Results-driven implementation professional with over 7 years of experience in leading SaaS onboarding, enterprise implementations, and cross-functional project delivery within HR technology and benefits administration. Proven expertise in managing multiple concurrent implementations, resolving complex data challenges, and collaborating with clients to accelerate adoption and deliver measurable business value. Adept at supporting diverse clients across HR, payroll, healthcare, and benefits platforms in dynamic, remote environments. Committed to fostering strong partnerships that enhance customer satisfaction and drive organizational success.
Work History
Implementation Analyst
4 Years 2 Months
HEALTHJOY | 08.2022 - Current
Direct a high-volume portfolio of 8–12 concurrent SMB and Enterprise SaaS implementations, scaling up to 70+ active clients during peak annual enrollment seasons.
Manage end-to-end client onboarding workflows from kickoff to go-live, consistently meeting strict 60-day project timelines.
Configure and validate implementation deliverables including benefits plan information and client setup requirements.
Configure HealthJoy AI functionalities and leverage artificial intelligence tools to build, validate, and launch dynamic consumer benefit interfaces.
Lead customer data migrations by cleaning, mapping, validating, and importing large datasets while ensuring data integrity and successful go-live.
Troubleshoot eligibility and data issues by partnering with internal teams to resolve defects, clarify requirements, and prevent implementation delays.
Track implementation progress, ownership, risks, and documentation using Salesforce, Gainsight, Jira, Zendesk, and Confluence.
Support team success by assisting with knowledge sharing, documentation improvements, and training support for new hires.
Implementation Analyst II
2 Years 9 Months
PAYLOCITY CORPORATION | 11.2019 - 08.2022
Led end-to-end payroll and benefits implementation setup, ensuring accurate system configurations met specific client requirements.
Managed data mapping and validation for client payroll transitions, auditing historical employee earnings, tax profiles, and deduction setups.
Supported Tax-Advantaged Plan implementations including FSA, HSA, HRA, and commuter benefits.
Completed audits and reconciliations to verify data accuracy, identify discrepancies, and support successful client transitions.
Managed multiple deadlines and changing priorities while maintaining attention to detail and high-quality implementation delivery.
Data Service Specialist
2 Years
ADP, INC | 11.2017 - 11.2019
Executed comprehensive data extractions and validations, managing all historical client datasets including end-to-end payroll data, tax profiles, and employee records for system implementation.
Supported implementation delivery by ensuring data integrity, accuracy, and readiness for platform transition.
Maintained secure handling of sensitive payroll information and met quality standards across multiple concurrent deliverables.
Utilized Excel and internal tools to research issues, resolve data discrepancies, and support smooth implementation outcomes.
Bank Operations Specialist (BSA Back Office)
1 Year 4 Months
ALEGEUS TECHNOLOGIES | 04.2016 - 08.2017
Processed operational and compliance tasks including CIP, OFAC, KYC/AML reviews, claims processing, and reconciliations.
Identified and escalated exceptions and potential fraud risks while maintaining accuracy and compliance requirements.
Supported process improvements and reporting needs through documentation and operational tracking.
Operations Officer, Global Markets Technology & Operations
2 Years 5 Months
BANK OF AMERICA | 08.2013 - 01.2016
Supported global operations functions including trade reference data services and fixed-income account processing.
Researched and resolved processing exceptions while meeting strict controls and compliance requirements.
Communicated with international clients to verify cash wire activity and account instructions.
Assisted with training new hires on internal systems and operational procedures.
Education
Bachelor of Arts (B.A.) - Sociology, Minor: International Studies
University of North Carolina Charlotte | Charlotte, NC | 05-2012