• Oversee large, complex global portfolio and consult on internal change initiatives• Map business requirements into effective strategies, business cases and consumable action plans• Develop, implement and manage core operational frameworks (people, processes, systems)• Standardize operational/cross-practice frameworks, policies, workflows, tracking, measurement, training, templates• Work closely with Sales, Solution Engineering, PMO/PS, Finance/Commercial teams to develop programs to expand service offerings and drive client adoption, expansion, and retention• Act as technical liaison for client contacts to help define business and technical challenges and translate these into viable technical solutions and services• Manage solution from pre-sales to delivery, including Bill of Materials (BOM), Level of Effort (LOE), budgets• Develop, review, and/or complete client presentations, pricing models, quotes and legal agreements (SOW, Schedules, Quotes, Change Orders, NDA, MSA)• Work with interdepartmental teams to identify/remove processes gaps that negatively impact Sales/Clients• Build and maintain relationships within partner and vendor eco-systems

• Coordinated the scheduling of 350+ technicians on various IT move or support related projects (desktop/server relocation, phone deployment, helpdesk/desktop support) through Microsoft SharePoint and Access • Created training materials for Relocation Project Leads – onboarding, project planning, execution and closing, best practices and case studies• Coordinated and developed team structure, programs, resource maintenance, run-books and process maintenance• Coordinated and maintained project activity information with Sr./Field Relocation/Deployment Project Managers and Relocation Sales in planning client moves or deployments and aligning operational costs, mark ups and execution with Sales department goals/forecasts• Prepared weekly project move meetings with Operations team• Assisted in developing and implementing Relocation Team Road Map• Created MBRs and QBRs through Excel and PowerPoint• Implemented and tracked technician training to help them successfully complete their assignments by helping them understand the importance of their work in relation to company goals• Identified relocation project leads and desktop support technicians from our entry level part-time workforce• Recruited IT support technicians through job fairs and by using MaxHire and LinkedIn• Accurately managed Access and SharePoint databases and tracking and forecasting Excel spreadsheets• Scheduled phone screens and in person interviews• Arranged candidate travel and expense reimbursement• Assisted in implementing new staffing and skillset database• Maintained vendor relationships – schedule third party resources, turnover project details and maintain budget• 24/7 on-call support, as needed

• Managed and led small team to provide appropriate and timely service to client and prospect requests• Opened and maintained client accounts, including custodian partner accounts• Prepared and processed wire transfers, ACH payments and payable checks• Maintained client files, documentation and cost basis thoroughly, accurately and ethically• Created customized monthly client income and cash flow statements in Excel• Collaborated with clients, financial advisors, management and the support groups to increase customer satisfaction and operational efficiency

• Facilitated and generated phone sales by gaining further knowledge of company products and deeper understanding of client needs and concerns• Created, designed and updated product catalog and website information and graphics• Analyzed inventory and sales data to generate sales and marketing reports• Maintained customer and vendor relationships