Results-oriented IT professional with a proven track record of success in B2B account management, technical consulting, and project implementation within the MSP space. Expertise in leveraging CRM tools (HubSpot, ConnectWise Manage) to streamline sales pipelines and manage project implementations. Actively seeking remote or hybrid opportunities that support personal development and long-term career growth.
Professional Summary (Role Context + Skills)
Lead account strategy and service delivery for 100+ clients at a mid‑sized MSP, serving as the primary liaison between client leadership and technical teams. Develop scopes, schedules, and resource plans with engineering; operate as interim project manager to coordinate stakeholders, pre‑implementation logistics, and milestone tracking. Redesign processes across support, projects, and procurement to reduce friction and improve client experience. Conduct QBRs and deliver executive‑level reporting aligned to business goals, including IT roadmaps and long‑term planning. Implement HubSpot CRM for account management—building workflows, automating pipeline tracking, and training staff. Drive targeted upsells that support continuity and reliability. Hire, onboard, and mentor junior account management talent. Own client‑wide initiatives such as Windows 10→11 upgrades and hardware refreshes, and modernization of CloudRadial on/offboarding forms and request workflows.
Core Competencies
Account strategy and client success; stakeholder communication; scope, schedule, and resource planning; interim project management and change management; process redesign for support/project/procurement workflows; QBRs, IT roadmaps, and executive reporting; HubSpot CRM administration (workflows, automation, pipeline tracking, cross‑department training); data hygiene across CRM, RMM, and documentation platforms; Windows 10→11 upgrade coordination and fleet refresh planning; hardware deployment logistics and vendor coordination; capacity planning for helpdesk and deployments; end‑user communications (guides, email templates, portal content); CloudRadial form design and administration; customized on/offboarding templates and expedited request workflows; metrics analysis using ticket trends to demonstrate reduced incidents post‑replacement; culture initiatives and team mentoring.
Professional Summary (Role Context + Skills)
Account manager for a regional managed service provider, responsible for the full sales and service lifecycle across SMB, enterprise, government, education, and nonprofit clients. Developed and applied skills in sales‑pipeline management, tailored IT‑infrastructure solution scoping and quoting, channel/vendor partnerships and certifications, RFP analysis and proposal development, project coordination from kickoff through delivery, ConnectWise Manage (PSA) and Kaseya VSA (RMM) administration, technical documentation, and customer‑escalation resolution.
Core Competencies
Sales‑pipeline oversight; account growth and retention; solution design and quoting; channel/vendor relationship management; RFP monitoring and response; proposal writing; project coordination and vendor scheduling; SOP/presentation/training‑material development; ConnectWise Manage administration (users, permissions, integrations); Kaseya VSA administration; help‑desk ticket triage via phone, email, and portal; onsite service coordination; stakeholder communication.
Professional Summary (Role Context + Skills)
Systems administrator for Nevada and Virginia’s Statewide P‑20 to Workforce Longitudinal Data Systems—the central platforms enabling secure, reliable access to education‑through‑workforce data for researchers. Developed and applied skills in Windows Server and Hyper‑V administration, SQL Server management and recovery, code promotions and versioning, release coordination across the SDLC, SonicWall high‑availability, Office 365 migration, and stakeholder communication.
Core Competencies
Event‑log analysis and memory‑issue troubleshooting; preventive maintenance and upgrade planning; provisioning and migration of Windows Server VMs (10+); SQL Server administration (instances, permissions, scheduled jobs), complex SQL Server migrations, and production/test restores; SonicWall HA firewall configuration with full implementation documentation; Exchange 2010 → Office 365 mailbox migration (30+); frontline IT helpdesk support; time/project‑tracking process implementation; requirements gathering, documentation, and testing support for large onboarding projects.
Software:
Microsoft 365 Admin Center, ConnectWise Manage, Automate, RMM, Quosal, HubSpot, ITGlue (Kaseya), CloudRadial, Salesforce, SQL Server, VMware, Hyper-V, Windows Server, Windows Virtual Desktop, SharePoint, Dropbox
Hardware & Networking:
SonicWall firewalls, Ruckus Networking, Cisco switches and routers, Windows desktops and servers, wireless access points, virtual machines
Project & Process Management:
Project planning and coordination, stakeholder communication, scope and timeline tracking, working knowledge of Scrum practices, RFP and RFQ development, SOP creation, QBR facilitation, internal process improvement
CRM & Documentation Tools:
ConnectWise Manage, HubSpot, Salesforce, ITGlue, CloudRadial
Leadership & Communication:
Team leadership, cross-functional collaboration, client relationship management, technical consulting, solution-oriented communication, sales enablement, strategic alignment
Public Relations
Rotary Club
Jul 2022 – Oct 2023 · 1 yr 4 mos
English as a Second Language (ESL) Tutor
Washington English Center
Feb 2022 – May 2022 · 4 mos
Public Access Television Host
Fairfax County Public Access Station
Oct 2014 – Jan 2016
University Club President
Disciples of Christ United Ministries
Jan 2013 – May 2014 · 1 yr 5 mos