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Work Background
FreelanceFreelance Presales & Project Delivery (Available for Contract Hire)
Jul. 2021
DocuSignSolutions Architect
Jun. 2017 - Jul. 2021Chicago, IL- Agreement Cloud thought leader assisting DocuSign's customers and partners in modernizing their System of Agreement - Lead "Art of the Possible" sessions helping to educate prospective customers on the value of Contract Life Cycle Management - Build and demo high value Proof of Concept presentations customized to each customer's unique use case - Develop and deliver complex CLM solutions that seemlessly fit within a customers existing tech stack (common for a single solution to be integrated with existing CRM, ERP, Procurement Management, MDG, Data Lake, Multi-Factor Authentication, SSO, and custom software tools developed in-house - Land and Expand: Leverage momentum from successful delivery of high impact solutions, earn trust, and work with customers to identify new use cases for project teams to address.
SpringCMImplementation Manager
Jun. 2017 - Sep. 2018Chicago, IL- Lead project kickoff and iterative delivery of Contract Life-Cycle Management solutions for SMB and Enterprise organziation - Lead digital transformation of document intensive business processes - Become a trusted advisor for customers implementing DocuSignCLM tool, guiding them through discovery, requirements gathering, solution delivery, training, deployment, and adoption - Lead project kickoff, daily scrum, backlog grooming, and sprint review meetings - Draft statements of work that address high value, low risk use cases ensuing project teams have the opportunity to be sucessful and initial project delivery is high impact for the customer
StratEx PartnersCustomer Success Manager
Jan. 2015 - Jun. 2017Chicago, IL- Develop strong relationships with customers, understanding their needs, and providing effective solutions to meet those needs - Develop strategies for improving customer experience by proactively identifying areas of improvement - Communicate regularly with customers to ensure they have access to all necessary information regarding products or services - Collaborate with cross functionally with sales, marketing, technical support teams etc., in order to provide comprehensive service offerings that exceed expectations - Analize data from multiple sources (e.g., usage statistics) in order to identify trends and opportunities for growth within existing accounts - Leverage technology such as CRM systems or analytics tools when needed so that customers can easily manage their account activities
StratEx PartnersProject Manager
Jun. 2010 - Jun. 2015Chicago, IL- Lead implementation of eStratEx platform for roughly 100 new customers representing roughly $370k in monthly reoccurring revenue. - Responsible for organizing, scheduling, and managing all aspects of a project from kickoff to sign-off - Define project scope and objectives; create detailed work plans; estimate resources needed; assess risks associated with each task or milestone in order to develop mitigation strategies - Develop schedules that adhere strictly within budget constraints while meeting deadlines set by stakeholders - Manage communication between team members as well as external vendors or partners involved in solution delivery - Monitor progress on tasks assigned to cross functional teams working on various elements of the same deliverable - Ensure quality standards are met during every stage of project delivery - Identify potential issues before they become problems and take corrective action when necessary - Manage customer transition from professional services to customer success.
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