Knowledgeable CRM Manager overseeing deployment and maintenance of CRM systems. Instructs and leads IT staff members daily in support of hardware, software and CRM infrastructure. Actively works with executives and end users to determine and implement tech needs. Manages technology strategy, training and documentation for Microsoft Dynamics 365.
Overview
11
11
years of professional experience
Work History
IT Systems Administrator
Tennyson Electric, LLC
06.2023 - Current
Collaborated with cross-functional teams to successfully complete complex projects on time and within budget constraints.
Spearheaded disaster recovery initiatives, ensuring a prompt response to restore normal operations in the event of an emergency.
Maintained vendor relationships and negotiated contracts for cost-effective procurement of hardware and software solutions.
Developed comprehensive documentation for IT processes and procedures, facilitating knowledge transfer amongst team members.
Improved user experience by troubleshooting application issues and collaborating with developers on necessary updates or enhancements.
Reduced downtime by proactively identifying potential issues and resolving them before they escalated.
CRM Team Leader
Clarus IT Solutions, Inc
03.2022 - 06.2023
Developed project management roadmap to define project objectives, timelines and milestones.
Led and managed staff of 4 team members engaged in administering complex IT infrastructure and CRM systems.
Planned, designed, and scheduled phases for large projects.
Developed and initiated projects, managed costs, and monitored performance.
Collected and analyzed data from variety of sources to create detailed market research reports for top-level decision makers.
Generated reports to support development and implementation of marketing plans.
Tracked key performance indicators to measure success of campaigns
Analyzed data to uncover insights and identify key opportunities to inform strategic decisions
Network Adminstrator
The Helsing Group Inc
10.2018 - 03.2022
Monitored stability of network and wireless services to ensure comprehensive stability for 70+ Nodes across various business sites working with both internal IT and MSP
Installed, configured, and supported local area network (LAN), wide area network (WAN) and Internet system
Configuration, Triage, and Maintenance for Tier I – II User Support
Maintained personnel records and updated internal databases to support document management.
Collected, validated and distributed information to employees.
Documented support interactions for future reference
Provided Tier 1 IT support to non-technical internal users through desk side support services
Managed customers' expectations of support and technology functionality in order to provide positive user experience
Project Coordinator
KH Custom Home Solutions
03.2018 - 09.2018
Coordinated presentations for customers and project members detailing project scope, progress and results, keeping all entities well-informed of milestones and goals over several ongoing projects at once
Planned and arranged meetings with external organizations and individuals, enabling all parties to meet and discuss project progress
Tracked all hours and expenses to keep project on task and within budgetary parameters
Coordinated presentations for customers and project members to detail project scope, progress and results.
Tracked hours and expenses to keep project on task and within budgetary parameters.
Created job files for each project and maintained current data in each file
Maintained database and spreadsheets with accurate inventory and status
Community Manager
FirstService Management
04.2017 - 03.2018
Streamlined operations by communicating efficiently with clients, keeping meticulous records, budget management, and internal collaboration.
Evaluated property conditions and recommended improvements.
Increased office organization by creating filing systems and managing confidential information carefully
Handled all tenant logistics and leases and effectively scheduled appointments, showings, move-ins and move-outs.
Introduced effective emergency resolutions and managed special projects.
Managed community within established cost constraints
Handled all tenant logistics and leases and effectively scheduled appointments, showings, move-ins and move-outs
Implemented property management systems to support community and expertly handle diverse needs
Commercial Lines Producer
Gail Merchandani - Farmer's Insurance
07.2016 - 03.2017
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling
Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
Followed up promptly with interested clients to close sales
Met with prospective clients to discuss insurance needs and provide solutions
Registered customer information on database to enable tracking history and maintain accurate records
Customized existing insurance programs to suit individual client needs by analyzing specific requirements
Developed comprehensive marketing plans to promote insurance products to potential clients
Underwriter
Global Century Insurance Brokers Inc
03.2013 - 07.2016
Calculated group and individual renewal rates based on customers background, industry and demographic information
Met with customers, agents and brokers to negotiate coverage, price and service delivery
Controlled loss by assessing risk, conducting system analysis and recommending policy solutions
Reviewed applications for insurance coverage and reports from loss control specialists to determine risks
Supported review and acceptance or denial of new or renewal business
Monitored market conditions and economic trends to identify and limit potential risks
Calculated group and individual renewal rates based on customers' background, industry and demographic information
Education
Bachelor of Science - Information Technology
University of Phoenix
Phoenix, AZ
02.2019
Skills
CRM
Infrastructure planning
Project management
Troubleshooting and diagnostics
Disaster recovery
Onboarding
Documentation and Training Resources
IT Support
Information Security
Hardware and Software Configuration
System Configuration
Business Intelligence Analysis
Timeline
IT Systems Administrator
Tennyson Electric, LLC
06.2023 - Current
CRM Team Leader
Clarus IT Solutions, Inc
03.2022 - 06.2023
Network Adminstrator
The Helsing Group Inc
10.2018 - 03.2022
Project Coordinator
KH Custom Home Solutions
03.2018 - 09.2018
Community Manager
FirstService Management
04.2017 - 03.2018
Commercial Lines Producer
Gail Merchandani - Farmer's Insurance
07.2016 - 03.2017
Underwriter
Global Century Insurance Brokers Inc
03.2013 - 07.2016
Bachelor of Science - Information Technology
University of Phoenix
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