Joseph Freitas, Pmp, Csm Email & Phone Number

Queen Creek, AZ, US

United States

Queen Creek, Arizona, United States

Energetically oversee all Operations, Marketing, and Technology for the Project Management Professional (PMP) coaching business, which includes CRM management, marketing automation, and software & process analysis.► Implemented marketing automations and integrations which increased lead response rates by 55%► Consistent review of marketing KPIs have led to.

Tempe, Arizona, United States

Managed all aspects of multiple fast-paced IT projects within the highly visible & mission critical Payments Application domain.► Designed and maintained project vision, working standards, and agreements to maintain focus for the project team and drive towards increased velocity and 90% success rate of meeting deadlines.► Mentored/coached a high-performing.

Phoenix, Arizona, United States

Lead complex Enterprise-wide data program to mature & build data assets to accelerate speed to insights, reduce IT spend, and increase self service capabilities throughout the entire company.► Responsible for a $5M budget within the self-service space; Worked with the executive management team to establish program objectives, monitor progress, evaluate.

Chandler, Arizona

Actively managed all High Tech/Manufacturing Salesforce projects, within the company’s most profitable Vertical.► Led end-to-end management of enterprise-wide Salesforce SaaS projects within the High Tech/Manufacturing vertical, focusing on operational excellence and process improvement initiatives across systems and infrastructure.► Leveraged raw data.

Phoenix, Arizona Area

Drove multifaceted initiatives as a lead business analyst, leading efforts that encompassed Business Analysis, business requirement gathering, Technical Project Management, and QA across various business groups for the State of Arizona WIC program. Demonstrated expertise in delivering comprehensive solutions and ensuring the highest standards of quality.►.

Phoenix, Arizona Area

• Partnered with configuration and project teams to solve organizational information and process problems by analyzing requirements, creating technical solutions, and recommending system controls and protocols.
• Facilitated optimal internal communications by serving as liaison between services organization, product development, product management, and technical teams to develop a more streamlined data integration process.
• Managed companywide initiative to complete upgrades to over 150 customer web portals within 3 months. Led initiative end-to-end by developing project plans, resource plan, scope, tracked dependencies and risks and.
• Effectively designed and delivered a 3-day Excel training course (manipulation of report exporting) for the annual user conference delivered to both technical and non-technical audiences with the goal of developing.

San Ramon, CA

• Collaborated on Interfaces team that provided the “middle ware” that connects our applications with outside vendors/data/web services in a public safety environment. Provided project management/oversight and strategic.
• Acted as Scrum Master for efforts to reduce the backlogged Service Request items from 200+ to maintaining a weekly maximum of 10.
• Provided training to development team to adopt new Agile methodology and Scrum framework
• Turned around and saved an implementation, successfully restoring client confidence for a 4 month at-risk project by building and deepening customer relationships with the company’s largest client for the express.
• Spearheaded the design and development of technical projects by coordinating efforts from the requirements gathering through completion while monitoring critical paths, evaluating alternatives, and escalating major.

Greater San Diego Area

• Worked with the business stakeholders to understand the business requirements and managed projects from initiation to implementation. Analyzed business requirements from various divisions to implement the rating.
• Successfully orchestrated efforts for a software optimization project with the goal of increasing implementation efforts by 50%, while decreasing the support teams inbound “bug” count by 75%
• Analyzed and migrated Auto/Moto rating engines from Visual Rater Engine to DRC Excel rating engine; project required intense analysis/understanding of all rating programs, and expert Microsoft Excel knowledge (VLOOKUP.
• Successfully managed efforts for a data integration project to combine multiple data sources into a SQL Server Data Warehouse to use for SSRS business reports, which resulted in 90% increased velocity for new reports

Stockton, California Area

• Created, maintained, and delivered multiple daily reports to the risk operations department which included quantitative and qualitative risk assessments, anticipated bottlenecks and viable solutions for major issues.
• Increased report output efficiency for 60% of the reports through the removal of unnecessary steps in the Windows Batch code and the Excel VBA macro code
• Decreased the existing Risk Reports issues by 90%
• Tested and verified integrity of data from multiple systems and utilized various software platforms including Access, Excel (specifically VBA programming), SAS, SQL, and Oracle PL/SQL

Greater San Diego Area

• Managed configuration and implementation of policy administration system, including initial configuration of the system’s rating engine. Collaborated with third party vendors to install and monitor multiple database.
• Identified inefficiencies with the database updates from third party vendors, increasing the implementation time of the updates, and clearing out the backlog of updates to ensure updates are implemented within two.
• Performed testing in various stages of the QA life cycle, including black, white, & grey box testing, regression testing, and acceptance testing
• Built the Software Rating Engines using Excel, which required multiple advanced Excel functions, as well as data visualization using Pivot Tables

Stockton, California Area

• Managed the underwriting department for motorcycle program and improved underwriting procedures resulting in a more streamlined process and improved policy issuance dates.
• Tested rating software for accuracy & quality
• Cleared the massive backlog of Policies that were awaiting underwriting in one month
• Cross-trained other staff members to assist in the Motorcycle Insurance customer service and underwriting questions, which decreased the amount of missed/unanswered calls by 95%