Nicholas Dee

Experienced SaaS Onboarding Manager with 7 years of experience in operations management, sales, staffing, cost control, and logistics. Adept at building lasting client relationships and communicating effectively with customers, vendors, and co-workers. Skilled in analyzing processes and identifying efficiencies, resulting in a 15% increase in capacity year over year. Strong organizational and planning skills, with a proven ability to motivate teammates and adapt to new challenges. Excellent problem-solving and resourcefulness make me a valuable asset to any organization

OCT, 2021 - DEC, 2023

Sr Manager - Client Onboarding, Trader Corporation

Develop and implement strategies to streamline the client onboarding process, reducing time and cost while maintaining regulatory compliance.

Manage cross-functional teams and collaborate with various departments to ensure a smooth client onboarding process.

Identify potential bottlenecks or roadblocks in the client onboarding process, and propose solutions to improve efficiency and reduce time to onboard clients.

Identify and implement innovative technologies and automation solutions to improve the efficiency and accuracy of the client onboarding process.

Operations Project Manager, Trader Corporation, Etobicoke, ON

• Led cross-functional project stakeholders
• Provided executive reporting
• Maintained all project documentation and workflows

Develop and execute project plans, including scope, timeline, and budget, to ensure successful project completion within agreed-upon parameters.

Ensure efficient allocation of resources to maximize productivity and minimize costs

Customer Support Team Manager, Trader Corporation

Develop and implement customer service strategies to improve overall customer satisfaction and retention rates.

Identify and implement process improvements to enhance customer satisfaction and team efficiency.

Analyze customer support metrics and provide insights to improve team performance and efficiency

Manage and train a team of customer support representatives to ensure high-quality service delivery and customer satisfaction.

Led and mentored a customer support team to ensure high-quality service and customer satisfaction in a fast-paced and dynamic environment.

Onsite Project Coordinator, On-line Exhibits,

• Managed portfolio of accounts totaling over 400K in sales, achieved through a combination of a Consultative Sales Model and an Expanded Relationship Sales Model that requires not only building a relationship with a client but anticipating their future needs by analyzing market trends over a cross-section of industries to increase their brand, sales, and customer retention

Research and identify potential strategic partnerships and collaborations to expand the reach and impact of On-line Exhibits

Coordinate and oversee the logistics and setup of on-site exhibits and events to ensure a seamless and professional experience for attendees

Coordinate logistics and ensure smooth execution of on-site exhibits and events, including setting up equipment, coordinating with vendors, and managing timelines and schedules.

English Literature, Queens University, Kingston, ON

Project Management Certificate, Centennial College