Connamara Systems, LLC

Delivering software engineering services, custom solutions and exchange technology to capital markets participants

•	Introduced and implemented Behavior-Driven Development best practices to our client, cutting QA development costs by $15-20k monthly
•	Implemented FIX-based solutions that save clients an average of 60% of in-house development hours 
•	Managed multiple client projects, allowing for the company to manage an extra $30-40k of MRR

Technical Product Manager

Infinicept

Helping companies getting payments going their way

- Helping $2M ARR worth of software and payment companies optimize payments and maximize the benefits of the Payment Facilitator Model
- Instituted inaugural Quarterly/Executive Business Reviews (QBR/EBR) to align company and client goals and assess upsell opportunities
- Reduced implementation to go-live timeline by an average of 70% below industry standard
- Worked to institute new processes that reduced time spent on compliance tasks per client by 50%

Customer Success Manager

Amount

Enabling financial institutions to provide secure, mobile-first experiences for a variety of lending and banking products 

- Managing enterprise-level client relationship and lifecycle status with 4 top US and international financial institutions including TD Bank, Popular Bank, and Regions Bank (all with at least $100B AUM), increasing transparency and communication among VP level executives by 25% 

- Engaging as first point of contact with banks supporting desired or proposed changes and releases to platform and/or roadmap, documentation, reporting, compliance, and risk/performance that net >$10k/mo in change fees • Lead cross-partner standardization to save 20+ hours/week of collective work in partner development 

- Coordinating projects among 10 different teams/stakeholders, managing and organizing over 1,000 tickets monthly

- Orchestrating Quarterly Business Reviews (QBRs) to review performance and plan for the future

YCharts

Enabled smarter investment decisions for financial professionals and institutions

- First line of support for clients/prospects (investment advisors, personal investors, mutual funds with AUM as high  as $67B) by chat (30/day), phone (5/day), or tickets (10/day), resulting in positive feedback and higher NPS scores

- Assisted clients in familiarization of product to and save them at least 20-30% time in researching investments • Built automated financial models for clients to analyze and visualize their portfolio(s) using Excel, saving them 5-10  hours/week of manual updates

- Managed approximately $100,000/month worth of accounts and prevented approximately $1,500/month of churn,  exceeding expected goals by 10%

- Oversaw billing for all account sizes, including subscriptions, payment plans, and expired card information with 90%  on-time payments

Customer Success Associate

Career FinTech professional.

Knowledgable about the following industries: investment data, payments, lending, and capital markets.

Experienced in account management, sales, customer satisfaction, and project management.

Taplio

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