Remote Customer Project Manager

Strengths

Highly motivated, results-oriented engineering and software professional with strong established organizational and project management skills. Attentive to detail, quality assurance, data auditing, and works well independently or within a team environment. Excellent communication and interpersonal skills that lend well to client and internal facing tasks regardless of the industry.

Professional Experience

Project Manager (July 2021 – October 2021) – Illumiti

Customer facing meetings to evaluate needs within their departments and create the appropriate proposal/project plan for internal and external teams or execution.

Working with IT/Development to discover new and innovative ways to improve process quality for all parties involved in a project

Train staff on the approach to projects using the Agile-Waterfall hybrid process

Managing multiple projects at once to have the information needed for internal ownership and stakeholders

Construction of project plans for all contacts on the project using SmartSheet and MS Project

Utilizing both the client and internal software to ensure a smooth transition from their current platforms

Product Specialist (April 2020 – March 2021) – Zipari (Remote)

Attend/Lead SCRUM and stand-up meetings with developers both internally and externally to ensure the project is on time and on budget within each sprint

Develop user stories for the entire team, from internal, to external so that there was always clarification on functionality of custom configurations

Create design documents for teammates to review while developing/testing via shared documentation to support comments from both the internal team and the customer

Work with front and back end developers to design a base product and configure for customers to fulfill needs as required and requested

Create training documents for customers once the product is developed with specific instructions on how to use the system based on the user-role

Quality Assurance support with all teams to ensure the UX is working as expected

Project Manager (August 2018 – December 2019) – VistaVu Solutions, Atlanta, Georgia (Remote)

Management of SAP ByDesign and B1 for new and existing customers.

Create and maintain project plans, decision records, status updates, file sharing sites and risk/mitigation documentation throughout project implementations.

Create LOE’s on changes requested by the customer from original contracts

Assist in composition of Statements of Work and Change Orders for new and existing customers

Host and run weekly meetings with internal and external project teams to communicate status of tasks, schedule, budget and risks.

Review of internal support ticket desk for submissions associated with customers currently in implementation phases to determine next steps, estimates and resourcing.

Special Project: Create internal resourcing spreadsheet for company wide updates on projects, schedules and day to day operations.

Special Project: Assist with Process documentation updates for ability to scale customer needs throughout Sales, Handover, Implementation and Support.

Project Manager/Project Coordinator (April 2017 – June 2018) – Navigator Business Solutions, Atlanta, Georgia (Remote)

Management of ByDesign implementation projects for new and existing SAP customers.

Compose and maintain project plans, risk assessments and continuously update as customer needs are assessed throughout implementation and ongoing projects.

Schedule, conduct and maintain project documentation for implementation workshops, weekly client facing and internal meetings, 3rd Party contractor engagements and any other requested or needed interactions.

Maintain budget, staff and tasks within internal instance of SAP ByDesign for implementation and ongoing projects.

Compose Functional Design Documents (FDDs) for developers on special needs throughout projects.

Special Project: Create internal training documentation and Standard Operating Procedures for Account Managers to assist with onboarding new staff.

Special Project: Create documentation for roll-out of new company-wide implementation methodology

Business Analyst (October 2014 – December 2016) – Colibrium, an HGS Company, Atlanta, Georgia

Coordination of internal and client resources for implementation of a highly customized web based platform for the health plan industry.

Design and manage development of Product architecture using requirements such as processes, alternatives and risks.

Manage and conduct multiple levels of testing including functional (both through UI and SQL queries), regression, user acceptance and performance to ensure Product and client needs are met.

Provide input for development and business personnel to make certain that a mutual understanding is had between design and technical reviews.

Translate Product owner and client requirements into deliverables including functional designs, use cases, workflow diagrams, interactive prototypes using and test cases.

Configuration of integration with Microsoft Dynamics and SalesForce CRM solutions.

Project Manager (March 2012 – October 2014) – HomecareCRM Inc., Birmingham, Alabama (Remote)

Coordination of both client and internal resources for implementation of a highly customized web and mobile based SalesForce CRM implementation.

Manage timeline, resources and budget for implementation of new customers. From contract sign date through discovery, installation, design, configuration, QA and training.

Designated contact for the highest ARR customers within company portfolio, with a combined ARR of over $250K.

Responsible for over 25 customers, with a combined ARR of over $500K and a user base of 3,000+.

Continual account management activities requiring a long-term relationship. Perpetual client advocacy activities, sales of advanced phases of product implementation, coordinating communications between resources and other tasks as needed.

Assist management with multiple internal projects, including:

oLearning Management System

oMulti departmental process improvement

oScreening and interviews of potential new hires

oMaintenance Program design and development

Senior Project Manager (March 2011 – December 2011) – ecova (ECOS), Portland, Oregon

Designed, staffed and implemented entire Pilot Program in South Carolina among 8 participating Electric Cooperatives in order to evaluate the workings of on-bill financing for rural consumers.

Developed all evaluation tools, guides and manuals from the ground up for all pieces of the Pilot. Example documentation available upon request.

Interviewed and managed entire contractually based team, including analysts, home inspectors, and administrative assistants.

Conducted multiple meetings between Ecova/ECOS, Cooperative staff, ECSC and Central Electric for planning, evaluation and roundtable discussions.

100 home goal was exceeded with approval and reached its cap at 125 homes, more than half of which were mobile homes.

Average loan was over $7,000, with an estimated annual energy savings of 11,000 kWh.

“Help My House” Pilot Case Study: http://www.ecova.com/media/240869/onbill_financing_case_study.pdf

Project Manager (November 2001 – March 2011) – GDS Associates Inc., Marietta, Georgia

Supervise staff of analysts to complete work assignments in the field of energy efficiency and demand side management. Use of special advanced knowledge and expertise within the energy efficiency community to complete technical potential studies, program evaluation reports, program design, program implementation and market transformation studies. Listed below are select projects that have been managed by Ms. Roberts along with select projects where Ms. Roberts has been an integral part of the project team.

General Experience

Technical Potential Studies – (also known as Conservation Potential Studies) are used to evaluate energy efficiency and demand response as an alternative to supply-side resources and to design detailed program plans using the cost-effective technologies analyzed in the study. Ms. Roberts has completed (or helped complete) over 10 electric and natural gas energy efficiency technical potential studies for clients across North America

Integrated Resource Plans - Develop DSM strategies within Integrated Resource Plans that are used for program design and implementation throughout the 10 to 20 year planning horizon.

Development of Benefit/Cost Model - Assisted in developing and maintaining a benefit/cost model that is used in most all projects to calculate the 5 different benefit/cost tests. Transparent model that is housed in Microsoft Excel and easily formatted to meet needs of specific clients.

Energy Efficiency Program Design - Design full-scale and pilot energy efficiency programs for residential and commercial/industrial sectors that have been implemented and run effectively for numerous years. These include composing application forms for customers, Terms and Conditions, identifying specific technologies for implementation, composing Technical Resource Manuals for prescriptive savings, costs, lives and other assumptions to be used throughout the program life, etc.

Management of Data Tracking and Reporting for DSM Programs - Manager of the data tracking and reporting systems for all energy efficiency programs in 2 states. These projects include close contact with the client to assess needs and devise solutions to data tracking and reporting issues. Systems are used by 30+ users at one time and include tracking of the pipeline process.

Annual Report Composition – Efficiency Maine/Ameren

Responses to Request for Proposals - Experience is writing winning proposals in response to RFP’s for work with new clients as well as following through with project management for those clients.

Process and Program Evaluation - identify program strengths, weaknesses and potential improvements in key program areas including design, implementation, planning, cost impact & allocation and resources

Ability to develop and maintain strong, sustainable relationships with clients.

Education

Southern Polytechnic State University - BS in Mechanical Engineering Technology, 2005

Georgia Tech - Accepted to the Executive MBA program at Georgia Tech (not yet enrolled)

Currently pursing PMP certification (June 2020)

Skills and Certifications

Extensive experience in Microsoft Word, Excel, PowerPoint, Visio, Project, SharePoint and Outlook

Experience with SmartSheet

Sound execution of SAP implementation methodology

Skilled in SAP ByDesign and B1 modules for Project and Account Management

Proficient in Agile and Waterfall methodologies for design and development cycles

Personal

Interests – Economics • Psychology • Woodworking • Fiction and Non-Fiction reading • Welding • Animals • Car Racing

Volunteer – Liberty Park HOA Board of Directors, Secretary – January 2016 to Present • Cobb County Animal Shelter • Charity events for Leukemia and Lymphoma Society • Hands on Atlanta Volunteer • Atlanta Food Bank Volunteer

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