David Flacks

FAQ About David Flacks

• What is David Flacks's address?

  David Flacks is located at
  Yorktown Heights, New York, United States

• What is David Flacks's job title?

  David Flacks is a
  About Me: I am a results-driven Customer Success Manager with expertise in building and nurturing strong client relationships in the financial services industry. With a solid background in advanced technology concepts, infrastructure, security, SEC compliance, financial services, networking, and cloud computing, I excel in providing exceptional service within a managed service environment. My proven track record includes advising and onboarding a diverse portfolio of up to 75 hedge fund and private investment clients, ensuring their satisfaction with a remarkable 99% client rating. In my role, I prioritize client success by preparing and delivering insightful quarterly reviews that highlight updates, best practices, project strategies, additional solutions, and training opportunities. Collaborating cross-functionally with client support, engineering, and project management teams, I ensure that all design expectations are met and exceeded. By proactively identifying upsell opportunities, I have consistently helped clients overcome operational challenges while driving revenue growth. As a customer consultant and advisor, I specialize in implementing enterprise corporate performance management (CPM) solutions, with a particular focus on Planning, Consolidation, and reporting. I have successfully created detailed training materials for end-users and administrators, enabling seamless adoption of new workflows. Additionally, I have extensive experience handling ETL processes from various data sources, such as SAP, NetSuite, SQL, and flat files, ensuring accurate and efficient data integration. My expertise extends to designing integrations between SaaS cloud-based AP Automation solutions and highly visual Enterprise Resource Planning (ERP) systems, including Microsoft Dynamics NAV, Microsoft Dynamics GP, and customized in-house software. Leveraging my proficiency in common data exchange formats, such as XML/XSLX and JSON, I have implemented integrations through prepackaged REST API endpoints, resulting in streamlined and automated transmissions of master data. Throughout my career, I have conducted customer-facing design sessions and trainings, emphasizing workflow design, dataset ETL routines, automation, and best practices. My comprehensive understanding of API integrations, combined with proficiency in solutions like Postman and authentication/authorization protocols such as OAuth 2.0, SAML, and Okta, has enabled the successful establishment and testing of integrations. Abacus

• What industry does David Flacks currently work in?

  David Flacks currently works in the
  Abacus

• What is David Flacks's area of expertise?

  David Flacks specializes in
  About Me: I am a results-driven Customer Success Manager with expertise in building and nurturing strong client relationships in the financial services industry. With a solid background in advanced technology concepts, infrastructure, security, SEC compliance, financial services, networking, and cloud computing, I excel in providing exceptional service within a managed service environment. My proven track record includes advising and onboarding a diverse portfolio of up to 75 hedge fund and private investment clients, ensuring their satisfaction with a remarkable 99% client rating. In my role, I prioritize client success by preparing and delivering insightful quarterly reviews that highlight updates, best practices, project strategies, additional solutions, and training opportunities. Collaborating cross-functionally with client support, engineering, and project management teams, I ensure that all design expectations are met and exceeded. By proactively identifying upsell opportunities, I have consistently helped clients overcome operational challenges while driving revenue growth. As a customer consultant and advisor, I specialize in implementing enterprise corporate performance management (CPM) solutions, with a particular focus on Planning, Consolidation, and reporting. I have successfully created detailed training materials for end-users and administrators, enabling seamless adoption of new workflows. Additionally, I have extensive experience handling ETL processes from various data sources, such as SAP, NetSuite, SQL, and flat files, ensuring accurate and efficient data integration. My expertise extends to designing integrations between SaaS cloud-based AP Automation solutions and highly visual Enterprise Resource Planning (ERP) systems, including Microsoft Dynamics NAV, Microsoft Dynamics GP, and customized in-house software. Leveraging my proficiency in common data exchange formats, such as XML/XSLX and JSON, I have implemented integrations through prepackaged REST API endpoints, resulting in streamlined and automated transmissions of master data. Throughout my career, I have conducted customer-facing design sessions and trainings, emphasizing workflow design, dataset ETL routines, automation, and best practices. My comprehensive understanding of API integrations, combined with proficiency in solutions like Postman and authentication/authorization protocols such as OAuth 2.0, SAML, and Okta, has enabled the successful establishment and testing of integrations.

• Which languages does David Flacks speak? 

  David Flacks speaks the following languages:
  No languages available.

• Which industries has David Flacks previously worked in?   

  David Flacks has prior experience in the following industries:
  Abacus , Abacus , Gbi Consulting , Medius , Column 5 Consulting , Flextronics International , Ej Solutions , Outlooksoft , Hyperion Solutions

• What is David Flacks’s work experience?  

  David Flacks has the following professional experience:
  Abacus , Abacus , Gbi Consulting , Medius , Column 5 Consulting , Flextronics International , Ej Solutions , Outlooksoft , Hyperion Solutions .

• How can I find David Flacks on LinkedIn?  

  You can view David Flacks’s
  LinkedIn profile at LinkedIn URL.

• What are David Flacks’s work email addresses?  

  David Flacks’s work email addresses are
  [email protected] .

• What company does David Flacks work for?  

  David Flacks works at
  Abacus