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Crm Project Manager Resume Profile

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CAREER OBJECTIVES

Manage small to large scale marketing and communications projects and project teams by serving as a business partner to executive leadership

PROFESSIONAL SKILLS AND STRENGTHS

  • Over 5 years of agile and waterfall project management experience, including drafting of project plans and schedules, work breakdown structures, project reporting, statements of work and business cases, assigning project resources, communicating project updates to sponsors on a regular basis, working with multiple internal business units and external vendors, tracking projected and actual expenses, initiating change orders to accommodate additions to the project, troubleshooting unforeseen project issues, and maintaining sponsor and client satisfaction
  • Over 5 years of process improvement experience, including analyzing existing process current state and related issues and impacts related to the current process in order to construct process change recommendations, assist with implementing the process changes, and providing training and education to affected team members on process changes
  • 3 years of experience managing teams of 10-20 employees
  • Over 10 years of account management and customer service experience
  • Professional and effective oral and written communication skills utilized in leading meetings, presentations and conference calls, and drafting formal business documentation and emails
  • Ability to learn and comprehend complex business unit processes quickly by researching the business objectives, issues and processes, and networking with key business partners both vertically and horizontally across the business to understand overlapping work efforts, and build cohesive business partner relationships
  • Collaborative team member, with experience working through complex issues with team members, multiple business units, key stakeholders and upper management in order to execute effective remedies and solutions
  • Effective decision making and business analysis skills used to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
  • Efficiently manage multiple complex and time sensitive tasks and projects with a high level of organization to ensure deadlines are met
  • Entrepreneurial mindset with strong business acumen and business development skills
  • Strong coaching and mentoring skills used in educating, training and motivating team members

TECHNICAL COMPETENCIES

  • Microsoft Office Suite expertise in Outlook, SharePoint, Word, Excel, Project, PowerPoint, Publisher and Access
  • Expert Project Management and CRM database management skills including ability to create new functions, create consistent and compliant processes, and train users
  • Experience with social marketing and maintaining website marketing content
  • Experienced with email marketing tools including Silverpop and Constant Contact
  • Experience with Adobe and In Design graphic design tools
  • Ability to learn new programs and computer applications quickly

WORK EXPERIENCE

Project Manager 3

Confidential

  • Serve as a business partner to the business client by managing all activities encompassing complex small to large scale projects within the project life cycle including initiation, planning, execution, controls and closing in order to mitigate legal, compliance, financial, and investor reputational risks
  • Establish and maintain strong business relationships across Claims business units and upper management in conjunction with understanding the operations of the business and related problems and impacts in order to effectively collaborate as a team to identify potential remediation efforts, recommendations on go-forward solutions, and effectively implement and monitor the success of solutions
  • Work closely with the Claims Work Cell team to integrate expertise of business process consultants and business system consultants in order to effectively carry out project efforts utilizing lean six sigma process engineering methodology, intuitive business analysis, and agile and waterfall project management disciplines
  • Effectively communicate and report on project status', issues, delays, risks and changes to scope regularly to all levels of management, including executive sponsors and project team members in order to facilitate further project direction
  • Effectively manage aggressive timelines and complex issues while maintaining cooperation and involvement amongst the business client and project team in order to facilitate effective and sustainable decisions and solutions
  • Develop and maintain required TPM project documentation including project plan, work breakdown structure, project timeline, risk analysis, business case, statement of work, actions and issues log and project SharePoint site

Engineering Project Manager

Confidential

  • Managed execution of highly technical enterprise architecture projects across a customer base of approximately 200 accounts encompassing healthcare, local and state government, higher education, and large global commercial financial organizations.
  • Developed a PMO and corporate project management processes utilizing agile project management, including creation of budget tracking tools, creation of change control processes, development of standardized internal and customer-facing project documentation including project plans, statements of work, project schedules, assisting with the design of the CRM system, and training employees to ensure adoption of processes company-wide
  • Managed engineering team and project management team of 15 employees located locally and remotely objectives included working with team members to provide training on new processes, and monitoring progress to ensure project milestones were being completed accurately according to client expectations

Lobbyist Doorkeeper

Confidential

Served as a communication liaison between senators and lobbyists by coordinating meetings on current bills and ensuring pertinent information was dispersed to the appropriate committees and organizations

Vice President, Quality Control and Client Satisfaction

Confidential

  • Managed project management efforts for the investor services department, including developing sales, servicing and marketing processes for the investment advisor teams and training team members on new processes
  • Managed client satisfaction and marketing campaign projects, including implementation of client satisfaction surveys, creating corporate marketing standards and branding, and creating tracking of future marketing campaigns and events for new product offerings
  • Managed investment advisory team, ensuring product disclosure and transaction processes and documentation complied with regulatory requirements, client satisfaction was being met, and sales quotas were being fulfilled In addition, regularly facilitated learning and training opportunities for the team to improve processes and strategies amongst the department

CRM Project Manager

Confidential

  • Implemented a project management process for the client service, marketing and technology lines of business, including implementing a CRM system, creating consistent project management documentation, and creating a consistent format for working with upper management and corporate business units to identify projects, impacts, remedies and solutions
  • Managed project to implement a CRM application and related sub-applications to be utilized in managing client transactions for accounting and regulatory purposes, managing confidential client information, and tracking progress of sales and client service initiatives
  • Managed project management efforts to develop processes for maintaining the CRM application and related data, and develop training plans for the investment advisory, client relations, business development, account servicing, and accounting teams on CRM functionality, requirements and processes

Client Services Project Manager

Confidential

  • Assisted with implementation of client service processes for servicing large scale national restaurant chains, including creating work flows between the client service department and clients and client service and purchasing, and creating processes for order projection estimating and tracking
  • Managed client service projects for national restaurant chains to create consistent product ordering processes, implement quality control checks, project future product demands, and to ensure client servicing requirements were met
  • Managed and maintained relationships with 10 national accounts and over 70 local accounts, including forecasting product demands, coordinating purchasing with suppliers, and ensuring deadlines and quality standards were met

Retail Wireless Consultant

Confidential

  • Led regional project to create brand awareness for potential business prospects in order to grow organization's wireless market share for small and medium businesses in the central Iowa region
  • Provided a high level of customer service for clients and businesses while educating them on service offerings that would best fit their needs

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