Kip Jacobs, Csm, Pmp Email & Phone Number

Eden Prairie , Mn, Us

Eden Prairie , Mn, Us

Hybrid role as a member of a 9-person team responsible for management and continuous enhancement of the Advisory Board Salesforce instance at Optum (Service Cloud, Knowledge).- Scrum Master - Facilitate team rituals and continuous improvement activities. Led the team to move from standard waterfall methodologies to Agile as part of the Optum acquisition. Hold CSM certification.- Administrator - Individual contributor to the Salesforce configuration work each Sprint. Focus on tech debt management, minor configuration and UX enhancements, and QA/UAT functions for major work.- Business Analyst - Elicits and analyzes business requirements for the Advisory Board Research business. Responsible for documentation and the translation into User Stories. Owns User Stories throughout each Sprint and Release cycle, teaming with product owner, architect and offshore developers for development, QA, UAT and deployment activities.

Washington, District Of Columbia, Us

Program manager for FinancialForce Accounting (FFA), FinancialForce Revenue Management (FFRR), and FinancialForce Professional Services Automation (PSA) in the Advisory Board Salesforce instance.Managed the following major projects for the firm:- Creation of a new Revenue Management system based on FinancialForce Revenue Recognition (FFRR) in combination with a custom revenue line item entry system. - Migration of Royall & Company finance from Sage 500 (MAS 500) for Accounting to our highly customized installation of FinancialForce Accounting.- Salesforce data segregation and org separation activities as part of the split of EAB from The Advisory Board and move to Optum.

Washington, District Of Columbia, Us

Earned PMP Certification in March 2015.Project Management and QA of internal Advisory Board initiatives focused on Career Management, Consulting and Management, Finance and the Royall & Company acquisition. Managed the following major projects for the firm:- Integration of Royall & Company (full CRM and data) into the Advisory Board corporate Salesforce instance from Royall's original corporate Salesforce instance.- Development of a new commercial Incentives system for automated calculation of sales and incentive dollars based on employee and team attributes.- Extended use of the FinancialForce PSA system to meet the C&M non-Finance Project methodology and assist with Resource Management. - Development of the new corporate intranet “The Board Room” using Salesforce as the complete solution for site structure and data management.- Development of smaller department-based web portals for Enterprise Technologies, InfoSec and other departments.- Managed the Benefits Team participation in the firm move to a new service desk ticketing system based on ManageEngine ServiceDesk Plus.

Washington, District Of Columbia, Us

Worked within the newly formed Information Systems Project Management team in a combination Business Analyst / Project Manager role as this new team worked to create a firm PMO.

Washington, District Of Columbia, Us

Maintained a hybrid role managing the firm's technology training offerings and providing QA analysis of data related to the firm's CRM systems.Held the position of the primary CRM trainer for ten years, participating in 20 new hire cycles per year as well as department and team initiatives. Trained on Siebel, Microsoft CRM, and Salesforce throughout this tenure. Helped managed the transition, training, and change management between those CRMs. Managed the technology training program for the firm on Microsoft Office (Excel, PowerPoint), HTML/FrontPage/SharePoint Designer, GoToMeeting and other software courses in addition to all CRM systems.Participated as a member of the Development team in the QA of data for our CRM systems, starting with Siebel in 2000 through our move to Microsoft CRM in 2009 to our move to Salesforce.com in 2011. Held an integral role in the data work required to complete each CRM upgrade.