•Key client owner and point of contact responsible for project management of entire implementation from point of sale through the transition to on-going Client Services•Manage an average of 15-20 simultaneous projects of high complexity, implementing payroll, benefits, HR, time & attendance, and talent software and services•Successfully completed implementation for over 175 accounts, while consistently exceeding quarterly and annual goals and client satisfaction surveys•Selected by management for ADP pilot programs, stretch assignments and to represent implementation in sales meetings•Chosen by sales team and leadership for clients with complex situations, such as mergers, acquisitions, divestitures, and adding 50 new company entities•Develop project plan and lead communication with stakeholders including clients’ C-suite and team members through completion of the project•Align ADP’s products and services with the objectives of the client to ensure optimal success while developing clients into referenceable customers•Build and maintain cross-functional relationships across internal and external teams including sales, integrations, service, legal, data services, etc.

• Managed multiple concurrent enterprise / SaaS software implementation projects, coordinating both external client and internal project teams through deployment of Q2ebanking solutions to achieve highest customer satisfaction ratings• Designed and executed project plans and documentation and reported updates and risks to clients, management and stakeholders while communicating effectively • Tracked project status and issues via SalesForce and Jira • Trained and educated clients on the product and configuration options as well as organizational readiness to prepare clients and their end users for go lives• Directed project resources to complete project tasks in a timely manner including implementation engineers, data services, networking, training, data migrations, product, and web, application and software development teams• Worked closely with third party vendors throughout the implementation of their products through the Q2ebanking platform• Traveled onsite to provide training and support for clients’ application testing and project go lives

Client Director:• Responsible for overall client satisfaction and all aspects of client relationship with BancVue for 70 financial institutions• Provided service to client to maximize the BancVue value by utilizing internal BancVue resources such as marketing, analytics, search engine optimization, training, operations, and post launch support• Guided overall strategy and goals discussions and planning with clients• Managed revenue growth and retention, including contract renewals and additional product sales• Created territory and account plans based on company and departmental goalsTechnical Launch Manager (Implementation Project Manager):• Managed multiple concurrent implementation projects, coordinating both client and internal project teams through deployment of BancVue solutions• Created and executed project plans to meet client needs and requirements while minimizing project risks• Facilitated project team and client meetings and communicated project status to project team, stakeholders and management• Trained and educated clients on BancVue solutions and software configurations• Assigned project tasks to Technical Engineers, tracked progress, and collaborated to resolve project issues• Assisted in developing, maintaining, and refining the implementation process

• Acted as liaison between clients and TERIS’ internal production, forensics and database teams, as well as third party vendors for custom review database creation and forensics services• Consulted with clients in a team environment on best route of action for each case including early case assessment, collection, culling, processing (LAW), database creation, review, and production • Facilitated attorney/paralegal review process including work flow, quality control and reporting• Tracked incoming data, including maintaining chains of custody, and assisted internal teams with analysis of data prior to creating project plan and processing• Created project plan timelines and managed and tracked projects from start to finish to ensure quality client service, accurate and timely completion, and efficient resource allocation• Coordinated client meetings, end-user database trainings / troubleshooting, and project status conference calls• Created tracking and status reports and billing reports per project requirements

• Over $4 million in sales• Closed over 24 home sales transactions in first 18 months

• Built territory from zero to 80 clients by marketing to large litigation firms and corporate legal departments, including Vinson & Elkins, AMD, DLA Piper, and Jackson Walker• Acted as consultant and project manager throughout the production process and length of case