Janelle Roza
Manhattan,KS
Summary
Results-driven Business Process Optimization professional with expertise in streamlining operations, enhancing efficiency, and leading cross-functional teams to implement impactful process improvements. Skilled in analyzing complex workflows and developing innovative solutions for sustained success.
Overview
9
9
years of professional experience
Work History
CRM Systems Analyst II
CivicPlus
02.2023 - Current
- Customize CRM platforms and integrations for company with over 1000 employees, allowing senior staff to increase revenue by 15-20% year over year
- Analyze 100+ processes annually and generate monthly reports of KPIs to drive 10-20% efficiency improvements and optimize overall performance.
- Enhance operational efficiency by implementing automation solutions, reducing manual effort by 30-50%, increasing process speed by 40%, and cutting operational costs by 20% annually.
- Facilitate training sessions for up to 60 participants, using LMS platforms, simulations, and performance assessments to enhance learning and skill development.
- Develop 10-15 comprehensive documentation pieces annually, including user guides, SOPs, and training materials
Implementation Consultant
CivicPlus
05.2022 - 01.2023
- Directed client-facing projects, implementing customized software solutions for local government needs, resulting in 95% client satisfaction and over 80% improvement in operational efficiency for government agencies.
- Collaborated with clients to define deliverables
- Configured system data to align with client workflows and operational objectives
- Delivered in-depth training sessions, equipping clients to maximize the solution's value
Resource Management Associate
CivicPlus
12.2019 - 04.2022
- Facilitated over a thousand seamless transitions annually between Sales and Implementation teams by implementing standardized handoff processes, utilizing CRM tools and project management software, ensuring 95%+ accuracy in data transfer, and reducing transition-related delays by 50% through automated workflows and documentation templates.
- Reviewed SOWs for accuracy and feasibility, ensuring compliance with client requirements and project scope, and identifying potential risks to reduce project delays
- Created 500+ project spaces annually, developed detailed timelines, and allocated resources across 12 implementation teams, ensuring optimal resource utilization, leading to a 15-20% increase in project efficiency.
- Processed 200+ sales orders annually and provided sample timelines for 50+ proposals, ensuring 95% accuracy in order processing and 80% of proposals delivered within the client's requested timeframe.
Estate Administrator
Estate of Gary Roza
09.2015 - 06.2018
- Managed asset liquidation across 3 states through probate court, ensuring legal and financial compliance
- Collaborated with 12+ attorneys, mortgage officers, accountants, and realtors to coordinate asset liquidation processes
- Oversaw the distribution of $300,000 in funds to family members, ensuring 100% accuracy and full transparency in the process through detailed reporting and compliance with legal requirements.
Education
Master of Science - Project Management
University of Kansas
Lawrence, KS12.2020
Bachelor of Arts - Sustainable Community Development
Prescott College
Prescott, AZ12.2012
Skills
- Salesforce Administrator
- CRM software proficiency
- Data analysis
- Project management
- Process optimization
- Verbal and written communication
- Team collaboration
- Operational excellence
Passions
- Chess
- International Travel
- Community Volunteering
Timeline
CRM Systems Analyst II
CivicPlus
02.2023 - Current
Implementation Consultant
CivicPlus
05.2022 - 01.2023
Resource Management Associate
CivicPlus
12.2019 - 04.2022
Estate Administrator
Estate of Gary Roza
09.2015 - 06.2018
Bachelor of Arts - Sustainable Community Development
Prescott College
Master of Science - Project Management
University of Kansas
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