Streamlined project management processes by implementing comprehensive project plans, identifying risks and mitigation strategies for timely completion.
Led cross-functional teams for successful project delivery within scope, schedule, and budget constraints across 40+ Co-Managed Customers, and 20+ Professional Services Consulting customers.
Spearheaded process improvement initiatives that resulted in increased productivity and streamlined workflows across departments for improved decision making and cross functional productivity.
Directed changes to project scope and cost and implemented appropriate change management processes to keep project on track.
Established effective communication channels with stakeholders to ensure transparency and alignment of expectations via Salesforce reporting & PowerBi metrics, and Strategic Business Reviews.
Manager of Customer Success Operations
ReliaQuest
01.2023 - 04.2023
Collaborated cross-functionally with headquarters, regional and other teams globally - responsible for maintaining relationships and strategy between all Go-To-Market divisions to systematize and streamline customer data across Workday, Salesforce and ServiceNow.
Produced and implemented customer retention and upsell strategies, outperformed company's annual objectives with 92% retention rate across 350+ customers.
Presented to upper management weekly/monthly with ROI estimations to drive project planning. Compiled and analyzed data to leverage between technical and non technical teams to implement continuous improvements, identify solutions and drive recommendation to maintain and exceed team goals.
Managed and created training guides and in-person and online training courses to improve all Go-To-Market team members experience within Salesforce, PowerBi, and ServiceNow. Built custom dashboards and reporting to help review pricing strategies, upsell identification and customer engagement strategies.
Customer Development Manager, Lead
ReliaQuest
04.2021 - 01.2023
Advocate for customers through via customer success team - Utilized problem solving mindset, help to build and improve processes that aid in ensuring and exceeding customer expectations and overall satisfaction through Salesforce, and PowerBi.
Actively identified and implemented new opportunities and recommendations to improve sales processes, drive accountability, and raise operational standards of team performance to increase revenue generation and customer satisfaction to meet 92% retention goals.
Work Streams Include:
Owning and driving operational activities that accelerate execution of team KPIs, and goals for allocated areas - developing cross functional enablement. Facilitation of inter-departmental communication to effectively provide customer support; collaboration with sales, operations, and training and support teams - trained 300+ employees every quarter during monthly Go-To-Market town halls.
Enhanced profitability by developing pipelines utilizing marketing and sales strategies via custom built dashboard to be used cross functionally.
Senior Customer Success Manager
ReliaQuest
08.2020 - 04.2021
Developed comprehensive knowledge of how key areas of business integrate to accomplish business goals, and identifies and influences partners to maintain balances across multiple cross functional work streams
Managed dependencies among cross-product teams while continually evaluating existing business processes, and recommending improvements to achieve defined goals for organization(s)
Responsible for executing 110% contract renewal and upsell of services and continue to identify and recommend opportunities for service expansion based on understanding of current product solution and customer’s needs
Proactively leverage ideas, insights, and relationships to generate new opportunity with existing customers and third party vendors
Service Delivery Manager
ReliaQuest
06.2019 - 08.2020
Accountable for:
Managed to 15+ Enterprise level customers - maintained customer performance targets, cost, and quality of service and end user satisfaction levels; as well as, strategic planning, design, development, documenting, implementation and management of activities associated to service delivery processes and security operations
Interact with all levels of internal and external executives through effective communication in relation to support, project and issue resolution to ensure high levels of quality and service delivery
Providing strong program and project leadership by adhering to standard departmental policies, processes and documentation guidelines for project delivery
Key Focus Areas:
Ability to be flexible and agile when working with new Customers and integrating them in with updated customer structures
Defining and communicating roles and responsibilities for project team members – functional and technical; Developing project plans including detailing work breakdown structures and critical path
Ability to understand companies assigned, their organization, reporting structure, and initiatives to help drive project roadmaps forward; Working with customers and technical resources to develop project schedule
Assistant Brand Manager
Newell Brands Inc.
05.2017 - 01.2019
Partners with brand marketing teams to coordinate and organize key deliverables to executive leadership; Responsible for creating and documenting processes for brand marketing
Transitioned Sharepoint site and built company intranet on Wordpress; Responsible for front and back end development, design, functionality, and maintenance
Contributed to launch and governance of key systems and processes to with brand marketing teams
Supported SOW (Scope of Work) process and made recommendations on assets that best align with annual brand plans; Supported build out and implementation of centralized processes in order to gain efficiencies throughout the marketing organization
Education
Bachelor’s Degree - Finance and Financial Management Services
University of Alabama At Birmingham
Birmingham, AL
05.2017
Timeline
Senior Project Manager, Managed Services
SP6
06.2023 - Current
Manager of Customer Success Operations
ReliaQuest
01.2023 - 04.2023
Customer Development Manager, Lead
ReliaQuest
04.2021 - 01.2023
Senior Customer Success Manager
ReliaQuest
08.2020 - 04.2021
Service Delivery Manager
ReliaQuest
06.2019 - 08.2020
Assistant Brand Manager
Newell Brands Inc.
05.2017 - 01.2019
Bachelor’s Degree - Finance and Financial Management Services
Principal Consultant - Leader of Corporate Implementations and Enterprise Management at Compucom – A subsidiary of Variant EquityPrincipal Consultant - Leader of Corporate Implementations and Enterprise Management at Compucom – A subsidiary of Variant Equity
<ul><li>Spearhead all accounting operations, including A/R, A/P, payroll, and general ledger, for a midsized financial services firm, resulting in a 25% improvement in operational efficiency.</li><li>Prepare and analyze complex financial statements and reports, providing actionable insights to senior management and supporting data-driven decision-making.</li><li>Lead and mentor a team of 5 accounting professionals, fostering a culture of continuous learning and development, and achieving a 95% employee satisfaction rate.</li><li>Collaborate with external auditors and regulatory bodies, ensuring compliance with GAAP, IFRS, and internal control procedures, and successfully navigating annual audits.</li><li>Implement and manage a new accounts payable system, reducing processing time by 30% and improving accuracy by 20%.</li><li>Key Achievement: Successfully managed a complex merger and acquisition project, ensuring seamless integration of financial systems and minimizing disruption to daily operations.</li></ul> at Security Financial Services<ul><li>Spearhead all accounting operations, including A/R, A/P, payroll, and general ledger, for a midsized financial services firm, resulting in a 25% improvement in operational efficiency.</li><li>Prepare and analyze complex financial statements and reports, providing actionable insights to senior management and supporting data-driven decision-making.</li><li>Lead and mentor a team of 5 accounting professionals, fostering a culture of continuous learning and development, and achieving a 95% employee satisfaction rate.</li><li>Collaborate with external auditors and regulatory bodies, ensuring compliance with GAAP, IFRS, and internal control procedures, and successfully navigating annual audits.</li><li>Implement and manage a new accounts payable system, reducing processing time by 30% and improving accuracy by 20%.</li><li>Key Achievement: Successfully managed a complex merger and acquisition project, ensuring seamless integration of financial systems and minimizing disruption to daily operations.</li></ul> at Security Financial Services