Manager CRM

• Dec 2021 - Present

Product Owner, Enterprise Technology

• Dec 2019 - Dec 2021

Project Manager / Business Analyst CRM Systems

• Jan 2019 - Dec 2019

Business Analyst

• Jan 2016 - Jul 2018

- Responsible for creating and implementing technology integration plans for newly acquired business units- Successfully led on-the-ground integration processes for an acquired businesses in Australia and Holland- Acted as engagement manager with telecommunication partners (Deutsche Telekom, Telus, Telstra, T-Mobile, etc.) to gather software requirements / business rules, and ensure alignment with Fleet Complete software development teams- Translated stakeholder requirements into functional specifications, user cases, user stories, workflow/process diagrams and data flow/data model diagrams to ensure client agreement with customized software solutions- Provided input into modifying systems to meet stakeholder needs and developed business rules / specifications to support these modifications- Drafted and maintained business requirements and aligned them with functional and technical requirements for successful client onboarding

CRM Data Analyst

• Jan 2015 - Dec 2016

- Created robust analytical reports such as forecasting models and KPI’s through maximization of CRM Dynamics- Analyzed end to end sales process and all subsequent data inputs, collaborating with other business units to orchestrate sales process changes - Analyzed data sets and verified the validity of key metrics to identify the strengths and weaknesses of the overall sales process, presenting findings and recommending solutions- Conducted major software upgrades CRM 2011 to CRM 2015 as well as Navision 2009 to Navision 2015

Financial Analyst

• Jul 2013 - Jan 2015

- Responsible for monthly, quarterly and year-end financial planning, budget and analysis functions (dealing with over 25 million in revenue annually)- Collected, analyzed and presented key operational and financial data to senior executives- Produced quarterly business and financial update presentation reports for private equity owners- Built and presented forecasting models to executives to highlight and create mitigation plans for at risk clients