Experience

Orange Logic

• United States
• Software Development
• 100 - 200 Employee

• Head of Implementation

  • Sep 2022 - 1 year 4 months

  Irvine, California, United States Building great teams and smart systems

• Lead Implementation Specialist

  • Nov 2018 - Sep 2022

  Irvine, CA ● Assesses client business, functional, and technical requirements, and develops implementation plans using the Cortex platform ● Creates, documents, and tracks the progress of new customer issues as they become available ● Advocates for the customer when providing feedback to internal organizations ● Provides guidance on internal best-practices and productivity ● Assists clients in developing customized Cortex architectural designs ● Develops integrations, add-ons, and… Show more ● Assesses client business, functional, and technical requirements, and develops implementation plans using the Cortex platform ● Creates, documents, and tracks the progress of new customer issues as they become available ● Advocates for the customer when providing feedback to internal organizations ● Provides guidance on internal best-practices and productivity ● Assists clients in developing customized Cortex architectural designs ● Develops integrations, add-ons, and enhancements to the Cortex platform ● Develops client deliverables (e.g. specifications and test cases) ● Troubleshoots and solves technical support issues with external customers ● Participate in the development and delivery of training for customers ● Collaborates with fellow support colleagues and other internal organizations (e.g. development) to achieve superior customer service



Yardi

• United States
• Software Development
• 700 & Above Employee

• Technical Account Manager

  • Mar 2016 - Nov 2018

  Santa Ana, CA • Project manager, serving as the primary client contact for up to 15 clients at a given time during implementation of the Yardi software suite, with an emphasis on Voyager 7s • Provides guidance and coordination in the following areas: hardware configuration, project plan, data conversion, software installation and setup, onsite training and implementation, and custom programming • Trains clients on all Voyager 7s software customization, functions, reports and tasks • Analyzes and… Show more • Project manager, serving as the primary client contact for up to 15 clients at a given time during implementation of the Yardi software suite, with an emphasis on Voyager 7s • Provides guidance and coordination in the following areas: hardware configuration, project plan, data conversion, software installation and setup, onsite training and implementation, and custom programming • Trains clients on all Voyager 7s software customization, functions, reports and tasks • Analyzes and resolves software issues using Microsoft SQL Server and SQL scripts • Assists clients with troubleshooting financial report tie-outs, bank reconciliations, and other accounting-related issues • Performs reviews of client systems and business processes, and makes best-practice setup recommendations • Implemented, or assisted in implementing, 43 clients • Certified Yardi Instructor: Periodically teaches internal classes and client-facing webinars related to Voyager 7s • Mentors newly hired Technical Account Managers Show less



Infusion Accounting

• Client Account Manager / Marketing Specialist

  • Jun 2013 - Mar 2016

  Buena Park, CA • Crafted the company’s brand and created various designs for marketing materials (e.g., business cards, promotional flyers, graphics, webpages, etc.) • Successfully managed and reconciled monthly financials for 6 clients simultaneously • Used CRM software to design marketing campaigns and integrate client transactions with Quickbooks • Provided guidance on company-wide accounting systems to streamline productivity



United States Marine Corps

• United States
• Armed Forces
• 700 & Above Employee

• Sergeant (E-5) / Rifleman

  • Feb 2006 - Feb 2012

  Deployed to Marjah, Afghanistan (2010-11) as an E-4/E-5 with B. Co. 1/23 • As a squad leader, led two fire-teams of infantry Marines and regular attachments on numerous foot patrols and mounted convoys. Missions ranged from reconnaissance to intelligence-gathering, logistics, security, public relations, and combat. • Developed the squad’s combat readiness and maintained accountability of government equipment worth millions of dollars Deployed to Barwannah, Iraq (2007-08) as an E-3… Show more Deployed to Marjah, Afghanistan (2010-11) as an E-4/E-5 with B. Co. 1/23 • As a squad leader, led two fire-teams of infantry Marines and regular attachments on numerous foot patrols and mounted convoys. Missions ranged from reconnaissance to intelligence-gathering, logistics, security, public relations, and combat. • Developed the squad’s combat readiness and maintained accountability of government equipment worth millions of dollars Deployed to Barwannah, Iraq (2007-08) as an E-3 with K. Co. 3/23 Show less



Argent Financial Group, Inc.

• United States
• Financial Services
• 100 - 200 Employee

• Office Clerk

  • Aug 2008 - May 2009

  Ruston, La