Summary
Overview
Work History
Education
Skills
Timeline
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Lindy Kratzer

Lindy Kratzer

Salt Lake City,UT

Summary

Assertive Project Lead with 10 years plus experience providing guidance and allocating work among team members. With excellent eye for detail and expertise in managing relationships with key partners I have a reputation that is engaging and friendly making it simple to manage work quality, key milestones and deliverables.

Overview

8
8
years of professional experience

Work History

Implementation Manager

Canopy Tax
Draper, Utah
06.2023 - Current
  • Managed full project lifecycles beginning at inception and ending with customer-facing deployments.
  • Prepared detailed project plans, incorporating activity definitions, task sequencing layouts, resource requirements and timeframe estimates.
  • Led risk management efforts, gathering departments leads to collaboratively identify potential risks and brainstorm mitigation strategies.
  • Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
  • Worked closely with customers throughout the entire implementation process to ensure satisfaction with results.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • De-escalated customer interactions by providing alternative tactics to solving problems and satisfying customer needs.
  • Sourced new opportunities to introduce products and services to potential customers.
  • Verified that every client received highest level of support, assistance and professionalism to uphold company's commitment to service.

Project Consultant

DEALERTRACK TECHNOLOGIES
South Jordan, UT
02.2021 - 06.2023
  • Manage projects and communication between client and multiple internal groups to ensure setup needs are met, to ensure implementation of software
  • Develop and document System Requirements (SRQs), process flows and use cases for team
  • Ability to grasp and explain complicated subject matter to others across the business that are less connected to the situation and/or are less technically oriented
  • Manage long range logistics and planning for multiple customer projects
  • Gather feedback at critical milestones and at project completion to ensure that project efforts are meeting customer expectations for time, and results
  • Facilitated meetings with key leaders and collaborated with project teams to ensure timely decision-making and effective communication between project stakeholders at all levels
  • Created project plans with established timelines, assigned to appropriate teams and managed workflow throughout construction.
  • Led meetings with internal team members, consultants and contractors.
  • Forecasted, scheduled and monitored project timelines, personnel performance and cost efficiency.
  • Developed solutions to project risks and issues, meeting quality and timeline goals and objectives.

Operations Coordinator. II

DEALERTRACK TECHNOLOGIES
Draper, UT
05.2018 - 02.2021
  • Perform general secretarial duties, including meeting scheduling, managing incoming calls, appointment setting, transcribing, faxing, and mailing Director, Senior Manager and Managers
  • Schedule 300- 400 appointments for internal and external training a month
  • Manage projects and communication between client and multiple internal groups to ensure training needs are met, to ensure installation of software
  • Aggressively reviewing account activities to ensure install is complete with new products and purchases
  • Acting as the first point of contact and builds relationships with 20 + new customers each week in purchasing products and software ensuring needs are met
  • Maintain professional communication via phone, e-mail, and mail
  • Assist with designing marketing strategies and media proposals for training
  • Often working effectively under pressure, and shift priorities quickly

Sr Client Services Representative

DEALERTRACK TECHNOLOGIES
South Jordan, UT
02.2016 - 05.2018
  • Assist Level One representatives with incoming technical support calls through documentation Salesforce and the Dealertrack Dealer Management Software (DMS)
  • Ensure implementation of call center policies, operations and performance standards were understood and followed by agents
  • Manage projects and manage communication between vendor and multiple internal groups to ensure deadlines were met
  • Deliver group training sessions on customer service, process and procedures
  • Develop specialized teams to handle vendor communications and data transfers within company via FTP and XML communication
  • Develop specialized teams within System Admin that manages escalation cases with professionalism and a focus on client satisfaction.

Education

Information Systems

Ashford University
2018

Business Management

Salt Lake Community College
2016

Premier Dental Assisting
2013

East Shore High School
2010

Skills

  • Experience handling objectivity
  • Microsoft Products
  • Project control
  • Risk management
  • Project planning
  • Risk management skills
  • Project Management
  • Business Development Support
  • Scope Definition
  • Agile Work Processes
  • Supervision & Leadership
  • Software Implementation
  • Cross-Functional Team Leadership
  • Data Migration
  • Technology Integration
  • Department Management
  • Data Management

Timeline

Implementation Manager

Canopy Tax
06.2023 - Current

Project Consultant

DEALERTRACK TECHNOLOGIES
02.2021 - 06.2023

Operations Coordinator. II

DEALERTRACK TECHNOLOGIES
05.2018 - 02.2021

Sr Client Services Representative

DEALERTRACK TECHNOLOGIES
02.2016 - 05.2018

Information Systems

Ashford University

Business Management

Salt Lake Community College

Premier Dental Assisting

East Shore High School

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Lindy Kratzer