Nathan Whipple

IT and Business Student

Professional Development

Jan 2025 - Current (1 year 10 months)

• Dedicated time to expanding expertise in Business and IT fields, enrolling in programs focused on Business Analysis, Project Management, Scrum Management, Product Ownership, and Data Analysis to enhance strategic decision making and process optimization skills. • Gaining hands-on experience in IT system configuration and administration while working toward a Computer Systems Configuration, Networking, & Security Certificate and preparing for CompTIA A+ and Network+ certifications to validate foundational IT skills.

Senior Product Specialist

Lplfinancial

Sep 2024 - Nov 2024 (3 months)

• Addressed and resolved technical issues spanning application bugs, browser compatibility, mobile and PC networking, security configurations, and credential management. • Enhanced user productivity by providing expert support and troubleshooting for Smartsheet, Nice inContact, SharePoint, and other business applications, resolving 90% of reported issues within SLA targets.

C

Engagement Manager

CloudBlazer

Jan 2024 - Dec 2024 (1 year)

• Led full-cycle CRM and client engagement projects for diverse clients, managing all phases—from requirements gathering to final delivery—while ensuring 100% on-time, high-quality implementations. Collaborated with cross-functional teams to identify client needs, streamline workflows, and deliver solutions that improved user adoption rates by 35% and reduced implementation time by 40%. • Acted as Data Manager and collaborated with stakeholders to define business needs, analyze technical and compliance requirements, and ensure data integrity and customized CRM solutions (Monday.com & Salesforce) aligned with strategic goals. • Developed and maintai

F

Senior Salesforce Administrator

Foundations Investment Advisors

Mar 2023 - Jun 2023 (4 months)

• Increased productivity across two Salesforce orgs by 60% by implementing system optimizations, including streamlining fields, refining page layouts, and enhancing processes, resulting in improved user experience and operational efficiency. • Spearheaded the stabilization of two Salesforce Orgs serving over 3,000 users in a multi-cloud solution (Sales, Service, Financial, Marketing, and Community) by implementing a streamlined issue-tracking system, resolving 95% of escalated incidents within SLA targets, and ensuring seamless operations during a leadership transition. • Trained end-users and stakeholders, including financial advisors and compliance teams, on Salesforce best practices and newly implemented features, increasing adoption

M

Implementation Manager

MuniBilling

Dec 2022 - Mar 2023 (4 months)

• Designed and administered Monday.com for internal project and implementation workflows, designing custom boards and automations to streamline team tracking and project visibility. • Designed and managed project and implementation plans, as well as SOP documentation tailored to unique client requirements, facilitating seamless implementations for public, private, and government clients. • Developed and delivered comprehensive training sessions and user guides for clients, ensuring successful onboarding and maximizing adoption of MuniBilling systems and custom workflows.

E

Professional Services Manager

Equiant Financial Services Inc

Sep 2019 - Nov 2022 (3 years 3 months)

• Directed cross-functional teams (Implementations, Product, Training, Client Experience, etc.), delivering 70+ projects on time and within budget, increasing client retention and efficiency by 30%. • Managed the lifecycle of 23 critical business applications—including Salesforce, Nice inContact, Chargeback911 , TSYS, DocuSign, TalentLMS, LexisNexis, and Atlassian—by leading sourcing, implementation, administration, and decommissioning efforts. Streamlined processes and optimized workflows to enhance operational efficiency and align solutions with business goals. • Customized Salesforce implementation and deployment, including design, documentation, analytics, training, and support, improving system utilization and user adoption by 20%.

A

Senior Professional Services Consultant

AZ Premier Consulting

Jun 2015 - Jan 2025 (9 years 8 months)

• Achieved an average cost reduction of 15% by leading process improvement initiatives across multiple organizational levels while ensuring service quality remained high. • Enhanced operational performance for clients by sourcing applications, administering integrations (e.g., Nice inContact IVR & Salesforce), and automating workflows with tools like Zapier and Monday.com, reducing manual work by 30%. • Designed and delivered customized training programs and materials for end-users and stakeholders, focusing on Salesforce and Monday CRM platforms, increasing adoption rates and reducing onboarding time by an average of 20%.

C

Technical Support & Training Manager

Cellular Connections

Mar 2013 - Jun 2016 (3 years 4 months)

• Spearheaded customer service workshops and technical troubleshooting sessions, improving overall team performance and contributing to a measurable increase in customer satisfaction scores during the first quarter. • Boosted team efficiency and problem resolution by designing targeted training, standardizing customer follow-ups, and collaborating on product testing, leading to a 15% bug resolution improvement and 20% better training effectiveness.

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Nathan Whipple

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