Cambridge Technology (CT) is a global technology services company that has been recognized as a thought leader & innovator of enterprise solutions. From building entire infrastructures or platforms to solving complex IT challenges, we help businesses accelerate their digital transformation and become an AI-first business.

• Managed a team of product managers, process designers, and business analysts to scale a basic Salesforce implementation into a robust customer experience suite of tools encompassing CRM, client feedback management, automated workflows, email-to-case, and centralized business management including a robust set of reports and dashboards• Continually negotiated design goals and requirements, and reported progress updates and successful business outcomes to multiple senior business leaders including Managing Directors and Partners across various business units ranging from client-facing Sales and Client Service to middle and back-office Operations teams• Designed and managed rules engine to automatically classify incoming emails including identifying clients, categorization based on email contents, and routing to specific individuals across multiple teams in multiple regions across the globe to support a follow-the-sun client servicing strategy• Designed and implemented integrations with various internal systems and external vendor tools in both synchronous and asynchronous configurations including: trade processing systems, internal data lake and other refence databases, Business Decision Models (DMN), Microsoft Exchange, Informatica, Alteryx, etc • Designed and implemented case management solutions focused on workflow automation and client experience improvement while sun-setting legacy applications and reducing operational risk• Deployed and managed email-to-case workflow for multiple teams including onboarding and training over 1k users and over 30 client-facing email inboxes to centralized Salesforce based platform• Unified disparate client data models from 4 different Prime business units into a centralized firm client taxonomy to allow for improved collaboration across teams and a unified client experience

• Created and distributed tools to empower hundreds of citizen developers to integrate with centralized data lake platform using low code tools, unlocking unprecedented insights & analytics across the firm• Integrated data from a multitude of disparate systems and data stores to coordinate client outreach and accurately track progress towards mandatory regulatory requirements and deadlines• Piloted Data School program to educate and train aspiring data scientists within embedded teams to become citizen developers using low code business intelligence and ETL tools

• Designed and implemented the firms first holistic front-to-back client onboarding analysis, encompassing 7 teams and myriad systems into a centralized data model• Investigated and piloted new tools for deployment into line processing functions

• Managed new team during global functional migration resulting in increased quality and throughput• Project management, client onboarding, due diligence reviews, management reporting, trend analysis, process improvement

• Reviewed client documentation for account opening and client onboarding• Conducted anti-money laundering screening for new clients of the firm

Analyze and reported daily risk factors for deal settlementsReview client compliance with government regulations for trades (Rule 144A, Regulation S, and IPO certification 5131)Perform initial background screenings on new clients of the firm

The Tipping Bucket is a funding portal for new social ventures leveraging social media to create meaningful change.• Launched the world’s first crowd-funded social philanthropy platform• Funded over $87,000 from 2,761 donors for 25 change-the-world projects in 10 months• Evaluated project proposals and funding requests from international organizations including the Peace Corps and Teach for America• Maintained financial statements and 5-year financial projections• Managed organization’s payroll and accounting• Processed credit card transactions and payments to partner organizations• Oversaw budgets, accounting, bank accounts, merchant accounts, website creation, advertising, and web content

• Expanded scope of college advertising by leading new digital signage project• Established effective advertising system and streamlined workflow still in use today• Managed in-house video advertising for College of Fine arts and Communications

• Expanded internship from simple shadowing into a full employment experience• Consistently produced product equivalent to full-time employee• Offered full-time employment at conclusion of internship• Gained quick proficiency in professional filming and editing