Lori T. Email and Phone Number
With over 13 years of experience as a web innovator and technology solutions advisor, I am passionate about driving CRM innovation and enhancing operational efficiencies. My expertise lies in collaborating with cross-functional teams to improve business processes and agile project execution. As a seasoned software trainer and HubSpot administrator, I provide strategic and technical guidance to empower organizations in optimizing their CRM platforms, leading to streamlined operational processes, increased marketing engagement and targeted sales growth. I bring a wealth of knowledge and problem-solving skills to the Non-Profit, Health & Wellness, Construction, Pharmaceutical, and Technology sectors. Let's connect and explore how we can innovate together!
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It Consultant And Enterprise AdministratorAmerican Dental AssociationClearwater, Fl, Us -
It Consultant & Enterprise AdministratorAmerican Dental Association Nov 2023 - PresentChicago, Il, Us• Create a HubSpot private access portal for change management communications• Administer and audit multiple HubSpot enterprise instances for continuous operational efficiencies• Analyze and collaborate with Data Governance for sunset-to-decommission two HubSpot Enterprise CRMs• Mediate with developers and conduct UAT testing of Adestra -
Hubspot Crm Business Solutions & Customer Experience ConsultantDigit Cloud Biz Llc Jun 2023 - PresentMiami, Fl, Us• Extensive experience with HubSpot Professional and Enterprise• Proven track record in guiding clients through website and software platform optimization• Skilled in understanding unique CRM implementation, data migration, and integration needs• Provide team supervision, strategy, technical expertise, and training for successful software implementation• Maintain professional contacts with organizations and service providers• Adept at reviewing and improving business process flows• Collaborate closely with cross-functional teams, customers, and stakeholders• Ensure efficient project execution, meeting objectives, customer satisfaction, and driving value and ROI for customers -
Hubspot ConsultantGirikon Apr 2022 - Jun 2023Phoenix, Arizona, UsGirikon HubSpot 💎 Diamond Partnerhttps://app.hubspot.com/ecosystem/8595251/marketplace/solutions/girikon• Interprets client operational procedures to design and execute HubSpot workflow configurations, testing, troubleshooting, and integration• Create and manage users, profiles, roles, and permission sets• Customize fields, page layouts, reports and dashboards• Assist in data import/export/updates, system customization• Provide day to day end user support and assist users with best practices to improve and increase their knowledge of HubSpot• Lead client HubSpot onboarding training and provide ongoing support• Liaise between the business, technology teams and support teams and work with users to define process automation leveraging HubSpot capabilities• Build and manage dashboards, reports, layouts, process automation, and other configurable parts of the interface for end-users• Summarize high-level information and translate into supporting details to address the information needs of varying audiences using process flows and use case models and high-level design documentation• Oversee data integrity within HubSpot CRM through data import management, data cleanup, and deduping -
Software Engagement & Training ConsultantT And T Consulting Services, Inc. Sep 2021 - Mar 2022Falls Church, Va, UsTHE POSITION WAS DOWNSIZED UPON LEADERSHIP TRANSITION. Supported the US Air Force Research Laboratory at Wright Patterson Air Force Base:• Develop and maintain training documents / online wiki and tiki assets• Understand user needs, expectations and provide application support• Become a high-level user to potentially and build relationships to increase in user engagement rates -
Hubspot Crm, Digital Innovator, Content, Media & It ConsultantFreelance (Self Employed) Sep 2012 - Mar 2022Ie• COVID YEAR - Consulted part-time at Roof Maxx Mar-May 2020• Managed development projects & HubSpot Onboarding• Provided digital marketing and social media support• Managed email marketing for lead gen• Set-up/Managed social media pages LinkedIn, Twitter, Alignable, Facebook or YouTube • Individualized resume review, LinkedIn profile development consulting & training • Developed websites using various content management systems• Developed training materials and trained clients on independent content management• Wrote client contracts/RFPs and increased – revenue growth 10% from 2017 to 2018 -
Product Owner - Technology; Genesys, Dispatch, Lms, Hubspot Crm Consultant, Systems AdministratorRoof Maxx May 2020 - Sep 2021Westerville, Ohio, Us• Became a Certified Scrum Product Owner, and worked with our COO and CTO to educate staff about Agile Principles and drive organizational process change.• Software administrator and trainer (HubSpot CRM, Gsuite, Wistia, Slack, Dispatch, Genesys)• Software Onboard new staff and/or dealerships to our SaaS systems; and conducted virtual onboarding orientation sessions, web demos, and webinars.• Project Owner of the Genesys call center/phone system implementation and HubSpot integration.• Communicated with internal project team members and management on a consistent basis to ensure project expectations are being met and any concerns or obstacles are addressed immediately.• Connected internal stakeholders and external dev team members to develop creative solutions in order to accomplish project objectives.• Prepared project status reports and executive summaries for stakeholders.• Provided advanced Tech Support to our national dealerships (SaaS)• Managed Jira backlogs - wrote user stores & worked with 3rd party developers to improve the UX/UI for Dispatch, Genesys and general IT Team projects.• Developed an online HubSpot FAQ / help center• Developed, launched, and administered LMS & developed training courses (TalentLMS & Articulate360)• Analyzed processes and training for continuous improvement• Recorded demo videos, edited and created videos -
Technology Specialist, Hubspot Crm, Lms And Systems AdministratorRoof Maxx Sep 2019 - Mar 2020Westerville, Ohio, UsCOVID HIT AND COMPANY CHANGED W2S TO W9S• Administered HubSpot CRM and marketing automation• Trained users on Dispatch and HubSpot (webinars, videos, 1:1 calls)• Administered Wistia, G-Suite, and Google My Business• Engineered an online help center: https://help.roofmaxx.com/• Recorded/edited videos for web training• Provided technical support (nationally) -
Digital Marketing & Web ManagerB63 Line Oct 2018 - Jul 2019COMPANY WENT OUT OF BUSINESS• Manage and perform maintenance on websites• Troubleshoot and resolve website issues• Email marketing automation, lead gen and Leadsquared CRM management• Research and provide in-depth analysis of an organization's digital presence• SEO analysis (ahrefs.com) of WordPress sites and implementations for improvement• Plan media calendar, manage social media posts and other digital initiatives• Train clients in WordPress and social media management• Draft website and social media proposals• Meet with clients and evaluate web needs for projects• Create YouTube channels, manage and analyze
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It Digital Marketing Coordinator, System Implementation Specialist, Database & Website AdministratorOhio Valley Associated Builders & Contractors Sep 2014 - Oct 2018Springboro, Oh, Us• Liaise business requirements into technical specifications • Manage development and maintenance projects of midamericaosha.org. Collaborate with 3rd party developers and staff to ensure continuous process improvement and apply logic for desired outcomes • Developed QR code card printing process to meet government requirements for OSHA • Developed marketing calendar for tracking campaigns in Constant Contact, Hootsuite and web content • Lead Marketing subcommittee to evaluate Marketing initiatives and communicate best practices. • Created ovcef.org new site, grew 3k users within 3 years and developed social media venues Facebook, LinkedIn, Twitter • Track, report, and analyze Google analytics monthly – for continuous content improvement and campaign effectivenesso ovabc.org 19% increase within years with a projected 20% increase EOY 2018o midamericaosha.org 13% increase within 2 years with a projected 6% increase EOY 2018o ovcef.org 70% increase within 4 years with a projected 30% increase EOY 2018 – growth directly related to Google Adwords Express advertising campaigns• Manage Constant Contact email campaigns, 20k contacts, and data mined LinkedIn for in-bound leads • Triage and coordinate IT system support with 3rd party vendor using ConnectWise• Prioritize and analyze IT projects or system enhancements to accomplish business objectives • Offer technology solutions and assessing data risk• Managed the Oracle Learning Management System LMS supporting the Ohio Valley Construction Education Foundation• Lead training webinars/demos and business process improvement initiatives -
Project Specialist - Community Outreach & Cardiac Services Patient RegistrationKettering Health Network May 2012 - Sep 2016Kettering, Oh, Us• Researched web projects collecting information for staff resources and wellness education curriculum • Set-up department Sharepoint page • Conducted software needs analysis for the event management system, interviewed staff, purchase negotiations, VP budget negotiations, data integration, system troubleshooting, created “how to” guides and trained staff• Monitored and developed training for an automated phone system• Analyzed new technical procedures, created user guides• Assisted with traveling cardiac services wellness evaluation events• Registered cardiac patients via Epic -
Employee Wellness Analyst / Technical Support Representative - Corporate Human ResourcesKettering Health Network Nov 2006 - Sep 2011Kettering, Oh, Us• Established a social media presence: Yammer, Facebook, Twitter and LinkedIn• Superuser for 10k employees triaged tickets (Jira system)• Technical writing for users and backup IT support communicating effectively with people at varying levels of technical understanding.• Instrumental in identifying and recommending IHR system quality improvements• Collaborated with cross-functional teams, web developers and designers to implement quality improvements and transform the interface to make the application more intuitive and user friendly.• Measured/Monitored/Analyzed system utilization of Electronic Health Record (EHR)• Created and deployed marketing initiatives and training documents• Created/Collaborated/Published a bi-monthly e-newsletter • Deployed marketing initiatives to promote the electronic health record system• Triaged IT technical calls in JIRA; recommended quality improvements to web developers • Developed educational materials and trained individuals on how to use the computer system• Teamed with Web developers and designers to implement quality improvements and transformed interface to make the application more intuitive and user-friendly.• Measured/Monitored/Analyzed system utilization of the Individual Health Record System via system reporting• Established a social media presence; Yammer, Facebook, Twitter and LinkedIn • Created and deployed marketing initiatives and training documents along with bi-monthly e-newsletter • Refurbished HR Intranet--reduced maintenance steps by 50% enabling real-time posting of documents -
Resource Executive AssistantKettering Medical Center 2004 - 2006Kettering, Oh, Us -
Administrative AssistantKettering Medical Center Sep 1992 - Sep 2004Kettering, Oh, UsSupported various nursing directors: Med-Surg, Nursing Education, Emergency Department, ICUHigh Achieving Team Member, IHR Implementation, April 2008 Excellence for Life BanquetPresident, Kettering Medical Center Network’s Office Professionals 1999 to 2000 -
Graphics Assistant, FoundationKettering Medical Center 1992 - 1995Kettering, Oh, UsDeveloped print-ready documents for event and fundraising promotions -
Colleague/Co-MemberInternational Association Of Administrative Professionals 1995 - 1998Chaired the Seminar Committee of IAAP Dayton Wings Chapter 1997-1998
Lori T. Education Details
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South UniversityInformation Technology -
Sinclair Community CollegeOffice Information Systems
Frequently Asked Questions about Lori T.
What company does Lori T. work for?
Lori T. works for American Dental Association
What is Lori T.'s role at the current company?
Lori T.'s current role is IT Consultant and Enterprise Administrator.
What schools did Lori T. attend?
Lori T. attended South University, Sinclair Community College.
Who are Lori T.'s colleagues?
Lori T.'s colleagues are Lois Hagland, Ruta Baliuleviciene, Sarah Ostrander, Kristina Goins, Cindy Willett, Kelly Dobson, Cmp, Marcia Mckinney.
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