William Givens

Experience

• 

  Mutual of America

  Sept 2012 - Mar 2017

  Assistant Manager

  - Managed administration of client retirement plan assets totaling over $144 million- Helped retain over $1,000,000 in client assets through customer service and sales strategies- Streamlined administration through implementing online and automatic enrollment features- Increased underwriting approval rating from 83% to above 93% through new procedures- Driving force behind a service team that reached over 100% of service goals for 2013 & 2014- Promoted multiple times during tenure at Mutual of America Show less

• 

  SS&C Technologies

  Aug 2017 - Aug 2021

  - Facilitated stakeholder meetings and workshops to define project scope, objectives, and deliverables, ensuring clear communication and consensus - Lead internal and external status calls to ensure project health - Managed multiple Salesforce implementation projects of varying complexities simultaneously- Handled escalations with little disruption to client experience - Handled daily servicing requests for 30 separate advisory firms in the fintech space- Direct point of contact for top revenue Black Diamond clients - Responsible for transitioning clients from legacy platform to newest version of platform- Coordinated product release presentations every 6 weeks including procedural/faq documents- Promoted during tenure in this role

  • Project Consultant

    Feb 2020 - Aug 2021

  • Client Advocate

    Aug 2017 - Feb 2020
• 

  EXp Realty

  Aug 2019 - Aug 2022

  Realtor

  - Assist buyers & sellers navigate one of the trickiest housing markets in history- Work with a local team to assist over 200 families close on homes in 2021

• 

  WizeHive

  Aug 2022 - now

  - Developed and maintained high-level relationships with key strategic partners- Coordinated cross-functional teams to deliver tailored support and resources to partners, ensuring alignment with their goals and driving mutual success- Led regular partner reviews and feedback sessions, addressing issues promptly and leveraging insights to refine partnership strategies and initiatives- Primary point of contact for everything from technical troubleshooting to contract renewals Show less - Project manager for new clients onboarding to WizeHive- Conducted in-depth needs assessments and developed customized implementation plans, ensuring alignment with client objectives and requirements- Managed project timelines, budgets, and resource allocation, maintaining effective communication with stakeholders to ensure project milestones were met- Developed and maintained detailed documentation of implementation processes, configurations, and best practices for ongoing client support Show less

  • Relationship Manager - Partner Accounts

    Apr 2023 - now

  • Implementation Lead

    Aug 2022 - Apr 2023