Lees Summit, Missouri, United States
I'm a detail-oriented Installation Planning Manager with a passion for keeping projects organized, on schedule, and running smoothly. At the heart of what I do is communication and coordination—whether I’m building Smartsheet dashboards to give customers clear, real-time visibility, working with installers to align schedules, managing landlord approvals for site access or working with installers on schedules. I also ensure site teams are informed and ready for upcoming installations by sending timely notifications and updates. My goal is always to streamline the process, minimize delays, and keep everyone aligned from start to finish.
As a Project Administrator, I specialize in keeping energy and technology projects on track. I build and manage Smartsheet dashboards that give customers real-time visibility into their project status. I work closely with installation teams to coordinate schedules, handle landlord approvals when needed, and send timely updates to site contacts about upcoming work. I enjoy bringing structure to fast-moving projects and making sure all the moving parts stay connected.
• Worked with five division managers located in Kansas, Ohio, Iowa and two in California ensuring that all aspects of their divisions were up to date and accurate. • Reviewed all job reporting information daily for accuracy and resolved any discrepancies timely. • Created and maintained jobs in Salesforce from conception to close out. • Created and pulled reports on all aspects of jobs from Salesforce to ensure accuracy of the data. • Imported and export data in Salesforce. • Tracked job costing against budgets. • Reviewed and approved proposals sent to and received from clients. • Updated and published schedules and backlog information on a weekly basis. • Reviewed and approved all invoices for billing. • Worked closely with accounting team on invoicing, client contracts, and other related accounting functions. • Produced status reports for senior management. • Coordinated overnight travel including per diem requests. • Pulled and reviewed all credit card transactions to ensure all charges were accounted for.
Responsible for evaluating and implementing a new CRM tool that would provide the ability for all team members to effectively track clients and identify areas of change in existing marketing material and campaigns to broaden the current client footprint. As part of the CRM deployment strategy, met with all stakeholders to establish their base requirements and review their use cases. Worked with realtor technology information group to coordinate use of third party control sets i.e. maps, home value, winterization, downloaded app as part of a more technical and broadened social media campaign
Successfully and effectively managed projects for Data Management (Business Intelligence) team at PNC Bank. Assisted with major technology initiative to move all users to Windows 7. In support of that project, conducted current state assessment meetings for transition to the new operating system. Created a comprehensive catalog of impacted systems, software and processes. Worked with business and technology stakeholders to trace ongoing BI requirements from initial requests through to technical specifications. Projects involved coordination on a weekly basis with outside teams. Worked with business and technology test groups to establish comprehensive test plans and track incidents. Managed a risk ledger and assisted with incident routing to appropriate support staff. Assisted project managers and business analysts across the organization as required.
Effectively manage all Veracity project deployments for a major state government project ensuring quality on-time execution. Process vendor deployments, which include building and deploying code, updating forms and running sql. Run daily system checks to ensure all aspects of the environment are up and running. Provide weekly status updates for all issues to management. Developed new ticket tracking system, using JIRA, a propriety issue tracking product. Used JIRA to effectively track issues and assist with project management. Trained Veracity employees and state government employees on JIRA. Set up knowledge base system, using Confluence, a content creation, collaboration and knowledge sharing product. Used Confluence to document and maintain process and procedure documents and other material needed for projects.