Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Zachary Yurkovsky

Chicago,IL

Summary

Software consultant with two years of experience managing enterprise accounts, delivering client training, and implementing custom portfolio solutions. Proficient in Python, Excel, and data visualization, with a strong focus on client engagement.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Consultant, Client Solutions

FactSet
02.2023 - Current
  • Managed two enterprise accounts with over 100 active users, achieving a 45% increase in user engagement by delivering tailored trainings and demos.
  • Designed and implemented custom attribution reports for portfolio comparisons, integrating complex datasets into FactSet applications.
  • Spearheaded 20-30 client onboardings per quarter, ensuring smooth implementation of portfolio analytics tools and data integration.
  • Lead a cross-functional team of 3+ consultants to deliver large-scale solutions for high-value clients, optimizing portfolio reporting workflows.
  • Collaborated with implementation specialists to streamline post-implementation support and create user-centric documentation.

Business Development Representative

Oracle NetSuite
01.2022 - 10.2022
  • Managed over 30 calls per day via inbound/outbound leads
  • Emphasize product features based on analyses of customers' needs and on technical knowledge of product capabilities and limitations
  • Collaborate with colleagues to exchange information, such as selling strategies or marketing information
  • Consult with engineers regarding technical problems with products

Summer Facility Assistant

University Of Illinois Urbana
05.2021 - 07.2021
  • Enabled customer satisfaction by providing adequate service and expertise on all aspects of facility
  • Performed routine and comprehensive custodial maintenance of assigned facilities in alignment with specifications
  • Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.

Education

Bachelor of Arts - Economics

University of Illinois At Urbana-Champaign
Champaign, IL
08.2021

Skills

  • Microsoft Excel
  • Python
  • Portfolio Analytics
  • Stakeholder Collaboration
  • Relationship-building
  • Reporting
  • Presentation and Communication

Certification

  • Python Training
  • FactSet Internal Certifications

Timeline

Consultant, Client Solutions

FactSet
02.2023 - Current

Business Development Representative

Oracle NetSuite
01.2022 - 10.2022

Summer Facility Assistant

University Of Illinois Urbana
05.2021 - 07.2021

Bachelor of Arts - Economics

University of Illinois At Urbana-Champaign

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