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Click here or scroll down to respond to this candidateAs a highly skilled and dedicated professional, I have experience providing business analysis for process improvement and operational excellence.SKILLSCandidate's Name
Teamwork and CollaborationDevelopment of ProcessesCustomer SuccessPROFESSIONAL EXPERIENCEJ. Galt Finance Suite, Chicago, IL, 8/2022 to PresentRegional Managing PartnerJ. Galt offers a SaaS platform and consultive services to business owners. We provide A 7-Step Funding Blueprint to build a strong EIN Business Credit score.JPMorgan Chase, Chicago, IL 12/2019 to 8/2022Wholesale Lending Services, Transformation and Simplification Team, VP, Product Owner Completed two-year+ software implementation project to upgrade to The Asset-Based Lending Collateral Environment System. Responsible for System Testing, Change Management, User Training, Conversion Support, Writing SOPs. Managed customer (internal and external) onboarding requests and ensuring follow-up.University of San Francisco, San Francisco, CA 08/2018 to 05/2019Salesforce Sales Cloud, Contract Salesforce Project Manager (Salesforce Certificated Administrator 2019 2021)Participated in our agile development process to design, test, and implement new features on Salesforce.Managed conversion from Classic to Lightning.Troubleshoot, escalate, and document issues through resolution.Created detailed project plans, including tracking the budget, resource allocation, risk management, and rollout.Managed relationships with Salesforce users by providing training, support, onboarding and helping to increase adoption.Cogent Economics Inc., Sausalito, CA 03/2017 to 01/2018Mortgage QC Software, Client Services ManagerProvided customer support and software training,Tested & certified releases, wrote the system help & documentation.Liaised with clients and vendors, and resolved issues as needed.Assisted with budget planning and accounting duties, including managing expenses and processing invoices.Created and maintained reports, spreadsheets, and presentations.William Stucky & Associates, Inc. (WSA), San Francisco, CA 10/1998 to 02/2017Vice PresidentWSA was a privately held firm that specialized in the development of Asset-Based Lending and Factoring Software since 1979. (now Solifi)Worked with clients to understand their business challenges, gather requirements, and define the best business solutions.Responsible for tradeshows, sales presentations, software demonstrations, product tutorials, proposals, contract negotiations, on-site and remote training, and issue resolution. Managed over 225 customers and averaged 8 to 12 software sales per year.Assisted with event planning and coordination, including organizing logistics and managing budgets.Provided exceptional customer service and maintained positive relationships with clients and stakeholders.EDUCATIONMaster of Business Administration, Pepperdine UniversityBachelor of Arts, Economics, Oakland University |
