**** ****** **.

WINDSOR, CO *****

303-***-****

adk4ma@r.postjobfree.com

www.linkedin.com/in/jacob-mcdonald-1106

JACOB MCDONALD, CSM®, CSPO®, SFDC® Platform App Builder, Public Trust, PMP (in progress) STRATEGY, LEADERSHIP, PROBLEM SOLVING & PROJECT MANAGEMENT STRATEGIC PLANNING / BUSINESS PROCESS ENHANCEMENT / PRODUCT DEVELOPMENT / TEAM LEADERSHIP Expert project and program management with the ability to translate between technical and non-technical team members within development life cycle teams, while meeting all deadlines, budgets, and customer requirements. Respected professional services manager, project and program manager, business analyst, partner and consultant; collaborating at levels ranging from the C-Suite to front line personnel.

Spearheads creative and analytical decisions pertaining to all phases of the product development process from concept to post-launch analysis. Hands-on, versatile management style; identifies external/internal customer needs and delivers specific technical training and education initiatives to expand product growth within the business departments. Fosters a positive work environment.

Creative Business Expansion Financial Project Planning Accomplished Growth Operator

Strategic Implementation Growth Customer Success Initiatives Dynamic Team Leader

Client-centric Consulting Expert Communicator Relationship Builder PROFESSIONAL EXPERIENCE & SELECT ACHIEVEMENTS

Ace Info Solutions, Fort Collins, CO — Program/Project Manager May 2020 - PRESENT

Rejoined Ace Info Solutions to be a strategic Consultant across department teams in an effort to manage and improve the engagement of each individual client for our federal DHS partner (FEMA) to ensure deliverance of $150 million contract. This involves strategic process analysis to bring about areas in need of dedicated attention and improvement to fortify the partnership and better understand each client’s unique needs. My main objective is to strengthen, build upon and maintain strong partnerships with each client to scale the benefits they receive from the application and platform. I work with internal and external stakeholders to increase the value being driven from the application and ensure strategic initiatives are being implemented in accordance with client roadmaps, in an Agile environment. Additionally, assist other project Leads in the development and execution of a $120 million O&M Proposal to secure a 5-year contract for ongoing operational and maintenance initiatives.

Manage project team of 50-60 people, strategically innovating, scoping, planning, and delivering each project milestone of our large-scale modernization initiative for the DHS.

Increase effective communication with each client to better understand individual needs to properly build long-term prosperous strategic partnerships

Oversee and confirm proper billing is being applied according to contract agreement, accounting for new hires and future personnel pipeline

Collaborate with product owners, development team and PMO stakeholders to expand application offerings based on client feedback and usage analytics

Deepen client’s dedication to and understanding of beta testing environment to secure acceptance and knowledge of upcoming functionality and new feature development

Utilize data specific analytics to approach overhaul of client interaction and satisfaction metrics

Manage collaboration with and execution of PMO long-term initiatives and risk management to ensure program goals are delivered

Increase engagement across stakeholders for precise application delivery that meets and exceeds client expectations

Concert with Support and Business Analyst teams to increase the overall quality of each department’s client services

Reinforce, and heighten, the understanding of each client’s specific needs based on their individualized business models and processes

Partner with team leads to develop strategic initiatives to stabilize, extend and deepen the relationships with each client

Initiate individual client feedback sessions to make certain awareness and understanding is brought to every requirement and preference of the client

Increase trust and confidence in the partnership of the clients to facilitate growth across client business verticals

Cloud Coach, Fort Collins, CO — Manager, Professional Services Jan. 2019 - May 2020

Joined Cloud Coach to head the Professional Services department, ensuring clients receive expert on-boarding experiences to the Cloud Coach product. I perform the duties of chief Product Owner working directly with subject matter experts of a diverse clientele to solution for, and ultimately implement, an expertly designed project management configuration for the client’s specific business needs. This involves strategic system analysis to optimize business and technical requirements and identify opportunities to inventively modernize the client’s ability to plan, resource, kick-off, manage and execute projects.

Build and lead Professional Services team in overhauling Cloud Coach’s key implementation methodologies, strategies and execution to scale services and achieve company KPI metrics

Responsible for all profit and loss metrics across entire Client Services business process

Collaborate with Sales Executives on Statement of Work for each client to establish proper scope, cost models, budget, and timeline of potential projects to accurately forecast proper account management

Solidify relationship with Customer Success, ensuring project congruence from initiation through transfer to long-term customer support

Align with all major client stakeholders to identify critical features and functionality to drive user adoption for long-term business benefits through innovation and creative problem-solving

Schedule and conduct client on-site requirements gathering meetings; including creating the agenda for meetings, establishing agreed-upon project plan, conducting requirements gathering sessions and setting all proper communication channels for the lifespan of the project

Identify, understand and record existing client data security processes across multiple departments to develop game plan for security aspect of implementation, ensuring compliance while improving safety

Provide technical analysis of current tools and advise on streamlined processes to elevate client’s project management capabilities, closing functionality gaps

Update business and technical requirements into workable user stories for an agile development environment, conduct daily/weekly internal standup meetings to ensure continuity and manage project plans

Project Manage all enterprise-level implementations; conducting client check-in calls, sprint demos, requirement meetings; gather, formulate, communicate and present all project KPIs

Perform as main liaison between client stakeholders and internal development teams to ensure accuracy and on-time delivery of client’s implementation project

Detail business-critical integrations with other systems that are non-existent and require implementation to advance the organization’s ability to effectively and efficiently facilitate their business processes

Perform technical configuration of client’s identified implementation solution within the framework of the Salesforce platform and software development lifecycle

Strategize with client after initial go-live to establish phase two of their implementation and the additional functionality needed to increase user adoption and business performance

Work with internal and client legal teams to meticulously detail all phase two Statements of Work

Hold quarterly and annual reviews for direct reports on the Professional Services team to provide leadership support, career development guidance, evaluate progress and prioritize short and long-term goals

Ace Info Solutions, Fort Collins, CO — Sr. Business Analyst (Team Lead) Dec. 2017 - Dec. 2018

Joined AceInfo Solutions to work directly with external product owners and internal technical teams to gather requirements and create in-depth project roadmaps to ensure precise and expert delivery of business applications to the federal DHS client. Lead team of 5-6 Business Analysts in strategizing, organizing, and ultimately executing on a major platform modernization project for an entity of the Department of Homeland Security - a project with a budget in the 9-figures.

Lead collaboration with product owners and managers in Agile environment to convert business specifications into project epics, specific user stories, and actionable tasks for the development of a multifaceted software application for legacy system replacement

Manages and keeps backlog groomed to confirm stories and tasks are documented prior to sprint planning for efficient and effective feature development and deployment

Lead team of five Business Analysts to develop productive short-term and long-term project strategies to guarantee the design blueprint reaches and exceeds traceable milestones.

Lead and execute documentation of business processes such as functional specifications, flow diagrams, requirements traceability matrices, procedure models and user stories.

Work with product owners on capturing all incoming requirements and changes in the form of user stories and other documentation to ensure accurate tracing of project obligations for business process overhaul.

Develop comprehensive understanding of customer requirements to produce intricate flow diagrams of business progressions to support thorough and verifiable deliverables.

Manage BA Team calendars, meeting agendas and direct team-wide action items supporting the Program Managers

Wells Fargo (IBCM Division), Charlotte, NC — Business Support Analyst May 2016 - Aug. 2017

Joined Wells Fargo IBCM division to analyze and quality assure internal data management system. Guided by client success metrics, approach problems with imagination and motivate a team to think differently, considering adoption of alternate technologies, methodologies, and processes to solve a variety of complex business needs.

Develop, execute, and document test plans for automated and manual procedures to set business and functional standards

Work in partnership with Business Development and System Admin teams to organize requirements for enhancement launches, with a specific focus on alignment within Engineering’s Product Roadmap.

Expand training materials for executive level managers to ensure continuity across business levels to drive efficiency and project execution

Cagney Global Logistics, Denver, CO — Domestic & International Software Ops Manager

2013 - 2016

Joined Cagney Global to lead development and expansion of domestic business forecasting and customer success metrics. Promoted to manage internal inventory resources and expedite new product launches. Lead business creative and analytical decisions related to specific products and opportunities. Liaise with the sales and operations team, facilitate software/inventory training to all business levels across the company.

Led advancement of internal inventory management system and shipment tracking software application

Headed carrier and routing management system upgrades, growing capabilities and functionality

(ERP)

Kiosk Information Systems, Louisville, CO — Business Analyst & QA Specialist 2009 - 2013

Quality Assurance Specialist tasked with overseeing the entire QA process for development of custom software applications. Promoted to function as Business Analyst and technical resource during sales process and as liaison with internal Software Development team. Presented off-site software solutions to Fortune 500 customers including Disney, MoneyGram, T-Mobile, and Waste Management.

Led team of 3-4 people charged with large deployment customers [250+ kiosks] and managed all project details.

TECHNICAL AND SOFTWARE PROFICIENCIES

Certified Scrum Master CSM®, Certified Scrum Product Owner CSPO®, Salesforce Certified Platform App Builder, HP/QC ALM, Agile Scrum, Kanban, Waterfall KPI methodologies, OpenAir, HubSpot, SDLC Tools, SharePoint, Atlassian Suite - JIRA/Confluence/BitBucket (PMS), SaaS, Microsoft Office Suite, Google Suite, Splunk, JSON

EDUCATION

Metro State University of Denver, Denver, CO

Bachelor of Arts - Broadcast Journalism, Minor in Nutrition 2011

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