Open To Work
Heidi Lawrence
Gresham,OR
Work Preference
Job Search Status
Open to workDesired start date: 2 weeks notice
Desired Job Title
Program AdministratorClient Service ManagerProject AdministratorProject CoordinatorWork Type
Full TimeLocation Preference
RemoteHybridLocation: Gresham, OR, US
Open to relocation: Yes
Salary Range
98000/yr - 120000/yrImportant To Me
Career advancementCompany CultureFlexible work hoursHealthcare benefits401k matchSummary
Relationship driven professional with 10+ years experience in Professional Services. Expertise in project coordination, cross-functional collaboration, and process optimization across Sales, PMO, CSM and delivery teams. Proven track record improving onboarding efficiency, strengthening data integrity across Salesforce, NetSuite, Certina and Smartsheet, and driving workflow automation to improve customer outcomes. Currently working on CAPM.
Overview
1
1
Certificate
21
21
years of professional experience
Work History
Program Administrator
Celigo
Redwood City (Remote), California
01.2020 - 01.2026
- Coordinate delivery of multiple Professional Services offerings, supporting 300+ active customer projects per quarter across 10+ global regions. Ensuring on-time delivery and positive customer experience.
- Partner with PMO, Sales, CSM, and Professional Services teams to streamline project onboarding, reducing time to project kickoff from 25 days to 7 days.
- Maintaining data integrity across FinancialForce, NetSuite, Salesforce/Certinia, and Smartsheet through regular audits and active data hygiene practices, enhanced reporting accuracy.
- Reduced stalled projects in backlog by 98% through proactive data audits and workflow tracking.
- Implemented and managed sandbox deployment of Certina Resource Management to support testing, training and process refinement.
- Supported global rollout of Smartsheet and Resource Management, helping transform the team from zero reporting capability to automated, system driven insights on utilization and project health.
- Supporting rollout and adoption of new company policies, procedures, and process improvements to drive consistency across global teams.
- Lead project initiation and onboarding activities including kickoff, scheduling, resource coordination, and documentation tracking. Enable efficient project starts and strong cross-functional alignment.
- Thrive in a fast-paced, high growth environment by adapting quickly to evolving tools and workflows while maintaining clear communication across technical and non-technical audiences.
- Develop foundational understanding of system integration flows using integrator.io to support customer implementations.
Contract
Raley's Corporate
Sacramento
11.2019 - 01.2020
- Supported property finance operations by reconciling CAM accounts with contract administration, managing billing and coding, and performing high-volume data entry with strong attention to accuracy.
- Identified and resolved an overlooked accounting discrepancy, saving the company $12,300 and improving financial record accuracy.
- Processed and assembled invoices for payment into cost reporting system, ensuring timely approvals and maintaining organized digital documentation for audit readiness.
Client Service Manager
Ameriprise Financial
Roseville, CA
08.2015 - 11.2019
- Served as primary point of contact for 750+ clients, fostering long-term relationships and resolving inquiries with professionalism and care.
- Supported financial advisors with client onboarding, administrative work, travel arrangements, account management, and financial plan preparation to ensure a seamless client experience.
- Ensured compliance with evolving regulatory and company policies by performing regular audits and maintaining accurate, secure client accounts.
- Coordinated project logistics, client events, and marketing compliance documentation to support business development efforts.
- Trained and mentored new staff, streamlining onboarding and improving consistency in administrative operations including scheduling, correspondence, and data entry.
Previous Experience
Rocklin Unified School District & Rocklin Academy
Rocklin, California
05.2005 - 06.2015
- Supported educational engagement for 500 K–6 students; coordinated scheduling and library programs to improve student participation. Coordinated Scholastic Book Fair increasing sales by 5%. Maintained clear communication with teachers, parents, and staff and organized library records and circulation documentation.
- Developed instructional materials, tracked student performance, and organized annual fundraising events including Jump Rope for Heart, achieving year-over-year participation growth. Provided leadership and classroom support to students and volunteers, coordinating schedules, budget proposals and ensuring safe, organized activities.
Education
Associate of Arts - Liberal Arts
Skills
- Project & Process Coordination
- SaaS Operations
- Client Onboarding & Relationship Management
- Resource Management
- Data Integrity & Reporting
- Cross Functional Collaboration
- Training & Team Development
- Workflow Optimization & Documentation
- Process Automation (integratorio)
- Problem Solving
- Project Documentation & Records
- Interpersonal Skills
- Effective Communication
- Professional Service Delivery
Certification
Resource Management Certified Professional (RMCP)
Timeline
Program Administrator - Celigo
01.2020 - 01.2026
Contract - Raley's Corporate
11.2019 - 01.2020
Client Service Manager - Ameriprise Financial
08.2015 - 11.2019
Previous Experience - Rocklin Unified School District & Rocklin Academy
05.2005 - 06.2015
Sierra College - Associate of Arts, Liberal Arts
Affiliations
Haven Leader - creation of the Haven Anthology, coordinating creative content across multiple departments, demonstrating leadership and project management skills (12 years).
Tools Technology
- Google Workspace
- Slack
- Zoom
- FinancialForce
- Salesforce / Certinia
- Smartsheet
- Asana
- Jira
- Integrator.io
- Lucidchart
- Zendesk
- Gainsight
- Calendly
- Litmos
- AI
Tools & Technology
- Google Drive
- Slack (Similar to MS Teams)
- Zoom
- FinancialForce
- Salesforce / Certinia (Project Management Tools)
- Smartsheet
- Asana
- Jira
- integrator.io
- Zendesk
- Gainsight
- Calendly
- Litmos
- Microsoft Office
- AI
- NetSuite