Client Success Manager

Tess Peevey

Certified Product Owner Data Analyst

New Albany, IN 502-***-**** ****.******@*****.*** linkedin.com/in/tesspeevey Professional Summary

Strategic and certified Certified Scrum Product Owner with over a decade of experience leading agile product delivery across supply chain, insurance, e-commerce, call center, education and publishing, nonprofit, and enterprise environments. Proven ability to shape product vision, define success metrics, and lead cross-functional teams to deliver accessible, high-impact digital services. Expertise includes public-sector program transformation, user-first design, data migration, and iterative delivery of SaaS, CRM, LMS, FinTech and MarTech platforms. Known for fostering collaboration, coaching product teams, and delivering technology that drives equity and impact. Key Skills & Tools

Core Knowledge

Product Strategy & Leadership: Product Vision, Roadmapping, Product Briefs, Success Metrics, OKRs

Agile & Iterative Delivery: Sprint Planning, Backlog Grooming, Team Retrospectives, Velocity Coaching

Government & Public Sector Experience: Department Of Education Programs, Medicare\Medicaid\Veterans Disability and Services, Accessibility Compliance (Section 508) Stakeholder Collaboration: UX Alignment, Cross-Functional Leadership, Conflict Resolution, User Advocacy

Tools & Platforms: Jira, Confluence, Miro, Figma, Workday, Salesforce, Power BI, Looker Studio, GitHub

Data Management & System Implementation: CRM, LMS, FinTech, API-based Data Migration, KPI Dashboards

Certifications: CSPO CSM ICP-ACC

Soft Skills & Administrative Excellence

Attention to Detail

Time Management & Prioritization

Confidentiality & Information Sensitivity

Task Ownership & Follow-Through

Clear Written Communication

Adaptability to New Systems & Change Requests

Assessment & Audit Skills

Data Integrity Checks & Logic Testing

Process Documentation and SOP Adherence

Compliance Awareness (HIPAA, GDPR, Section 508)

KPI Reporting & Data Quality Metrics

Workflow Gap Analysis

Risk Flagging and Escalation Processes

Key Accomplishments

Department Of Education-Funded FinTech Oversight & Budget Management (APH) Collaborated directly with the U.S. Department of Education to lead the implementation of a fintech platform that streamlined funding management and budget for accessible educational resources. This resulted in implementation of a secure platform for budgeting $55M in digital assets. Oversaw financial reporting tools, CRM integration, and compliance workflows used to support public school systems and K–12 students who are blind or visually impaired nationwide. Ensured transparent fund distribution, aligned stakeholder goals, and drove platform adoption across education programs in the public school system. ERP Modernization & Legacy System Sunset (APH)

Led the strategic sunset of a 17-year IBM mainframe system by overseeing the end-to-end implementation of an integrated ERP (Syspro), CRM, LMS, and Fintech platform at the American Printing House for the Blind. Delivered seamless data migration, stakeholder training, and system adoption strategies across multiple departments. Resulted in enhanced reporting, faster service delivery, and long-term cost savings across federally funded programs. Global Platform Delivery (Anheuser-Busch InBev)

Served as Senior Scrum Master and Product Owner mentor for Bees.com digital commerce platform; drove roadmap planning, agile execution, and post-launch optimization across bees.com platform. Improved vendor order and global distribution Search and Filter capabilities for logistic improvements across 14 countries.

Data Migration & CRM Implementation (Multiple Clients) Led enterprise data migrations and system integrations for LMS, eCommerce, and CRM platforms at AIG, Humana, UPS and Caesars Entertainment. Developed testing workflows, QA scripts, and rollout plans that supported 100% data integrity post-launch of various domains. Agile Coaching & Team Mentorship

Facilitated sprint ceremonies and coached junior product team members across mission-driven and technology delivery teams. Implemented outcome-focused ceremonies tied to OKRs, increasing delivery predictability and cross-team engagement. System & Workflow Tools

Workday – HR transactions, workflows, employee record management Salesforce – CRM data accuracy, custom fields, reports ServiceNow – Ticket data entry, configuration item validation Microsoft Excel – VLOOKUP, data cleaning, conditional formatting Google Sheets – Collaboration, validation rules, pivot tables SharePoint – Document management, metadata tagging DocuSign / Adobe Acrobat – Digital signature validation & document tracking Professional Experience

Client Success & Technology Consultant

Main St Kickstart LLC 2023 – Present

Managed Salesforce CRM for multiple clients, supporting sales and marketing interactions, creating sales funnel and workflows and content management. Created internal workflows and reports, streamlining onboarding and service response. Tracked and responded to customer concerns with empathy, clarity, and timely solutions. Senior Client Success Manager and Scrum Master

Rightpoint Consulting at Anheuser-Busch InBev 2020 – 2022 Served as the primary liaison between Anheuser-Busch InBev stakeholders and Rightpoint’s agile delivery team, ensuring client satisfaction, communication transparency, and milestone delivery Led agile ceremonies including sprint planning, retrospectives, backlog grooming, and daily standups to align cross-functional engineering, UX, and business teams across the global Bees.com eCommerce rollout

Owned and prioritized the product backlog, partnered on roadmap strategy, and translated business needs into detailed user stories and acceptance criteria Delivered a 20% increase in order fulfillment accuracy by launching agile-driven product enhancements across 20+ international markets

Facilitated product demos and performance metric reviews, serving as a trusted advisor to the client and collaborating on platform adoption strategies Supported Jira and Confluence configurations, maintained team velocity reporting, and improved sprint throughput by integrating outcome-driven planning aligned with OKRs Product Owner and Data Migration Strategist

American Printing House for the Blind 2017 – 2020 Managed enterprise-wide data migration for a $55M DOE-funded fintech and LMS solution Supported HR and payroll integration projects; collaborated with department heads on system access, employee data, and post-migration audit checks Led data audits for eCommerce and CRM records; identified workflow inefficiencies and implemented corrections

Supported the modernization of an internal CRM system used to track client interactions Provided clear documentation and collaborated with cross-functional teams to deliver accurate client data processing.

Humana Inc. – Louisville, KY

Senior Data Analyst Email Marketing Healthcare Transformation Team 1999 – 2006 Led critical data migration projects involving sensitive member health data while ensuring accuracy, consistency, and HIPAA compliance.

Created validation tools and executed quality control checks that reduced data errors by 37%. Collaborated with cross-functional Agile teams to improve data visibility for clinical operations through dashboards and reporting.

Certifications

Certified Scrum Product Owner (CSPO)

Certified Scrum Master (CSM), Scrum.org

ICAgile Certified Agile Coach (ICP-ACC)

Salesforce Admin Fundamentals (In Progress)

Indiana University Southeast - Some College Coursework Computer Science Professional Development & Tools Mastery

Jira Advanced Roadmaps, TeamRetro, Miro

SQL for trend analysis, dashboards, and KPI reporting AI for product insights, roadmap automation, and backlog refinement Accessibility frameworks (Section 508, WCAG), UX research tools Personal Note

Driven by curiosity and compassion, I bring a human-centered approach to every project I lead. Whether guiding teams through change or designing inclusive learning experiences, I’m passionate about making technology more accessible and empowering people to grow. Outside of work, I enjoy mentoring, hiking with my dog, and exploring new tools that bridge innovation and impact.

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