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Work Background
InsperityProduct Manager, TES Business Solutions
Aug. 2025
InsperityProduct Manager, TES Business Solutions(Salesforce)
Aug. 2025Manages and leads the team responsible for enterprise business systems that support the operational growth of Traditional Employment Solutions. Leads cross-functional teams in the strategy, implementation, and continuous improvement of business applications, with a specific focus on identifying efficiencies and ensuring business continuity. Partners with senior leadership to define application priorities based on ROI, scalability, and alignment with long-term strategic goals. Oversees the Salesforce platform and related technologies for Traditional Employment, managing division product roadmaps, integrations, change management and governance. Serves as the business sponsor and functional support for major system upgrades, enhancements, and process redesign initiatives. Identifies division-wide technology opportunities to reduce duplication, align departments, and increase automation through integrated systems. Builds and maintains strong relationships with internal stakeholders to understand operational pain points, define business requirements, and deliver application-based solutions that drive measurable outcomes. Designs and implements metrics dashboards, usage analytics, and performance indicators to measure platform adoption, user satisfaction, and ROI. Facilitates ongoing change management activities to ensure stakeholder adoption and alignment across the organization.
InsperityManager, Professional Services
Feb. 2024 - Aug. 2025Spearhead the implementation of the Insperity HCM platform for new and existing clients, coordinating cross-functional teams to ensure smooth onboarding and adoption, ensuring client success. Lead change management initiatives, driving improvements in operational efficiency and client satisfaction through optimized implementation processes and workflows. Implemented a Salesforce initiative to modernize and automate the client onboarding process, eliminating manual steps and improving team communication. Managed the 12-month project from development to rollout, now the standard process for 100 users daily across multiple teams. Collaborate with internal teams to deliver tailored client solutions, ensuring alignment with customer goals and project objectives. Provide leadership and mentorship to junior staff, promoting performance optimization and a high-performance culture.
InsperityManager, Traditional Employment Client Onboarding
Feb. 2022 - Feb. 2024Madison, Wisconsin, United StatesManages the team responsible for the assimilation of sales orders and client requests and priming internal CRM.
Assists in the identification, development and implementation of process and service improvements that result in the successful transition of new clients, improved client retention, and increased client satisfaction. Communicates to all stakeholders, including but not limited to, successful transitions, any time constraints, and areas of concern or unmet client needs along with recommended solution(s). Analyzes current performance data, develops a conceptual idea or vision and then develops systems, processes and plans that are executable, realistic and results-oriented that result in onboarding improvement. Drives performance by creating alignment and accountability. Establishes performance objectives, tracks performance and evaluates progress toward those objectives. Works with internal constituents to ensure internal processes and solutions positively impact the overall client experience. Leverages internal relationships to address issues, manage escalations and to identify opportunities for process improvement. Serves as an escalation point to investigate, analyze and recommend solutions for onboarding issues related to new clients. Manages capacity and utilization of national onboarding resources.
Fosters a client focused, high performance culture. Maintains a work environment that is energized, motivating and encourages employees to focus on continued improvement. Develops skill level of direct reports and overall team through demonstrated leadership, mentoring, development, planning and performance management. Partners with sales to define appropriate onboarding strategy to meet client needs and ensures client satisfaction. Performs quality assurance of sales documents for completeness. Gathers client feedback to drive enhancements for an improved client experience.
Maintains flexibility in schedule to accommodate clients’ needs.
InsperityProject Manager
Aug. 2019 - Jan. 2022Madison, Wisconsin AreaConsults with key decision makers regarding their current and future workforce and business performance needs for Time and Attendance. Develops and manages detailed implementation projects to include project requirements, time lines, related success factors and effectively defined project outcomes. Leads internal and external teams to ensure that services are delivered timely and in alignment with the project scope, achieving desired business results. Collaborates with the client during Client Intake to define critical discovery information to ensure seamless onboarding, resulting in a positive client experience. Consults with designated client contacts and key decision makers regarding their current and future product needs. Advises clients regarding best practice and implementation strategies. Recognizes potential non-compliance issues during the assessment process. Works with clients and professional services to correct issues to ensure product integrity and accountability. Communicates and discusses business operations and reporting requirements for the business from a client’s perspective. Manages project milestones and monitors deliverables with client and professional services to ensure zero defects on the client’s implementation. Escalates complex client issues and follows through to resolution, ensuring appropriate communication to all involved parties (including internal stakeholders). Maintains outstanding customer service standards to ensure excellent client satisfaction and retention. Works as a liaison to build excellent relationships with client service providers. Maintains knowledge of all software applications within Insperity to ensure appropriate integration between all products. Leads cross functional project team including implementation and client representatives. Negotiates internal and client resources. Develops and manages implementation strategy that leads to full adoption and integration of product offerings.
InsperitySr. Customer Success Specialist
Jan. 2018 - Aug. 2019· Communicates proactively with Business Performance Solutions (BPS) customers to ensure strategic plans are developed, monitored and delivered to assigned client base.
· Guides the customer through a deeper analysis of their solution(s) activity through an understanding of business process, financial, and industry data to accurately diagnose efficiency opportunities. Collaborates with internal partners to identify key issues, and develop strategies and plans, resulting in a systematic approach to solving customer problems.
· Handles minor training issues with end users and minor configuration changes.
· Determines when to escalate issues to other departments and resources based on a thorough needs assessment.
· Communicates customer feedback to internal stakeholders, including clear documentation on feature requests.
· Troubleshoots, supports and coordinates other contracted services.
· Meets with executives at key accounts to assess strategic business needs and challenges in order to identify potential opportunities.
· Positions additional services and solutions by consulting with customer executives, gaining commitment and coordinating implementation timelines; including other Insperity offerings.
· Prepares self and others to make presentations; including data analysis reports, report cards, trainings and presentations on additional products and services available. Ensures that meetings serve business objectives while using appropriate interpersonal styles and considering the potential contributions of others.
· Sets high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.
InsperityPayroll Implementation Specialist
Jun. 2016 - Dec. 2017Greater Atlanta AreaProvide payroll service to a dedicated book of medium sized clients by producing accurate and timely payrolls each cycle. This includes research and analysis, managing expectations, account maintenance, reporting needs, and general payroll related questions. Educate our clients regarding compliance (such as FLSA), how to use their provided resources and also how Insperity can help grow their business. Experience in multi-state and union payroll experience working with clients who have multiple pay cycles, job costing and regular rate of pay.
InsperityPayroll Specialist
Jan. 2015 - Jun. 2016Greater Atlanta AreaProvide payroll service to a dedicated book of business by producing accurate and timely payrolls for multiple pay cycles. My responsibilities include research and analysis, managing expectations, account management, payroll related questions and reporting.
Integrity Employee LeasingPayroll Processor
Apr. 2014 - Dec. 2014Port Charlotte, FLDedicated payroll processor for a book of 50+ accounts in 4 states. Provided on-boarding service from start to finish for new clients during implementation including electronic and manual enrollments, personnel files, direct deposit, deductions, compliance, PTO/Vacation accruals and tax set-up for state and federal. Set up user profiles and credentials for new clients so they could key, review and submit their payroll, review and build reports, employee rosters and other payroll related information. Processed payrolls in all cycles. Prepared payroll packets for pick-up, shipment or courier delivery.
US Security AssociatesPayroll & Billing Administrator
Feb. 2011 - Jan. 2013Northern CaliforniaProcessed manual entry payroll from time sheets for seven area branches and more than 2500 employees. Employees had multiple rates by job cost in multiple locations for the same pay cycle as well as fluctuating work weeks. Processed final check requests for separation and terminations. Managed accounts payable, invoice questions and maintenance and ordering office supplies for the branches. Worked closely with branch and operations managers to ensure timely and accurate pay to each employee, resolution of open invoices or payroll questions and payment of operating costs for each branch.
PBD WorldwidePremium Services Manager/ Inventory Control
Sep. 2007 - Aug. 2010Bolingbrook, ILHR duties including interviewing, orientation, training, new hire paperwork, benefits enrollment, overtime tracking, missed punches and schedules in ADP ezLabor, disciplinary support and employee functions. Responsible for the coordination and completion of special projects within the distribution center from start to finish. Managed multiple projects including scheduling, budgeting, billing, administrative, procurement of materials and consumables, managing man hours by minimizing overtime and maximizing output. Worked directly with the client and executive management through every phase of the project through conference calls and web meetings to report on progress, manage expectations and re-align the workflow as needed based on client requests and business need.
Managed operational functions, business process, system solutions and reporting. Worked with the management team to define, collect and report metrics weekly. Wrote, tested and implemented standard operating procedures for the distribution center. Provided recommendations for improvement based on research, new tools, processes and technology.
Also managed the inventory control department for the distribution center. Performed and directed regular cycle counts, inventory movement to maximize pick efficiency, maintained the Telxon scanners for our facility.
Provided office support including, phones, package research, reception, office and warehouse supplies, ordering catering for employee functions and business meetings.
PBD WorldwideClient Coordinator
Jul. 2005 - Sep. 2007Alpharetta, GAProvided client support for a dedicated book of business. Primary point of contact for day to day operations. Responsible for client questions, issues or concerns, reporting, account maintenance, system maintenance and updates, inventory questions, customer escalations and other duties as needed.
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