Tracy Mortara Email & Phone Number

-Create, organize, and maintain complex form templates for multiple school districts using proprietary software.-Utilize HTML to configure and personalize school districts enrollment forms.-Field client calls and emails to answer technical questions, troubleshoot, and provide support.-Strategically plan new processes while considering future impact and scalability of product.-Streamline Scopes of Work, Standard Operating Procedures and other documentation.-Partner with Sales to accurately scope projects to ensure customer success, product adoption, and retention.-Maximize performance by monitoring weekly metrics and mentoring team members.-Provide team equity of access to materials for training and continued growth.-Collaborate cross-functionally to maximize product efficiencies and outcomes.-Partner with development and product teams through controlled availability groups to ensure smooth rollout of new product features.-Manage and mitigate escalations.-Gather and utilize metrics to make data driven decisions.-Lead initiatives to decrease level of effort within team.-Participate in the hiring and growth of new team members.-Assist in creation and delivery of presentations to upper leadership to discuss trends, metrics, and Services roadmap.-Develop partnership with internal stakeholders to identify potential risks and establish a go-forward plan.-Engage in regular professional development to bolster and expand product knowledge and soft skills.

Austin, Texas Area

Texas, United States

Austin, Texas Area

-Prepare and submit firm payroll-Oversee and facilitate all firm financial transactions-Input financial records into Quickbooks for reconciliation by accountant and CPA-Manage vendor relations-Draft legal documents-Act as primary point of contact for case-related information-Initiate and manage online file system-Handle intake, organization, and review of case documents-Schedule internal and external meetings-Hire and manage firm clerks-Understand and maintain requirements of legal compliance -Manage and oversee secure off-site document storage-Utilize current technology resources for firm managementAdditional Experience:Firm Separation, Relocation, and Dissolution -Facilitated firm negotiations on firm separation, relocation, and dissolution-Assessed new firm’s operational needs-Oversaw and handled initiation of new firm -Planned phases of firm relocation and dissolution-Outlined relocation phases into manageable time-dependent parts-Managed employee tasks-Executed approval of new, cost-efficient vendor contracts-Opened, closed, and transferred financial accounts and insuranceWebsite redesign: -Collaborated with shareholders to obtain goals and parameters of project-Met with external organization to construct website-Plotted timeline for completion of project-Managed project life-cycle -Acquired State Bar approval of completed projectTwo Suite renovations:-Collaborated with shareholders on goals for project-Created budget for project-Oversaw progress through communication with contractors-Problem-solved unforeseeable complications-Acquired final project approval from shareholders

Full Stack Web Development

Bachelor Of Arts (B.A.), History