Sean Pollard

Experience

• 

  Commonwealth Financial Network

  Feb 2000 - Mar 2019

  • Training Lead - Facilitation & Design

    Sept 2018 - Mar 2019

  • Senior Technology Operations Training Specialist

    Sept 2015 - Aug 2018

  • Technology Operations Training Specialist

    Nov 2013 - Sept 2015

  • Senior Professional Development Associate

    Nov 2009 - Nov 2013

  • Operations Training Specialist

    Sept 2006 - Nov 2009

  • Senior Service Center Associate

    Mar 2006 - Sept 2006

  • Service Center Associate

    Apr 2001 - Mar 2006

  • Receptionist

    Feb 2000 - Apr 2001
• 

  Advisor360°

  Apr 2019 - now

  Facilitate interactive workshops to demonstrate platform capabilities and align them with customer objectives and workflows. Deliver engaging, value-driven product demonstrations to showcase key features and how they address client needs.Conduct complex Concept Walkthroughs: Effectively explain intricate platform capabilities and workflows, ensuring customers fully understand and can navigate the system confidently.I'm also working closely with internal teams, including product development, sales, and support, to ensure seamless customer experiences. Address technical or strategic challenges proactively and effectively. I'm leading efforts to seamlessly onboard new customers to assigned platform module(s), ensuring smooth transitions, readiness, and user adoption.I'll also identify gaps in standard implementations and create custom solutions tailored to specific customer needs. Show less

  • Professional Services Consultant

    Mar 2025 - now

  • Senior Facilitator

    Apr 2019 - Mar 2025