Marlys Mead

AVP, Partner Success @Versatile Credit

US

Onboarding process was disjointed and undocumented; within the first thirty days, interviewed team members involved in client set-up to define roles and contributions; synthesized responsibilities, arranged and ordered steps; wrote and implemented an onboarding process to be followed for all future new clients Establish an action plan for each client outlining critical success factors, average metrics of success, and potential issues; provide recommendations based on client and industry; incorporate applicable examples and, when appropriate, include storytelling for maximum influence Build and maintain a trusted adviser relationship with each client to ensure their overall satisfaction with our products; provide feedback to project management and technical teams to enhance and expand Versatile’s product offerings Boost revenue streams by conducting monthly, quarterly, and yearly business reviews; achieved by detailed success plans, targeted product offerings, and analysis of industry and demographic trends; carried out through live webinars, calls, and in-person visits Assist in the coordination of new clients’ onboarding process for all of their locations, including implementation and training processes for the available retail lending and provider flows, and analytics dashboards Create initiatives with lender and provider partners focusing on a strong ROI for all parties; compose and review SWOT analyses, and provide candid and transparent feedback to all partners Managed migration of partner-sponsored portal to a new platform; monitored lender compliance reviews and coordinated training for end-users; provided updates to key internal and external stakeholders Mentor and develop junior team members to foster a culture of communication and success

Drexel University

Bachelor’s Degree, Business Administration, General Business, summa cum laude