Providing consultation and project management services for businesses to optimize their technology investments. Services range from CRM and integrated product consulting to website project management, including:• Partnering with businesses to manage a variety of projects, including system migrations, website development, integrations, enhancements, and product/feature development.• Interviewing customers and conducting research to identify and define user needs and appropriate solutions using existing or new software products.• Defining and developing business processes; configuring technology systems to support processes.• Writing user stories and product requirement documents that clearly communicate business needs.• Managing roadmaps and project boards to track timelines and progress.• Facilitating meetings with customers, technical teams, and stakeholders to discuss and develop strategies for implementing products and processes.• Collaborating with third-party vendors and integration partners to build solutions and ensure alignment across multiple platforms and teams. • Providing ongoing consultation, training, and support for customers, technical teams, and other stakeholders.

As the City of Los Angeles’ official tourism marketing organization, Los Angeles Tourism & Convention Board markets and promotes Los Angeles as the premier destination for leisure travel, meetings and conventions. Responsibilities:• Managed day-to-day planning and execution of projects related to CRM platform• Partnered directly with department leaders and key users to identify and define business needs and functional requirements for marketing and sales initiatives.• Coordinated all CRM project plans, established and tracked deadlines for key deliverables and scheduled internal/external meetings as needed • Assisted with data analysis, audits, and CRM reporting requests, including development of standardized reporting tools• Ensured system standards complied with GDPR, CCPA, and other data regulations; led data clean-up and maintenance processes.• Served as primary internal training resource for CRM platform, onboarded new team members and served as an ongoing resource for CRM related issues/questions• Led the organization’s CRM Steering Committee and participated in technology planning and marketing technology (MarTech) committees• Oversaw deployment of integrated marketing automation platform; managed email marketing systems • Primary project manager for Cvent event management application integration; key contributor to product development

Simpleview provides marketing technology solutions for businesses in the travel and hospitality industries, including Destination Marketing Organizations, Convention and Visitor Bureaus, and Tourism Authorities worldwide.Responsibilities:• Oversaw CRM Division that was responsible for importing data, configuring systems, and providing ongoing support to more than 350 clients using its SaaS system worldwide.• Directly managed, trained, and supported a staff of 40 including implementation project managers, customer success team members, training managers, and software developers.• Created and adapted workflows and processes to ensure continuous improvement and high levels of both customer and employee satisfaction.• Led the department through a period of rapid expansion; client base tripled, revenue quadrupled, and team size grew from 9 to 40 team members across multiple offices.• Participated in and supported sales and marketing activities, including serving as a technical resource during sales presentations, responding to RFPs, and reviewing contracts.• Managed department activities for annual user conference; designed and led educational sessions for clients.

• Managed website and CRM projects for destination marketing organizations and other clients in the tourism sector.• Led system implementation projects and both trained and supported customers using products and tools.• Collaborated with developers, designers, and SEO specialists to help clients meet their marketing and sales goals using technology products available from Simpleview and third-party partners..