Software & Business Systems


Dynamic and results-driven professional with over 15 years of remote experience across diverse industries within the SaaS and software ecosystem. Well known for a solid technical foundation, exceptional reliability, and a proven ability to surpass goals in fast-paced, client facing environments. Skilled at bridging technical solutions with business needs, delivering seamless experiences for clients, stakeholders, and teams at all levels.
• Led end-to-end onboarding and assisted with implementation for a high-volume pipeline of dealership accounts, supporting the deployment of OEM and F&I products while managing contracts, documentation, and system setup in Salesforce and Toro.
• Collaborated with Sales, IT, Operations, and dealership stakeholders to resolve onboarding challenges, streamline implementations, and drive successful activation of OEM and F&I solutions.
• Managed account revisions, product updates, and system enhancements, aligning software configurations with dealership operational requirements and OEM program standards to support successful onboarding.
• Maintained onboarding documentation in SharePoint and coordinated project communications through Outlook and Microsoft Teams, facilitating cross-functional project execution and enhancing customer onboarding and implementation success.
• Maintained strict confidentiality while managing sensitive client data, contracts, financial information, W-9s, and proprietary business documents, ensuring all required documentation was complete, signed, compliant, and ready for activation in accordance with company policies and data security standards.
Implemented networking solutions for client
accounts, including port forwarding, router
programming, and phone/email/ticket support,
augmenting brand reputation by 50%.
•
Delivered networking solutions and managed
infrastructure tools while strengthening client
relationships through responsive support.
•
Improved customer satisfaction by resolving
complex telecom issues quickly and accurately,
reducing downtime for clients.
•
Managed network infrastructure with Asana,
Splynx, and Sonar to oversee access points and
monitor tower performance.
Provided remote onboarding, implementation, and
technical support for oil and gas accounting
software integrated with QuickBooks, ensuring
successful client adoption and system utilization.
•
Delivered Tier 1 and Tier 2 customer support via
phone, email, and Salesforce, resolving support
cases and maintaining detailed client records to
enhance service quality.
•
Managed and prioritized support tickets based on
business impact and urgency, consistently meeting
service expectations and minimizing client
downtime.
•
Diagnosed and resolved complex software
integration and configuration issues, collaborating
with clients to ensure seamless connectivity
between accounting platforms and business
systems.
•
Guided clients through software updates and best
practices, improving user proficiency and driving
higher customer satisfaction.
•
Installed, configured, upgraded, and maintained
software environments, improving system
performance, functionality, and user experience.
•
Partnered with cross-functional teams to identify
recurring issues and recommend process
improvements, contributing to ongoing product
enhancements.
Notary Public
Linux Certificate
Software & Business Systems
CRM & Customer Management
Salesforce
Hubspot
Zendesk
ServiceNow
ConnectWise
Jira
Asana
Wrike
Sharepoint
Microsoft Teams
Slack
Zoom
Recurly
Splynx
Docusign
Adobe Acrobat
SheerID
Mixpanel
Microsoft 365
Excel
Word
Powepoint
Google Docs
CRM Platforms
Document Management Systems
Ticketing and Support Systems
Subscription & Billing Platforms
Reporting & Data Management Tools
Azure
Network/IP Configuration Tools
SaaS
Technical & Software
Client-Facing & Business Skills
Professional & Transferable Skills
This quote resonates with my career journey. I’ve worked across multiple industries, often stepping into new environments where no clear path existed. Each role has been an opportunity to adapt quickly, innovate, and leave behind processes or solutions that made lasting improvements.