Client Success Consultant

• Nov 2022 - Present

Senior Client Care Consultant

• Jan 2018 - Oct 2022

Velosio, formed through the combination of SBS Group and Socius, is a leader in deploying business applications through the transformational cloud and delivering a client experience that is second to none. Among the largest Microsoft partners in North America, Velosio supports the entire Microsoft Dynamics portfolio, Office 365 family and Azure services. The solutions portfolio, inclusive of ERP, CRM, Productivity and Business Intelligence, extends to Sage and NetSuite. Velosio is the only… Show more Velosio, formed through the combination of SBS Group and Socius, is a leader in deploying business applications through the transformational cloud and delivering a client experience that is second to none. Among the largest Microsoft partners in North America, Velosio supports the entire Microsoft Dynamics portfolio, Office 365 family and Azure services. The solutions portfolio, inclusive of ERP, CRM, Productivity and Business Intelligence, extends to Sage and NetSuite. Velosio is the only Microsoft Cloud Distributor that specializes in Dynamics 365 and is a prominent Microsoft Master VAR. Headquartered in Columbus, Ohio, Velosio serves over 4,000 clients from over 40 offices in the US and Canada.

City Council Member

• Nov 2019 - Present

Support Consultant

• Oct 2022 - Nov 2022

Client Care and Integration Consultant

• Mar 2011 - Jan 2018

• Provided world class technical support to customers of Socius and to customers of other consulting firms through the Microsoft Master VAR program. • Provided support for Dynamics GP Financials, Distribution, Analytical Accounting, Integration Manager and several third party modules including Mekorma MICR and Binary Streams Multi Entity Management. • Collaborated with Senior Consultants to resolve issues in Dynamics GP. • Created reports for Dynamics GP through Smartlist Builder… Show more • Provided world class technical support to customers of Socius and to customers of other consulting firms through the Microsoft Master VAR program. • Provided support for Dynamics GP Financials, Distribution, Analytical Accounting, Integration Manager and several third party modules including Mekorma MICR and Binary Streams Multi Entity Management. • Collaborated with Senior Consultants to resolve issues in Dynamics GP. • Created reports for Dynamics GP through Smartlist Builder, Report Writer and through writing Microsoft SQL views. • Resolved complex data issues in Dynamics GP using Microsoft SQL Profiler and T-SQL queries. • Presented webinar on Creating, Modifying and Emailing Word Templates in Dynamics GP. • Presented twice at the Aspire Conference on Utilizing Word Templates and Resources Available to GP users. • Surpassed billable hour goal every year. • Consistently received positive performance feedback from both internal and external customers. • Recognized five times Outstanding Customer Service. • Received the 2012 Socius Trusted Advisor Award given annually to the one Socius employee who most exemplifies the qualities of a Trusted Advisor (award voted on by peers). • Received the 2014 Outstanding Contributor Award in recognition of my outstanding contribution to the growth of Socius. • Trained new hires on using internal systems and client care procedures. • Trained customers on the functionality of several GP modules. • Installed and configured Dynamics GP modules and add-ons for internal and external clients. • Created integrations for new Dynamics GP implementations using Integration Manager. • Integrated data into Dynamics GP using Microsoft SQL when Integration Manager Integrations were not available. • Provided clients with new integrations for bringing data into Dynamics GP on an ongoing basis using Integration Manager. Show less • Provided world class technical support to customers of Socius and to customers of other consulting firms through the Microsoft Master VAR program. • Provided support for Dynamics GP Financials, Distribution, Analytical Accounting, Integration Manager and several third party modules including Mekorma MICR and Binary Streams Multi Entity Management. • Collaborated with Senior Consultants to resolve issues in Dynamics GP. • Created reports for Dynamics GP through Smartlist Builder… Show more • Provided world class technical support to customers of Socius and to customers of other consulting firms through the Microsoft Master VAR program. • Provided support for Dynamics GP Financials, Distribution, Analytical Accounting, Integration Manager and several third party modules including Mekorma MICR and Binary Streams Multi Entity Management. • Collaborated with Senior Consultants to resolve issues in Dynamics GP. • Created reports for Dynamics GP through Smartlist Builder, Report Writer and through writing Microsoft SQL views. • Resolved complex data issues in Dynamics GP using Microsoft SQL Profiler and T-SQL queries. • Presented webinar on Creating, Modifying and Emailing Word Templates in Dynamics GP. • Presented twice at the Aspire Conference on Utilizing Word Templates and Resources Available to GP users. • Surpassed billable hour goal every year. • Consistently received positive performance feedback from both internal and external customers. • Recognized five times Outstanding Customer Service. • Received the 2012 Socius Trusted Advisor Award given annually to the one Socius employee who most exemplifies the qualities of a Trusted Advisor (award voted on by peers). • Received the 2014 Outstanding Contributor Award in recognition of my outstanding contribution to the growth of Socius. • Trained new hires on using internal systems and client care procedures. • Trained customers on the functionality of several GP modules. • Installed and configured Dynamics GP modules and add-ons for internal and external clients. • Created integrations for new Dynamics GP implementations using Integration Manager. • Integrated data into Dynamics GP using Microsoft SQL when Integration Manager Integrations were not available. • Provided clients with new integrations for bringing data into Dynamics GP on an ongoing basis using Integration Manager. Show less

Senior Support Engineer

• Jan 2009 - Mar 2011

Provided level II support for escalated customers and partners. · Served as a lead technical resource for Dynamics GP financial modules for multiple Microsoft Support teams. · Collaborated with Escalation Engineers, Technical Account Managers, and other support teams from around the world to ensure the highest customer/partner experience on each and every case. · Performed data fixing in SQL Server, when Dynamics GP data becomes corrupt due to bugs. · Performed consulting… Show more Provided level II support for escalated customers and partners. · Served as a lead technical resource for Dynamics GP financial modules for multiple Microsoft Support teams. · Collaborated with Escalation Engineers, Technical Account Managers, and other support teams from around the world to ensure the highest customer/partner experience on each and every case. · Performed data fixing in SQL Server, when Dynamics GP data becomes corrupt due to bugs. · Performed consulting services to fix and manipulate data through SQL Server. · Performed over $10,000 in consulting services Q2 of fiscal year 2011. · Wrote custom SQL views, cursors and other SQL objects to assist customers with their data. · Debugged product defects and issues through SQL Profile traces and Dexterity script logs. · Served as 24/7 lead for Dynamics GP Financials.

Technical Support Engineer / Support Lead Europe and Middle East Regions

• Jan 2005 - Jan 2009

Provided industry leading technical support and services for Microsoft Dynamics GP and Small Business Financials accounting solutions. · Worked daily with Microsoft Outlook, Microsoft Office, Microsoft Communicator and Microsoft Lync. · Trained new hires, teammates, and internal employees on Microsoft Dynamics GP financial modules and internal tools. · Trained external customers and partners on Microsoft Dynamics GP modules both live and using Microsoft Live… Show more Provided industry leading technical support and services for Microsoft Dynamics GP and Small Business Financials accounting solutions. · Worked daily with Microsoft Outlook, Microsoft Office, Microsoft Communicator and Microsoft Lync. · Trained new hires, teammates, and internal employees on Microsoft Dynamics GP financial modules and internal tools. · Trained external customers and partners on Microsoft Dynamics GP modules both live and using Microsoft Live Meeting. · Performed short and long-term business planning, established team member goals and commitments, and monitored progress against performance metrics. · Created, updated and maintained the Financials Support Teams internal SharePoint site to create a centralized location where knowledge is shared. · Mentored teammates by reviewing and providing feedback on open and closed cases. · Served as the product captain for Analytical Accounting, Bank Reconciliation, Professional Services Tools Library, Cashbook Bank Management, Small Business Financials, eBanking, and Grant Management. · Presented twice at our customer conference called Convergence. Presented on Electronic Banking in Microsoft Dynamics GP receiving high survey scores. Provided technical support at Convergence in 2007 and 2008. · Managed the queue for the European and Middle Eastern regions acting as the lead technical resource and ensuring proper case handling for the region. · Provided technical support customers on the Deluxe support plan. · Actively tested beta versions of Microsoft products such as Windows, Office, Lynx and Zune. · Provided 24/7 support for business critical/customer down situations.

Technical Support Engineer

• Jan 2002 - Jan 2005

Provided industry leading technical support and services for the Retail Management System (RMS) and Point of Sale solutions. · Wrote on-line technical content in the form of Knowledge Base articles. · Trained teammates on internal systems, aspects of RMS and Office products. · Managed escalations from customers and partners raising customer satisfaction levels. · Visited customer sites to better understand customer needs and software usage. · Managed the support Newsgroups to… Show more Provided industry leading technical support and services for the Retail Management System (RMS) and Point of Sale solutions. · Wrote on-line technical content in the form of Knowledge Base articles. · Trained teammates on internal systems, aspects of RMS and Office products. · Managed escalations from customers and partners raising customer satisfaction levels. · Visited customer sites to better understand customer needs and software usage. · Managed the support Newsgroups to ensure timely, accurate responses.

Technology Teaching Specialist

• Sep 2001 - Jun 2002

Taught technology classes to grades Preschool through 6. · Trained staff on use of software and hardware such as Windows and Office. · Developed technology curriculum. · Provided technical support to school and parish offices, including installation of new hardware and software. Taught technology classes to grades Preschool through 6. · Trained staff on use of software and hardware such as Windows and Office. · Developed technology curriculum. · Provided technical support to school and parish offices, including installation of new hardware and software.

Technology Teaching Specialist

• Sep 2000 - Jun 2001

Taught technology classes to grades Kindergarten through 6. · Trained staff on use of software and hardware such as Windows and Office. · Developed technology curriculum. · Provided technical support to school and parish offices, including installation of new hardware and software. Taught technology classes to grades Kindergarten through 6. · Trained staff on use of software and hardware such as Windows and Office. · Developed technology curriculum. · Provided technical support to school and parish offices, including installation of new hardware and software.

Volunteer

• 1995 - 2001

Guest Services

• May 1997 - Aug 2000

Provided customer service and crowd control for zoo guests. Provided customer service and crowd control for zoo guests.