Gerard Joel
Johannesburg
Summary
Dedicated Client Relationship Manager with expertise in client engagement, project management, operational management, and people management. Goal-oriented professional focused on aligning project deliverables with clients' strategic, operational, technical, and future objectives. Proficient in maintaining strong client relationships while driving successful project outcomes. Consistently delivers exceptional results that exceed client expectations and contribute to the overall success of the organization.
Overview
13
13
years of professional experience
Work History
Project Manager
Digital Kinetics
11.2023 - Current
- Provided consultancy to companies, assisting with defining project requirements, creating user models, process flows, and drafting BRDs for vendors.
- Managed the RFI process, assessed vendors, and offered data-driven recommendations to select the best software development partner.
- Developed and maintained project plans, timelines, and budgets, ensuring on-time delivery.
- Regularly communicated project status and managed expectations with clients.
- Ensured all deliverables met quality standards and client requirements.
- Established effective communication among team members for enhanced collaboration and successful project completion.
Senior Client Engagement Manager
4-Sure Technologies
11.2021 - 10.2023
- Manage client expectations and ensure alignment with their strategic objectives.
- Facilitate client engagement sessions to gather requirements and provide updates on project delivery.
- Develop and monitor implementation strategies by creating project schedules and work plans.
- Lead project management activities, including technical planning, solution sessions, and documentation.
- Maintain operational SLAs, analyze data, and drive enhancements and process improvements.
- Foster people management, coaching, and skills development.
Solution Engineer / Subject Matter Expert
Standard Bank
12.2016 - 11.2021
- Analyzed customer data to improve business processes in home loans, wealth, and insurance.
- Collaborated with cross-functional teams to automate solutions, created user stories, and managed stakeholders.
- Lead project management activities, including technical planning, solution sessions, and documentation.
- Facilitated workshops to align user needs and technology solutions.
- Played a key role in sprint planning and prioritization.
- Utilized analytical and leadership skills to enhance customer engagement and operational risk management.
- Participated in business development efforts by identifying new or additional revenue opportunities with current clients.
- Handled complex problems and issues by understanding root causes and implementing solutions.
Team Leader / Acting Manager
Standard Bank
04.2012 - 11.2016
- Monitored operations to ensure employees followed relevant procedures and worked towards defined Key Performance Indicator (KPI) targets.
- Planned employee workloads and delegated tasks strategically to meet seasonal fluctuations in demand.
- Ensured compliance with authority levels and regulations.
- Handled queries and complaints, contributed to recruitment, and conducted staff performance appraisals.
- Supported staff training and development, focusing on technical, interpersonal, and conceptual skills.
- Displayed strong leadership and problem-solving skills.
Home Loans Verification Consultant & Acting Team Leader
Standard Bank Home Loans
10.2011 - 03.2012
- Manage the accurate verification and quality checks on all applications and deals taken up
- Ensure credit and fraud checks are performed accurately within accordance with laid down procedures, limiting the risk of fraudulent / inaccurate applications processing
- Manage the processing of applications in the required turnaround times ensuring high level of customer service
- Maintain a high level of integrity and ethical standards.
Education
Software Specialist Diploma - Information Technology
Boston Business College
2002
Senior Certificate -
Bechet Secondary School
2001
Skills
- Project Manager
- Project scope defining
- Project development and lifecycle
- Business strategy
- Strategic Planning
- Agile methodology
- Analytical problem solving
- Root Cause Analysis
- Relationship building and management
- Time Management
- Team Management
- Operational Risk Management
- Workforce Management
- Coaching Staff / Performance Appraisal
Timeline
Project Manager
Digital Kinetics
11.2023 - Current
Senior Client Engagement Manager
4-Sure Technologies
11.2021 - 10.2023
Solution Engineer / Subject Matter Expert
Standard Bank
12.2016 - 11.2021
Team Leader / Acting Manager
Standard Bank
04.2012 - 11.2016
Home Loans Verification Consultant & Acting Team Leader
Standard Bank Home Loans
10.2011 - 03.2012
Software Specialist Diploma - Information Technology
Boston Business College
Senior Certificate -
Bechet Secondary School
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