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Work Background
Manager, Professional Services
NXTsoft (now Kinective)Manager, Professional Services
Jan. 2024 - Apr. 2025Brentwood, California, United StatesAs Manager of Professional Services at KINECTIVE, I lead a high-performing team responsible for delivering complex software implementations for financial institutions nationwide. I oversee advanced data conversion, system integrations, and process automation initiatives that drive client value and long-term platform adoption. My role involves strategic planning, cross-functional collaboration, and stakeholder engagement across technical, compliance, and business units. Key Contributions: Led initiatives that contributed to exceeding annual revenue goals by $2.1M. Standardized workflows and documentation, reducing onboarding time and improving operational efficiency. Fostered strong client relationships through proactive communication, issue resolution, and results-oriented delivery.
Business Data Consultant / Data Analyst
NXTsoft (now Kinective)Business Data Consultant / Data Analyst
Apr. 2019 - Dec. 2023Birmingham, Alabama AreaLeading consultant for advanced data connectivity FinTech clients. Coordinates with tech teams to optimize data conversion strategies. Monitors issues and events through SalesForce ticketing system. Manages internal and external communications. Coordinates workload diversity and complexity assignments.
Implementation Specialist Project Manager
NCP SolutionsImplementation Specialist Project Manager
May. 2016 - Jul. 2017Birmingham, Alabama AreaDeveloped comprehensive project plans, managed multiple projects, created project proficient strategies. Managed communications meetings with clients, departmental managers, developers, business analysts, and third party vendors.
Implementation Coordinator, Advanced
Jack Henry & AssociatesImplementation Coordinator, Advanced
Feb. 2015 - May. 2016Birmingham, Alabama AreaAssigned priority and complex projects due to enhanced tech knowledge, critical thinking skills, and drive for results. Managed costs / budgets, custom work requests, conducted user acceptance testing, and created software test scripts. Wrote queries, made configuration suggestions, and performed regression testing.
Implementation Coordinator
Jack Henry & AssociatesImplementation Coordinator
Feb. 2012 - Feb. 2015Birmingham, Alabama Area
Technical Support Representative
Jack Henry & AssociatesTechnical Support Representative
Feb. 2010 - Feb. 2012Birmingham, Alabama AreaProvided product support for telephone banking products via the telephone and/or internet - Provided level one troubleshooting - Accurately assessed the customer's product issue or problem -Asked the user well thought out or detailed questions - Provided after-hours support on rotating schedule – Researched customer problems/issues to increase personal knowledge - Carefully listened to the user's response to fully comprehend the need and issue – Answered general application questions Monitored incoming cases and emails and resolved in accordance with Service Level Standards Provided appropriate personnel a precise understanding of user's issues when the problem needed to be escalated to a higher level - Used available support tools to assist the customer and/or recreate the issue - Kept current on most recent changes and/or upgrades
Patient Access Representative
Brookwood Medical CenterPatient Access Representative
Oct. 2007 - Jul. 2011Birmingham, Alabama Area
Helpdesk Support Analyst I
Regions Financial CorporationHelpdesk Support Analyst I
Jun. 2007 - Feb. 2010Birmingham, Alabama AreaHDI Certified Support Center Analyst – Worked with other departments to resolve issues - Performed callbacks – Duties included answering, logging, and tracking Help desk calls, documenting tickets – Monitored Remedy system to insure SLA agreements – Opened tickets and track resolutions - Diagnosed Hardware and software – Escalated issues appropriately Troubleshoot network issues – Assisted users with password management - Performed IT functions as directed - Provided end-users training and assistance where required - Researched resolution with Region’s tools - Handled support requests from users via phone, chat, or email
Patient Access Representative
Brookwood Medical CenterPatient Access Representative
Jun. 2006 - Jun. 2007Birmingham, Alabama Area
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