Extend

Senior Technical Account Manager

Senior Merchant Onboarding Manager, Enterprise

Merchant Onboarding Manager

FinancialForce

Solution Consultant 

Oracle

• Architected sophisticated financial and project solutions to help customers migrate from legacy systems and processes to NetSuite Financials and OpenAir (PSA).
• Defined, developed, and delivered on integrations between NetSuite OpenAir and other business applications, including Salesforce, QuickBooks, NetSuite, and Concur, attaining robust back office solution architecture and process knowledge.
• Participated in 20+ full cycle implementations of PSA (OpenAir) and ERP (NetSuite) software from requirements gathering and business process analysis to design, configuration, integration, data migration, and training to successfully deliver solutions as outlined in SOW.

Senior Consultant

• Implemented and configured NetSuite Financials and OpenAir PSA to best match clients existing and desired business processes by leading sessions geared towards solving common and complex project financial use cases.
• Successfully presented end to end proof of concept product demonstrations and recommended design options for C level executives evaluating viability of NetSuite and OpenAir (PSA).
• Gained full software implementation lifecycle experience across both emerging and mid market sized customers, advising on overall system architecture and executing across multiple platforms and integrations

Staff Consultant

• Completed a 3-month training program emphasizing core consulting skills and ERP/PSA product knowledge and leading practices though case studies, workshops and role plays.
• Contributed across multiple E2E PSA software implementations by leading process area requirement gatherings as well as configuration, training and data migration.
• Achieved practice goals including weekly forecast accuracy (5% weekly variance) and average billable utilization targets (70%).

Associate Consultant

AT&T

• Cultivated relationships, coached, and trained employees at 12 authorized dealer stores in the area of business products including wireless, wireline, cloud solutions, software, and applications.
• Managed and grew relationships between stores and business customers.
• Independently developed strategies to effectively prospect, profile, and grow client base in order to achieve quotas.
• Worked in cohesion with a high performing team across multiple internal organizations to complete a rigorous, complex and detailed sales process.

Client Solutions Executive

Through a rigorous training program beginning with learning the basics of business etiquette & acumen, cold calling & customer profiling, to the advanced development of consultative sales & business development skills, I have learned how to effectively leverage technology into small businesses to help drive their growth. Throughout the course of the program, I have learned how to develop effective strategies in order to not only profile clients, but to use time management and organization to grow and maintain relationships with those clients to help them reach their business goals.

Business Account Executive - Business Sales Leadership Development Program

Integrated Financial Planning Center - Royal Alliance

•	Research investments selected by advising team for existing and future portfolios.
•	Create performance reports for client portfolios & quarterly reviews & assign workflow items.
•	Assist advisor by sitting in client meetings for on-demand notes, research, & reports.
•	Create portfolio composites of client investments in Morningstar.
•	Input and import financial plan data for CFP to run analysis.

Intern

Best Buy

• Cashier/money management & customer service
• Commission style sales experience gained through 3 different positions
• Strategy implementation & business understanding accrued through execution of goals and analysis of daily and monthly departmental financial reports of revenue, growth, etc.

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