Manager Account Executive

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Professional Experience

Sevenrooms – Remote

Implementation Manager, Enterprise October 2020 -- Present

•Leads client-based software implementation of CRM tool for enterprise clients in the hospitality space.

•Assisted in providing structure to the growing department and assisted in implementing new business processes for growing start-up company

•Regularly translates complex technical requirements to provide insightful instruction and overview to client operations and internal engineering teams.

•Leads client’s leadership team, which includes general managers, operations and executives, through a configuration process, ensuring the setup of application meets business needs.

•Identifies, mitigates, and manage project risks, including software issue resolution, and scope challenges

•Worked closely with delivery teams in creating sprint plans and release schedules.

•Leads client’s core project team through UAT Validation, documentation sign-off, and end user training.

•Works closely with clients, third party vendors, and development teams with integrating the CRM tool to the client’s POS system.

•Works closely with the product team to create a roadmap for future tools, process, and practices to implement.

•Collaborates with customer success teams to increase adoption of solutions by identifying gaps during the implementation that could be solved by added features or further training.

•Constantly reviewing metrics and identifying potential customer pain points to optimize against to prevent customer churn.

Trimble (e-Builder) – Remote

Lead Business Implementation Analyst January 2019 – October 2020

•Led client-based software implementation projects while managing workflows from a team of four junior analysts and technical analysts throughout the life cycle of a project.

•Assisted with the development of team members by providing mentorship developmental workshops and training for junior staff.

•Executed projects from start to finish while demonstrating my ability to improve optimize on efficiencies to improve time and scalability of the solution.

•Routinely translated complex technical requirements to provide insightful instruction and overview to client teams.

•Managed projects of various complexities, from small organization 20 end users, to large enterprise projects with over hundreds of end-users, exceeding $750 thousand budget.

•Advised clients on best-practices and processes as it relates to job costing principles and project management.

•Led clients through a process design session to discover functional requirements for the solution

•Identified, mitigated, and managed project risks, including software issue resolution, and scope challenges

•Worked closely with delivery teams in creating sprint plans and release schedules.

•Led client’s core project team through UAT Validation, documentation sign-off, and end-user training.

•Developed data maps, technical diagrams, process reports, and technical documentation for project team.

•Led the project team in the accounting/ERP system integration through AP (Del Boomi) or custom development.

•Developed data maps, technical diagrams, process reports, and technical documentation

•Worked closely with the project team to create a roadmap for future tools, process, and practices to implement.

•Collaborated with account executive teams to increase adoption of company solutions by identifying gaps during the implementation that could be solved by added features in the software.

•Consistently met or exceeded customer usage metrics by driving value during “sticky” features within the software.

HCSS – Sugarland, TX

Lead Implementation Specialist November 2016 - January 2019

•Served as a consultant, leading software implementation projects with a record of accomplishment of leading at-risk accounts into good standing.

•Led a team of three junior specialists on projects, being responsible for delegation, mentoring, development

•Served as the business advisor to clients for best use practices and processes as it relates to job costing and project management in the construction software space.

•Led clients through a process design session to discover functional requirements for the solution

•Identified, mitigates, and manage project risks, including software issue resolution, scope challenges, and project delays

•Led the technical consultant(s) in the accounting/ERP system integration through custom development or API that allowed the platforms to streamline the job tracking and costing process

•Provided heavy emphasis on training and development of client users on the web and mobile applications.

•Worked alongside product management and development team for future releases and enhancements of product offerings.

•Led the first implementation of a beta product, documenting the process, established a partnership with the customer and identifying areas for future enhancements in the long term.

•Worked closely with the technical support team to ensure a smooth transition and maintains working relationships after the project closes out.

SciQuest - Houston, TX

Solution Consultant- Functional & Technical lead September 2015 - September 2016

•Served as the lead consultant with a cross-functional team of remote stakeholders to meet client demand and drive optimization, reducing time spent on average by 60% and costs by 35%

•Served as the functional advisor to clients across all business verticals, translating business needs into technical solution requirements, while managing 3-4 concurrent projects at a time.

•Designed and implemented procurement applications to improve client’s operational efficiencies

•Identified, mitigated, and managed project risks, including software issue resolution, scope challenges and project delays

•Led the technical consultant(s) in the ERP system integration that allowed the platforms to streamline the Procure-to-Pay process

•Functioned as a client communication lead and updated internal and external stakeholders on changes of project scope, budget allocations, and key milestones

•Designated subject matter expert on all projects and mentored junior level consultants

•Created training manuals, test scripts and instructional videos for technical and non-technical personnel on projects

•Led the project team through the quality assurance-testing phase of all projects by creating and managing testing scenarios, documenting potential defects, and reporting bugs throughout the QA period.

Fiserv - Stafford, TX

Business Implementation Analyst October 2013 - September 2015

•Led as a project manager for 12 projects at various stages of the project lifecycle

•Utilized agile and waterfall methodologies (SDLC model) to implement projects, as well as iterative process modeling for deployment projects

•Analyzed current business process to assist in determining conversion requirements to design IT solutions

•Developed implementation plans including due dates, checklists, resource needs, time frames, and all elements required for implementation event

•Partnered with the offshore team to create quality assurance testing environments for regression testing, to ensure the solution is valid

•Configured and provided training on proprietary CRM application for all clients

•Assisted programmers with the creation, design, analysis, and support of technology solutions to improve client business process

•Provided training to clients before, during, and after conversion, as well as daily application balancing procedures

Sun Life Financial - Boston, MA`

Human Resource Consultant August 2012 - September 2013

•Primary recruiting point-of-contact for campus recruiting Developed and maintained relationships with academic faculty; career office employees; students; the Campus Relations Partner; Client Service recruiting teams and Sun Life Financial recruiters

•Supported the talent management process in all aspects of the process: sourcing, recruiting, interviewing, coordinating, background checks, on boarding, recruiting analysis, assigning LMS tests, and management of candidate tracking system

•Worked with HRIS Team to work on the configuration of HR systems (Taleo & Workday) for the US operations.

Education

Bachelor of Science in Business Management

Bentley University - Waltham, MA 2012

Technical Skills/Expertise:

Software/Tools: Taleo, Workday, Sales Force, JIRA, ETL, Data Encryption, ERP integrations, XML Editor, Procure-to-Pay Solution, eProcurement integrations, Crystal Reporting, Business Intelligence, Change management, project management, client software training, SaaS implementation

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