Patrick Shea

Built billing solutions enabling self-service account management for 2.6M policyholders and supporting internal financial automation. Reduced month-end reconciliation time by 57% and improved customer-facing service downtime by 20% through monitoring and reporting.

Built billing solutions enabling self-service account management for 2.6M policyholders and financial automation supporting internal operations.
Key Achievements:
• Built a cross-platform application that reduced month-end reconciliation time by 57% and enabled Accounting teams to independently manage billing processes.
• Delivered a data security solution that secured 10M+ customer records and pr

Delivered CRM platform solutions, integration tools, and customer enablement for 60,000+ real estate agents and brokerages. Increased end-user engagement by 20% using AI/personalized messaging and improved conversion rates by integrating VOIP functionality into the CRM.

Delivered CRM platform solutions, integration tools, and customer enablement for 60,000+ real estate agents and brokerages.
Key Achievements:
• Increased end-user engagement by 20% by leveraging AI and user behavior data to enable personalized, behavior-based messaging campaigns.
• Drove a 3% increase in conversion rates by integrating VOIP functionality that enabled clients to call and track end-

Key Achievements:
• Eliminated $468K in annual licensing costs by partnering with leadership to develop an internal API integration platform to replace MuleSoft and maintain API-led connectivity.
• Reduced sales cycle time by 15% with self-service workflows that guided clients through contract execution, payment collection, and onboarding launch for Sales, Billing, and Onboarding teams.
• Accelera

Developed solutions and integration offerings across core services to support sales, billing, and onboarding workflows. Eliminated $468K in annual licensing costs by building an internal API integration platform and reduced sales cycle time by 15% using self-service contract execution and onboarding guidance.

Built platform and internal integration capabilities to improve internal efficiency and enablement. Reduced internal operational interruptions by 80% with workflow automation and increased Salesforce adoption by 30% through enablement sessions and updated documentation.

Key Achievements:
• Decreased operational interruptions for internal teams by 80% by implementing workflow automation that guided users to self-service resources and converted ad hoc requests into trackable work items.
• Accelerated Salesforce adoption by 30% by conducting regular enablement sessions, creating updated documentation, and aligning workflows with departmental processes.
• Introduced

Key Achievements:
• Created the Implementation Specialist role, partnering with Sales and Onboarding teams to deliver product demonstrations, proof-of-concepts, and onboarding support to new and prospective clients.
• Led a two-member team responsible for completing 150+ monthly database migrations, integration configurations, and client platform launches.

Established and led a Technical Escalation Manager function handling high-priority technical escalations impacting client CRM platforms. Reduced incident resolution time by 50% by creating training programs, SOPs, and process documentation for triage and troubleshooting.

Key Achievements:
• Established the Technical Escalation Manager role and led a three-member team responsible for diagnosing and resolving high-priority technical escalations impacting client CRM platforms.
• Reduced incident resolution time by 50% by establishing training programs, SOPs, and process documentation for triage, troubleshooting, and management of technical escalations.

• Served as a technical subject-matter expert, consulting clients, Sales, and Customer Success teams on integration management, escalation resolution, and platform functionality.
• Led client enablement presentations at industry conferences and on-site seminars, providing hands-on training and product demonstrations to drive platform adoption.

Oversaw daily store operations, driving business development and sales performance.
• Turned an underperforming store into a top-5 location within a 12-store district.
• Coached associates on consultative selling, achieving district-leading average ticket size.

• Oversaw store operations, sales performance, and coached a rotating team of sales managers.
• Ranked among top-performing sales contributors across multiple stores. 

Leveraged consultative selling and problem-solving to build strong customer relationships and drive individual sales performance.