Summary
Overview
Work History
Education
Skills
Timeline
CORE COMPETENCIES
Generic
Heather Banks

Heather Banks

Project Manager
Phoenix,AZ

Summary

Project Manager with extensive experience in managing onboarding processes and timelines using appropriate tools, cross-functional coordination, and client-facing initiatives. Proven ability to lead multiple projects simultaneously, optimize workflows, and foster long-term partner and customer relationships. Recognized for strong communication, fast problem-solving, and meeting tight deadlines without compromising quality.

Overview

12
12
years of professional experience

Work History

Enterprise Project Manager

NEXTIVA
04.2021 - 07.2025
  • Project management from account kick off to completion, including UCaaS (Unified Communications as a Service) and CCaaS (Contact Center as a Service) projects implementing cloud-based communication systems and customer contact centers.
  • Manage a portfolio of customer accounts with monthly recurring revenue (MRR): $2,500 and up
  • Collaborate with Sales from kickoff meetings to project post-mortems with management to ensure smooth implementation and customer satisfaction by scheduling weekly cadence calls with each account, addressing concerns quickly and adjusting project timelines based on customer expectations
  • Roll out new Nextiva Contact Center projects as well as Unified Communications Experience Management (UCXM) early adopter projects still in Beta testing.

Implementation Manager

NEXTIVA
04.2019 - 04.2021
  • Project Management from account kick off to completion
  • Manage portfolio of customer accounts with MRR from $200 to $2,500
  • Work directly with customers and technicians to perform troubleshooting steps to resolve customer issues with a sense of urgency
  • Cross functional coordination with billing, sales, onboarding technicians and porting to ensure implementation success for customers
  • Maintain tight project completion deadlines of 4-6 weeks to maintain customer satisfaction

File Clerk

IANNITELLI MARCOLINI, PC
01.2017 - 01.2018
  • Preparation and filing of client business applications; consistent follow up until approval with Arizona Corporation Commission
  • Daily preparation of legal documents to be filed with local jurisdictions.
  • Assist attorneys with special projects. i.e. trial preparation exhibits

Business Manager

JUGGERNAUT IRONWORX, LLC
01.2017 - 2025
  • Accounts Receivables/Accounts Payables
  • Office Administration
  • JUNE 2025: South Central Extension/Downtown Hub

Billing/Collections Manager

LAW OFFICES OF DAVID MICHAEL CANTOR
01.2016 - 01.2016
  • Consult with new clients and prepare fee agreements
  • Daily receivables; cash and credit cards
  • Monthly recurring billing of over 600 clients
  • Month-end account reconciliation; working directly with Controller to ensure accurate financial reporting and compliance.

Legal Assistant - Estate Planning

LOOSE, BROWN & HOBKIRK, PC
01.2014 - 01.2016
  • Draft estate planning documents. Process all estate planning files to completion
  • Probate filings with Maricopa County and Pima County
  • Electronic recording of all documents with County Recorder

File Clerk

LOOSE, BROWN & HOBKIRK, PC
01.2014 - 01.2016
  • Ensure accurate billing and reconciliation for monthly legal plans, including generating invoices and resolving discrepancies
  • Daily online and in-person firm deposits; general and trust accounts
  • Monthly recurring billing for over 300 clients
  • Firm website maintenance

Education

Bachelor of Arts -

Arizona State University

Skills

  • MS Office
  • Google Docs
  • Salesforce
  • MS TEAMS
  • Slack
  • Cloud Coach
  • Customer focus
  • Project scheduling
  • Scope definition
  • Deliverable tracking
  • Project scope analysis

Timeline

Enterprise Project Manager

NEXTIVA
04.2021 - 07.2025

Implementation Manager

NEXTIVA
04.2019 - 04.2021

File Clerk

IANNITELLI MARCOLINI, PC
01.2017 - 01.2018

Business Manager

JUGGERNAUT IRONWORX, LLC
01.2017 - 2025

Billing/Collections Manager

LAW OFFICES OF DAVID MICHAEL CANTOR
01.2016 - 01.2016

Legal Assistant - Estate Planning

LOOSE, BROWN & HOBKIRK, PC
01.2014 - 01.2016

File Clerk

LOOSE, BROWN & HOBKIRK, PC
01.2014 - 01.2016

Bachelor of Arts -

Arizona State University

CORE COMPETENCIES

  • Project Lifecycle Management
  • Cross Departmental Collaboration
  • Customer Onboarding & Support
  • Time Management & Scheduling
  • Financial Operations & Billing
  • CRM & ERP Systems
  • Attention to Detail

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