Sr. Solutions Consultant

• Apr 2022 - Present

Solutions Consultant

• Sep 2019 - Apr 2022

Unlocking the power of relationships through artificial intelligence. Helping drive CRM adoption by eliminating mundane tasks, bringing intelligence to platforms you are already using and allowing you to be more productive. Powering BI analytics and helping drive better data driven business decisions to increase revenue.

Customer Success Manager

• Mar 2018 - Sep 2019

Northern BI provides custom business intelligence solutions through an end-to-end suite of integration, training, consulting services and proprietary hardware and software tools, to thousands of customers across North America. - Leads end-to-end project management of multiple concurrent telematics deployments from discovery, planning, and implementation, to training and ongoing support - Builds strong client partnerships resulting in growing recurring revenue by selling additional revenue projects to solve complex business needs - Successfully manages constantly shifting priorities to also service more than 50 current customer accounts (10% French speaking) generating MRR plus professional service revenues - Quickly assimilates new product and industry knowledge to provide effective consulting to clients to maximize cost efficiencies, safety and productivity within their fleet - Ensures highly referenceable customers through successful and timely implementations marked by customer empowerment, communication and collaboration Show less

Cloud ERP Consultant

• Apr 2016 - Mar 2018

A full project lifecycle PeopleSoft and Oracle applications consulting firm operating across North America providing Enterprise Resource Planning, Human Capital Management and Supply Chain Management solutions to small and large clients. - Worked remotely, effectively managing multiple projects simultaneously, both internal and billable, producing deliverables such as configuration cards, RTM documents, training videos and projects plans Created and deployed multiple employee and client training tools, including live training sessions, how-to videos, and step-by-step guided documents for Accounts Receivables, Project Billing, Contracts and Time & Expense modules - Worked closely with the sales team and support team rebranding the cloud software approach internally leading to the acquisition of a multi-pillar cloud project - Single-handedly remotely supported 200 users adopting a new and complex time and expense application, successfully maintaining a response time of under 12 hours - Continuously learns new SaaS applications, successfully completing the Oracle Accounts Receivables Cloud and Procurement Cloud Implementation Specialist exams Show less

Cloud ERP Consultant

• Jun 2017 - Jan 2018

Tribe employs over 8,500 people worldwide, generating over $1 billion in annual revenue from businesses including gaming, retail, housing, construction and defence services. - Part of a team of six developing cloud software solutions to complex business processes across multiple industries such as gaming, commerce, housing, construction and retail - Established strong customer relationships while on and off site through weekly meetings with client sponsors, addressing issues, risks and progress - Communicated effectively when presenting grants, projects and contracts to large groups of sponsors and end users - Created and led strategic proof of concept presentations to client’s leadership teams and user groups, demonstrating Oracle Cloud features and functionality - Configured accounts receivables, project billing, contracts and grants modules Show less

Cloud ERP Consultant

• Jan 2017 - May 2017

International organization providing financing and grants to developing countries employing over 10,000 people across the globe. - Conducted crucial showcase sessions with business team leaders and user groups to demonstrate Oracle Cloud features and functionality - Led critical business process workshop sessions with business SMEs to understand current business operations and requirements - Provided knowledge transfer of product capabilities, product gaps and reviewed testing results Show less

Client Experience Manager

• May 2014 - Apr 2016

One of Canada’s largest firms providing wealth management solutions employing over 750 professional advisors. - Successfully managed clients of account sizes from $50k to $4mm, handling client inquiries, setting up quarterly reviews, creating supporting documents and providing proper follow-up - Ensured 95% retention rate by identifying at-risk accounts and creating retention plans Identified opportunities for growth within existing accounts and externally - Built a marketing plan focusing on the year’s agenda, ensured consistent branding for the Assante Wealth Management vision, successfully planned and executed client events including a seminar series targeting young professionals and managed all client communications including Eblasts, marketing materials, newsletters Show less

Finance Services Manager

• Jan 2011 - Apr 2013

Third-generation automotive conglomerate that sells, leases, rents and finances private and commercial autos and trucks through 26 vehicle, parts and services centres throughout Nova Scotia. - Worked one-on-one with customers and created financing contracts based on their needs - Upsold products during the closing phase of transaction, including life insurance, disability insurance and specialized automotive protection packages - Maintained a strong relationship with financial institutions attaining competitive interest rates for customers when completing financing contracts Show less

Route Sales Representative

• 2010 - 2011

World's largest snack food company, comprising seven brands, with annual sales of over $1 billion. - Was selected for a route with the some of the highest grossing stores in Halifax - Built strong relationships with store managers of large format stores - Utilized sales cycle and marketing campaigns to maximize the sale of products in-store - Negotiated the acquisition of additional floor space for upcoming promotions World's largest snack food company, comprising seven brands, with annual sales of over $1 billion. - Was selected for a route with the some of the highest grossing stores in Halifax - Built strong relationships with store managers of large format stores - Utilized sales cycle and marketing campaigns to maximize the sale of products in-store - Negotiated the acquisition of additional floor space for upcoming promotions