MRI Software

Promoted to Senior Manager, Application Administration Product & Maintenance Delivery in March 2023

Manager, Application Administration                                                February 2021 - February 2023
• Lead the overall strategic direction and service delivery for all SaaS clients, overseeing migrations, upgrades, deployments, and enhancing their software experience.
• Oversee the SaaS Application Administrators, ensuring they effectively respond to and resolve client inquiries related to SaaS activities within global data centers.
• Define and own the strategy, goals, and plans for the SaaS Application Administration team, aligning with strategic business objectives, resource planning, and fostering cross-organizational collaboration.
• Cultivate high-performing teams by diagnosing, understanding, and facilitating team dynamics.
• Drive business strategies and provide leadership by implementing best practices, policies, procedures, change management, and business transformation across the organization.
• Create and manage the Application Administration Global Center of Excellence, ensuring its successful implementation and co-management.
• Develop and manage the Global Application Administration Certification Program, achieving measurable results such as closing skill gaps, enhancing client experience, notable employee development, zero attrition, and increased employee engagement scores.
• Collaborate with cross-functional stakeholders on Go-to-Market strategies for new products and services, identifying SaaS Application Administration requirements to support launches for early adopters and general availability, ensuring scalability.

Senior Manager, Application Administration

ValMark Financial Group

• Developed and executed strategic transition plans, addressing the specific needs of each office/advisor, and facilitating the shift from existing Broker Dealer/Strategic Relationships.
• Ensured timely project delivery within agreed criteria, navigating a hybrid methodology environment during the shift from Waterfall to Agile Methodology.
• Designed, implemented, maintained, and provided training for process improvement initiatives, aligning with the organization's Vision and Mission, and driving growth. These efforts resulted in streamlined efficiencies, maintained effectiveness, risk mitigation, and a significant year-over-year increase in onboardings.
• Coordinated education and training sessions for internal teams, ensuring smooth transitions with minimal disruption for new member firms.
• Led business strategies, creating and implementing best practices.
• Enhanced business partnerships and insights, conducting ongoing business analysis of interconnected workloads for forecasting, metrics, and reporting purposes.
• Collaborated with clients to sustain and expand their businesses, integrating robust programs, portals, and reporting tailored to their specific needs.

Manager, Advisor Transitions

Improving - Cleveland (formerly ProSource Solutions)

• Drove business partnerships and provided insights, delivering leadership with comprehensive business analysis of company-wide resource planning, forecasting, metrics, and reporting.
• Led day-to-day business strategies, creating and implementing best practices, policies, procedures, and processes, and driving business transformation across the organization.
• Managed multiple projects simultaneously, overseeing timelines, deliverables, budgets, and resources.
• Developed and maintained standard project documentation, including project plans, agendas, and deliverables, and ensured adherence to company Project Management Standards and Agile Methodology best practices.
• Created and executed audit guidelines and quarterly audits, mitigating, and reducing risk exposure for each client while ensuring legal documentation governs account relationships and individual engagements.
• Conducted daily contract reviews for client engagements, conducting thorough risk assessments before execution. 
• Executed and managed Microsoft Managed Partner Programs business planning, collaborating with vendor executives to secure funding, resulting in over $350K in funding disseminated to clients.
• Drove partner-funding lifecycles, working closely with project teams to obtain deliverables and finalize submissions within deadlines, ensuring alignment between internal and external systems of record.
• Led corporate communications, supporting the overall corporate strategy and innovation, and creating high-visibility strategic communications including leader messages, talking points, presentations, and employee communications.
• Collaborated with cross-functional teams, establishing, deploying, and managing processes, procedures, and user training to achieve operational effectiveness, efficiencies, risk mitigation, and best practices.
• Served as the key liaison with business partners, driving innovative strategic initiatives to improve and streamline current processes and communications.

Manager, Operations and Service Delivery Center of Excellence

• Led corporate communications including driving communications that support the overall corporate strategy and innovation, supporting a variety of high visibility strategic communications including leader messages, talking points, presentation, and employee communications.
• Collaborated with cross-functional areas within the organization establishing, deploying, and managing processes, procedures and user training resulting in operational effectiveness, efficiencies, risk mitigation and best practices. 
• Served as the key liaison with business partners creating outside the box initiatives to improve and streamline current processes and communications.

Manager, Delivery Operations     

Northeast Ohio Chapter of The American Concrete Institute

• Member of Board of Directors with the Northeast Ohio Chapter of The American Concrete Institute (ACI).
• Facilitated Board meetings and coordinated monthly presentations, quarterly certification exams, and annual golf outings.
• Created and distributed Marketing communications and collateral resulting in a substantial increase in annual corporate, individual, and student memberships; monthly presentation attendance; and annual golf outing sponsors and attendees.

Board Of Directors

• Served as the Engagement Leader for corporate initiatives ranging from site-specific (approximately 1,200 employees) to globally across the Operation and Technology footprints (over 9,500 employees). 
• Developed, managed, and executed strategic communication plans for projects and initiatives for internal customers, business partners and employees in support of strategic goals.
• Collaborated with project teams, sponsors, and stakeholders, making recommendations around strategic communication plans and vehicles based on the target audience. Created timely and appropriately positioned communications for dissemination as well as manager tools to assist with consistent delivery of messaging across the target audiences.  
• Collaborated with the Procedures Team to create and maintain procedures, policies, process maps in their entirety to meet all banking regulatory issues. Assisted in writing, maintaining, and publishing validated content to an internal website for training and auditing purposes.

Officer, Process Excellence and Engagement

Donley's, Inc.

• Coordinated project phases, submittals, meetings, and deliveries from start through completion. Maintained change management including budget, allowances and payments ensuring projects stayed both on time and on budget. 
• Served as a liaison between owners, subcontractors, field, and office personnel.  
• Examined vendor relationships, which resulted in the implementation of an in-house signage program which providing a significant cost savings to the organization.

Project Coordinator

Carri is an experienced professional with a deep understanding of strategic business planning and development. Strengths include strong leadership, effective communication skills, decision-making abilities, and problem-solving capabilities. Have consistently delivered results in previous roles by driving operational efficiency, enhancing team productivity, and implementing innovative management strategies. Passionate about maintaining client-centricity and contributing to overall company success.

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