Collaborative leader with proven abilities across all levels of organizational management. Talented in developing partnerships, overseeing personnel and developing tactical plans to meet strategic goals. Proven leader with significant background in SAAS.
Overview
2027
2027
years of professional experience
Work History
Senior Manager, Client Delivery
Cotality
Irving, TX
11.2024 - Current
Managed two project management teams for the SmartFees and Title Order Management products.
Led cross-functional teams to enhance operational efficiency and streamline project workflows.
Developed and implemented strategic initiatives to improve customer satisfaction driving NEW revenue growth.
Used AI tools to enhance productivity, analyze information, streamline workflows and improve the quality and consistency of department results.
Collaborated with stakeholders to define project scope, goals, and deliverables for successful execution.
Mentored and trained team, enhancing engagement and performance while managing recruitment and daily activities of assigned staff.
Oversee the implementation of projects, ensuring they are completed on time, within scope, and within budget.
Drive toward delivery and operational excellence within matrixed environment.
Tracked and reported key performance indicators (KPIs) to ensure service delivery aligned with organizational standards.
Leadership responsibilities include mentoring, training, increasing team engagement, performance management, recruitment and management of day-to-day activities of staff.
Enable gathering of client feedback as follow-up to client ticket closure. Enable intel from client feedback and continuous improvement to be used to drive growth strategies and to target process improvement, enhancements and operational efficiency and effectiveness.
Manager, Onboarding Services
AppFolio, Inc.
Richardson, TX
2012 - 2023
Managed a team of Onboarding Managers to ensure timely and successful implementation of new clients into AppFolio.
Achieved departmental goals by developing and executing strategic plans and performance metrics.
Increased team productivity by implementing streamlined processes and effective communication strategies.
Optimized resource allocation by conducting regular performance evaluations and providing personalized coaching for staff development.
Reduced operational costs by streamlining processes and optimizing resource management through targeted improvement initiatives.
Facilitated cross-functional collaborations for key projects, strengthening working relationships and enhancing teamwork among members.
Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
Facilitated successful cross-functional collaborations for the completion of key projects, fostering strong working relationships among team members.
Built high-performing teams by recruiting top talent, implementing effective onboarding processes, and developing staff through targeted initiatives.
Onboarding Manager
AppFolio, Inc.
Richardson, TX
Developed robust training materials for consistent information delivery during onboarding sessions.
Established strong relationships with cross-functional teams to ensure seamless integration of new employees into their roles.
Managed all aspects of the employee lifecycle from recruitment through off-boarding, ensuring a positive experience at each stage.
Data Operations Project Manager
Cambium Learning Group, Inc.
Dallas, TX
2004 - 2012
Managed Data Operations Technical and QA teams to be efficient and effective in the analysis and resolution of customer data issues meeting all required internal and external service level agreements
Responsible for the quality, effectiveness and on time delivery of data operations for the Voyager / Sopris products and Implementation Services
Developed and demonstrated a solid understanding of the business data needs and continuous evaluation of the lowest cost solutions while maintaining the highest quality services
Designed and developed tools and departmental workflow processes, coordinating and supporting the planning and execution of all data activities, providing oversight to project deliverables and ensuring on-time delivery and accuracy
Provided technical expertise and direction to the design, development, testing and evolution of ETL tools and process
Actively evaluated stored procedures, data processing tools, import tools, automated data feeds and other tools to improve accuracy, efficiency and automate performance of daily tasks
Contributed to the design of data models for customer technology databases to support new or enhanced products and features
Trained internal technical teams on company’s products, software and internal applications
Technical Lead
Cambium Learning Group, Inc.
Dallas, TX
Streamlined project workflows by implementing agile methodologies, enhancing team productivity and reducing overall project completion time.
Led cross-functional teams for successful delivery of high-quality software solutions within tight deadlines.
Mentored and led Data Analyst and QA teams to enhance their technical skills and ensure timely task completion.
Implementation Manager
Cambium Learning Group, Inc.
Dallas, TX
Developed comprehensive project plans, outlining scopes, timelines, deliverables, and milestones.
Streamlined implementation processes by identifying inefficiencies and implementing best practices, resulting in reduced project timelines.
Enhanced client satisfaction by proactively addressing concerns and providing timely updates on progress.
Collaborated with cross-functional teams to ensure successful project outcomes, fostering strong relationships within the organization.
Conducted thorough risk assessments for potential projects, mitigating issues before they arose during implementation phases.
Facilitated data analysis to district Superintendents and administrators.
Media Designer / Coordinator
Home Depot Corporation
Dallas, TX
2002 - 2004
Enhanced user experience by designing visually appealing sign programs and intuitive digital media assets.
Performed analysis of all aspects of the sign program to develop solutions to improve effectiveness
Maintained budgets of sign programs as it relates to planned in-store promotions of programs and services throughout the year
Found new markets and designed print and media advertisements
Major Account Executive
WorldCom, Inc.
Dallas, TX
2001 - 2002
Managed a portfolio of high-profile accounts, ensuring customer needs were met promptly and efficiently.
Increased customer satisfaction by developing and maintaining strong relationships with key accounts.
Exceeded sales targets through effective account management and strategic negotiation tactics.
Education
B.S., Business Marketing / International Business -
Oklahoma State University
Stillwater, OK
Skills
Leadership
AI Proficiency
Operations Management
Stakeholder Management
Process Improvement
Project & Risk Management
Business Development
Software & Policy Implementation
Sales Management & Techniques
Staff Training & Development
Strategic & Business Planning
Customer Relationship Management (CRM)
Timeline
Senior Manager, Client Delivery
Cotality
11.2024 - Current
Implementation Manager
Cambium Learning Group, Inc.
Manager, Onboarding Services
AppFolio, Inc.
2012 - 2023
Onboarding Manager
AppFolio, Inc.
Data Operations Project Manager
Cambium Learning Group, Inc.
2004 - 2012
Technical Lead
Cambium Learning Group, Inc.
Media Designer / Coordinator
Home Depot Corporation
2002 - 2004
Major Account Executive
WorldCom, Inc.
2001 - 2002
B.S., Business Marketing / International Business -