Consultant

• Jul 2021 - Present

-Configure Salesforce CRM and Financial Force PSA installations-Create custom Flows to automate Salesforce and FinancialForce processes-Gathering implementation requirements from customers and creating user stories to guide development-Writing test cases and guiding unit testing for FinancialForce deployments-Create custom lighting Apps and pages-User management for customers with hundreds of users -Configure Salesforce CRM and Financial Force PSA installations-Create custom Flows to automate Salesforce and FinancialForce processes-Gathering implementation requirements from customers and creating user stories to guide development-Writing test cases and guiding unit testing for FinancialForce deployments-Create custom lighting Apps and pages-User management for customers with hundreds of users

Service Delivery Consultant

• Aug 2020 - May 2021

-Provide business solutions that leverage the functionality of an intelligent PSA system built on the Salesforce platform-Create and manage custom objects and fields, and create new workflows using Salesforce Process Builder-Build custom reports, home pages, and dashboards to customers' specifications-Email and Invoice document template formatting-Implement solutions in both Salesforce Classic and Lightning environments-Act as an expert on the Kimble product, including new features and functionality, and work with Customer Education team to improve existing documentation

Customer Success Engineer

• Jan 2019 - Jul 2020

Provide a technical perspective to business solutions for Kimble customersProvide technical support and advice to our customers to help them use Kimble to meet their business needsOrganize and update Kimble documentation and educational material

Technical Product Support Specialist

• Oct 2017 - Dec 2018

The first point of contact for support and troubleshooting for Kimble Applications' customers.Acting as an expert on the workings on the Kimble PSA app and its connections with Salesforce. Monitoring and managing of support queue, back-end troubleshooting of support tickets.Triaging and escalating tickets as necessary.

Associate Quality Assurance Analyst

• Dec 2014 - Sep 2017

Project Coordination for three teams within the Software Services divisionDirectly assist Practice Managers in drafting and reviewing Statements of Work and other contractual documentsHelp create project staffing plans and update resource schedulingGenerate and distribute reports to show resource utilizationManagement of client opportunities in CRM to construct a sales pipelineSet up and activation of new projects in OpenAirEnsure timesheets, expense reports, and invoices are executed properlyReport generation and solving business needs through report analysis Ensure accuracy of both Time & Materials and Fixed Fee forecastsTrigger project billing and revenue recognitionFacilitate communication between subcontractors and SiriusAssist with subcontractor timesheets and billing Monitor project billing caps and assist with extensionsAssist project managers in tracking progress on active projects Proactively initiate change request and project completion proceduresKeep project managers and resources up to date on business processes and documentation standards

OneCard Card Administator

• Dec 2013 - Nov 2014

IT Support Specialist

• Jun 2013 - Nov 2013