InvestCloud, Inc.

Directly manages all aspects of top tier accounts for the company, which includes multiple Fortune 500 companies. Leads team of eight employees that generates profits in excess of one million dollars and renews the past eight years. Conducts weekly reviews of account burndown reports, ensuring that all projects stay on budget and proper timeline. Tracks and follows-up on all client program timelines, risks, and action items setting all client expectations. Launches and presents monthly governance assessment meetings for Board of Directors of top tier clients. Overhauls Statement of Work process for client projects, focusing on sizing estimations, and deliverable items. Collaborates with Release Management department ensuring weekly and monthly Certification and Production code deployments as well as creating all change request documents needed for each code release. Develops monthly reporting PowerPoint deck for program read out of Forecast vs. Actual resource allocations.