Kristy Morgan Email & Phone Number

Kansas City, Missouri, United States

Kansas City, Missouri, United States

Kansas City, Missouri, United States

Kansas City, Missouri

Mission, Kansas

• Manage design effort and guide installation process for new CRM implementations.• Communicate daily status updates with Project Manager and in Salesforce.• Hold customer accountable to project timelines and due dates.• Work with customers to migrate existing customer data into a consumable format for VinSolutions proprietary software.• Standardize, clean and align existing data in Excel prior to import.• Configure automated data imports and exports. • Consult dealers on best practices when importing existing data and connecting to their DMS to pull customer data.• Conduct verification calls with customers to confirm each step of the implementation.• Work closely with integration team to configure API’s and nightly scheduled data feeds.

Lenexa, Ks

• Tailor Lexmark Enterprise Software document management and workflow solutions into customer environments.• Design custom eForms for Admissions, Registrar, and Financial Aid departments to be published on the school or university’s website.• Provide technical expertise, guidance and direction in the design, development and deployment of customer solutions.• Coordinate and deliver training to system and department administrators.• Document all functional and technical aspects of implementations. • Configure XML files for solutions that require custom JavaScript.• Utilize Salesforce® as a CRM tool.• Create customized training guides to align with the client’s solution and best practices.

Kansas City, Missouri Area

• Project manage AAIS proprietary higher education room and event scheduling software implementations for new and upgrading clients.• Manage multiple, simultaneous projects of varying scope and duration while delegating internal and external resources. • Serve as an application expert, while translating client needs into technical requirements. • Operate as a client advocate by contributing to the identification of new and/or improved solution workflow, practical utilization and technical application specifications to reflect client requirements.• Plan, coordinate and deliver remote and on-site training to clients.• Evaluate and influence changes to curriculum and training techniques.• Structure delivery of training and configuration knowledge to customer needs or circumstances.• Utilize Salesforce® as a CRM and ticketing management tool.• Track all project phases, tasks, time, and correspondences in Cloud Coach for Salesforce®.• Review SQL error logs to troubleshoot performance issues in the application.• Stay abreast of new functionality and bug fixes within the application.• Participate in the annual Users' Conference and various regional User's Summits by creating and delivering workshops and training sessions.• Act as a knowledge resource for internal staff.

Kansas City, Missouri Area

• Coordinate on-site software implementations for new clients by mapping out objectives, training materials, practice enrollments, and time required based on each client’s individual needs.• Coordinate on-site software conversions for transitioning existing clients using our SQL Server based software by determining data conversion requirements and performing software utilization. • Deliver training to clients and staff via online, class based sessions at the PPMIS facility, and on-site at the client’s facility. • Serve as an application expert, while translating client needs into technical requirements. • Communicate programming flaws and potential enhancements to the software development team.• Create custom learning plans in support of the client’s learning needs.• Work closely with EDI Specialist to coordinate practice and provider enrollments.• Assist clients with configuring and processing ANSI 837 electronic and CMS 1500 paper claim files.• Assist clients with importing and posting 835 remittance files.• Work closely with the assigned sales contact to ensure client expectations are being met.• Design PPMIS proprietary software documentation and training curriculum for clients and internal staff.• Utilize LogMeIn® and GoToMeeting® to remotely access clients’ desktop and server configurations.• Conduct webinars pertaining to educational topics and software releases.• Utilize Salesforce® to manage client tasks, communications, and support tickets.• Use advanced product knowledge to investigate and resolve complex software and hardware issues.• Participate in the annual Users' Summit by creating and delivering workshops, seminars, and training sessions.• Adhere to strict deadlines specified in the project scope to assure a seamless transition for the client.

Louisville, Kentucky Area

•Work closely with new employees to assist with on-boarding and training•Administrator for our online education system, Silverchair®. These duties mostly consisted of creating new user profiles, authoring and assigning coursework, reporting for compliance purposes, and tracking all offline education.•Train new employees in our payroll processing program, eTIME® (ADP) and Silverchair®.•Facilitate webinars, presentations, and in-services utilizing video and audio conferencing equipment to broadcast to various Hosparus sites.•Design the weekly education department newsletter to spotlight educational offerings and topics, deadlines for assigned coursework, and other important information as needed.•Build surveys in SurveyMonkey® for various leadership and capital campaign projects.

Louisville, Kentucky Area

•Work closely with applicants by assisting in new paperwork, verifying authorization to work in the US, and setting up skills testing.•Act as a point of contact for all temps upon placement.•Conduct background checks and degree verifications on candidates placed within the company.•Keep ongoing audit reports to track compliance on new hires•Maintain company-wide spreadsheets detailing placements and terminations as they occur.•Track PTO for all internal employees.•Maintain all personnel records according to HR, Ajilon, and SOX policies and procedures.•Report call-ins to hiring managers.•Set up online timesheet profile for new employees•Create a weekly newsletter to be sent to over 1500 clients to spotlight top candidates as well as current events.

Greater St. Louis Area

•Managed several major client relationships to achieve increased headcount for within the Information Technology departments. •Maintained a high interaction level with clients by placing follow up calls, quality control calls, arrival calls, and sales calls. •Handled requirements while serving as a liaison between the client and HR.•Served as an Administrative Assistant to the VP of Sales utilizing Microsoft Outlook to schedule and organize meetings as well as interviews with potential candidates.•Posted and edited requirements to our website as well as several job boards.•Participated in networking events and career fairs to build a pool of qualified candidates. •Interviewed and screened potential candidates for job opportunities. •Formatted candidate resumes based on client’s requirements.•Managed confidential candidate/consultant records.•Assisted Human Resources with conducting new hire orientations and background checks.

Greater St. Louis Area

•Responsible for nation-wide recruitment of Information Technology and Administrative Professionals for contract staff augmentation and project-based consulting positions.•Recruited candidates by professional networking, cold calling, reference recruitment from candidates and employees, and the use of Internet job boards. •Responsible for building candidate profiles, qualifying applicants, coordinating candidate interviews, and providing final salary negotiation and margin determination.•Maintained spreadsheet for position and candidate status tracking.•Conducted online testing for qualifying candidates.•Coordinated all paperwork necessary for accounting including the offer letter, work order form, insurance application, W-4 forms, and other state issued forms.