Work History

Asante Health Systems

Application Analyst 2 / Microsoft Teams System Admin

Accomplishments

  • Successful launch of Microsoft Teams to over 2000 employees, and implement a governance platform.

Duties

  • Contracted  & managed 3rd party vendor for governance platform.
  • Routine service and tech support.
  • Upcoming project to migrate SharePoint 2013 to SharePoint Online

Powerfront

Customer Success Implementation Specialist
July 2019 - August 2020

Accomplishments

  • Successfully onboarded multiple high-fashion and high level clients.
  • Redesigned the onboarding and change management project processes.
  • Trained two new team members.

Duties

  • White-glove project management of high profile customers.
  • Multi-team project management, coordination and implementation of platform.
  • Onboarding clients to a SaaS chat platform.
  • Troubleshooting various issues, and providing communication back to clients.
  • Implementing change management projects to further improve customers’ platforms.
  • Semi-managed the team while the company was filling a management void.

SLOAN VALUE PARTNERS

WEB DEVELOPER / TECHNICAL PROJECT MANAGER / ANALYST
Various periods starting in 2014 through August 2018

Accomplishments

  • Managed a team of 4 developers and tech support agents, using a variety of Spiceworks, and other PM/CRM systems.
  • Coordinated test and launch of critical data migration project for very large law enforcement agency client
  • Completed multiple on-site customer service and annual system reviews.
  • Successfully moved 7.1TB of forensics data maintaining chain of custody.
  • Triaged and managed support tickets in the Spiceworks ticketing system.
  • Hired and project managed a team of developers to develop a custom designed IMS for a growing company in a up-and-coming industry.
  • Served as the technical point of contact.
  • Designed and managed the development and migration to a custom-built project management solution built in AirTable.
  • Interfaced with dozens of separate clients, creating a happy portfolio of referring clients.

Duties

  • Develop websites based on the Wordpress and Woocommerce platforms.
  • Help create and manage the production process.
  • Manage multiple dedicated servers for web hosting.
  • Interface with clients and designers to get a clear picture of client needs.
  • Create a project management tool based in Airtable to track tasks, clients, projects and opportunities.
  • Troubleshoot troublesome code.
  • Create unique systems.
  • High level customer service, supporting clients and customers with technical and management projects.
  • High level technical project management utilizing Solve360 as a CRM and project management tool.
  • Management systems analysis and continuous process improvement.
  • Travel across the country to customer sites for support, system installations, and training.
  • Familiarization with client software and technical support and troubleshooting, including report building, minor scripting, and workflow optimization.

DIGITAL BRIDGE PARTNERS

JUNIOR CONSULTANT / ANALYST
10/2014 - 08/2015

Accomplishments

  • Developed a comprehensive partner heat map tool for a Fortune 500 company. This was a sales tool designed to assist salespeople in picking the proper partner for a given client.

Duties

  • Data collection and synthesis.
  • Project management, organization and coordination.
  • Confidential data aggregation and analysis for SaaS Companies.
  • Extensive Microsoft Excel data synthesis and transformation.
  • PowerPoint presentation creation to show processes and findings.
  • Participation in sales & scope, update, and findings presentations with high level clients.
  • Internal technical support and technology infrastructure management.
  • Benchmarking and Research.

FINISH LINE REAL ESTATE

REAL ESTATE AGENT / PRINCIPLE BROKER
04/2012 - 2019

Accomplishments

  • Helped design and project manage the development of a new website.
  • Became well known for being one of the go-to agents for complicated deals.

Duties

  • Confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that terms and conditions of purchase agreements are met before closing dates.
  • Negotiate contracts with other agents and/or other homeowners to ensure the best outcome for contracted clients.
  • Manage multiple clients’ needs, wants, and requirements.
  • Perform comparable market analysis on properties.
  • Export MLS property data to perform advanced analysis.
  • Evaluate mortgage options to help clients obtain financing at the best prevailing rates and terms.
  • Advise clients on market conditions, prices, mortgages, legal requirements and related matters.
  • Coordinate property closings, overseeing signing of documents and disbursement of funds.
  • Prepare documents such as representation contracts, purchase agreements, closing statements, disclosures, and various other addenda.
  • Trained and assisted new agents.

HARRY & DAVID

CRM ADMINISTRATOR
08/2013 - 05/2014

Accomplishments

  • Lead developer on the rebuild of the sales process within salesforce, from prospecting and lead gen through order processing supporting 150 users $35mm of business. Coordinating  an interdepartmental team comprised of management, technical, marketing and sales teams.
  • Developed a system in excel to send out thousands of emails to B2B clients from their salesperson’s email account.
  • Created a lead-rotating app inside Salesforce to replace an antiquated system built in Access.
  • Automated the weekly KPI report for senior management.

Duties

  • Manage and perform development on custom Salesforce/Apex CRM platform.
  • Critical thinking and problem solving.
  • Quasi-help-desk responsibilities.
  • Data sifting/mining/analysis using Excel, VBA, Business Objects.
  • Responsible for creating dashboards and reports for senior management.
  • Supported a staff of over 50 full-time employees, and 150 seasonal employees in an extremely seasonal industry.
  • Strive to automate every possible report and process.
  • Work with cross-functional teams on projects with varying degrees of priority and deadlines.
  • Educate employees on new technologies, and fixes/workarounds for limitations in current technology.
  • Create multiple VBA Applications, most revolving around mass emails.

CDS PUBLICATIONS

STRATEGIC (ENTERPRISE) ACCOUNT MANAGER
06/2010 - 11/2011

Accomplishments

  • Successfully guided multiple projects through the Research and Development process to create new products for the client in under 6 months.
  • Contributed to a LEAN conversion of production with relevant data and analysis.

Duties

  • Enterprise level customer service with a global client with very strict requirements.
  • Assist team with research and development on new products, and changes to existing products.
  • Manage multiple projects, with various levels of dynamically changing priorities.
  • Performed advanced data analysis using a combination of SQL Queries, Excel, basic programming/scripting, and Crystal Reports.
  • Provided last-minute reports and analyses driven from data acquired from a very large database, encompassing multiple customers in a global environment.
  • Worked with teams in various locations in the USA, Europe, and Japan to establish, design, evaluate, and execute projects for various clients.
  • Delivered results in a high pressure environment, requiring flexibility, creativeness, and the ability to handle various crises as they arise.

Education and Skills

Education

Southern Oregon University 

Bachelors of Science - 03/2010

Major: Business Administration with a Focus in Management

Minor: Computer Information Systems

Skills

  • Project management
  • Data analysis, ETL, reporting
  • Process Improvement and automation
  • Business development and management
  • Marketing & CRM
  • Excel, VBA, SQL, (S)CSS, PHP, linux
  • High level research and synthesis
  • Sales
  • Customer service and success
  • Business analysis and improvement
  • Web Development