Bachelor of Business Administration (B.B.A.)

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Senior Implementation Consultant

Informa Investment Solutions (Previously Zephyr Associates, Inc.), Financial Intelligence, Raleigh-Durham, NC (April 2012 – Current)
Zephyr Associates, Inc., Zephyr Cove, NV (June 2009 – April 2012)



-Focus mainly on Zephyr OnDEMAND (ZOD)(SaaS), Zephyr Reporting Service Bureau (ZRSB) and internal/external training
-Responsible for assisting with product demos, training and support
-Maintain and support all current ZOD sites and clients
-Assist sales/account managers in identify potential ZOD clients and ZRSB projects -Create and manage all ZOD demos
-Build and maintain all of ZRSB projects
-Work closely with development on gathering clients enhancements, while also offering constructive input into the appropriate priority schedule of enhancement releases
-Responsible for testing and identifying potential bugs or issues with new ZOD/StyleADVISOR versions
-Assist sales/account managers with pricing quotes and questions
-Host weekly WebEx’s and regional trainings
-Responsible for maintaining training WebEx schedule
-Responsible for providing/maintaining outlines for all training WebEx’s and also training WebEx host on particular training topics
-Helped

-Provide support to clients/prospects surrounding basic and advanced usage of software products
-Service Client Consulting team by hosting online product trainings via Cisco WebEx
-Educate clients/prospects on investment management concepts and statistics
-Troubleshoot incorrect functionality in software products reported by clients, prospects and internal users. Report any findings to development team when necessary via Atlassian JIRA, a software project tracking tool.
-Test pre-release versions of software (Alphas/Betas) and provide feedback to development team
-Contribute articles to Knowledge Base
-Suggest revisions to existing product documentation and recommend new product documentation
-Identify upsell opportunities to sales team
-Act as lead trainer for Product Support department
-Train internal staff on new/modified features of software products with each release, as well as know issue

Product Support Specialist

Find out detailed information about Jeremy Poulin, Senior Implementation Consultant in Cary, NC

Jeremy Poulin: Senior Implementation Consultant in Cary, NC

Jeremy Poulin

Informa Investment Solutions (Previously Zephyr Associates, Inc.), Financial Intelligence

Zephyr Associates, Inc.

Radford University