Sarah K. Email & Phone Number

San Francisco, California, Us

• Function as the technical lead for the 3rd Party Automation Enablement milestone of customer implementations• Sole contributor to the internal automation enablement resource library by utilizing my ability to understand and deconstruct technical concepts and processes into digestible documentation• Utilize AWS, Elastic, Swagger, and Django to enable customers with data automation• Serve as lead liaison between Product, Engineering, Professional Services, and IT teams• Identify customer needs, develop requirements for product and backend functionality requests, perform A/B testing in pre-production environments• Work closely with our Implementation and Product teams in project planning and execution, tracking integration-related tasks and dependencies to ensure deadlines are met throughout the process• Consult on sales and CS calls as a trusted adviser and subject matter expert in data integrity and systems integration best practices

Carpinteria, Ca, Us

• Implemented Procore ERP accounting integrations for Yardi Voyager and MRI Platform X • Conducted current-state assessments of financial workflows, developed best practices for approval workflows and usage of the integration, educated clients by performing live demos of the ERP Tools and Financial Tools within Procore• Held extensive knowledge of the full construction accounting lifecycle and served as a subject matter expert to sales and key stakeholders• Experienced in using iPaaS integration tools such as Boomi to configure integrations and troubleshoot production support issues, and API platforms such as Postman to run API calls and test access to customer environments• Led discovery calls and created custom statement of work contracts for the execution of additional projects such as sandbox configurations, historical data backfills, and custom solution work• Utilized Jira to oversee support escalations and troubleshoot issues related to integration connectivity and performance

Santa Barbara, California, Us

• Managed the end-to-end onboarding project lifecycle and successful implementation of AppFolio’s software for company's largest Mid-Market and Enterprise clients• Applied a consultative “Sales through Curiosity” approach in order to understand client’s business needs, accounting structure and suggest best practices during their software onboarding• Configured databases to improve and support client's current practices• Demonstrated a strong ability to think strategically, understand complex business setups and formulateeffective integration plans• Collaborated cross-functionally with the data specialist team, websites onboarding team, paymentsunderwriting team, product success team, sales, and management to ensure deliverables are met and drive time to value for all customers• Responsible for the development and training of the newly hired data specialists and onboarding managers

Santa Barbara, California, Us

• Oversaw the data conversion process from start to finish as clients transition from previous software solutions to AppFolio Property Manager• Utilized Salesforce to successfully onboard a heavy volume of accounts, worked with the company’s largest Residential (500-1000+ units) clients to meet aggressive onboarding timelines and exceed department KPIs• Established a trusted client-advisor relationship by utilizing proactive phone calls, emails, and video conferencing tools to maintain consistent communication with and serve as a reliable resource to clients• Promoted long-term partnerships by collaborating with the Value-Added Services team to identify areas of expansion and drive the adoption of additional services• Independently managed projects for existing AppFolio clients to ensure continued success and growth within the software including portfolio additions, financial remigrations, and phased migrations