David Gersmehl II, PMP

Experience

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  Aon

  May 2001 - Apr 2005

  Setup Analyst

  Led multiple projects including the SDLC for the union population. Coached/ developed team members and provided project summaries to client managers. Managed performance evaluations and financial/ pay matters for team towards end of tenure.

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  Tim Nichols' Pipeline

  Jan 2005 - Jan 2008

  Utility Manager and Utility Foreman

  Transitioned to new industry and learned all aspects of the business, including manual labor management, job planning, and project management. Developed and sustained relationships with contractors and developers. Achieved $1.2 million in savings during my 2 years in this job.

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  Aon

  Nov 2008 - Jul 2010

  Senior Lead Systems & Project Manager--Health & Welfare Implementation

  Started at AonHewitt in 2001 as Setup Analyst. Promoted rapidly to Lead Systems Manager to support growth of firm’s outsourcing model. Requested by top-tier clients to evaluate processes and resolve quality issues. Rejoined AonHewitt in 2008 after being personally approached by Top-5 revenue client ($27M+). FOCUS AREAS:▬▬▬▬Client Onboarding ✦ Customer Satisfaction & Retention ✦ Quality & Process Improvement ✦ Client Engagement & Retention ✦ Operational Excellence ✦ Infrastructure & Supporting ToolsSELECT HIGHLIGHTS:▬▬▬▬✦ Managed team of 10 Lead Systems Analysts. ✦ Defined business requirements; provided service & systems expertise; created standard operating procedures; trained on new system functionality; & resolved activation issues. Show less

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  Morneau Shepell

  Jan 2010 - Oct 2013

  Senior Client Services Manager | Health & Welfare Implementation Project Manager

  Accepted offer to join rising player in Pension and Health & Welfare software market. Promoted to Senior Implementation Manager during 1st performance review and immediately asked to transition into project manager role for largest Health & Welfare client ($1.2M revenue). Promoted again to senior client services manager in 2011 with responsibility for 2 largest Health & Welfare clients.FOCUS AREAS:▬▬▬▬Client Onboarding / Activation ✦ Process & Continuous Improvement ✦ Largest Revenue-Generating Client Focus ✦ Internal Team Build-Out & Leadership ✦ Client Engagement & Retention ✦ Operational Excellence ✦ Infrastructure & Supporting ToolsSELECT HIGHLIGHTS:▬▬▬▬✦ Led 5-direct reports & matrix-managed 20 team members across various projects. ✦ Oversaw client activities including planning & tracking; leadership & coaching; & change requests.✦ Revamped new hire/ rehire process that had led list of users’ Top-10 Improvement Wish List for 3 years Show less

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  Ultimate Software

  Oct 2013 - Feb 2017

  Service Delivery Manager--Specialized Health & Welfare Activations

  Served as 1 of 6 enterprise service delivery managers specializing in onboarding of HR & Payroll outsourcing clients—only manager brought over after Ultimate Software acquired AccelHR one month into role with boutique employer. Served as bridge between Managed Service approach to activation and Ultimate Software’s existing process.FOCUS AREAS:▬▬▬▬M&A Transition ✦ Team Build-Out & Leadership ✦ White-Glove Customer Service Culture ✦ Client Activations ✦ Dashboards & Metrics Reporting ✦ Forecasting & Capacity Planning ✦ Continuous Improvement ✦ Center of Excellence ✦ Policies & ProceduresSELECT HIGHLIGHTS:▬▬▬▬✦ Activated $1M in ARR each year. ✦ Led 4-person team. Instilled premier customer service culture & partnered with group of 18 specialists.✦ Tracked identifiers to ensure projects/ relationships stayed strong, on time, & on budget. ✦ Designed & developed dashboards to house ongoing metrics & model forecasting/ capacity needs. ✦ Partnered on creation of COE to consolidate tax code & payroll audit questions across Ultimate. Show less

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  UKG

  Mar 2017 - now

  Director of Professional Services--Benefits Prime

  Promoted from Manager and Senior Delivery Manager to Director based on Health & Welfare expertise and strategic, technical, and operational acumen. Play critical role in building foundational infrastructure to drive and enable growth for Ultimate’s enhanced Benefits Prime platform. Lead cross-functional efforts; design new business systems and processes; deliver actionable analysis and insights; and launch new roles and teams to scale offering and delight customers. FOCUS AREAS:▬▬▬▬Strategic Roadmaps ✦ Product Expansion & upsell—Target Activation of 750+ Clients in 3 Years ✦ Infrastructure & Operations ✦ Team Architecture ✦ Frontstage & Backstage Staffing ✦ Capacity Planning ✦ Training ✦ Career Pathing & Engagement ✦ Playbooks ✦ Client Retention ✦ Vendor Management ✦ Sales & Product PartnershipsSELECT HIGHLIGHTS:▬▬▬▬✦ 2019 Global Delivery Outstanding Leadership Award for infrastructure, operations, & people leadership.✦ Outline vendor partnerships, roles, & financial plans for strategic Benefits Prime Beta launch.✦ Build, develop, & support rapidly growing Benefits Prime Activation team from 3 to 49 employees. ✦ Own organizational design including implementation of “frontstage & backstage” staffing models. ✦ Develop competencies around exceptional client service, strategic planning, & communication.✦ Foster culture of collaboration, learning, growth, & fun. Resulted in 94% manager satisfaction. ✦ Create & evolve adoption playbooks to drive customer engagement, retention, & success.✦ Oversee multiple SaaS activations simultaneously with relentless focus on customer experience. ✦ Collaborate on client proposals, understanding of features, & explanation of activation process. Show less