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Work Background
Point of Rental SoftwareSenior Project Manager
Aug. 2024- Manage Salesforce CPQ process improvements, architect CPQ solutions, create CPQ training and documentation.
- Built form and submission process for CPQ remediations, reducing processing time and increasing data collection.
- Plan and implement fixes for CPQ bugs.
- Salesforce Administration updating page layouts, price rules, flows and permissions.
- QA CPQ configuration and updates before deployment.
- Build custom Salesforce reports for revenue forecasting.
OSF DigitalProject Manager II, Salesforce Sales Cloud and Salesforce Data Cloud
May. 2024 - Aug. 2024Project Manager for Salesforce Sales Cloud and Salesforce Data Cloud implementations. Efficiently manage projects on time and under budget. Responsible for SOW and change order updates and review. RACI and status report updates provided weekly. Responsible for project plan creation, reporting, revenue forecasting, billing and invoicing. Utilize Jira, Smartsheet, Confluence, SharePoint and Excel. Utilize scrum calls for removing or foreseeing barriers. Work on multiple projects at once. Deliver high client satisfaction and CSATs.
OSF DigitalProject Manager II, Salesforce Marketing Cloud and Salesforce Commerce Cloud
Sep. 2023 - Aug. 2024Project Manager for Salesforce Marketing Cloud and Salesforce Commerce Cloud personalization implementations. Project Manager for projects that utilize Salesforce Commerce Cloud for E-Commerce clients. Efficiently manage projects on time and under budget. Responsible for SOW and change order updates and review. RACI and status report updates provided weekly. Responsible for project plan creation, reporting, financial forecasting, billing and invoicing. Utilize Jira, Smartsheet, Confluence, SharePoint and Excel. Utilize scrum calls for removing or foreseeing barriers. Work on multiple projects at once. Deliver high client satisfaction and CSATs.
OSF DigitalProject Manager II, Salesforce Revenue Cloud
Apr. 2023 - Oct. 2023Michigan, United StatesProject manager for Salesforce CPQ implementations. Efficiently managed projects on time and under budget. Responsible for SOW and change order updates and review. RACI and status report updates provided weekly. Responsible for reporting, financial forecasting, billing and invoicing. Utilize Jira, Smartsheet, Confluence, SharePoint and Excel.
PalmettoAccounting Systems Manager
Nov. 2022 - Apr. 2023-Developed and maintained the Accounting System Roadmap to meet Company and Department needs
-Managed all system integration between the Accounting ERP and other software
-Developed and validated Accounting System Reports to be used for Accounting, Finance or Management purposes
-Supported and expand employee knowledge of Accounting System functionality and controls
-Established and enforced formalized policies and procedures related to Accounting Systems access and change management to satisfy Sarbanes Oxley and IT General Control Requirements
-Managed implementations in relation to Accounting Systems software from planning through deployment
-Provided Quality Assurance in testing any Accounting System errors to ensure quick resolution
-Acted as the NetSuite Administrator
-Assisted with Accounts Payable and Accounts Receivable invoicing and reporting in Salesforce and NetSuite
-Acted as the Stampli (AP Software) Admin
-Managed Sprints through the Scrum framework
-Tested and deploy new accounting system functionality
-Researched and addressed any system errors to ensure accurate accounting and quick payment turnaround
-Aided in Purchase Order Management and Creation processes
-Created process flow diagrams
-Ensured privacy compliance and security requirements are met and maintained
-Created and trained data management best practices
-Acted as Stripe Administrator
-Lead process flow discussions and planning sessions
-Documented pain points in the accounting system processes
-Aided in sandbox refreshes
-Acted as Jira Admin
-Researched and vetted new technology to add to the accounting systems roadmap
PalmettoProgram Manager, Technical Business Integrations and CCPA
Jun. 2022 - Apr. 2023-Built CCPA program from manual spreadsheets and email to automating through Airtable and web forms
-Reduced consumer data compliance program delivery timelines by 90% by simplifying process and automating request management
-Aided in technology compliance and SOC audits
-Created training documentation to aid in change management for security team software transition
-Managed Privacy and Data Requests Program
-Reviewed software usage for acquired companies to make cost saving proposals
-Acted as Airtable Admin
Spaulding RidgeSenior Associate - Salesforce and DocuSign Engagement Lead
Nov. 2021 - Jun. 2022RemoteMaintained project management duties but moved into engagement management of a large portfolio of projects nearing $5 million. Was responsible for growing business and maintaining 5 CSATs for clients on both Salesforce CPQ and DocuSign projects.
Spaulding RidgeSenior Associate - Salesforce Project Manager
Sep. 2021 - Nov. 2021Maintained project management duties but was promoted to a Senior Project Manager to align with the increased portfolio responsibilities.
Spaulding RidgeAssociate - Salesforce Project Manager
May. 2021 - Sep. 2021-Managed multiple Salesforce CPQ project streams
-Project communication, planning and execution -Expectation setting and communicating status with all stakeholder groups, escalating issues and concerns when needed
-Managed multiple budgets, ensuring timeline and scope
-Managed internal and external project meetings
-Provided weekly project status decks
-Managed project kick offs, sprint planning and sprint demos
-Attention to project scope facilitating change orders when needed
-Worked with project sponsors to ensure planned business value is progressing according to plan
-Coordination of quality outcomes through test planning and execution
-Provided project visibility, ensuring client communication and trust
Foundant TechnologiesData Migrations Specialist
Jan. 2018 - Apr. 2021-Simultaneously managed upwards of 38 migrations projects at a time for clients moving from other grant or scholarship systems or spreadsheets to Foundant Technology
-Worked with sales to manage migration pre-sales calls and ensure accurate project scoping
-Provided recommended timeline, cost and solution to sales for potential migration projects
-Assigned migrations to other migration team members
-Aided in creating documentation for clients to set migration expectations
-Created internal migration documents for best practices among client services
-Helped with migration process improvements
-Trained new employees in both migration and client services roles on migration best practices
-Managed all of my migration projects and clients on a 1:1 level from beginning of migration to completion of migration
-Managed data from various sources and manipulated it to fit needed source for successful Foundant migration
-Built reports for clients to fully utilize the data that was migrated to help make decisions and insights into the data
-Cleaned data and taught clients data cleansing techniques
-Eased concerns and stress that clients naturally encounter when going through the migration process
-Managed daily client calls with my clients and aided in other team member's client calls
ElixiterAssociate Consultant
Jun. 2017 - Jan. 2018-Consulted on Marketo best practices
-Helped update and create campaigns, ads and marketing sites
-Helped review marketing insights
-Attended and assisted with client calls
-Project management
Advanced Technology Group (atg)Staff Consultant
Aug. 2016 - Jun. 2017Quality assurance, project management, managed services and business analyst work for clients with projects over $1 million. STRATEGY AND ASSESSMENT
- Quote to Cash (Q2C) Assessments
- Accelerated RFP for Q2C Applications (CRM, CPQ, PRM, Billing)
- Cloud vs. On-Premise Strategy Assessment
- Market Research
- Competitive Analysis SAAS Q2C IMPLEMENTATION & OPTIMIZATION
- SFDC Implementation, Configuration & Administration
- CPQ (Configure, Price, Quote) Strategy, Process Optimization & Technology Implementation
- Cloud Billing Strategy, Optimization & Implementation ENTERPRISE PROJECT SUPPORT
- Custom Software Development
- Project Management
- Business Analysis
- Quote to Cash QA/Testing
- Post-Implementation Managed Services
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