Oversaw implementation department at startup, cultivating team development and driving monthly recurring revenue growth from $12,000 to more than $60,000.
Overview
18
18
years of professional experience
Work History
Senior Manager, Implementation
Motive
Oklahoma City, OK
05.2024 - Current
Specialize in website launches, integrations, pricing, and inventory issues.
Work with engineering team and operations team to get projects completed on time and correctly.
Work with clients on a daily basis to assess needs and provide updates throughout the implementation process.
Handle escalated technical support requests that support representatives are not able to complete.
Creating documentation to guide all processes used by the integration team.
Perform quality assurance checks on all new websites before they go live.
Manage a team consisting of website designers, inventory specialists, and integration specialists.
Provide detailed reports about monthly recurring revenue, status of the team, and quarterly projections to present to the board of directors.
Coach staff on best practices to help develop them to reach their full potential.
Handle escalation requests from my team to maintain positive relationships with clients
Client Implementation Specialist II
HomeNet Automotive
Exton, PA
04.2019 - 05.2024
Responsible for Setting up orders for a variety of third-party partners, lot service providers, and HomeNet retail clients.
Field incoming phone calls for the implementation team.
Handle incoming emails for the implementation team.
Provide excellent customer service on the phone and through email.
Took the lead on the Vroom project and updated and improved current documentation for those setups along with training other implementation representatives on these orders.
Current SME for the CarSaver platform partner.
Regularly exceed all measured metrics.
Knowledge of setups for all channels in the implementation department.
Ability to be flexible and assist other teams outside of my specified role.
Assist clients with troubleshooting their setups during implementation for other team members.
Provide assistance to other team members.
Assistant Market Manager
Citadel Federal Credit Union
Exton, PA
01.2018 - 08.2018
Promoted to Assistant Market Manager within 9 months of starting at Citadel.
Critical part of the team that opened a brand new office in a market new for the company.
Handle day-to-day operations of the office, including cash and supply ordering, employee management, coaching, performance metric tracking, and scheduling.
Created monthly reports to present to senior management which tracked the performance of the office using Microsoft Excel, Microsoft Word and Power Point.
These reports helped senior managers make various decisions concerning the office.
I set and followed a strict annual budget for the office.
Provided feedback and information to staff on trends in banking to help them succeed.
Analyze data from monthly reports to find trends in the market and adjust the office plan to meet goals based on findings. Review data gathered data to ensure compliance with NCUA guidelines.
Received multiple accolades for outstanding customer service in the office.
Responsible for business development in the West Chester market. Marketed the Citadel brand in the community.
Was part of the team implementing the new customer service software for the entire company.
SME for new customer service software system implementation.
Interacted with internal customers in various departments within the organization to provide customer service to external customers.
Senior Financial Service Representative
Citadel Federal Credit Union
Exton, PA
05.2013 - 01.2014
Worked one-on-one with members and provided excellent customer service by opening new accounts, taking loan applications, and assisting with any account or loan servicing issues. Led the company in sales for four months straight early in career and received multiple accolades for outstanding customer service while exceeding goals.
Intern (Aeronautics Division)
Smithsonian Institution National Air & Space Museum
Washington, DC
06.2008 - 09.2008
Researched and published historical details for items that had not been previously cataloged, such as patches, pressure suits, footwear, headgear, civilian flight uniforms, and airline pins for the U.S. Marine Corps, U.S. Navy, U.S. Air Force, U.S. Army, and British Royal Air Force Squadrons. These details were for artifacts that were to be displayed on the museum website.
Developed a cataloging system for the artifacts of the aeronautics division and maintained that system.
Helped clean current exhibits and setup special exhibits that were being unveiled within the museum.
Education
Master of Science - IT Organizational Management and Leadership
University of Arizona Global Campus
08.2024
B.A. - Military and Diplomatic History, Cold War Diplomacy
University of Maryland, College Park
College Park, MD
12.2012
Skills
Word
OneNote
PowerPoint
Excel
Outlook
Visio
Java
SFX (SalesForce)
Linear
Notion
Figma
Timeline
Senior Manager, Implementation
Motive
05.2024 - Current
Client Implementation Specialist II
HomeNet Automotive
04.2019 - 05.2024
Assistant Market Manager
Citadel Federal Credit Union
01.2018 - 08.2018
Senior Financial Service Representative
Citadel Federal Credit Union
05.2013 - 01.2014
Intern (Aeronautics Division)
Smithsonian Institution National Air & Space Museum
06.2008 - 09.2008
Master of Science - IT Organizational Management and Leadership
University of Arizona Global Campus
B.A. - Military and Diplomatic History, Cold War Diplomacy