Summary
Overview
Work History
Skills
Training & Certifications
Timeline
Generic

Shari Lish

D'Iberville,MS

Summary

Highly capable Project Manager with background in Client Services. Experience includes managing complex projects from conception to delivery, ensuring high quality and timely execution. Strengths include effective team leadership, problem-solving ability, and exceptional client service skills. Previous work has resulted in improved client relationships and successful project completions.

Overview

11
11
years of professional experience

Work History

Project Manager, Client Services

Paylocity
09.2024 - Current
  • Identified project needs by reviewing project objectives and schedules.
  • Monitored progress against milestones for timely delivery of services and products.
  • Analyzed customer feedback data to identify areas of improvement.
  • Maintained client relationships by partnering with internal teams to understand client goals and objectives.
  • Conducted regular status meetings with stakeholders to track progress.

Implementation Consultant III

Paylocity
10.2022 - 09.2024
  • Held weekly and monthly meetings with the highest revenue clients to ensure a seamless transition and partnership between Paylocity teams and their internal teams to ensure a seamless transition and partnership.
  • Identify areas of opportunity for the Paylocity software to lessen the workload through applicable systems.
  • Participated in the Salesforce pilot.

Team Lead, Client Service Enterprise

Paylocity
11.2021 - 10.2022
  • Held weekly, monthly team reviews, and annual performance reviews.
  • Managed a team of 9 or more Account Managers.
  • Supported account managers and coached to performance.
  • Facilitate cross-department meetings when needed to accomplish goals, and resolve immediate issues.

Executive Account Manager

Paylocity
02.2020 - 11.2021
  • Held weekly and monthly meetings with the highest revenue clients to ensure a seamless partnership between Paylocity teams and their internal teams.
  • Facilitate cross-department meetings when needed to accomplish goals, and resolve immediate issues.
  • Complete the General Ledger and Time & Labor ACE program.
  • Participated in the EAM Project Person Pilot.

Restaurant Account Manager

Paylocity
03.2019 - 02.2020
  • Specialized in account maintenance specific to restaurants, i.e., tips to minimize.
  • Assisted the major queue with overflow calls.
  • Assisted in the Out of Office queue distribution.
  • Participated in the mentor program.
  • Completed Accruals ACE Program.

Help Desk Team Lead

Connexions Loyalty Travel
10.2017 - 01.2019
  • Managed a team of 15+ Help Desk Supervisors.
  • Supported Tier 2 agents and coached to performance.
  • Organized periodic reviews to ensure consistent improvement.
  • Assisted in hiring and training additional Tier 2 agents to support SLAs.
  • Maintained and Approved Team Payroll.
  • Monitored and analyzed performance metrics for effective resource management.
  • Develop and improve processes for consistent performance across four locations.

Training Specialist

Connexions Loyalty Travel
11.2016 - 10.2017
  • Facilitated new hire and upskill training via instructor-led sessions and e-learning.
  • Participated in content review to ensure that training material was accurate and up to date by collaborating with different departments.

Team Lead

Connexions Loyalty Travel
10.2015 - 11.2016
  • Managed a team of 15 or more sales agents.
  • Supported sales agents and coached to performance.
  • Defect, QA Research, and Management
  • Maintained and Approved Team Payroll
  • Responsible for daily service level tracking and skilling management.

Help Desk Support Supervisor

Connexions Loyalty Travel
10.2014 - 10.2015
  • Supported sales agents who needed assistance.
  • Responsible for managing several dedicated email boxes and queues.
  • Handled all customer escalations, exchanges, and complex travel itineraries.
  • Responsible for daily and monthly reporting and tracking.

Sales Agent

Connexions Loyalty Travel
03.2014 - 10.2014
  • Supported inbound and outbound travel sales calls.
  • Responsible for upselling various products and packages.
  • Managed 8 to 10 metrics on a daily and monthly basis for performance.

Skills

  • Training delivery
  • Implementation and configuration
  • Client training
  • Project planning
  • Customer support
  • Telephone and email etiquette
  • Reporting and documentation
  • Client education needs
  • Software implementation
  • User documentation development
  • Business analysis
  • User acceptance testing
  • Resource management planning

Training & Certifications

  • Google Project Mangement
  • Time and Labor ACE
  • Accrual ACE
  • General Ledger ACE
  • Tax ACE
  • Security ACE

Timeline

Project Manager, Client Services

Paylocity
09.2024 - Current

Implementation Consultant III

Paylocity
10.2022 - 09.2024

Team Lead, Client Service Enterprise

Paylocity
11.2021 - 10.2022

Executive Account Manager

Paylocity
02.2020 - 11.2021

Restaurant Account Manager

Paylocity
03.2019 - 02.2020

Help Desk Team Lead

Connexions Loyalty Travel
10.2017 - 01.2019

Training Specialist

Connexions Loyalty Travel
11.2016 - 10.2017

Team Lead

Connexions Loyalty Travel
10.2015 - 11.2016

Help Desk Support Supervisor

Connexions Loyalty Travel
10.2014 - 10.2015

Sales Agent

Connexions Loyalty Travel
03.2014 - 10.2014

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Shari Lish