Summary
Overview
Work History
Education
Skills
Timeline
CORE COMPETENCIES
Generic

Heather Banks

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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Heather Banks