Consultant

• Feb 2023 - Present

Engagement Manager

• Oct 2021 - Feb 2023

As an Engagement Manager at Conga, I was responsible for managing projects for clients of our Commercial Professional Services team. I worked with internal team members to ensure that we were tracking appropriately on project budget, deliverables, and maintaining satisfied and engaged customers while we completed implementations of Conga Composer, Conga CLM, Conga Contracts, and Conga Contracts for Salesforce. The projects I managed ranged from $5,000 accelerator quick starts to $650,000 multi-year engagements.

Engagement Manager

• Sep 2020 - Sep 2021

As an Engagement Manager at Gears CRM, my primary responsibility was to ensure that our client's projects run smoothly and efficiently. I worked to build strong rapport with our client and internal delivery and sales teams to keep projects focused and on track. As an Engagement Manager at Gears CRM, my primary responsibility was to ensure that our client's projects run smoothly and efficiently. I worked to build strong rapport with our client and internal delivery and sales teams to keep projects focused and on track.

Senior Consultant

• May 2019 - Aug 2020

As a Senior Salesforce Consultant at Canpango, I was the go-to person to ensure that our client's solutions were implemented successfully in their environment. One of my main responsibilities was to help our clients define and understand their business requirements and to work with the rest of the project and delivery team to build appropriate documentation. For some engagements I served as a day-to-day project manager to help drive the project forward and have clear communication and expectations with the client team. On other engagements I served in more of a coaching and oversight role with the delivery team. I also worked to scope and design new and follow up work with clients through conversations in the sales process or by drafting contracts.

Senior Consultant

• Apr 2019 - May 2019

As a Senior Consultant, I took on additional responsibilities for the larger budget and financial aspects of projects and engagements. I worked with the sales and delivery teams to make sure that resource plans were designed and staffed so the project was financially viable for the company. In larger engagements, I coordinated with other project leads to ensure that we were effectively working with our on-shore, near-shore, and off-shore delivery teams.

Consultant

• Apr 2018 - Mar 2019

As a Consultant, I managed multiple direct reports and worked with other senior resources to oversee a larger scrum team with a mix of business analysts, senior business analysts, consultants, and developers. I was also able to move into new positions with client relationships, both as a functional project lead who is tasked with designing scalable solutions and as an engagement manager who must manage higher level client relationships with a focus on strategic growth and aligning with business outcomes.

Senior Business Analyst

• Sep 2017 - Mar 2018

I was promoted to a Senior Business Analyst, which provided more opportunities to grow my skillset. In addition to my previous role, I was also charged with managing workstreams, projects, and a delivery team. I worked to scope projects and delegate tasks for the team to ensure timely delivery for our clients. As my skillset grew, I was able to help clients even more by triaging and debugging Production reactive issues.

Business Analyst

• Jan 2017 - Sep 2017

My role as a Business Analyst at Bluewolf provided for an amazing opportunity to build my knowledge of the Salesforce platform. I was able to quickly develop skills and expertise within the system, as well as general Salesforce consulting skills. My responsibilities initially included taking notes on calls and in requirements gathering sessions, making configuration updates, and general communication and updates with the team. As time progressed, I took on the additional responsibilities of facilitating both internal and client-facing meetings.

Business Development & Client Services Manager

• Jun 2014 - Sep 2016

My role of Business Development and Client Services Manager at Bunnell Idea Group involved a wide variety of responsibilities. As a smaller firm, all of our team members were heavily involved in different aspects of the daily operations. I worked as an account manager for many of our clients to ensure that we successfully fulfilled all of our statements of work. That process included everything from discussions around training and consulting needs, building out legal agreements, planning the calendar and timeline for training, staffing facilitators and consultants, customizing and developing content with a design team, coordinating and tracking participants leading up to events, and debriefing and planning next steps and future engagements. These relationships were sometimes for one-time trainings and other times could be for larger roll-out of training to a workforce of hundreds to thousands of employees. Bunnell Idea Group also hosts public training events that are not specific to one client and my role involved planning and preparation for all aspects of those events. I worked with vendors to reserve event space and plan catering and receptions. I directly communicated with training participants to share logistics information as well as pre-work for training events.

Chapter Leadership Consultant

• Jun 2012 - May 2014

Over two years as a Chapter Leadership Consultant I traveled between 40 undergraduate campuses primarily covering the southern and western portions of the United States. I will advised the Delta Tau Delta chapters on financial management, member development, recruitment, values-based decision making and campus involvement. At each visit I met with Student Affairs administrators, alumni, and chapter officers and members, reviewed the financial statements of the chapter and provided presentations on dynamic recruitment. The job allowed me to enhance my skills in communication and teambuilding as I had to persuade the chapter to challenge it's status quo.

Greek Life Office Assistant

• Aug 2011 - May 2012

As the primary office assistant to the Director of Greek Life I promoted Greek life on Case Western's campus through developing and implementing programs for upwards of 1,000 students. I worked to maintain membership records for over 20 organizations as well as facilitating daily operations of the office including making copies and assisting students. As the primary office assistant to the Director of Greek Life I promoted Greek life on Case Western's campus through developing and implementing programs for upwards of 1,000 students. I worked to maintain membership records for over 20 organizations as well as facilitating daily operations of the office including making copies and assisting students.

File Clerk

• May 2011 - Aug 2011

Assisted with office management operations for a 65,000 square foot office including completing an inventory of all furniture and art and maintaining daily operations and communications. Worked with data collection and organization to track all major documentation for lawsuits and cases. Prepared documents for off-site storage and long-term records keeping. Assisted with office management operations for a 65,000 square foot office including completing an inventory of all furniture and art and maintaining daily operations and communications. Worked with data collection and organization to track all major documentation for lawsuits and cases. Prepared documents for off-site storage and long-term records keeping.

Greek Life Office Assistant

• Aug 2010 - May 2011

As the primary office assistant to the Director of Greek Life I promoted Greek life on Case Western's campus through developing and implementing programs for upwards of 1,000 students. I worked to maintain membership records for over 20 organizations as well as facilitating daily operations of the office including making copies and assisting students. As the primary office assistant to the Director of Greek Life I promoted Greek life on Case Western's campus through developing and implementing programs for upwards of 1,000 students. I worked to maintain membership records for over 20 organizations as well as facilitating daily operations of the office including making copies and assisting students.

File Clerk

• May 2010 - Aug 2010

Assisted with office management operations for a 65,000 square foot office including moving office locations and maintaining daily operations and communications. Worked with data collection and organization to track all major documentation for lawsuits and cases. Prepared documents for off-site storage and long-term records keeping. Assisted with office management operations for a 65,000 square foot office including moving office locations and maintaining daily operations and communications. Worked with data collection and organization to track all major documentation for lawsuits and cases. Prepared documents for off-site storage and long-term records keeping.

Greek Life Office Assistant

• May 2009 - May 2010

As the primary office assistant to the Director of Greek Life I promoted Greek life on Case Western's campus through developing and implementing programs for upwards of 1,000 students. I worked to maintain membership records for over 20 organizations as well as facilitating daily operations of the office including making copies and assisting students. As the primary office assistant to the Director of Greek Life I promoted Greek life on Case Western's campus through developing and implementing programs for upwards of 1,000 students. I worked to maintain membership records for over 20 organizations as well as facilitating daily operations of the office including making copies and assisting students.

Caddy

• Jun 2008 - Aug 2008