Client Delivery Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the client delivery job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

R Muller

Reilly

Muller

64910 Dibbert Harbor

Houston

+1 (555) 337 5160

64910 Dibbert Harbor

Houston

Phone

p +1 (555) 337 5160

Experience Experience

Philadelphia, PA

Gpc-client Delivery

Philadelphia, PA

Runte-Brekke

Philadelphia, PA

Gpc-client Delivery

Provide support to assist CSOs in providing high level of service to the client
Subject matter expert for functions migrated to India. Provide training, document procedures and provide ongoing escalation support
Assist with the validation, distribution and lodgments of updated customer documentation (revised signature lists, MIFT agreements, name changes, etc.)
To work closely with our business partners; Implementation Project Managers, Client Sales Managers, Client Executives, Network & Product Management to provide comprehensive support in the areas outlined below
Producing metrics for performance measurement
Assisting the Electronic Banking Support team to resolve entitlement queries
Respond to requests for new accounts and for routine maintenance with regards to safekeeping accounts, cash accounts, depots, autofx, electronic banking entitlements and messaging

New York, NY

Manager, IT & Client Delivery

New York, NY

Armstrong, Corkery and Roberts

New York, NY

Manager, IT & Client Delivery

Coaching, managing and developing employees by establishing clear goals, expectations, and strategies for employee performance
Establish and use metrics as a tool to benchmark and improve operational excellence
Ensure continuous improvement of processes and delivery of results within assigned unit/area
Establish and maintain customer interaction model
Create presentation and present concept to clients, tailoring presentation to audiences of varies levels, subject knowledge and size
Responsible for client relationship management
Organize, direct and coordinate cross-functional activities including staff not under direct managerial control

present

Chicago, IL

TTS Client Delivery Head

Chicago, IL

Hintz and Sons

present

Chicago, IL

TTS Client Delivery Head

present

Discuss opportunities for service improvement with CTS/Coverage Managers
Identify key quality indicators and establish realistic performance standards
Identify and develop individual employee career progression. Facilitate department staff review of issues and resolutions
Manage productivity and efficiency for all subordinated departments and members
Co-ordinate and participate in product/service improvements to eliminate errors and problems
Conduct regular reviews of Key Performance Indicators (KPIs) and control assessments for each subordinated department
Analyse total customer activity for additional revenue opportunities together with CTS/Coverage Managers

Education Education

Bachelor’s Degree in Business Administration

Washington State University

Bachelor’s Degree in Business Administration

Skills Skills

Ability to make independent decisions about complex issues and solutions
Excellent communication skills, both written and oral
Self-starter, motivated – takes accountability for a major initiative
Ability to adapt to a rapidly changing business and technology environment
Ability to multi-task and manage priorities effectively
Proven experience working within a large global organization, culturally diverse and geographically distributed teams
Maintaining an effective technical network across GTI, knowing the “Go-To” SMEs in multiple service areas and build teams i.e. Compute, Storage
Subject matter expert for Infrastructure Delivery build processes & tools
Responsible for coaching/mentoring team members
Effective Project and Program Management skills

Create a Resume in Minutes

15 Client Delivery resume templates

Read our complete resume writing guides

Icg-client Delivery Resume Examples & Samples

Education: Bachelors degree or equivalent experience, Masters degree a plus
6-8 years of client management and/or project management experience preferred
In-depth knowledge and experience with cash management products and business processes
Strong influencing skills to manage virtual teams
Expert knowledge of MS Office products, including MS Project
Certified Project Management training / certification preferred
Achieving/ Driving Results
Communication: needs to be able to effectively communicate with all parties (oral and written communications), and needs to be skilled at managing expectations internally and with the client
Productivity/ Project Management
Risk Management: Excellent risk management skills

Senior Client Delivery Oracle Dba Resume Examples & Samples

The successful candidate will have expert level Oracle DBA skills and at least 10 years’ experience managing complex database systems, preferably in a multinational financial services environment. In-depth knowledge of Oracle 10G/11G, Oracle Data Guard, AWR, OEM, RAC/ASM, and Golden Gate
Strong background with Disaster Recovery scenarios, Upgrades, Migrations, Data Modeling, application integration and code optimization
The incumbent will have a strong knowledge of Unix, AIX and Linux operating systems as well as Korn/Perl shell scripting
A working knowledge of Shareplex replication and system monitoring tools will be an advantage
Candidate will have a strong track record of team leadership and a progressively larger sphere of influence and impact
Excellent communication skills are a must
Must be comfortable in a fast paced, multi-tasking environment with demanding delivery schedules
Must be able to think strategically as well as execute a tactical plan efficiently
A strong knowledge of financial services, in particular reference data, and middle office operations is a plus

Client Delivery Operations Process Manager Au & Nz Resume Examples & Samples

Manage key operational processes, understanding the end to end process, required controls, stakeholders involved and other key drivers
Work in partnership with Regional Risk and Control Teams to update local staff on procedural and compliance changes
Work in partnership with CDO Team Managers to review Handoffs, Service Level Agreements, Offshoring of Services
Responsible in partnership with the CDO Team Managers for the quarterly MCA (Risk and Compliance) Testing
Co-Ordinator for CDO Continuation of Business (COB) and People Loss plans (PLP)
Instigate Error/Loss review process across CDO, i.e. document incidences of processing errors or procedural failures to identify and understand root cause
Co-ordinate internal reporting for Corrective Action Plans (CAP), policy breaches and Information security breaches (SIRT)
Continual review of processes and procedures to ensure that CDO is always “Audit Ready”
Continual review of our Offshoring Agreements in tandem with relevant Team Managers to ensure agreements are up to date and Offshore Service Providers are in compliance with our Policies and Procedures and their contractual obligations
Provide direction and subject matter expertise on changes to processes resulting from new business initiatives, regulatory or compliance changes or Global/Regional mandates process changes initiative, seek out Industry Best Practices and disseminate same to CDO Management Team
Understanding of Enterprise Risk Management Principles
Knowledge of a suite of banking products (Cash, Trade, Foreign Exchange)
Knowledge of Regulatory reporting and requirements
Experience in working with multiple offshore service providers and working in multiple time zones
Previous experience in a Risk/Compliance role favourable
Relevant tertiary education preferable

Cib Ops Client Delivery Operations Associate Resume Examples & Samples

Responsible for all client delivery functions inclusive of client service, statement generation, prospectus delivery, confirms and internal issue management
Fast paced environment requiring the ability to multi task and prioritize work based on focus of the day
Specific responsibilities will include dealing with end clients and respond to incoming calls and letters
Coordinate with other Ops groups, Legal, Compliance and the affected businesses to design bulk mailings and improve existing letters
Liaison with third party money managers and the internal lines of business to process various setup and trade management requests
Extensive interaction with external vendors and provide appropriate governance and daily oversight to ensure SLA and delivery status is met
Manage internal issue communication and remediation across all operations group and serve as a single point of contact facing off to all internal Lines of Businesses
Knowledge and understanding of brokerage operations
Excellent writing and communication skills. Must be able to compose a clear and succinct response to a multitude of operational inquiries and complaints
Possess excellent analytical skills including the ability to manage a project and data mining
Self starter with the ability to assess the needs of the role and drive change and efficiency
Proficient in excel and project management

Client Delivery Workflow Coordinator Infrastructure & Platform Delivery Resume Examples & Samples

The Client Delivery Workflow Coordinator is required to coordinate the requests for the physical installs, relocations, decommissions, networking, operating system installations and other activities
Work with a number of teams across GTI, providing the set-up of standard products, system security, scheduling, and monitoring across managed JPMC Technology Sites
Need to successfully deal with customers with different, sometimes competing needs
Responsible for ensuring that these needs are properly balanced and communicated, that the right resources are used to get the work done on time and up to up to expected standards, and for use of the firm's best practices
Diplomacy is therefore key to this role, as is knowing when and how to diffuse a difficult situation
Input into procedures and guidelines are expected, as well as taking an active part in progressing the team's efficiency and development
5-7+ years of professional experience in Information Technology, preferably in a large scale distributed environment
Proven experience using workflow applications or performing technical support for infrastructure environments, preferably in a complex data center environment
Knowledge of business process workflow tools is required
Project Management experience is strongly preferred
In depth knowledge/experience working in a data center is preferred
Excellent verbal and written communication skills; ability to communicate accurately, concisely, and with tact and diplomacy when appropriate across a diverse global environment
Demonstrated ability to follow established processes and procedures
Familiarity with Microsoft Outlook and SharePoint, report writing

VP-client Delivery Visa Singapore Resume Examples & Samples

Drive delivery and development of shortlisted solutions based on innovation themes in the market, Visa capabilities and priorities and client needs
Build a co-creation delivery methodology, in conjunction with technology teams and Client Engagement. Further, design hand-offs to commercialization/product teams
Scan start-up ecosystem to identify solutions that can be accelerated to scale for client/partner needs
Program-manage execution of co-creation projects and be voice of client/partner in the development process
Build and leverage Visa-internal network to identify assets that can be showcased, and source new ideas for concepts and prototyping
Engage with various Visa internal groups in technology, risk, marketing, products, IP, etc. to drive collaboration, access and permissions to deliver co-creation prototypes
Design and deliver to innovation and co-creation success metrics
12- 15 years of experience in product development and deployment, focused on strategy, technology, data and payments. Diverse experience across issuer banks and merchants strongly preferred
Strong understanding of software development, product development and rapid prototyping capabilities
Demonstrated capabilities in project managing and delivering solutions in an agile environment
Proven experience in managing interfaces to technology development groups, data scientists and other technical teams in order to translate business needs to deliverables
Proven experience in managing complex, cross-functional projects across internal and external organizations
Good understanding of trends and themes in payments and commerce. Prior experience working with payments or commerce companies strongly preferred. Understanding of Visa business and organization strongly preferred

TTS Client Delivery Head Resume Examples & Samples

Serve as a role model and coach for all subordinated departments – CitiService and EB Support
Select, train and assign responsibilities/tasks
Conduct regular reviews of Key Performance Indicators (KPIs) and control assessments for each subordinated department
Manage productivity and efficiency for all subordinated departments and members
Plan, forecast and budget for the entire Client Delivery department
Set up departmental and CitiService/Implementation/EB Support Members’ goals, ensuring they reflect current corporate goals and global requirements
Identify and develop individual employee career progression. Facilitate department staff review of issues and resolutions
Review periodically the MIS and take action as necessary to correct problems
Prepare consolidated MIS for management with brief overview and explanations of variances to standard
Prepare presentations for management and customers based on gathered MIS
Track internal and external errors and monitor resolution
Monitor implementation and effectiveness of agreed solutions for enhancements
Ensure adherence to Citi Global and Local regulatory requirements in daily activities
Discuss opportunities for service improvement with CTS/Coverage Managers
Analyse total customer activity for additional revenue opportunities together with CTS/Coverage Managers
Identify key quality indicators and establish realistic performance standards
Use the network and global experiences to identify and implement best practices
Select and implement technology solutions as appropriate
Develop, document and monitor effectiveness of standard procedures, modify as appropriate and necessary
Co-ordinate and participate in product/service improvements to eliminate errors and problems
Compliance with Citi Employee Handbook
Ensures adequate back-up through appropriate sharing of required information during leaves
Keeps abreast with Citi policies and procedures follows Citi policies and procedures
Complete additionally any other tasks in connection with the role but not detailed in the current job description, charged by the direct manager, supervisor, or the functional head
Compliance: ensure that people management related tasks are executed in the managed team in accordance with Citi policies and procedures, complying with statutory regulations and laws (e.g. recruitment, work orders, managing performance, etc.)
High performing Team: ensure that the managed department has the required quantity and quality workforce in place. Team members are informed and trained to execute their jobs as required
Capacity planning and ensuring that staff levels are sufficient to meet business needs
Engagement: take ownership for the managed team (incl. Team members in both Active and Passive status) and implement Citi people management practices to ensure excellent employee experience in the course of the entire employee lifecycle (e.g. regular team and individual dialogues, development opportunities, “Voice of Employee” actions, etc.)
Complete all tasks in connection with the organization’s activity but not detailed in the current job description, charged by the direct manager, supervisor, or the functional head
Management responsibilities cover CitiService and EB teams
3-5+ years prior experience in Banking / Financial Institution operations / relevant product areas
Has to have excellent interpersonal skills and presentation skills. Must be an excellent team coordinator as well as team player
High level of customer service orientation, creativity, initiative spirit, diplomacy and flexibility are required
Abilities to pay high attention to details, set priorities and work under pressure are required
Should have excellent verbal and written communication skills in English as well as telephone communication skills
Must be familiar with market, competition and local regulations

Client Delivery Resume Examples & Samples

Partnering with respective line of business to understand approved and funding technology Book of Work (BOW), project prioritization, and demand/forecast for GTI Services in order to provide oversight of “end-to-end” delivery
Partnering with Solution Architects, Business Application Development teams and Infrastructure program managers to understand functional requirements of a given project/application
Partnering with internal GTI experts from the Service Teams to fulfill Expedited Build Request and/or other business priority projects (white glove), especially Critical Application Framework (CAF) initiatives
Accountable for Infrastructure Deployment: 1) Analysis and coordination (includes: OS provisioning, Database/Web server builds, Change Management); 2) Oversight and adherence of Service Level Objectives 3) Management communication, and 4) Relationship management
Research, follow-up and resolve client escalations/critical issues and inquiries through effective interaction with clients, engineers, project managers and other staff in a timely and professional manner
Based on voice of customer feedback, analyze participate in order/build tools development
Maintaining an effective technical network across GTI, knowing the “Go-To” SMEs in multiple service areas and build teams i.e. Compute, Storage
Effective Project and Program Management skills
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint, Project), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases (TAMS, Prime, EURC, MyCompute)
Proven experience working within a large global organization, culturally diverse and geographically distributed teams
Exceptional problem-solving skills
Self-starter, motivated – takes accountability for a major initiative
Experience working through a project management lifecycle methodology from start to finish. Agile development methodologies a plus

Gpc-client Delivery & Implementation Resume Examples & Samples

Experience gained within a financial services environment, preferably within a Global Custody business
Account opening and documentation experience is desirable
Ability to act on own initiative
Project management type skills (able to track tasks over an extended timeframe)
Willingness to acquire/expand knowledge of the Citi Transaction Services business and local market requirements
Prepared to own tasks and take responsibility in order to see them through to completion
Graduate/graduate caliber is preferable
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience

Executive Director, Client Delivery Resume Examples & Samples

Serve as liaisons between a Business and IT building strong trust and working relationships
Work closely with business understanding what their asks are and define what kpi business goals need to be met
Design plans to achieve business goals and create strategies to help business organize requests
Creates a balance between meeting short term business needs and long-term investments
Understands and can articulate the client's most critical issues and challenges. Is forward looking--doesn't just react to client requests, but actively works with the senior client to help define his/her agenda
Provide daily administrative support to the business by tracking business requests, responses, projects or initiatives and commitments, managing timelines, creating documents, obtaining needed support or information from other team members
Meets periodically with the core team to review, reflect, and strategize about how to improve the relationship and serve the client
Work closely with the Head of Development for project planning and project timelines in order to gain the approval and commitment of the senior management team
Ability to identify when demand cannot be met and negotiate priorities with business asks
Ability to develop a deep understanding of the technical and business challenges clients face and work with Head of Development
Display thought leadership to clients by offering strong judgment and big-picture thinking on top of well, developed industry or functional expertise
Balances dedication to clients with objectivity and independence. Always acts in the client's best interest; Willingness to say â€œnoâ€� or to disagree on important issues
Openly seeks client feedback on team's performance
Provides follows up on agreed actions and ensures team members meet their commitments

Client Delivery Resume Examples & Samples

5+ years of professional experience in Information Technology, preferably in a large scale distributed environment
Proven experience providing technical support for workflow applications or infrastructure environments, preferably in a complex data center environment
Demonstrated ability to strategically manage time and manage projects to meet deadlines
Experienced with hardware/software procurement
Familiarity with Microsoft Outlook, Communicator, and SharePoint
Strong knowledge of Microsoft Excel, Word, PowerPoint
Flexible to adapt to schedules based on business demands
Strong knowledge of infrastructure services as they relate to the supply chain preferred
Knowledge of workflow and process tools such as Prime preferred

CCB Client Delivery Representative Resume Examples & Samples

Interact directly with CCB Customers for day-to-day business
Interface with Operations to research and resolve Customer issues
Respond immediately to customer inquiries for balances and transaction details
Keep Customers informed on status of investigations
Provide assistance on products, services and documentation requirement
Prepare Customers’ communication and reference letters, audit report, social capital confirmation letters, account opening confirmation letters
Inform the customers on any news/ changes provided by NBR, as required by the business
Keep RMs informed about Customer status and activity
Perform all MIFT call back
Take active part in Monthly Phone Surveys, Customer Survey and VOC
Be involved in different departmental activities targeting the increase of customer satisfaction
Register in PRPC all inquiries/investigations performed during the day
Prepare customer activity reports
Deliver Customer training related to operations
University degree. At least 3 years previous relevant experinece
Frequent interaction with CCB Sales as well as Operations. Be able to understand and best solve Customers’ demands
Be familiar with market, competition and local regulations
Knowledge of cash management domestic products and cash management X-Border, good knowledge of loan products, FX and trade products are also necessary."
Excellent telephone skills and high level of customer service orientation, creativity, initiative and flexibility are required
Has to have excellent ability to pay attention to details and work under pressure
Ability to quickly learn and understand the specific laws in force and NBR rules as well as internal procedures and programs
Be able to understand and best solve Customers’ demands
Good writing and speaking skills in English
Flexcube and STARS knowledge
Must be familiar with market, competition and local regulations. Should know the basics about core credit policies and COB
Good knowledge of the bank products (loan, cash management, FX and trade) is an advantage."

Gpc-client Delivery Resume Examples & Samples

Account Opening, Maintenance and Documentation Support
To work closely with our business partners; Implementation Project Managers, Client Sales Managers, Client Executives, Network & Product Management to provide comprehensive support in the areas outlined below
Respond to requests for new accounts and for routine maintenance with regards to safekeeping accounts, cash accounts, depots, autofx, electronic banking entitlements and messaging
Respond to requests for new client documentation packs and for routine maintenance with regards to documentation distribution, tracking, lodgment and country liaison
To provide timely and accurate information / confirmations to business partners and clients, using the systems of the bank such as Flexcube, Secore, and CRM
To track the progress of all requests and to follow up as required
Assist in the answering of ad-hoc queries
Incremental Account Opening and Documentation Support
Account opening and documentation experience desirable
Time management and prioritization
Excellent interpersonal communication skills (written/oral)
Highly motivated, displaying initiative and flexibility
Strong analytical skills and attention to detail
Willingness to acquire / expand knowledge of the Citi Transaction Services business and local market requirements
Graduate / graduate calibre preferable
Educated to "A" level standard (or similar)

Executive Director, Client Delivery Resume Examples & Samples

Provides local direction on all revenue cycle solutions and services to meet regional contractual obligations, revenue cycle performance goals (SLAs and PSLs) and client satisfaction. Provide direction to the local functional service line leaders (AR, CRI, PA, etc.) to maximize solution offerings, ensure local revenue cycle processes incorporate Conifer operating model standards, and meet client expectations and revenue cycle performance metrics goals
Act as primary contact and relationship manager with the client’s regional/local management team. Perform as Conifer Champion with the client and regional operations team. Adhere to and support Conifer’s standard governance model, including meeting, communication, and reporting requirements. Proactively communicate with client regarding performance issues, resolution plans and timelines, and results in order to build trust in Conifer’s commitment to continuous improvement; regularly quantify the benefit/accomplishments Conifer has delivered. Hold regular meetings with client executives to solicit feedback on Conifer’s performance and ensure that quantitative (KPI’s) and qualitative (client service) needs are being recognized and provided
Ensure client delivery directors are working closely with local service line leaders and have a thorough understanding of daily activity in order to proactively manage client’s expectations and meet strategic objectives in all key revenue cycle performance metrics
Work closely with Conifer and client leadership to proactively identify regional opportunities including new and/or improvement of existing services, develop and implement strategic initiatives that meet client expectations
Direct region-based resources in data analytics and implementation, monitor performance, and drive process improvements; this includes issue identification and resolution, and leveraging Conifer corporate functional resources to proactively identify and correct areas of improvement
As process changes are required, work closely with internal owners to ensure new processes are aligned with and/or incorporated into the Conifer operating model
Participate and contribute as involved member of Conifer Client Delivery knowledge sharing community, including sharing knowledge of best practices and contributing advice, mentorship, and training to develop fellow Client Delivery Executives and ensure cross-market operational excellence
Function as peer and trusted advisor to client executives, with respect to client’s own performance, industry revenue cycle trends, and new revenue cycle technologies. Advise the client designee regarding any planning, budgeting and implementation of all Revenue Cycle activities
Provide mentoring and career development opportunities for the regional/local operations team
Support Business Development activities, as necessary. This might include expanding scope with the client within the region or serving as a resource to business development activities
Ability to serve as central point of contact and accountability between Conifer service lines and the client regarding performance
Exceptional Operations Management skills, including deep revenue cycle knowledge, financial management, performance monitoring, issue resolution, and process improvement
Analytical and strategic ability sufficient to work in a data-heavy environment and to identify trends in the data, including business planning, strategy, problem solving, change management, and decision making skills
Exceptional leadership skills within a matrixes environment, including ability to provide solid and dotted line direction to junior CDE’s, consulting / analytics teams, PA, CRI, and AR Management leaders, and market leadership
“Executive Mindset and Executive Presence” required to serve as peer and trusted advisor to Client Executives at all levels
Exceptional relationship management skills, including effective communication (i.e., listening, written and verbal), negotiation, verbal and non-verbal communication queues, and influencing decision makers
Understanding of systems and processes that impact revenue cycle performance and capabilities, including understanding of the market, trends, competition, and key pain points for hospital executives
Strong communication and presentation skills with the ability to effectively articulate Conifer’s performance, including areas of strength and improvement, and collaborate with the client on initiatives requiring client involvement to positively impact performance
10 or more years of experience and excellent working knowledge of hospital revenue cycle operations with specific focus on Inpatient and Outpatient Managed Care and Commercial payers preferred
Proven success in operational management roles, to include: performance monitoring and process improvement, change management, and bringing together disparate team members to successfully deliver client solutions
Understanding of the market, trends, competition, and key pain points for hospital executives. Demonstrated experience of the entire acute care hospital revenue cycle processes is preferred
Successful experience leading in matrixes environment
4 year college degree in business administration, finance or health administration or equivalent experience

Senior Director, Client Delivery Resume Examples & Samples

Consults with appropriate key stakeholders to identify issues related to revenue cycle performance and works with Conifer leadership to develop and then manage appropriate outcomes
Ensure seamless delivery of Conifer’s solutions and services to attain revenue goals; monitor and ensure projects meet process metrics and client satisfaction
P&L responsibility for the group of Hospitals under their direction must be knowledgeable in and report on monthly, revenue and EBIT, and the breakdown for each. Grow to be conversant in the underlying operations and client environmental and placement metrics that drive the ebbs and flows in revenue and EBIT, and affect positive movement in each on a peer-level dotted line relationship with strategy, operations, and sales. Flash Revenue and provide color commentary weekly for contingency deals; flash fixed fee expected and progress towards achieving any performance bonuses provided for in the contract
Understanding of the market, trends, competition, and key pain points for hospital executives
Ability to act effectively in consultant role
Ability to act as communication liaison and develop multiple consecutive projects between varying constituents
Demonstrated experience of the entire acute care hospital revenue cycle processes is required
8 – 10 years’ experience and excellent working knowledge of patient financial service operations with specific focus on Inpatient and Outpatient Managed Care and Commercial payers

Gpc-client Delivery Eb-reference Data Management Analyst Resume Examples & Samples

Ordering SafeWord cards
Effective follow-up of outstanding items
Working closely with the Securities Implementation team, Sales & Relationship Management and Coverage teams to ensure client needs are understood and met
Producing metrics for performance measurement
Maintenance of centralised records to ensure all requests are completed
Adhering to all Audit/Compliance and Information Security requirements and all mandatory training requests
Maintaining general filing systems
Effective time and project management is essential to ensure deadlines are met and optimum use of time and resources from both Citi and client perspective is achieved
Must be presentable both in person and have a good telephone manner
High degree of proficiency in Outlook, Word, Powerpoint and Excel. Competence in web-based tools
Must be able to prioritise tasks and work in what can be a pressurised environment
Ability to work unsupervised, on own initiative
Reliable, thorough, flexible and responsible
Experience/knowledge of Electronic Banking would be useful but not critical
Securities business knowledge in Settlements/Processing and Corporate Actions
Some technical knowledge or experience with Internet Browsers and settings useful
Experience of project management
Good, proven team player

Gpc-client Delivery Resume Examples & Samples

Liaison between Ops and Technology on CCF/CSD/SECORE/CDS system enhancements
Input, review, and test enhancements and entitlements to above systems
Perform specialized CSO functions that can be handled more efficiently by the Support team
Perform controls and track risk metrics for the department to mitigate losses
Review daily MIS reports and follow up and problem resolution
Monitor reports to ensure adherence to audit, RCSA, and control policies
Subject matter expert for functions migrated to India. Provide training, document procedures and provide ongoing escalation support
Quality control on functions performed by the India Team as well as metrics associated with client activity
Subject matter expert in assigned function
Reconciliation of balances functions
Produce reports for internal and/or external distribution
Participate in short and long-term projects
Participate in testing of new features/functions
Review daily MIS reports for aged items and follow-up to ensure timely resolution
Liaison between Global Settlements, Reconciliations and Operations for Client Delivery problem identification and resolution
Prioritize and coordinate daily workflow to ensure operating efficiencies are achieved, productivity levels are met and metrics reflect quality delivery
Provide support to assist CSOs in providing high level of service to the client
Provide superior service and timely resolution for issues
Work independently and efficiently to achieve a high level of productivity
Interface with Relationship/Account and Product Management for problem resolution
Oversee daily workflow, ensure daily efficiency, service and control
Subject matter expert in assigned areas
Train others and provide feedback to ensure 100% cross training for team
Education: Bachelors degree or equivalent experience
3-7 years experience in relevant field
Expert level proficiency in Windows and MS Office Suite
Proven success as a team player

Client Delivery Solutions, Test Lead Role Resume Examples & Samples

Collaborate with project manager, BA and client to understand the scope of the project
Support the development of the overall project and workstream plans from initiation through migration
Prepare test strategy documentation to support the testing and successful implementation of client IT builds
Coordinate of testing before execution, including kick-off meetings with the client to review the testing processes and procedures to be followed during testing
Collaborate with the clients throughout the implementation process to ensure the client’s implementation experience matches the Northern Trust client experience expectation
Provide timely and accurate status updates to the project manager for all assigned tasks
Support the smooth transition from project to business as usual
Knowledge of financial markets and instruments
Proven track record of success working in a fast-paced environment with challenging deadlines, multiple priorities and limited resources
Ability to create testing documentation, including deadlines, test scripts, and post execution analysis
Ability to quickly establish credibility and maintain strong relationships with internal and external stakeholders
Experience working with various project management and / or software development methodologies
Highly proficient with MS Office, Visio, and SharePoint
5+ years of related business experience. Experience in change initiatives as well as a track record in complex projects

Executive Director, Client Delivery Resume Examples & Samples

Provide local direction on all revenue cycle solutions and services to meet regional contractual obligations, revenue cycle performance goals (SLAs and PSLs) and client satisfaction. Provide direction to the local functional service line leaders (AR, CRI, PA, etc.) to maximize solution offerings, ensure local revenue cycle processes incorporate Conifer operating model standards, and meet client expectations and revenue cycle performance metrics goals
Exceptional leadership skills within a matrixed environment, including ability to provide solid and dotted line direction to junior CDE’s, consulting / analytics teams, PA, CRI, and AR Management leaders, and market leadership
10 or more years experience and excellent working knowledge of hospital revenue cycle operations with specific focus on Inpatient and Outpatient Managed Care and Commercial payers preferred

Director Treasury Management Client Delivery & Implementation Resume Examples & Samples

The Director over CDTM Client Delivery and Implementation will be responsible for ensuring a risk management culture is actively followed and functioning for the onboarding of all products and services offered through Commercial Deposits & Treasury Management. In addition to the specific risk management responsibilities outlined for each of the job functions within CDTM Client Delivery and Implementation, the Director is responsible to: oversee that staff members receive the proper industry training and obtain the necessary credentials in alignment with the industry certification requirements (e.g., AAP, CTP, CAMS certification for VP and above, applicable regulatory training, etc…); identify any changes, additions or deletions to all risk training programs; participate in risk management activities when applicable to address risk with onboarding of clients; perform periodic review of customer onboarding and training risks in alignment with applicable bank policies (BSA/AML, Indirect Lending, etc…) and manage the activities necessary to manage, mitigate or eliminate risk associated with the onboarding and training of the products and services offered. The Director should continuous inform and escalate any risks to the Head of CDTM and work with all areas within the bank to address identified risks (Risk, Compliance, Legal, Audit, Operations, IT, Credit Administration, Lines of Business, etc…). The Director is also required to obtain the required certifications for this role as indicated elsewhere in this job description in the timeframe described. Failure to adhere or enforce this risk management culture or properly identify and manage the risk associated with the onboarding and training of the products and services offered through CDTM may result in disciplinary action, up to an including termination
7-10 years Treasury Management sales experience, with an emphasis on business development or relationship management or customer-focused operations experience Required
4-7 years Extensive knowledge of treasury management products and other non-borrowing and bank products and services Required
4-7 years Prior experience managing a team of people Required

Senior Dir, Client Delivery Resume Examples & Samples

Provides direction to Directors, Client Delivery to ensure Client’s strategic objectives are met along with all key Revenue Cycle performance Metrics (SLAs and OSLs)
Strategizes with Client and Conifer Leadership to proactively assist in improved performance and problem avoidance, including the deployment of necessary Conifer resources
Advises the Assigned Client designee regarding any planning, budgeting and implementation of all Revenue Cycle activities
Works collaboratively to provide value to customers (both internal and external) through business/industry insight and innovation
Oversee client deliverables in partnership with both internal and external business relationships. Consult with appropriate key stakeholders when issues arise, develop and communicate action plans and provide ongoing updates to all appropriate parties
Develop and implement action plans to address and improve deficiencies in process and performance as identified
Reports on performance to client leadership, and regularly quantifies the benefit/accomplishments Conifer has delivered
Position coordinates with Conifer Client Management Leader
Work with the Process Leader to oversee process changes in the operational processes that track to financial and performance goals
Provides Budget Management, manages all hiring, career development/planning, annual performance reviews for the team they directly lead
Oversight and Management of any new Change Control Notices for specified clients. If necessary, Client assigned designee presentations and assist with contract amendments as necessary
Requires an understanding of systems and processes that impact revenue cycle performance and capabilities
Advanced knowledge of Revenue Cycle procedures, practices, and ability to provide value added subject matter expertise
Ability to manage team of consultants
Successful experience leading in a matrixed environment
8 – 10 years experience and excellent working knowledge of patient financial service operations with specific focus on Inpatient and Outpatient Managed Care and Commercial payers

Client Delivery & Operations Resume Examples & Samples

Lead, plan, and support the AFS loan system, Salesforce, and Robotic Process Automation
Work in collaboration with the Salesforce Business Systems Administrator and Technology teams on all database issues and development , to including but not limited to
Experience of delivering complex TECHNOLOGY projects involving multiple stakeholders across different geographical locations with a significant amount of uncertainty
Detail oriented with strong analytical and probing skills
Strong interpersonal, organizational and time management skills
Team oriented, accountable, self‑motivated, & disciplined
Proficient with MS Office Tools - Advanced excel and word skills required
Understanding of AFS, Salesforce, and Robotics Process Automation is preferred

Director, Client Delivery, Physician Services Resume Examples & Samples

Reporting and Analytics– Prepare and present to client performance reporting, as contracted and appropriate
Relationship Management -- Facilitate and maintain relationships through regular, pro-active communication, timely follow-through on requests and coordination of resources to meet client needs
Manage the P&L to ensure proper controls are in place to maximize revenue opportunities and mitigate expenses
Assist with providing comprehensive, succinct updates to Conifer Leadership in order to drive awareness of any Client support requirements and/or risks that could impact service delivery
Position coordinates with Client Executive Leader

Client Delivery Associate Resume Examples & Samples

Port Melbourne location
Ongoing training and development
Managing each job to strict deadlines and ensuring that the clients expectations are met
Answer inbound site queries and phone calls, and undertake administrative tasks as required
Previous experience in client/customer service, administration and/or project coordination
Ability to work independently and take responsibility for assigned jobs
Client facing experience and exposure to a production background will be highly regarded
| CERTAINTY | INGENUITY | ADVANTAGE |

Manager, IT & Client Delivery Resume Examples & Samples

Communicate effectively with all levels of the organization
Manage customer and expectations; facilitating, planning and meetings; translating customer expectations for staff and peers; representing the Organization with outside entities
Prepare written procedures, policies, reports and correspondence; collaborating and negotiating with departments corporate wide
Collaborate with company customers, staff, IT colleagues, and other stakeholders in identifying customer requirements, assessing impacts to other areas, considering available options, comparing costs and benefits, and recommending solutions
Identify issues and recommend solutions
Create presentation and present concept to clients, tailoring presentation to audiences of varies levels, subject knowledge and size
Implement recommendations/solutions and ensure client receives the necessary assistance to carry out solutions
Liaise with clients to keep them informed of progress and to make relevant decisions
Advise clients on options, risks, cost vs benefit, impact on other business processes and system priorities
Ensure continuous improvement of processes and delivery of results within assigned unit/area
Organize, direct and coordinate cross-functional activities including staff not under direct managerial control
Encourage innovation and focus resources to ensure successful delivery of desired results
Apply quantitative risk assessment to team's assignments to understand potential threats and the probability they will occur
Lead team in mitigating risks and applying appropriate contingency plans to ensure minimal impacts to customers
Provide leadership to the organization to respond to business opportunities/challenges, new technologies, legislation and other environmental factors
Oversee analysis of issues or needs and review recommended solutions
Assess the impact of strategic business and technical changes on the environment
Responsible for managing all activities within an assigned business unit/area
Foresee organizational impacts and understand the procedures associated with introducing new technologies, while seeking ways to collaborate with other teams outside area of responsibility to facilitate transitions
Optimize the utilization of resources by applying appropriate concepts, technologies and workflows
Ability to accept direction and provide leadership to develop/maintain a high-performance work team
Respond to feedback and champion process improvement initiatives by empowering their team to deliver quality services/products to internal and external customers
Implement solutions that are consistent with Highmark’s strategic direction
Keep abreast of current industry standards and trends
Staff Management accountabilities
Developing and providing input to skills assessment and oversee personal development plans as it relates to career development
Coaching, managing and developing employees by establishing clear goals, expectations, and strategies for employee performance
Develop and administer performance reviews with measurable goals
Provide opportunities for staff to maintain current industry knowledge
Provide opportunities for employees to build collaborative relationships with customers
Departmental Management planning and administrative accountabilities
Departmental budgeting and fiscal responsibilities
Manage teams that span geographic areas or functional areas
Ensure compliance with corporate standards, policies and regulations (SOX, SSP, DIACAP, PHPLC, etc.)
Establish and use metrics as a tool to benchmark and improve operational excellence
Develop and implement short-term and long-term departmental plans
Consult and evaluate vendor solutions where appropriate
Responsible for client relationship management
Establish and maintain customer interaction model
Act as initial delivery point of contact for client, intake & proposal development
5 years of experience in a leadership / mentoring role
5 years of experience in planning, implementing, maintaining and growing capabilities within relevant discipline
3 years of experience in developing, communicating and presenting concepts to varying audience
Knowledge of company’s business practices and direction as well as familiarity with the company’s products and resources
Knowledge of the assigned business unit/area's direction and practices
This position is required to comply with all of the Organization's Corporate Policies and IT Procedures, Standards and Strategies
------------------------------------------------------------------------------------

Director, Client Delivery Resume Examples & Samples

Ongoing Client Leadership and Remediation (Issue Resolution). Identifies performance degradation and coordinate with Conifer Client Executive Leader, and the Conifer operational colleagues to ensure a mitigation plan has been implemented for the client
Successful experience leading in matrixed environment
Office Work Environment
Hospital Work Environment

Director, Revenue Cycle, Client Delivery Resume Examples & Samples

Client Advisor – Rise to the level of trusted advisor to Clients, with respect to Client’s own performance, industry revenue cycle trends, and new revenue cycle technologies
Collaborates with on-site resources in service delivery and problem solving to maximize solution offering and client satisfaction
Possesses analytical ability sufficient to work in a data-heavy environment and to identify trends in the data
Possess business acumen with an emphasis on: effective communication (i.e., listening, written and verbal), negotiation, influencing decision makers, business planning, strategy, problem solving, decision making and time management skills

Senior Professional, Client Delivery Resume Examples & Samples

Acting as clients single point of contact, independently manages multiple medium to large scale complex application and database implementation projects from inception to installation
Exercise project control and status reporting techniques
Identify risks and mitigation, formulate and define project scope; define technical implementation steps and manage client expectations
Owns the implementation lifecycle and is responsible for managing all technical risks throughout the project
Drive project completion across cross functional groups, anticipating and removing barriers
Engage customer throughout project to gather project requirements, solicit feedback about configuration, and provide guidance and education about the Matrix application

Gpc-client Delivery Resume Examples & Samples

Timely and accurate processing of all new or change entitlement requests
Working closely with the Securities Implementation team, Sales and Relationship Management and Coverage teams to ensure client needs are understood and met
Maintenance of centralized records to ensure all requests are completed
Involvement in the department RCSA Self-Assessment process by performing sample testing as required
Adhering to all audit/compliance and information security requirements and all mandatory training requests
Assisting the Electronic Banking Support team to resolve entitlement queries
Have the necessary initiative and drive to work alone
Should be confident in dealing internal Citi parties at all levels, therefore needs strong interpersonal and communications skills
High degree of proficiency in Outlook, Word, Powerpoint and Excel
Competence in web-based tools
Must be able to prioritize tasks and work in what can be a pressurized environment

Senior Professional, Client Delivery Resume Examples & Samples

Excellent interpersonal, analytical, business judgment, negotiation, and problem solving
Excellent oral communication skills to clearly explain business needs to technical personnel and complex technical information to users
Written communication skills sufficient to create project plans and other project documentation
Ability to immediately adapt to changing requirements and conditions
Experience in a team environment
Strong understanding of current technologies and methodologies to plan and communicate effectively with project team and sponsors
Able to translate client’s business needs/requirements into a demonstration of CoreLogic’s functional and technical capabilities and present issues to a range of audience members
Bachelor's Degree in a related IT or business field; or equivalent work experience
Typically requires 8+ years of directly related experience such as
Considers the business implications of the application of technology to the current business environment
Solid working knowledge of standard features and functions of multiple applications/modules to field, analyze and resolve customer issues/problems
Strong written and oral communication skills in order to define business and technical parameters and lead team to meet business requirements

Manager, Client Delivery Resume Examples & Samples

Communicate and set goals for recruiting and account management team production targets according to operations plan and RPO strategy in order to hold team members accountable to performance expectations
Coach and mentor recruitment team members on process, performance, career pathing, and consultative selling skills development via weekly 1:1 meetings, daily check-ins, and regular observation, utilizing the IDP, PSP, and PIP resources
Facilitate team meetings or training to cascade strategic updates, process changes and skill development opportunities
Design, track, and review overall recruitment activity and annual plan goals, including regular meetings with GM and other RPO team members, to develop strategies and overcome obstacles for achieving revenue-based targets
Evaluate candidates against position profiles utilizing interviews and competency assessments in order to identify those most likely to fit the RPO team dynamic
Cultivate relationships through diligent communication with RPO clients (including site visits, negotiations, escalation, or presentation design/delivery) to discover staffing strategies, align sales approach, and support flawless execution of agreements, and increase client satisfactionandreference potential
Leverage facility contacts to expand service lines, generate referrals for new or potential business and explore avenues for increased revenue
Create and present quarterly business review (scorecard) during meetings at client sites or via conference call, to get feedback, acknowledge accomplishments, and make adjustments to service level agreements or internal resource allocations
Monitor recruitmentactivity for each client and progress toward annual operating plan goals, including regular meetings with RPO General Manager, Client Sales, and/or Director of Operations, to develop strategies and overcome obstacles for achieving revenue-based targets

Program Manager, Client Delivery Organization Resume Examples & Samples

Support Solutions Management or other Allscripts Management by providing program management control on key initiatives, usually pertaining to developing and delivering solutions to market or to internal process improvement
Partner with Solution Management or Segment leader to define overall work breakdown structure, detailed tasks, and assess impacts on other projects. Facilitate cross-functional Program Team to define, estimate & schedule resources & program work to achieve program scope
Ensure adherence to common processes, such as the Product LifeCycle Management (PLM) process, and the Software Development LifeCycle (SDLC)
Provide a platform for communication and relationship management -- engage stakeholders for buy-in, relieve bottlenecks & complexity
Provide performance monitoring, information and reporting; help diagnose root cause of problems
Alert stakeholders to potential scheduling risks, anticipated slippage, and take pre-emptive action to mitigate
Keep team apprised via project plans, meetings and discussion minutes of project tasks identified, tasks to be completed, and work not completed
Create and manage a virtual team; communicating with all team members to ensure they understand their responsibilities and deliverables
Identify resource needs and competencies
Set and communicate team/individual responsibilities
Raise concerns timely to leadership regarding mismatch on required project team member’s competencies
Allocate work load to fully utilize every program team member’s talent
Create team spirit
PMP Certification required
Successful completion of Bachelor’s degree or relevant business / information technology experience
In-depth knowledge of project & program management methodologies, tools & techniques
Solid leadership, organizational and communication skills
Solid ability to collaborate with individual contributors and business leaders to define business process issues, analyze operational efficiencies, implement creative solutions, and measure delivery results
Strong conviction in the role of program management and willingness to take on challenges
Strong and demonstrable project management skills, including influencing, communications and tracking skills, and planning and organization
Lean Six Sigma or other special certifications helpful
Solid understanding of corporate environment and business metrics, with ability to propose solutions for their achievement
Minimum 5 years relevant project management experience
10+ years relevant business experience
Sunrise Application Suite experience preferred
Experience in Healthcare environment
Demonstrated experience in managing multiple concurrent projects, and ability to define work breakdown on complex projects