Successful Senior Technical Project Manager bringing 25+ years of experience achieving ambitious goals
Exceptional technical expertise, leadership and talent for driving stellar, on-target results leveraging from project management abilities, communication,, organization, management of customer, project, across high-performance teams.
Well-versed and fluent in Adult Learning (LMS) Concepts, CRM and API's, Customer Succuss (CX), Finance, IT (CyberSecurity, Hosting Solutions, Marketing Automation Systems (MAS), and MFA/SSO), PAAS/SAAS, Project Management (Agile, CPM/CCPM, Lean/Six-Sigma, PMLC/SDLC, PMP, Scrumban, and Waterfall), and and Property Management methods that support the project, deployment, and retainment.
Overview
26
26
years of professional experience
Work History
Technical Lead Project Manager
TS Consulting
10.2005 - Current
Lead nurture programs, leads/prospects, procurement, design solution, implementation (build/test), deployment financials, and hypercare support that results in a positive ROI that is tailored to each customers scoped solution and continued needs
Ability to communicate, develop, and track comprehensive projects plans, gain/keep customer alignment, report project tracking, flag mitigation, and consider critical path alternatives while ensuring clear communication of scope creep, budget increase, timeline extension, and maintaining expectations with stakeholders and resources with customer preferred project method and software to manage projects and data output
Effectively manage change management negotiation of scope, budget, and timeline impact, inclusive of vendors and suppliers while securing quality inventory or services
Ensure compliance with industry regulations by closely monitoring operations and processes against scope/timeline to ensure compliance and best practices
Technical Project Manager
RFgen Software
02.2019 - 02.2024
Streamlined project processes by implementing Agile, CPM/CCPM, Lean Six-Sigma, PMLC/SDLC, PMO, Scrumban, and Waterfall methodologies and software, supporting ease of customer adoption to deploy, maintain project momentum, and ROI of solution
Successfully delivered multiple high-profile projects on time, within budget or managed expectations of change management, while ensuring to nurture customer journey, retention, and partnership
Facilitated strong team collaboration through effective meeting management, open communication channels, and timely resolution of conflicts or issues.
Ensured all projects adhered to quality standards by managing accounts with white glove services, ensuring resource skills set aligned, project phases and activity tracked/documented, Change Management scope change/budget changes documented/approved, responsive to escalations to resolve and mitigate a negative experience and if warranted exercise good-will efforts, and support both teams to keep to timeline with progress reports/audits
A unique responsibility was month end billing, since PM's managed the hours, we reconciled all active accounts, processed Professional Services Month-end billing, and supported customers delivery, inquiry, and delinquency of financial invoices as well as Services procurement of upsells.
Managed upwards 40+ Customer, 10+ Consultants, 5+ Partner/VARS, and 10+ Prospects across 6+ ERPs, and 7+ timezones
Collaborated closely with cross-functional teams to ensure seamless communication and information sharing throughout project lifecycles.
Spearheaded process improvement initiatives that resulted in significant time savings and reductions in errors across multiple projects.
Drove innovation within the organization by researching and implementing new tools, technologies, and methodologies that optimized project delivery processes, resulting in development of a comprehensive PM Guide document for new and existing PM's and supporting teams
Served as technical liaison, supporting engineering, management, procurement, sales and marketing, quality assurance and supply base.
Demonstrated strong leadership skills by effectively managing diverse teams and maintaining high levels of motivation, even during challenging periods of significant change or tight deadlines.
Project Manager, Professional Services
DemandGen
06.2016 - 10.2016
Managed client base of $500,000+, served as company liaison and point of communication channel for Professional Services, Engineering, Finance, and Executive Administration
Streamlined project deployment with Agile, CPM, CCPM, PMP, or Waterfall methodologies, resulting in adaptation of customer culture/process, implementation efficiency, driving deployment momentum to maintain customer budget and organization value
Effectively managed solution budget, resources, timeline, and a reserve for change management requests or negotiation or budget increase for small/mid-sized/enterprise up to F500 organizations upwards 15+ active customers on a monthly basis utilizing Crm and API supported software in Finance, Marketing, Payroll, Federal/State Tax and entities, Procurement, Professional Services, and Sales to manage projects and data outputs
Customer Success Manager, Professional Services
Act-On Software Inc.
09.2015 - 06.2016
Functioned as a Certified Trusted Advisor in Marketing Automation adoption across small/mid-sized/global organizations
Streamlined customer onboarding process for accelerated product adoption and increased retention rates
Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions.
Championed innovative solutions that empowered customers to optimize their use of the product or service effectively.
Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
Successfully managed budgets and allocated resources to maximize productivity and profitability.
Functioned as a customer Trusted Advisor by engaging, onboarding, guiding, and training participants; managed contracts/amendments, project milestones, timelines, resources (event team / vendors), invoices, and reconciliation of client accounts from small/mid-sized/enterprise up to F500 organizations upwards 45+ active and 5+ perpetual customers on a monthly basis utilizing proprietary platform, API supported Financial, Marketing, Procurement, Professional Services, and Sales with Salesforce and API's to manage projects and data output
Delivered outstanding results on tight timelines by efficiently multitasking under pressure while maintaining a keen attention to detail.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Developed comprehensive training materials that facilitated faster customer proficiency with the product.
Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
Established performance goals for employees and provided feedback on methods for reaching those milestones.
Supported senior leadership by developing status reports on activities related to planning, scheduling, cancellation, inquiries, resourcing, risk mitigation, and proposal development for various events.
Project Manager, Consulting Services Division
Great Place To Work
08.2008 - 08.2009
Streamlined project processes by implementing Agile methodologies, resulting in increased efficiency and reduced costs.
Monitored progress against established goals, adjusting schedules and resources as needed to keep projects on track.
Prepared detailed reports on project status for stakeholders, ensuring transparency and alignment with objectives.
Delivered exceptional customer satisfaction by proactively addressing client concerns and meeting or exceeding expectations throughout the engagement process.
Ensured regulatory compliance by closely monitoring applicable laws and regulations within the industry sector throughout each stage of the project life cycle.
Collaborated closely with senior management to align project objectives with strategic company initiatives, ensuring that efforts contributed to overall business growth.
Senior Training Coordinator, Main Office Services Division and Training & Development Liaison
Franklin Templeton Investments
09.1997 - 07.2005
Streamlined and introduced e-learning concepts for onboarding and continued business concepts for all employees to maintain SEC compliance within deadline, resulting in increase to morale, productivity, and advancement for existing and new hire training program participants across multiple divisions
Collaborated with cross-functional teams to develop relevant, engaging training content for diverse audiences.
Implemented performance tracking tools to monitor individual progress throughout the duration of each training program.
Partnered closely with HR teams to align talent development strategies with overarching human capital goals.
Championed a culture of continuous learning within the organization by promoting the value of ongoing professional development opportunities.
Improved overall Operations and Learning & Development efficiency, a program that met SEC reoccurring compliance dates, and supported employee growth.
The Adult Learning Concept project invested the following for all sites: 1) Learning Facility with PC Stations/Sandbox environments, 2) Employee Courses in Financial Industry Certifications, Soft/Software skills, Vendor Certified courses via DDI. Microsoft, and NetG, 3) and adopted a an HRIS and LMS software to manage and track employee development, 4) lastly, this project was tracked by both PMLC and SDLC project method to support it's broad goals to adopt, implement, and deploy to support it's employees. It is a project I am very appreciate and proud to have been a contributing team member.
Education
Bachelor of Science - Business, Information Science