Krystle Shaffer

Experience

• 

  Vanguard

  Jun 2008 - now

  * Coordination of different business units throughout corporate Vanguard to design and implement fund events of all sizes* Ensure all internal systems are working as one cohesive, efficient system when delivering new IT infrastructures to support fund events* Communicate status updates for fund events to various levels of management as well as communicate any potential issues * Develop Change Management communications for fund events* Organize and run certification calls at the corporate level for Fund Events* Perform regular POAT testing on behalf of the Retail business * Represent the Retail internal client when developing requirements for new fund events* Perform all Retail certification for fund events* Developed and implemented a new strategy for prioritizing and communicating defects to management* Coordinate research for potential fund events between all corporate partners including IT, Accounting; Marketing, * Developed a training plan for on-boarding new Project leads to the Fund Events team* Communicate and coordinate with our third party vendors to ensure there systems are prepared to receive any new products that we may be offering Show less *Participate in testing efforts for strategic projects, enhancements and production defects* Required to execute all of my test case scenarios under a strict deadline and to make my Project Lead aware of any issues as soon as they are discovered* Represent the client experience when testing and communicating improvements to the project team and management* Analyze different business workflows and create comprehensive end-to-end test cases* Through working on different initiatives, build a strong working relationship with different business areas, internal clients and colleagues * Selected to be a part of a team that would develop a test strategy for our mobile devices and numerous browsers our IT systems support* Recognized by my management team for my ability to think outside of the box and attention to detail and was acknowledged for finding the most defects in one year prior to elevating to production Show less * Provide assistance with both clerical and monetary transactions for prospective and current clients with net assets up to one million dollars* Assist clients with determining which Vanguard investment vehicles would be most suited for them based on their financial objective* Trained and coached new hire associates in client relationship management skills and Vanguard products* Recognized by my management team for my excellent CRM skills and knowledge of Vanguard products that I asked to assist are crew with complex client situations through our internal crew help line* Project Leader for a Returned from Post Office (RPO) Project: Worked with a 4 person group attempting to prevent client's accounts from going into escheatment while working with mangers in several different business units* Project Manager in our Document Management Group: Trained a group of 7 individuals on skills required for a specific project and was responsible for holding daily team meetings; tracking the teams productivity and reporting to management* Assist clients by responding to their inquiries through the e-mail and mail channel Show less

  • Product Owner

    Aug 2020 - now

  • Project Manager

    Jan 2018 - Aug 2020

  • Project Lead

    Jan 2013 - Jan 2018

  • Project Administrator

    Sept 2012 - Jan 2013

  • Testing

    May 2011 - Aug 2012

  • Client Relationship Specialist

    Jun 2008 - May 2011