Summary
Overview
Work History
Education
Skills
Timeline
Generic

Stephen Cooney

Ottawa,ON

Summary

Dynamic Implementation Specialist with a proven track record in the information technology and services sector. Possesses extensive expertise in implementation, team management, Software as a Service (SaaS), product support, operations, and customer success. Demonstrated ability to work in collaborative environments, lead cross-functional teams, drive process improvements, and deliver exceptional client experiences.

Overview

11
11
years of professional experience

Work History

Team Lead, Client Deployments

Field Effect Software
01.2023 - Current
  • Oversee team operations and provide technical guidance on client onboarding and deployment issues.
  • Direct the initial setup and allocation of client deployments within the organization.
  • Manage partner deployments and foster strong partner relationships.
  • Collaborate with leadership to identify process inefficiencies and drive internal improvement projects.
  • Consult on the implementation of process automation to streamline client deployments.
  • Lead deployment-related projects and contribute to the development of comprehensive reports.
  • Facilitate trial programs by collaborating with sales and customer success teams to expedite the training and deployment of trial customers.
  • Provide training and advisory support to partner clients on deploying software solutions to their customer base.
  • Oversee the company's client offboarding process and procedures.

Client Success Specialist

Field Effect Software
11.2020 - 01.2023
  • Cultivated strong client relationships and managed product onboarding following contract execution.
  • Orchestrated the implementation of new software functionalities and coordinated beta releases.
  • Contributed to CRM reporting, metric development, and data migration to a new CRM platform.
  • Conducted client training sessions on the software portal, addressing queries on functionality and setup.
  • Managed product issue triage via FreshDesk, ensuring timely resolution in alignment with service-level agreements.
  • Spearheaded the creation of process documentation and assessed the efficiency of existing processes.
  • Responsible for comprehensive reporting and performance review of direct accounts.

Implementation Specialist

Assent Compliance Inc.
08.2018 - 09.2020
  • Managed end-to-end client relationships from contract signing to program launch.
  • Developed customized surveys based on regulatory and client requirements using internal survey creation software.
  • Analyzed clients' supply chain data and validated information upon upload to the software solution.
  • Liaised with clients and internal stakeholders for custom survey updates and revisions.
  • Facilitated SFTP provisioning and software solution access while coordinating DKIM setup.
  • Advocated departmental interests and survey deployments at the Change Approval Board.
  • Led introductory calls post-contract signing and conducted data workshops during client onboarding.
  • Updated implementation metrics via Salesforce and Gainsight, ensuring accurate tracking of project progress.
  • Participated in client training sessions to ensure seamless transitions to program launch.
  • Assisted in identifying client expansion opportunities in collaboration with customer success managers and account executives.
  • Provided product support using Zendesk and JIRA, resolving software issues efficiently.
  • Enhanced internal processes and developed documentation for implementations and custom survey creation.

Sales Development Representative

SolarWinds MSP
03.2018 - 08.2018
  • Collaborated with account executives to develop and organize prospective leads using Salesforce CRM.
  • Initiated outreach efforts, providing detailed insights into SolarWinds managed IT service solution offerings.
  • Delivered comprehensive information on solution offerings to prospective clients, addressing specific needs.
  • Managed lead generation for targeted sales territories and scheduled initial presentations with account executives.
  • Established and nurtured external relationships, identifying the value proposition of software offerings.

Sales and Rentals Associate

Long And McQuade
07.2017 - 03.2018
  • Provided tailored rental and financing solutions for a diverse clientele, encompassing instruments and professional audio equipment.
  • Demonstrated expertise in client education, offering insights on instruments, audio software, and accessories.
  • Contributed to daily operations, including inventory management, opening/closing routines, and warehouse maintenance.
  • Managed point of sale transactions and account creation for new clients.
  • Maintained a diverse instrument inventory for demonstrations and facilitated equipment trials.
  • Consistently surpassed individual sales targets.

Operations and Support Officer

Track24 Canada Limited
03.2014 - 08.2015
  • Provided frontline support for client issues and ensured timely updates on software versions.
  • Managed procurement activities for Track24 Canada.
  • Oversaw inventory management for Canada and United Arab Emirates offices, utilizing the Inflow inventory system.
  • Collaborated with QA teams to test software solutions and integration with manufactured devices.
  • Administered company-wide hardware RMA processes and managed user access permissions on the software platform.
  • Served as the primary contact for shipping and receiving operations at Track24 Canada.
  • Supported business development initiatives by contributing to product catalogues and marketing materials.
  • Developed comprehensive hardware and software operating documentation.

Manager

Canadian Tire Corporation
05.2013 - 01.2014
  • Directed multiple internal teams to ensure seamless store operations.
  • Managed financial transactions, including safe deposits and daily financial reconciliations.
  • Spearheaded store promotions initiatives and managed housewares and sports departments concurrently.
  • Assisted store leadership with merchandising projects and inventory management.
  • Utilized point of sale systems in the automotive department.
  • Facilitated shipping and receiving processes for inventory management.
  • Provided leadership in the absence of the store owner.

Education

Project Management Professional -

Project Management Institute
Ottawa, ON
05.2024

CST8215 - Introduction to Database -

Algonquin College
Ottawa, ON
12.2020

ECO2305 - Microeconomics -

Algonquin College
Ottawa, Ontario
01.2016

CST8101 - Computer Essentials -

Algonquin College
Ottawa, ON
01.2016

Bachelor of Arts: Law -

Carleton University
Ottawa, ON
04.2013

Skills

  • Client Relationship Management
  • Software Implementation and Integration
  • Process Optimization and Enhancement
  • Team Leadership
  • Exceptional Customer Support
  • Data Analysis and Interpretation
  • Comprehensive Reporting
  • Business Development and Training Strategy
  • Proficient in CRM Systems (Salesforce/Gainsight/Microsoft Dynamics)
  • Expertise in Project Management Tools (JIRA/GitLab)
  • Proficient in Helpdesk Solutions (Zendesk, Freshdesk)

Timeline

Team Lead, Client Deployments

Field Effect Software
01.2023 - Current

Client Success Specialist

Field Effect Software
11.2020 - 01.2023

Implementation Specialist

Assent Compliance Inc.
08.2018 - 09.2020

Sales Development Representative

SolarWinds MSP
03.2018 - 08.2018

Sales and Rentals Associate

Long And McQuade
07.2017 - 03.2018

Operations and Support Officer

Track24 Canada Limited
03.2014 - 08.2015

Manager

Canadian Tire Corporation
05.2013 - 01.2014

Project Management Professional -

Project Management Institute

CST8215 - Introduction to Database -

Algonquin College

ECO2305 - Microeconomics -

Algonquin College

CST8101 - Computer Essentials -

Algonquin College

Bachelor of Arts: Law -

Carleton University
Stephen Cooney