SUMMARY:

• Participative, friendly and kind hands on Functional Sales Project Manager and Program Director with excellent client facing and team management skills with a span of control of 179 individuals; with over 15 years as a hands - on team player and leader with Agile; Scrum and Kanban skill paired with configuration and setup skills with multiple cloud-based tools.
• Expert at Business Analysis (BA) using ITIL best practices with; Agile, Scrum, Waterfall or Network PM strategy.
• Declarative hands on Salesforce Developer/Configuration; OTB configuration of process and workflows.
• Experienced with International and off-shore business models and development teams.
• Digital Strategist, Comfortable with all e-commerce, social media, video and email marketing tools.
• Comfortable with multiple currency and ambiguous ideas.
• I am an active change agent with hands on experience as a Network Engineer, Desktop Support person, Customer Service Representative, Call Center, declarative development OTB, and Logistics Management
• Full budget responsibility including capture, finance and GAAP reporting on all financials
• Balance Sheet, Income Statement and Profit and Loss Statements
• Full accountability for vendor and supply management including EDI interface
• Quote to Cash through payments; accounts receivable and payable. Configure Price Quote with Contract Lifecycle Management, with e-signatures and inventory management with ITV and EITV Tracking.
• Finance; S&P, Bloomberg, Moody, Fitch, BBPolar Lake, ratings; LEI Swift
• Education; video training
• Transportation
• Telecommunications; Broadband, Internet, SAT, BGan, Cell Tower, Frame Relay and OC12, T1, T2, T3
• Franchises, including POS and Royalty Collations, PCI compliance NACHA, EFT and Payment Gateways
• Health Care
• Legal - E-discovery and Contract Management
• Pharmaceutical
• Marketing and Social Media, Ecommerce
• Textiles
• Agriculture
• Finance; Banking, Investment, Insurance, Real Estate, Mergers and Acquisitions
• US DOD, Municipal State and Federal Government; 21 Points of Cyber Security (NIST Assessments)
• Retail
• Call Centers with CTI integration with either VoIp or Customer Premise
• DOOH signage; Watchfire
• Network Engineer, desktop support
• PM skills include; full cycle, from initiation, Planning, Executing, Monitoring and Controlling, and Closing. Controlling Scope, Quality, Schedule, Budget, Resources and Risk. Including Change Management, Vendor Management, and Human Resources Management.
• Skilled in Accounting and Profit and Loss Reporting. Utilizes AGILE; SCRUM, and Kanban, or Waterfall, critical Path methodologies. Flexible and creative leadership with an attitude of service.
• Use of JIRA, JIRA Portfolio, and Confluence, SmartSheets, Primavera, MS Project, etc. Camtasia, Youtube.com
• Full budget responsibility including capture, finance and GAAP reporting on all financials o Balance Sheet, Income Statement and Profit and Loss Statements
• Full accountability for vendor and supply management including EDI interface; Procurement to Pay
• Quote to Cash through payments; accounts receivable and payable.

TECHNICAL EXPERTISE:

• Camtasia video editing and voice over
• Court Reporting Video software
• YouTube and social media
• Communities and Self-Service Portals
• Marketing Cloud o Adobe Campaign (Neolane) o Pardot
• Exact Target o Marketo
• Eloqua
• Twitter, Facebook, Word Press, Radian 6, Buddy Media, Active Audience
• Sales Cloud o Web to Lead o Inventory and Forecast
• APPTUS Quote to Cash with Excel integrations o Big Machines Configure Price Quote
• Service Cloud o Web to Case o Live Agent
• Self Service Portal o Knowledge Base
• Out-of-the-Box Configuration o Roles, Profiles, Permission Sets, License Assignment o Applications (APPS), Objects, Fields, Page Layouts, Record Types o Master Detail Records, Lookups o SSO
• Triggers, Workflows, SQOL, DML o Lists, Reports, Dashboards o Workflows and Approvals o Visual Force Pages o Data Management; import/export o Data Loader
• Sandbox, Change Sets, Migrations
• GIS tools for geo code and routing, i.e. Boeing Tapestry, Honeywell, and GE VSAT
• App Exchange; Soap and Rest technology integrations
• Salesforce1 Mobile Applications
• Designing with Lightning
• APEX DATA Loader and other ETL tools
• DML and SOQL Query
• Reporting Tools, DOMO, WAVE, iDashboard ( I Don’t prefer WAVE---I like Congnos, Cast Iron, etc)
• SSO, Okta and Active Directory type solutions
• Force.com with Visual Force and CCS with HTML
• Understanding of .NET, JAVA, and scripts

TECHNICAL SKILLS:

BA Skills include: Active listening, Patience, Persistence, Documentation, Analytical skillsConflict management, Communication, Requirements Analysis for Business and Systems, Gap Analysis, presentation, education, meeting management, investigation and ad hoc response to changes, creation of KPI reports of all kinds. Smoke Test and User acceptance and training of finished products. Identify Use Cases/User Stories, Run Use Case discovery workshops, Document requirements, analyze requirements and change impacts, Document standards, guidelines, and training materials. Tools, Rally, Service Now, Jira, Camtasia, Youtube.com and more

IT Architect Skills include: ITIL best practice in looking at the systems and business requirements, examination of multiple solutions, current assets, software and hardware components with Database Admin and Data Mapping, documentation, presentations and schematic design creation with various tools like VISIO, training tools; Camtasia, Youtube.com.

CPQ and CLM Skills include: Apttus-Quote-to-Cash (QTC) - including Configure Price Quote (CPQ), contract lifecycle management (CLM), warranty, revenue management, and e-commerce with inventory management, integrations with Salesforce and or Oracle as well as e-signature applications like, Adobe, Docusign, or E-Docs. Automation the full product sales and delivery lifecycle of full logistics from vendor Management through Customer shipping and verification of receipt; UPS, FEDEX, DHL and more. Full understanding of multiple business sectors and franchise models using various accounting and online e-commerce tools to streamline process. Full understanding of PCI, SWIFT, EFT and NACHA payment integrations. Enterprise level understanding of process automation, including promotions, incentives compensation, rebates, and X-Author - an application which enables quoting, pricing management, budgeting and contracting to be done using Excel and Word as front ends. Affiliate and social media integrations with products like Active Audience. Customer service and omni channel support, Active Agent and ServiceNow.

Software Tools Used: Raiser’s Edge, Salesforce.com, Microsoft CRM, Big Machines, APTTUS; Marketo, Pardot, Neolane; Eloqua, Quantum Digital Direct Mail, Adobe Product integrations; Ie Adobe Campaign/NEOLANE, Exact Target; DocuSign, EchoSign; SSO, APEX Data Loader, VisualForce, APP Exchange, and Adobe Creative Cloud Suite; CSS, HTML; Jira, Jenkins, GIT; GDMS, RFID, ITV/EITV, GIS Mapping, DOD SPOT, AMBERROAD; XML and EDI tools, GenTran; QuickBooks, Peachtree, PeopleSoft, SAP, ORACLE; VOiP/CTI, Reynolds and Reynolds and BlueBird Logistics, AMAZON API gateway and PayPal, HubSpot, SmartSheets, Docusign, Zapier; Camtasia, Youtube.com, Squirrel, SQL, Postman, JSON Scripts.

PROFESSIONAL EXPERIENCE:

Confidential

Senior Project Manager- Business Analyst and Technical Lead

Responsibilities:

• Set up e-commerce, Facebook, webpage with CRM interface to capture leads in SFDC
• Setup CPQ with SFDC Work Orders using Adobe with Quickbooks EDI interface and EMobile to capture Delivery Tickets, for proper invoice and accounting
• Managed all LOA and SPOT data for HR reporting within SFDC
• SLA contract Management within SFDC to control service of equipment and HR rotation out of country for personnel
• Negotiated with Government Leaders and registered entities with the JCCS and AISA, kept all records in SFDC for quick integration into new RFP responses
• Training and social engineering using video; Camtasia, Youtube.com
• Implement DOD Industry tools for Major Vendors and sub-contractors o DUNS, NCAGE/CAGE/SAMS/ORCA/MPIN/JCCS/ASIA and other business license o Supplier Gateway with QucikConnect
• Exostar and Managed Access Gateway (MAG) ( Confidential, Lockheed, etc.) o Supply Chain Portal (Logistical) o Supplier Portal Access (Business Relationship)
• OTP security (Phone)
• Registration of PMI (Risk Assessments) o Personal Interview for Proof of Person o EDI
• Purchase Orders/Purchase Order Changes
• Shipments/Stocking Units
• Receipts
• Invoices
• Service Invoices
• 21 Points of Cyber Security (NIST Assessments)
• Winning RFP Responses for 21 Points of Cyber Security; NIST Protocols for DOD security
• Full budget responsibility including capture, finance and GAAP reporting on all financials o Balance Sheet, Income Statement and Profit and Loss Statements
• Full accountability for vendor and supply management including EDI interface; Procurement to Pay
• Quote to Cash through payments; accounts receivable and payable.

Confidential

Senior Project Manager- Business Analyst and Technical Lead

Responsibilities:

• Salesforce, HubSpot and Jira are the Afghani Clients mainstay for keeping track of logistic contracts, employees, inventory and creating Quotes, to transition to Invoices, and eventually Pay on Delivery sheets (POD) which integrate with Adobe and connect with EDI systems.
• Set up and configuration of the Supplier Gateway, Supplier Portal, MAG2FA for the OTP and hardware token security setup after vetting and collection of all US DOD qualified vendor requirements; DUNS, JCCS, SAM, ORCA, W8, NCAGE, CAGE, automation of catalog ordering and payments via EFT within the MAG applications. Arranged online security check verifications for all Afghani users with a representative from the DOD Contract owner’s security personnel.
• Systems administrator for all Afghani Persons using the MAG applications with 2FA and OTP, hardware tokens.

Confidential

Senior Project Manager- Business Analyst and Technical Lead

Responsibilities:

• Salesforce and HubSpot with a SMARTSHEET integration are used to manage client relationships for Construction PM for public parks, shopping malls, and municipal government entities. Manage labor and equipment resources for Millwright, electricians, masons, crane operators, caisson drillers, cement workers and technical architects to deliver LED signage familiarly seen in Times Square and in major venues; i.e. Watchfire Branded equipment and technology.
• Warranty and service documents are managed within SFDC as well as marketing to sell to National Accounts like SNARFS, Fjall Raven, Galvanize, etc.
• Contract management is done through SFDC utilizing CPQ features in the sales cloud with price books etc.
• AGILE and Critical Path mix.
• Study of Jira recommending transition away from SmartSheets as preferred tool.

Confidential, Portland, Oregon

Senior Project Manager- Business Analyst

Responsibilities:

• Full Life Cycle Project Management
• Setup and trained team on Change management, JIRA, GIT, Jenkins
• Met with Stakeholders for Discovery and present GAP reports, deliver KPI dashboards and Reports in SFDC as requested
• Re-Designed entire SFDC security model for cost savings and access control
• Created iterations of objects, fields, page layouts, workflows, validation rules etc.
• Implemented SSO within SFDC and created Tabs (OBJECTS) within SFDC to collect data from outside systems to deliver a single access point within SFDC
• Investigated Echo-sign, e-docs and similar products for future contract management
• Negotiated permission set licenses to add on to Force.com licenses for cost saving acces
• Managed Change Sets, Sandboxes, JIRA sprints
• Created USE Case and User Stories
• Gap Analysis of current build and changes needed to implement either Pardot or Marketo
• Worked with Sales, Marketing, Service Cloud, with Live Agent, Knowledge, Communities • Cleaned and manipulated data for import into SFDC using Dataloader

Confidential, Denver, Colorado

Senior Project Manager- Business Analyst and Technical Lead

Responsibilities:

• Full Life Cycle Project Management
• Managed upgrades of Sales, Marketing, Service Cloud, with Live Agent, Knowledge, Communities
• Setup and trained team on Change management; JIRA, GITHUB, JENKINS
• Met with Stakeholders for Discovery and present GAP reports, deliver KPI dashboards and Reports in SFDC as requested
• Re-Designed entire SFDC security model for cost savings and access control
• Implemented SSO within SFDC and created Tabs (OBJECTS) within SFDC to collect data from outside systems to deliver a single access point within SFDC
• Set up SFDC knowledge
• Implemented Live Agent
• Communities
• Managed content delivery in global market with various currencies, keeping the header and footer content and brand consistent across all markets
• Managed local and off shore development teams
• Created iterations of objects, fields, page layouts, workflows, validation rules etc. • Cleaned and manipulated data for import into SFDC using Dataloader