DOROTHEE V. TRENT

Philadelphia, PA ***** (C) 516-***-**** addp0i@r.postjobfree.com

PROFESSIONAL SUMMARY

Talented Project Manager with +10 years of experience specializing in data analytics, financial planning and balancing competing customer needs. Having excelled in many roles at various organizations ranging from start-ups to large global consulting and technology firms.

CORE COMPETENCIES

• Project Management

• Account Management

• Financial Forecasting

• Process Improvement

• Data Analysis & Visualization

• Contract Renewals & Change Orders

• Revenue Recognition

• Vendor Management

PROFESSIONAL EXPERIENCE

Customer Success Manager July 2018 to Current

MediSpend – Remote Philadelphia, Pennsylvania

• Manage and grow relationships for pharmaceutical and medical device accounts in the healthcare space valued at ~

$1.6M annual recurring revenue, while renewing and expanding current client contracts

• Provide customers with technical, onboarding and training support to ensure client satisfaction with company products

• Manage and maintain the implementation of client projects as determined by customer needs; Plan, track and schedule project timelines, and budget accordingly

• Run engagement between software implementation team and clients ensuring all milestones and project requirements are achieved on schedule

• Collaborate with cross-functional teams to ensure that technical software development, infrastructure, and implementation work efforts from initiation through delivery are completed on time

• Create and maintain a knowledge base of client’s processes and the technical solutions needed to support accounts

• Contribute to analysis and development of workflow and continuous process improvement initiatives, tracking and reporting on activities and health of customers; to design and implement proactive outreach models and survey design Senior Energy Efficiency Account Manager March 2018 to July 2018 ICF International – Remote Philadelphia, Pennsylvania

• Piloted FirstFuel SaaS engagement platform amongst high profile PECO commercial customers to maximize efficiency opportunities, provide site specific analytics and increase customer satisfaction

• Presented at conferences and trade shows to educate audience on program offerings and generate new business

• Created customized CRM dashboards to provide program team with real-time access to customer metrics and trends

• Continued to maintain responsibility for previous account management tasks Energy Efficiency Account Manager October 2015 to March 2018 ICF International – Remote Philadelphia, Pennsylvania

• Worked as part of management consulting team to ensure the implementation of PECO sponsored Commercial & Industrial energy efficiency program is successfully executed amongst greater Philadelphia region customers

• Supported a portfolio of nearly 300 utility customer accounts via Skype meetings, email and in-person visits

• Maintained 100 percent of existing customer accounts while successfully converting 30 percent of new customer leads

• Generated customer leads through networking at trade shows and industry events, referrals and cold calls

• Delivered real-time data analysis to customers using FirstFuel customer engagement platform to drive buy-in and retention

• Educated customers on technological offerings via web-based and in-person software training sessions

• Coordinated with marketing team to create customized campaigns targeting specific customer segments in order to achieve contract specified KPIs

• Prepared monthly status reports for company executives to track revenue goals and quantify customer engagement activities

Energy Engineer October 2015 to June 2016

ICF International – Remote Philadelphia, Pennsylvania

• Provided PECO commercial & industrial customers with technical assistance and guidance on program offerings via group presentations and one on one consultations

• Assessed customer efficiency strategies, building plans and specifications, while making recommendations for energy efficiency improvements

• Reviewed commercial grade technical specifications, engineering calculations and cost estimates for energy efficiency projects

• Prepared monthly status reports to quantify customer engagement activities and to monitor progress towards client goals

• Completed customer site audits and inspections for program energy efficiency projects as needed Project Manager September 2012 to October 2015

Ecova, Inc. – Bala Cynwyd, Pennsylvania

• Part of utility consulting team focused on achieving PPL sponsored energy efficiency program requirements via customer outreach and education in the residential sector

• Calculated and forecasted budgets, energy savings and staffing resources to meet contract requirements; including the largest contract win in company history (>$92 million)

• Independently developed and maintained financial forecasting tool used to ensure monthly company revenue goals were consistently achieved within +/- 10%

• Lead various remote cross-functional teams, ensuring that project deliverables were completed as scheduled

• Analyzed and reported program performance with respect to contract goals weekly to maintain client satisfaction

• Developed company-wide process improvement and project management initiatives to maximize project efficiencies

• Weekly creation and review of invoices to be used for client billing

• Collaborated on program Requests for Proposals (RFPs) in order to facilitate new utility program contract wins Account/Project Manager March 2008 to May 2011

RealWinWin, Inc. – Philadelphia, Pennsylvania

• Managed a portfolio of national accounts resulting in capturing nearly $2M in national utility rebates per quarter for customer projects. Billing 10% of rebate funding as RWW revenue forecasted on a monthly basis

• Maintained database of 1,000-2000 client projects in various stages of completion throughout the country in order to ensure customer earning potential was maximized

• Assisted clients in planning energy project scopes, budgets and timelines throughout various stages of project life cycle to ensure projects complied with utility program regulations

• Served as clients' primary point of contact; interacting with new and current project stakeholders as needed to follow up on account and project deliverables

• Collaborated with company executives and engineering team to meet client objectives and cultivate project plans

• Distributed monthly status updates and lead quarterly status meetings to guarantee client satisfaction, and maximization of customer rebate earnings

AFFILIATIONS

Project Management Institute - Individual Member March 2015 - Present Encouraging the improvement and advancement of project managers EDUCATION

Bachelor of Science: Psychology May 2007

Saint Joseph's University - Philadelphia, PA

CERTIFICATIONS & TRAINING

PMP (Project Management Professional) Expected December 2020 Project Management Training May 2014

SKILLS

MS Word, Power Point, MS Project, Excel, JIRA, Confluence, Salesforce, Tableau, Zendesk, WebEx, SharePoint, Performance IQ, Deltek Vision, Workday, Nexonia, Survey Monkey, Prezi, SmartSheet, FirstFuel and Microsoft CRM

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