Lori W. Email & Phone Number

Broken Arrow, Ok, Us

Project Manager, Marketing Development (August 2024 – Present)• Part-time position• Generated and qualified high-quality leads for life insurance and mortgage insurance products. • Engaged with prospects through direct mail, emails, and social media to identify needs and provide solutions.• Collaborated with sales teams to ensure seamless lead handoff, contributing to sales pipeline growth.• Business Analytics measuring ROI around lead generation targets.

• Managed business operations processes and implemented process improvements.• Oversaw GSA Construction projects, ensuring compliance with security and contractual obligations.

St. Louis, Mo, Us

• Collaborated with the scrum master to execute a comprehensive migration plan, consolidating multiple disparate offices/groups onto a Google Cloud and Salesforce platform.• Directed data delivery teams in requirements gathering and translation to user stories, utilizing Jira boards for task assignment and reporting sprint progress.

Wilmington, Massachusetts, Us

• Consulted for SAP Central Finance project, identifying process inefficiencies and implementing SAP (Hana Live) to reduce report run times from multiple days to hours.• Led internal teams in defining consolidated global business workflows and developing implementation and communication plans for Hana Live.

San Francisco, California, Us

• Managed the implementation of ClickSoftware Field Service Management within MSP environment.• Acted as primary point-of-contact for stakeholders, mapping solutions tailored to their core business needs.• Oversaw successful implementation for client portfolio project communications, planning, milestones, risk, change management and the redefinition of process flow.

Irving, Texas, Us

Senior Technical Project Manager Nov 2010 – March 2017• Provided strategic guidance for Database advertising solutions across multiple verticals, both traditional and cloud-based environments.• Led data governance and cybersecurity efforts, creating integrated project plans for client deliverables.• Managed projects, resources, and quality of work within forecast and budget, ensuring seamless migration of systems from development to production.• Fully implemented end-to-end deliverables with clients and internal team, including audit and compliance reviews, documentation creation, production roll-out, and user training.

Experienced project manager with a proven track record of leading development teams and managing complex projects across retail, automotive, and IT industries. Skilled in coordinating technical resources, managing project scope, and ensuring the quality of deliverables. Proficient in CRM database tools and global marketing solutions. Expertise in adhering to PMI methodologies, managing project budgets, and serving as the primary point of contact among stakeholders.I was a rehire from my previous tenure with Harte Hanks

Boston, Ma, Us

Led risk management efforts throughout the product lifecycle, ensuring seamless integration and quality assurance in production environments. Collaborated with key stakeholders for successful multi-client project integration, earning recognition as a subject matter expert. Oversaw system changes in managed environments, coordinating with development, QA, and support teams. Developed and implemented departmental procedures, including a new hire guide that reduced onboarding time for release managers by 50%. Introduced an offshore change approval model, achieving a 90% reduction in approval cycle time for India associates. Implemented workflow improvements for system support teams, resulting in a reduction of 1 FTE during peak months and 2 FTE during non-peak months.

Experienced project manager with a proven track record of leading development teams and managing complex projects across retail, automotive, and IT industries. Skilled in coordinating technical resources, managing project scope, and ensuring the quality of deliverables. Proficient in CRM database tools and global marketing solutions. Expertise in adhering to PMI methodologies, managing project budgets, and serving as the primary point of contact among stakeholders.Key Achievements:Successfully led the upgrade to Infor CRM E.piphany platform, delivering on time and within budget without client downtime.Co-led the development and implementation of a Global Marketing tool, utilizing Unica as the lead delivery mechanism.Managed project budgets, developed and maintained reporting documents, and project plans following PMI methodologies.Acted as the primary point of contact among internal CIO, external clients, and vendor stakeholders.Skills:Project ManagementTeam LeadershipStakeholder ManagementCRM Database ToolsGlobal Marketing SolutionsBudget ManagementPMI MethodologiesCommunication

Proficiently implement sales and marketing campaigns for both internal and external clients, overseeing full lifecycle management of cross-functional and cross-platform product and sales projects. Projects include the creation of web-based client-specific pricing pilot programs, multimedia marketing materials, and vendor-specific pricing and sales incentive programs. Develop, organize, and deliver marketing and sales promotions and tools for internal client teams. Manage a medium-sized marketing development fund (MDF) by controlling program scope and managing expenses. Additionally, develop and promote sales incentive programs and product training programs for internal and external clients, achieving an 80% participation rate and earning additional marketing development funds.

Directed and organized comprehensive sales and marketing programs and projects, encompassing sales promotions, industry seminar presence, and event management. Led the development of a vendor alliance program during a merger with IKON and its system integration affiliates. Managed a million-dollar promotion budget with financial acumen. Created, developed, and delivered effective marketing and sales promotions for both internal and external clients. Skillfully managed channel partner relationships to drive mutual success.

Mba, Mba

Ba, Paralegal Studies, Business

Education record