Summary
Overview
Work History
Education
Skills
Timeline
Technical Skills
Generic

Cax Jordan

Loveland,CO

Summary

Dynamic and strategic leader with experience transforming internal operations, leading high-performing teams, and driving excellence across Salesforce-driven environments. Adept at rebuilding service frameworks, optimizing project management processes, and developing KPI systems that improve speed, quality, and accountability. Recognized for cultivating a culture of ownership and continuous improvement through clear communication, coaching, and data-informed decision-making. Known as a collaborative partner to senior leadership, leveraging operational insights, automation, and AI initiatives to enhance customer satisfaction, scale team efficiency, and delivery measurable business impact.

Overview

11
11
years of professional experience

Work History

Delivery Manager, Project Management Operations

Provisio Partners
02.2023 - 07.2025
  • Led cross-functional teams to enhance project delivery efficiency and client satisfaction.
  • Used lean principles to break down problems, evaluate solutions and make decisions.
  • Drove adoption of Agile methodologies, enhancing team flexibility and project adaptability.
  • Developed and standardized internal project management methodologies tailored for Salesforce implementations
  • Led the revamp of Monday.com, optimizing project management workflows to align with core delivery processes and improve team collaboration.
  • Implemented structured feedback loops, enhancing internal communication and ensuring stakeholder input was consistently integrated into project updates.
  • Acted as a liaison between the delivery team and upper management, effectively communicating concerns and suggestions for improvements.
  • Championed a customer-centric approach, consistently seeking feedback from clients to make improvements and enhance the overall delivery experience.
  • Implemented quality control measures for all deliveries, resulting in fewer errors and increased customer satisfaction.
  • Enhanced team performance by providing regular feedback, coaching, and training opportunities.
  • Collaborated closely with other departments to ensure seamless integration of processes and systems, enhancing overall efficiency.
  • Developed a streamlined onboarding process for new hires, decreasing ramp-up time and increasing productivity.
  • Achieved significant reduction in project costs by optimizing resource allocation and workflows.
  • Worked effectively in fast-paced environments.

Project Manager

Provisio Partners
02.2023 - 07.2025
  • Led project planning and execution, ensuring alignment with client objectives.
  • Coordinated cross-functional teams to deliver projects within scope and timeline.
  • Managed project budgets, tracking expenses to maintain financial efficiency.
  • Developed and maintained project schedules using Microsoft Project for timely delivery.
  • Conducted risk assessments, implementing mitigation strategies to minimize impact on projects.
  • Facilitated regular status meetings, fostering clear communication among stakeholders.
  • Enhanced project documentation processes to improve information accessibility and accuracy.
  • Mentored junior team members, promoting knowledge sharing and professional development.
  • Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
  • Planned, designed, and scheduled phases for large projects.
  • Conducted post-implementation reviews and created strategies for continuous improvement of Salesforce environments.

Business Analyst, Project Coordinator

Northbound Consulting
03.2021 - 02.2023
  • Analyzed business processes to identify inefficiencies and recommend solutions.
  • Developed detailed business requirements and functional specifications for IT projects.
  • Facilitated stakeholder meetings to gather insights and align project objectives with business goals.
  • Created and maintained comprehensive documentation, including process maps and user guides.
  • Trained junior analysts on best practices in data analysis and reporting techniques.
  • Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
  • Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
  • Improved business processes by analyzing current practices and recommending optimization strategies.
  • Optimized workflow processes to enhance overall productivity and achieve operational excellence.

SPED Assistant, Substitute Teacher

DODEA Schools
08.2017 - 01.2020
  • Assisted lead teacher in classroom management and lesson delivery
  • Adapted instructional materials to meet diverse student needs
  • Supported student engagement through interactive learning activities
  • Collaborated with educators to develop tailored lesson plans
  • Monitored student progress and provided feedback on performance
  • Implemented behavior management strategies to foster positive environment
  • Mentored new substitute teachers on best practices and protocols
  • Mentored struggling students, providing individualized support and guidance to boost academic achievement.
  • Managed classroom behavior effectively using established strategies, creating an orderly atmosphere conducive to learning.

Program Manager

Abilities Unlimited Adult Day Services
01.2015 - 06.2017
  • Empowered individuals with disabilities to participate in dignified opportunities in all sectors of community life.
  • Led development and implementation of program strategies to enhance service delivery.
  • Collaborated with community partners to expand service offerings and increase outreach efforts.
  • Developed training materials and conducted workshops for staff professional development.
  • Oversaw budget management, ensuring optimal allocation of resources for program efficiency.
  • Implemented quality assurance protocols to maintain high standards in client care services.
  • Facilitated stakeholder meetings to align on objectives and gather feedback for strategic planning.
  • Managed and supervised administrative and daily program operations, complying with policies and regulations.
  • Conducted comprehensive program evaluations, identifying areas for improvement and recommending actionable solutions.

Education

Master of Science - Education (Instructional Leadership)

University of Oklahoma
Norman, OK
05-2019

Bachelor of Science - Fine Arts/Biology

College of Charleston
Charleston, South Carolina, SC
05-2014

Skills

  • Infrastructure management
  • Reporting tools
  • User acceptance testing
  • Lean principles
  • Cross-functional coordination
  • Kanban methodology
  • DevOps practices
  • Configuration management
  • Test planning
  • Test execution
  • Project scheduling
  • Scrum master

Timeline

Delivery Manager, Project Management Operations

Provisio Partners
02.2023 - 07.2025

Project Manager

Provisio Partners
02.2023 - 07.2025

Business Analyst, Project Coordinator

Northbound Consulting
03.2021 - 02.2023

SPED Assistant, Substitute Teacher

DODEA Schools
08.2017 - 01.2020

Program Manager

Abilities Unlimited Adult Day Services
01.2015 - 06.2017

Master of Science - Education (Instructional Leadership)

University of Oklahoma

Bachelor of Science - Fine Arts/Biology

College of Charleston

Technical Skills

  • Netsuite / Oracle
  • Salesforce

- Nonprofit Cloud (NPC, NPSP, NCCM, PMM)

- Sales Cloud

- Service Cloud

- Experience Cloud

- DevOps

- CPQ/Revenue Cloud

  • Dataloader.io
  • Teamwork Desk
  • Conga Product Suite
  • Squarespace
  • Keeper
  • Canva
  • Slack
  • Monday.com
  • LucidChart
  • Harvest Forecast
  • Amazon Web Services (AWS)
  • Tableau
  • Google Sites
  • Google Suite
  • Microsoft Suite
Cax Jordan