Project Management Implementation Lead

MARGARET MONCRIEF

Atlanta, GA ***** · 770-***-****

***********@*****.***

SKILLS:

Oracle, SQL, Cloud, Excel, Outlook, Asana, JD Edwards, Microsoft Office Suite, Salesforce, Microsoft Word, Jira, Microsoft Project, Navigator, EASE

EDUCATION:

LIBERTY UNIVERSITY – PROJECT MANAGEMENT- CURRENTLY ENROLLED CLARK ATLANTA UNIVERSITY – 1994-1997

EXPERIENCE:

2022 - 2023

GIS BENEFITS – IMPLEMENTATION LEAD CONSULTANT

• Assist with communicating at risk renewal accounts

• Managed and implemented projects of new and complex cases ensuring all requirements are complete of sold cases

• Accurately gathered data and documentation directly from the broker or customer, from the point of sale through the finalization of implementation

• Lead kick off meetings in person or via telephone facilitating the initial introduction of the implementation process.

• Collaborated with Underwriting on pricing and plan design to ensure sold case proposals match customer needs found during data analysis

• Actively participated in internal roundtables and consultation with the sales exec and internal business partners

• Responded to internal/external customer calls and correspondence relating to implementation of cases and any issues

• Provided consultation on benefits, plan designs and contract language that have been sold to the customer to ensure deliverables meet the client’s needs

• Developed successful customer/broker relationships over a compressed timeframe to facilitate the implementation of each project

• Mentored and trained new team members

• Project leader for large blocks of business, rollouts, legal issues, best practices, and compliance

• Assisted with facilitating communication workshops for all newly hired Implementation Lead Consultants

• Collaborated with management to create best practices manual for Implementation Lead Consultants

2021 - 2022

TECH MAHINDRA – (GOOGLE- CONTRACT) PROJECT COORDINATOR

• Maintain SPR Templates Maintained projects for SPR all projects (Light & Heavy) ensuring each status is listed in its proper status.

• Review Project Manager Portfolios verifying current statuses or tasks of incomplete and alerting them of status to provide updates, documentation and any noted information for high visibility. raising and tracking internal requests for change management. Activities include training and enabling vendor teams, requesting/reports dashboards etc.

• TVC Project request - Received notification of the status of tickets and updated Project Managers of the status as well as tracking for more information if needed.

• Building Project Documentation- Creating templates, sharing with team, Creating ASANA projects aligned with the project, share with the Owner of the project, Monitor and track each project.

• Assist with Creating Communication plans for projects, Risk Mitigation Plans, Project timeline and UAT Processes

• Assist with Project Lead Meetings – Record Kickoff calls, Meeting & Notes, SME meetings, and Project closure meetings.

• Weekly involvement with Engineering team meetings based around rebuilding of Sales Force through needed updated processes requested by upper Management.

• Research and troubleshoot data to create business reports through SQL queries.

• Utilized dialogue mapping procedures to gather information for departmental leads as to overall project analysis.

• Collaborated with colleagues on the development of strategies to ensure that company and departmental polices and procedures were followed.

• Worked with the development team of cloud management software programs, product, and services.

• Assisted with management with the implementation process of various cloud platforms such as Salesforce.

• Assisted with the education of employees on products; proactively participate in weekly meetings with senior management

2016 – 2021

NAMELY, INC. – IMPLEMENTATION CONSULTANT (BENEFITS)

• Developed and maintained strong relationships at a strategic and operational level with clients.

• Triaged, troubleshooting, and resolved complex benefits issues quickly with accuracy.

• Managed platform configuration (beyond implementation); including but not limited to rate adjustment and planned configuration.

• Provided ongoing platform support for HR Administrators.

• Provided open enrollment planning and support.

• Offered best practices consultation

• Managed project for the full scope of implementation from kick off call through to go live setting realistic expectations.

• Assisted with new books of business defining clients needs based on nature of business

• Identified non-standard language, provisions or agreements that require consultation with other business

• Identified client’s needs based on the scope of the project and followed through internally/externally with needed expectations on next steps

• Responsible for ensuring implementation of each project deliverables are accurate and timely

2013 –2016

ACUITY BRANDS LIGHTING – SENIOR SALES SUPPORT COORDINATOR

• Coordinate with other entities towards developing and providing business support as well as customer relations.

• Assisting with processing price quotes and rate negotiations.

• Assist sales rep and project managers with accounts that are time sensitive and needs additional material for paperwork

• Analyzed new and current accounts profitability and/or liability for credit decisions

• Provide weekly status reports to stakeholders about the status of the project

• Provide administrative support for the two departments: make travel arrangements, create expense reports, order supplies

• Facilitated and coordinated multiple projects with the establishment of new projects that supported the Project Managers

2009 –2013

MILLER ZELL – RETAIL COORDINATOR

• Assisted with catered events of potential clients based on their customer profile needs

• Collected and analyzed and researched data performance for potential clients verified by Directors/VP

• Acted as liaison between Account and Project Managers on monitoring of customer accounts details for specific client needs or request

• Managed day to day in-house processes used to resolve client partner resolution of outstanding partner issues

• Aided with the financial managers in project closures ensuring accurately completion and timely

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