Experience

Axero Solutions

• United States
• Software Development
• 1 - 100 Employee

• Senior Technical Solutions Manager

  • Sep 2023 - Present

• Implementation Manager

  • Oct 2022 - Sep 2023



SS&C Eze

• United States
• Software Development
• 700 & Above Employee

• Engagement Manager

  • Aug 2021 - Oct 2022

  • Implement, configure and test Eze Software’s product suite with a focus on core Order Management functions • Manage multiple projects across global clients and help address the queue of implementation work • Gather and document business requirements to outlining systems configuration and integration concerns • Assist with and coordinate disaster recovery tests with clients and IT partners • Assist with system configurations using SQL for new fund launches, new asset classes and custom reporting • Help develop repeatable implementation plans to consistently and efficiently deliver against company, team, and individual goals critical to various projects Show less



Visual Lease

• United States
• Software Development
• 100 - 200 Employee

• Implementation Project Manager

  • Apr 2019 - Aug 2021

  • Create project plans with established timelines for integral phases, managed workflow and achieved completion deadlines • Responsible for building rapport and managing client’s needs and expectations into configuring and implementing their platform • Responsible for implementing new clients, including database configuration, data migration, and onboarding • Assisting with the creation of an automation process for new client database provisioning, working in conjunction with sales, client services, and engineering • Manage and configure Single-Sign-On and other integration projects with our engineering team for client databases • Creation of internal processes and workflow to integrate single sign on for client’s database into the implementation process Show less



WorkWave

• United States
• Software Development
• 300 - 400 Employee

• Onboarding And Platform Specialist

  • Oct 2017 - Apr 2019

  • Answered questions and delivered support to customers with varying degrees of product knowledge and technical proficiency • Managed all aspects of client implementation and onboarding processes • Identified, replicated and escalated client technical issues, collaborating with the appropriate teams and resources as needed to find resolutions • Participated in the ongoing creation and updating of best practices for client onboarding and training programs • Performed client data migrations from legacy self- hosted to web-based software • Proficient in using Salesforce CRM, Jira, and Microsoft Excel Show less



The Wireless Experience

• Telecommunications
• 1 - 100 Employee

• Store Manager

  • Sep 2013 - Oct 2017

  • Managed all aspects (business, financial, and operation) of an established business employing 10 to 15 sales associates at a time • Recruited, trained, and supervised store staff to achieve budget goals by increasing product knowledge and motivation • Maintained internal visual merchandising and in store displays in compliance with corporate marketing standards • Worked closely with the general public, varied product vendors, and B2B representatives to generate business Show less