Senior Project Manager / Program Manager, Payment Solutions Strategy & Implementation

• Jul 2023 - Present

EverCommerce is the leading service commerce platform, providing vertically-tailored, integrated SaaS solutions that help more than 500,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Its modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. Projects include: ➤ Stripe Implementation (Global Payments, Revenue & Finance Automation, Banking-as-a-Service) ➤ Payment Solutions Go-To-Market (GTM) Planning & Strategy Implementation ➤ Payments Integration (Rest API, Webhooks, iOS/Android Mobile App SDK) Tech Stack: Asana, Jira, Confluence, Salesforce, Looker Show less

Project Manager

• Jan 2023 - Jul 2023

Cority is a global enterprise EHS software provider creating industry-leading technology to empower those who transform the way the world works. ➤ Simultaneously manage a portfolio of 18+ enterprise software implementation projects (Health, Quality, Analytics, Environmental, Sustainability), hosted in AWS FedRAMP-compliant environments, with durations ranging from 12 to 42 weeks, serving Enterprise & Federal agency clients with employee counts ranging from 14,000 to 100,000, while adhering to global PMO standards ➤ Develop and manage comprehensive technical project plans (Kickoff, UAT, Implementation, Go-Live, Integrations, Change Management) and project budgets of $1.5M in Microsoft Projects and Oracle OpenAir, ensuring the successful delivery of multiple projects on time and within budget ➤ Manage the delivery of application authentication (SSO, LDAP, LDAPS, MFA) and implementation of software integrations using SOAP/REST APIs, utilizing HL7 file formats, and building MIRTH connections for 5+ complex healthcare projects, resulting in improved application security and increased efficiency in data exchange ➤ Lead a team of 10 Technical consultants, Developers, and Database Administrators through 5+ cloud data migration projects, resulting in the successful extraction, transformation, and loading (ETL) of data from legacy cloud databases (SQL, Oracle, Microsoft Access) to Cority's AWS database infrastructure via SFTP ➤ Created and maintained RAID logs for 18+ projects, resulting in improved risk management and increased project success rate ➤ Liaise with product/programming and consulting team to expedite resolution of high-priority issues identified during the implementation ensuring client satisfaction and delivery of resolved technical issues or new enhancements required for a client’s Go Live Tech Stack: Microsoft Projects, Jira, Salesforce.com, Oracle Netsuite: OpenAir, SharePoint, AWS Show less

Implementation Consultant

• Jan 2022 - Dec 2022

Maxio (formerly SaaSOptics) is a Financial Operations & Advanced Billing Platform that empowers growing B2B SaaS to uncover the critical financial insights they need to run an efficient SaaS business. Advanced Billing covers complex usage and multi-attribute billing, payment collections, and business analytics. The Financial Operations portion of the platform automates the financial operations of B2B SaaS companies by streamlining the order-to-revenue process. ➤ Prepared and delivered custom virtual presentations and product demonstrations across Maxio’s suite of offerings (Subscription Management, Billing, Revenue, Metrics & Analytics) and product integrations, including Salesforce, HubSpot, Xero, Quickbooks, Stripe to C-Suite level clients ➤ Lead kickoff/client discovery meetings to gather customer business and technical requirements ➤ Translated architectural diagrams and technical specifications into actionable implementation plans that outlined project scope, timelines, deliverables, and milestones ➤ Provided strategic guidance and direction to clients on our product and service offerings ➤ Owned the technical delivery of a working solution from integration, testing, implementation, and launch ➤ Ensured clients implemented optimal integration strategies, techniques, and user experience best practices ➤ Identified product gaps to meet client-specific requirements and translated them into product feature requests to the Product team Areas of Focus: ASC-606 and IFRS-15 Compliance, Customer Lifecycle Management, Invoicing, Revenue, Deferred Revenue, Unbilled A/R, ARR/MRR, CLV, Churn, Cohort Analysis, Billing Models, Usage-Based Pricing, Pricing Changes, Customer Success, Project Management, Product Demonstrations. Tech Stack: Tech Stack: Postman, Zendesk, GuideCX, Slack, Zoom, Chili Piper, Chorus, Gong, Confluence, Salesforce.com, Quickbooks, Xero, HubSpot, Avalara, Clearbit, Google Sheets, Stripe Show less

Founder & CEO

• Mar 2018 - Mar 2022

FetchWP is a web development and IT consulting partner for startups. We provide a consultative approach and delivery of modern technologies that allow startups to scale and improve customer experiences. Our Solutions: ➤ Full Stack Development ➤ UX/UI Design ➤ Product Strategy ➤ Project Management ➤ Quality Assurance ➤ Systems Integration ➤ Maintenance & Support ➤ Security FetchWP is a web development and IT consulting partner for startups. We provide a consultative approach and delivery of modern technologies that allow startups to scale and improve customer experiences. Our Solutions: ➤ Full Stack Development ➤ UX/UI Design ➤ Product Strategy ➤ Project Management ➤ Quality Assurance ➤ Systems Integration ➤ Maintenance & Support ➤ Security

Implementation Project Manager, Payment Solutions

• Aug 2019 - Jan 2022

➤ Managed end-to-end delivery of Payment Solutions to Commercial, Corporate & Institutional clients. Oversaw the alignment of business objectives, schedule management, risk management, issue management, vendor management, and communication management via Project Summary reports on a daily/weekly basis. ➤ Served as Subject Matter Expert for Treasury Solutions Client Services products and services within the Commercial, Corporate, and Institutional Group during the Merger of Equals of BB&T and SunTrust, the 7th largest U.S. commercial bank. Contributed to streamlining treasury management workflows through the development and systems testing of a Customer Relationship Management solution in Salesforce that automated customer onboarding workflows, accelerated approval processes and time-to-revenue, easily tracked project status and Service Level Agreement metrics, provided transparency for customers and employees, and included reporting and audit features that reduce risk and compliance burdens. ➤ Assisted with the development of technical documentation, reviewed them for accuracy, and approved them for use by Treasury Solutions Client Services employees ➤ Provided mentorship and product/workflow training to new hires ➤ Analyzed business workflows and recommended process optimizations to senior leadership to promote overall business revenue growth and work efficiency/profitability ➤ Performed query of client transaction data in IBM 3270 Mainframe and exported datasets to Excel. Performed data manipulation, cleansing, and standardization in Excel and delivered data to clients (CEOs, Accountants, Controllers, Treasurers) Industries Supported: Association Services, Beverage, Commercial Real Estate, Education, Foundations & Endowments, Non-Profit Hospitals & Health Systems, Logistics & Supply Chain Tech Stack & Skills: Salesforce, SharePoint, nCino, PEGA, ServiceNow Show less

Implementation Project Manager, Payment Solutions

• Mar 2018 - Apr 2019

CapStar is a commercial bank that establishes and maintains comprehensive relationships with clients by delivering customized and creative banking solutions and superior client service. Product lines include Wealth Management, Correspondent Banking, Tri-Net Funding, Mortgage, Government Guaranteed Lending/SBA group, and a robust Treasury Management suite of products. ➤Participated in client pre-sales discovery calls with the Treasury Management Officer and Chief Development Officer to develop integrated Treasury & Payment Solutions (Accounts Payable, Accounts Receivable, Online Cash Management, Payment Fraud Protection) for Commercial Industrial, Commercial Real Estate, Healthcare, and Small Businesses ➤ Facilitated the post-sale delivery and fulfillment of comprehensive Treasury & Payment Solutions - Managed requirements gathering, developed implementation plans, managed risks, and managed implementation delivery timelines ➤ Conducted product training and production demonstrations to a mixed audience of client roles (CEO, CFO, Admins, VP’s, Controllers, Accountants) Show less

Reviewer

• Oct 2017 - Dec 2017

District Coordinator

• Aug 2017 - Oct 2017

Probation/Parole Officer III

• Sep 2016 - Jul 2017

Probation/Parole Officer II

• Sep 2015 - Sep 2016

Probation/Parole Officer I

• Aug 2014 - Aug 2015