QBR-Driven Account Manager & Project Lead

About

Experience

MSP (2022–Present)
Lead Technical Account Manager / Project Manager

  • Develop project plans that identify resource and budgetary needs
  • Manage new client onboardings and translate findings into documentation for service team to maintain
  • Assess and resolve all high priority project risks as they are encountered
  • Provide feedback, advice, project updates and encouragement to team members

MSP (2021–2022)
IT Project Manager

  • Worked with CIO to support clients and business operations.
  • Monitor and Setup client networks using Network Monitoring tools such as N-Able and ConnectWise RMM
  • Managed projects, implementing Microsoft’s entire cloud suite including Office, Azure, Teams, SharePoint, and OneDrive
  • Provided remote and on-site support to team members and clients

Financial Services Company (2019–2020)
Project Analyst

  • Implemented a new inventory cloud-based application and conducted a complete infrastructure overhaul with Alberta Payment Solutions by hosting meetings with stakeholders and project planning in structured phases for all extraneous components to be accounted for
  • Led an Office 365 migration project for the PM office and all remote locations successfully with a new company portal in Microsoft SharePoint by training all end-users on new dashboard capabilities and controls
  • Collaborated with Project Management team to prepare appropriate summaries within required time frame

Financial Services Company (2018–2019)
Quality Assurance Analyst

  • Monitored Electronic Data Interchange (EDI) workflow issues for a caseload of 10-15 clients and healthcare carriers, to ensure data integrity and that all client specific KPI’s are intact with the business requirement documentation
  • Conducted in-depth data analysis to correct errors with healthcare application files to maintain the highest quality HIPAA file processing
  • Ensured accurate data for successful transfer by comparing 10,000 lines of data against business requirements documentation.
  • Specified requirements with software developers to build new functionality in our team’s benefits enrollment and client tracking systems.

Food & Beverage Company (2016–2018)
Social Media Marketing

  • Created daily content for email marketing campaigns over Mailchimp and streamlined marketing efforts on all social media platforms including Facebook, Google, LinkedIn, and Instagram
  • Identified Social Media opportunities, developed a marketing ambassador program, and onboarded 5-8 fitness athletes to promote the company brand within the niche market
  • Improved marketing strategies and campaigns by analyzing customer data to create comprehensive reports

MSP (2015–2016)
IT Project Coordinator

  • Evaluated the integration of multiple projects and programs in ConnectWise, provided and analyzed data, reported to the Project Manager
  • Analyzed development of schedule and work breakdown structure for a team of Project Engineers during different phases of a caseload of 5-7 projects at a time
  • Diagnosed and resolved hardware, software, and other network system issues on-site with project engineers

Education

Bachelor of Science in Business and Information Systems

Relevant Coursework: Information Systems, Business Data Analytics, E-Commerce Technology

Associate of Science in Mathematics/Biology, Graduated 2020

Relevant Coursework: Probability & Statistics, Financial Accounting, Laboratory Sciences

Interests & Skills

  • Technical Skills: M365, Azure Cloud Technology, SQL, HTML, CSS, Mailchimp, RMM tools
  • Languages: Conversational Proficiency in Spanish, Fluent in Hindi (Oral), Fluent in Punjabi (Oral)

Location

NYC

Salary

$90,000

About the Company 

Bowman Williams is a national specialized staffing firm for Cloud Service Providers and Managed Service Providers. Ranked by Forbes as one of America’s top 200 Best Staffing Firms in America, we are a good resource for candidates looking to advance their careers in the Cloud Solutions and Services industry.

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