Conduct post-acquisition business analyses to understand operational processes, employee roles, and daily workflows at newly acquired sites.Develop detailed Standard Operating Procedures (SOPs) for product integrations, including Billtrust, SAP Concur, and Sedona, ensuring seamless adoption.Collaborate with cross-functional teams to gather and document business requirements, identify process improvement opportunities, and support change management initiatives.Create and deliver high-level project timelines and presentations to senior leadership, highlighting key milestones and strategic recommendations.Facilitate whiteboarding sessions and meetings, taking comprehensive notes to support SAP Concur and other project implementations.

Support new clients and their law firms in “on-boarding” them onto Carta – i.e., implementation of client’s capitalization table and securities on Carta Manage complex datasets with high integrity Migrate Clients Data to Carta’s Onboarding Spreadsheet in Excel. Coordinate and manage inputs needed from both the clients and their law firms Maintain the quality of clients’ data throughout the on-boarding process Train clients on how to use Carta Software. Continuously look for ways to improve the efficiency and effectiveness of the on-boarding processProactively manage 50+ projects and hold clients to dates, sending them live on time or early and improve my time to value month over month Give my clients resources to appropriate teams post Go Live. Work closely with product, engineering and our internal implementations leaders to improve the onboarding experience for our customers

Led end-to-end implementation of ServiceTitan software for small to medium-sized businesses, ensuring seamless integration and successful deployment.Managed multiple simultaneous projects overseeing all phases from initial planning and requirements gathering to execution and post-implementation support.Developed and maintained comprehensive SOPs and KPIs to streamline processes and track performance, ensuring alignment with client goals and industry best practices.Worked closely with clients to understand their business needs, configuring ServiceTitan solutions to meet specific requirements and enhance operational efficiency.Provided training and support to client teams, facilitating smooth adoption of ServiceTitan features and fostering user confidence.Monitored project progress and addressed potential risks, providing timely updates and resolutions to ensure projects stayed on track and met deadlines.Collaborated with cross-functional teams to resolve issues and incorporate feedback, continuously improving implementation processes and client satisfaction.Utilized strong communication skills to manage stakeholder expectations, influence decision-making, and ensure alignment with project objectives and client needs.

Migrate existing Service Titan QuickBooks desktop customers over to Service Titan’s new QuickBooks web connector, a key integration that allows Service Titan customers to export their invoices to QuickBooks desktop. Troubleshoot IT/computer issues that come up in the implementation/migration process, such as with remote servers, incomplete downloads, etc. Serve as a technical and account resourcing for customers and CSMs (customer success managers) going through the process. Partner with Product, Customer Success, Training, and Enablement to ensure a successful rollout and a great customer experience. Create better, faster, and more efficient ways of migrating customers to achieve your goal. Monitor and identify trends in feedback and provide those to the project team manager to improve the efficiency of the project

- Oversee, Coordinate, and manage all aspects of the implementation for new and existing clients.- Communicate and manage internal and external implementation requirements and expectations.- Serve as a single point of customer contact during the implementation.- Assure client satisfaction.- Train the client through key product learning milestone for effective application usage.- Manage client escalations.- Assist in the review of client processes and the development of new workflow plans.- Manage client relationship during the implementation process.- Communicate progress updates weekly or as agreed upon with client.- Support sales teleconference in hand-off of new client.- Ensure implementation milestones are met on time.- Coordinate the Electronic Data Interchange (EDI) agreement process.- Coordinate data conversion, interface, and other timelines and expectations.- Hand off to Client Support when client has successfully completed process.- Perform other duties as needed and directed by leadership

• Provide second-level technical support to consumers, external business partners, and internal business partners.• System and software administration, development, documentation, testing, installation and training of internal and external business partners.• Make recommendations and improves system by studying the products and analyzing support trends.• Prepares technical reports by analyzing and summarizing the information and trends.• Utilized ticketing systems such as Salesforce, Jira and Service Now; Used TRECS to track transactions, and Splunk to check error codes.• Responsible for on-boarding external business partners who spend over 100k in American Express gift cards (Sales)• Used FTP to submit customer orders.• In the transition of companies, I was responsible for learning the new products and systems and training the team on the usage of each new system and product.

• Worked on the Intuit Project and provided tech support for QuickBooks Online for the Accountant customers.• Use critical thinking skills to solve customer technical issue with the software• Take control of the customer’s computer to fix technical issues. • Solve conversion errors when the customer is moving from a desktop software to an online software and vice versa.• Well trained in tech support through chats and phones.• Utilized ticketing systems such as SharePoint and Siebel.

• Provides customers a positive shopping experience• Regularly performs Manager on Duty (MOD) functions, such as opening and closing the store • Drive productivity by training, coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results• Managed all front-end audit and cash compliance responsibilities• Ensures a safe working and shopping environment while minimizing shrink and damages.

• Keep front desk tidy and presentable with all necessary material (pens, forms, paper etc.)• Greet and welcome guests; Make Reservations and Check in Guests• Answer questions and address complaints• Answer all incoming calls and redirect them or keep messages• Made sure that the register was balanced before and after my shift

• Answered incoming calls and provided an outrageous experience for all clients by helping reshape/redefine their credit report• Connected with clients and provided solutions for accomplishing their dreams through improved credit worthiness• Maintained compliance with various regulations associated with credit repair services to deliver a straight forward and honest sale.• Meet and exceed self-set sales goals (KPI)