Michelle Phillips
Asheville,United States
Summary
I am a dynamic Senior Project Manager with over 20 years of experience developing critical business attributes to execute strategic initiatives quickly and effectively. Responding to rapid changes in a company's goals and endeavors is a vital skill for me. I strive to be the glue that holds projects and partnerships together with consistent, high-quality customer success, project directives, and careful risk management. I embrace challenges, change, and new opportunities to expand my career knowledge, and provide collaborative leadership, communication, and team readiness for successful project execution.
Overview
13
13
years of professional experience
Work History
Merger & Migrations Senior Project Manager
Billtrust
11.2021 - 11.2025
- Orchestrated the migration of forty-six high-value customers from a legacy product to an acquired, state-of-the-art solution, meeting all project deadlines within a challenging 9-month timeline, resulting in $2.1 million in ARR, and saving $500,000 in product service fees.
- Pioneered a successful cross-functional collaboration initiative with Key Bank, BofA, Wells Fargo, and familiar clients, ensuring seamless alignment of project deliverables, technical requirements, and implementation guidelines, achieving a 20% increase in project efficiency, and 97% client satisfaction.
- Spearheaded Go Live deployments for a newly acquired software platform, utilizing JIRA, Clarizen, Salesforce, and ERP third-party vendors' resource allocation, resulting in a 20% increase in team productivity on the new solution.
- Led brainstorming sessions engaging cross-functional teams, developers, and BSC; identified and prioritized thirty-seven project opportunities for system migrations, upgrades, and implementations, resulting in enhanced operational efficiency, scalability, and business growth.
- Collaborated with EU and US departments to create visually impactful workflow diagrams in PowerPoint, and authored product literature, facilitating a deep understanding of process inefficiencies and desired improvements to existing procedure steps.
- Optimized project oversight by monitoring QA through deployment, assigning daily deliverables, promptly addressing deficiencies to mitigate risks, and maintaining project timelines.
- Boosted collaborative efforts by daily virtual meetings to evaluate completed project phases, ongoing action items, future milestones, and potential bottlenecks; fostered effective communication, ensuring project alignment, and timely issue resolution.
- Reported directly to the CCO, and oversaw merger updates to our ELT and stakeholders.
- Maintained partner relationships, and facilitated strategic business reviews.
- Contributed to our gap analysis between platforms by working with Product, IT, DEV, and Customer Success in brainstorming sessions to resolve analysis issues.
- Created a change impact assessment to ensure cross-workstream dependencies and tasks are outlined, and fall within the project timeline.
- Devised a master plan for tracking each workstream and its progress during each merger.
- Developed new documentation for the recent restructure and Org Chart design.
- Spearheaded the Due Diligence processes, working with outside contractors to assist in the initial deal and go-no-go strategy.
- Partnered with Legal and compliance for GDPR-acquired companies in Europe.
- Collaborated with Marketing on Billtrust branding in three other countries (Netherlands, Poland, and the UK).
- Aligned seven different workstreams for cross-functional changes and dependencies. Supported Customer Success to ensure projects are moving to the platforms for reporting, project tracking, implementation, and project assignment.
- Tracked merger instances in JIRA, Salesforce, and Clarizen.
- Developed workstream program plans to ensure departmental cross-functional teams are on track for each quarter.
- We brainstormed with several workstreams to provide customers with a timeline and detailed information on the sunsetting of current software options.
Senior Project Manager | Professional Services
Billtrust
06.2018 - 11.2021
- Pioneered the execution of ninety-eight projects, surpassing all expectations by generating an impressive $1 million in AAR during the initial two years, demonstrating exemplary leadership and strategic acumen.
- Supported dependencies for cross-functional internal implementations and maintained alignment across various workstreams by providing project plans, hosting weekly check-in meetings, and focused working sessions.
- Conducted comprehensive audits of project documentation, ensuring accuracy, completeness, and compliance with regulatory guidelines; delivered weekly reports to stakeholders, fostering transparency and trust.
- Facilitated in-depth consultations with Optimization and end-users to perform a comprehensive platform-specific usability analysis, resulting in a substantial 50% improvement in system usability and user experience within the first week of Go Live.
- Led individualized training initiatives, dedicating 6 hours to each migration, empowering users to utilize new platforms.
- Taught SME individual product training sessions tailored to address specific learning needs.
Business Systems Consultant
Wells Fargo
09.2017 - 06.2018
- Aligned stakeholders, business users, and technical solution providers on new implementation deliverables, resulting in an increased completion rate from 27% to 68% in less than six months, achieving desired outcomes for ELT.
- Championed cross-functional collaboration with product developers, BSCs, and BAs, driving the successful planning and execution of 2 weeks of project sprints.
- Facilitated project review meetings with external vendors, analyzing business analysis documentation to validate requirements for platform implementations; identified critical gaps, resulting in a 25% reduction in rework and increased stakeholder satisfaction.
- Reported monthly progress to the steering committee and addressed budgeting and project forecast financials.
Information and Analytical Services (IAS) Senior Project Manager
Carolinas Health Care
02.2013 - 04.2017
- Orchestrated the development of project plans, schedules, time, and materials to align with the project’s statement of work, achieving 98% on time, under budget, and successful customer implementations.
- Overhauled Kronos time-keeping equipment at 75 healthcare facilities for accurate employee time tracking.
- Implemented Electronic Medical Record keeping at 100+ healthcare facilities for patient charting, medical record keeping, and patient care. Giving medical staff more exposure to patients in real-time, ensuring patient satisfaction, and eliminating unnecessary charging.
- Championed customer satisfaction by aligning optimization efforts to customers’ needs and better defining detailed work plans, saving 162 individual departments $462,000 on stationery needs in 2016.
Education
Associate in Arts (AA) - Business Management & Project Management
University of Pheonix
04.2013
Skills
- Project management methodologies
- Multi-project coordination
- Work planning and prioritization
- Data analysis
- Effective communication
- Conflict resolution
- Cross-functional collaboration
- Process optimization
- Stakeholder engagement
- Team leadership
- Project lifecycle management
- Training and mentoring
- Quality assurance
- Adaptability and flexibility
References
References available upon request.
Timeline
Merger & Migrations Senior Project Manager
Billtrust
11.2021 - 11.2025
Senior Project Manager | Professional Services
Billtrust
06.2018 - 11.2021
Business Systems Consultant
Wells Fargo
09.2017 - 06.2018
Information and Analytical Services (IAS) Senior Project Manager
Carolinas Health Care
02.2013 - 04.2017
Associate in Arts (AA) - Business Management & Project Management
University of Pheonix