Chad R. Hartley, MBA, CSM

Sales Engineer / Project Manager at IDI Billing Solutions
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us****@****om
(386) 825-5501

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Michael Huffman

Chad is an extremely talented leader among the Billing Operations group at GreatCall. He seamlessly manages multiple processes with an eye for detail and an extremely low defect rate. Chad is continually working to evolve his group’s processes to ensure that their performance is maximized. Through my interactions with Chad I recognized an individual that was able to inspire his direct reports to perform at a high level while maintaining a very positive work atmosphere. Chad's ability to relate to his direct reports while coaching/mentoring them to achieve maximum effort is a true testament to his leadership abilities. I would highly recommend Chad as an individual that will persevere to get maximum performance by continually evolving processes to achieve best practices in all aspects of his job duties.

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Credentials

  • Certified ScrumMaster® (CSM®)
    Scrum Alliance
    Aug, 2022
    - Nov, 2024
  • Master Project Manager (MPM)
    Keller Graduate School of Management of DeVry University

Experience

    • United States
    • Telecommunications
    • 100 - 200 Employee
    • Sales Engineer / Project Manager
      • Jul 2021 - Present

      • Served as the sales engineer and project manager selling SaaS products for the leading provider of telecommunications billing, automation, and workflow solutions. Responsibilities included: project management, migration of clients from old platform to new platform, sales demonstrations, RFPs, presentations, PowerPoint, sales video creation, and prospecting. • Managed technical projects for internal and external stakeholders from conception through completion. Handled planning, scope, milestones, communications, consensus building, and deliverables. • Led complex customization projects for prospective customers. • Collaborated with DevOps, product, sales, product launches, teams, plus customer stakeholders.

    • United States
    • Information Technology & Services
    • 100 - 200 Employee
    • Manager - Project Management
      • Nov 2012 - Jul 2021

      • Led the client onboarding process migrating large customers to a new platform. Responsibilities included: project management, customization, change management, strategy, roadmaps, technical requirements, specifications, cost estimates, resource allocations, plus supervised 6 project managers and 5 developers. • Streamlined the new client onboarding and data mitigation process. Results trimmed an average of 41 days off project implementations, reduced expenses by $120+K, and added millions to the company’s bottom line. • Served as the trusted advisor and subject matter expert consulting with large clients. Built and managed long-term collaborative relationships with financial services, technology, healthcare, and education stakeholders. • Headed each client’s customization and complex change management process.

    • United States
    • Maritime Transportation
    • 700 & Above Employee
    • Project Manager
      • Nov 2011 - Oct 2012

      Spearheaded the end-to-end project life cycle to consolidated client legacy billing systems, implemented secure data transfer, and reconciled revenue using an Oracle system. Spearheaded the end-to-end project life cycle to consolidated client legacy billing systems, implemented secure data transfer, and reconciled revenue using an Oracle system.

    • United States
    • Hospitals and Health Care
    • 400 - 500 Employee
    • Operations Manager - two promotions
      • Dec 2007 - Aug 2011

      • Managed the new product development, upgrades, and go-to-market launches for a consumer product using telecommunications to deliver healthcare services. • Developed and implemented a major process improvement using data analytics to create a new financial reporting process that supported better leadership decision making. • Led technology project and implementation involving product and data security plus the prioritizing and controlling of the employee authorization level. • Managed the new product development, upgrades, and go-to-market launches for a consumer product using telecommunications to deliver healthcare services. • Developed and implemented a major process improvement using data analytics to create a new financial reporting process that supported better leadership decision making. • Led technology project and implementation involving product and data security plus the prioritizing and controlling of the employee authorization level.

Education

  • Ohio University
    BSS, Sports Management/Communications
    1996 - 2002
  • Keller Graduate School of Management of DeVry University
    Project Management
  • University of Phoenix
    Master of Business Administration - MBA

Community

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