I am a hands-on executive with a technical project management background, who has a passion that lives at the intersection of business and technology.

Qualifications Summary

Computer Skills

Experience

confidential

Independent Business Consultant

• Professional Certified Microsoft Dynamics CRM Consultant and a Small Business Specialist specializing in Professional Services, Operations, Change Management, User Adoption, and Customer Retention.
• Utilize surveys, interviews, and hands-on observation to conduct a comprehensive business process assessments to define and implement the customers' business software solution.
• Full cycle implementation of Microsoft Dynamics CRM, both on premise and cloud offerings. System upgrades from 3.0 through 2013.
• Microsoft Dynamics CRM standard and custom end-user training.

confidential

Director of Operations

• Facilitated year over year company growth in all areas revenue, expansion and resources.
• Resources: 3 employees to 50 employees
• Locations: 1 regional office to 6 locations nationwide Revenue: Growth of 20 year over year
• Managed and developed channel partner relationships including primary partner, Microsoft, ISV partners as well as competitive partners and third party vendors.
• Managed and tracked channel performance at or above quota.
• Coached and educated prospective partners regarding products, services, processes and procedures to improve their productivity and results.
• Collaborated with channel to qualify and strategize on prospective opportunities.
• Teamed with multiple departments to ensure delivery of services and ongoing sales agent and customer satisfaction.
• Developed and executed company's strategic plans for marketing, expansion and growth.
• Created organizational budget and profitability variance reports to verify that revenue/profits were on track and as expected. Also used to take corrective action if reports were not as expected.
• Responsible for sourcing, negotiating and maintaining vendor contracts, including amendments and renewals.
• Launched CSAT Customer Satisfaction program to gather data for analysis to allow for customer service improvements and customer retention.
• Solely responsible for the award and acquisition of government contracting vehicles i.e. CMAS and GSA and for preparing and responding to related RFPs, RFIs and RFOs.
• Expansion of sales efforts into the public sector space.
• Human Resource Manager and point of contact for all HR related questions and/or issues.
• Responsible and accountable for creating a working environment that fosters creativity and team spirit can thrive.
• Constructed and put into effect companywide procedures and policies.
• Used leadership and decision making skills to resolve employee conflicts.
• Researched, implemented and maintained company compliance with all state and federal Human Resource guidelines.

Project Manager

• Accountable for the coordinated management efforts of multiple projects directed toward business and organizational change management objectives.
• Executed and maintained project management processes and disciplines in the areas of: Project Scope Management, Project Time Management, Project Quality Management, Project Communications Management, and Project Risk Management. Used that information to safeguard projects come in on-time and under budget and preserve customer satisfaction.
• Reviewed customer requests against original charter and confirm they are within project scope.
• Lead meetings to identify and define current procedures versus to-be business processes as they relate to the implementation of the software solution Microsoft Dynamics CRM .
• Coordinated efforts between development/implementation teams both internal and the customer's resources to define and achieve the success of the project.
• Managed customer accounts. Built credibility, established rapport, and maintained communication with stakeholders at multiple levels, including those external to the organization.
• Managed both co-located, as well as off-shore teams, produced status reports, managed the team and resolved day-to-day issues.

confidential

Project Manager/Product Manager

Director of Marketing

• Achieved a plan for effectively initiating, planning, scheduling, estimating, forecasting, coordinating, controlling, managing and delivering all activities for the product and related release initiatives.
• Lead user group research panels to create marketing personas and streamline the functionality of the product prior to release.
• Successfully lead the development and product launch of Public Records Tracker from conceptual idea to prototype to product release.
• Influenced and managed the test cases and test plans prepared by the QA team based on business line functional requirements.
• Managed the project team to architect framework used for unit and smoke testing the database, web services, and UI layer.
• Executed and maintained project management processes and disciplines in the areas of: Project Scope Management, Project Time Management, Project Quality Management, Project Communications Management, and Project Risk Management.
• Created and executed on all marketing campaigns. Tracked the success of all marketing activities.
• Met with clients/end-users to determine their needs and recommend software and/or training solutions to resolve pain points and deliver solutions.
• Customer Account Manager: Perform telephonic and face-to-face customer service and assessments to increase sales of additional services and products to existing customers.
• Acted as liaison between the consulting staff and the customer to decrease consulting hours spent on low-level issues.
• Responsible for Microsoft Channel Management.
• Performed in-depth analysis of vertical markets using internal and external tools projected channel gaps and targeted partners to fill white space.
• Created 40 channel partner marketing plans including specific revenue producing activities to increase channel pipeline.