Sara Dregney, PMP, CFPM

Sara Dregney, PMP, CFPM

Owner - Manager | Consultative Sales, Project Management, Analytics and SEO, Customer Relationships

Followers of Sara Dregney, PMP, CFPM472 followers
location of Sara Dregney, PMP, CFPMPrairie du Sac Town, Wisconsin, United States

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  • Timeline

  • About me

    Engagement Manager | 10+ years of experience merging technology with customer success | Book Worm and Grammar Geek

  • Education

    • Gustavus Adolphus College

      -
      BA Finance, Communications
  • Experience

    • J&J Solutions, LLC

      Apr 2013 - now
      Owner - Manager | Consultative Sales, Project Management, Analytics and SEO, Customer Relationships

      Develop custom WordPress websites for small businesses and nonprofit organizations. Assist clients in building customer relationships and boosting digital visibility with holistic content creation for social media, websites, and digital newsletters. Provide white-glove hosting and site maintenance services. Consult with clients on a range of business strategies, from operations and data analytics to technology implementation and customer acquisition

    • North Central MN SBDC

      Jan 2014 - Jul 2016
      Marketing Consultant | Business Development, CX, Strategic Planning, Digital Media, Branding

      Consulted with SBDC clients, from startups to seasoned businesses, according to their specific business needs. Generated marketing plans and strategy, designed websites, managed SEO and local search fundamentals, and supported client efforts in social media and branding.

    • Paradigm

      Aug 2020 - Jul 2023

      Owned key accounts, service delivery activities, and customer satisfaction KPIs for select Home Configure™ enterprise software-as-a-service (SaaS) clients. Built and managed a cross-functional professional services team of 8-12 project managers, consultants, and customer success specialists, with focus on achieving team and division goals. Negotiated service-level agreements (SLAs). Served as subject matter expert (SME) and escalation point for issues. Facilitated strategic client reviews and planning sessions; advocated for client needs and concerns. Show less Established project scope, objectives, and requirements; planned and scheduled resources. Supervised all project activities to manage risk, eliminate roadblocks, and ensure delivery of cost, time, scope, and quality targets. Provided hands-on program management during analysis, design, development, testing, implementation, launch, and post-launch phases. Tracked project milestones and timelines for customer-specific product development in an Agile environment using Jira and MS Project tools. Created and maintained project documentation. Show less

      • Professional Services Manager, Builder Services | Key Account and Service Delivery Ownership

        Aug 2022 - Jul 2023
      • Implementation Manager, Customer Success | Team Leadership, Sales Support, Business Analysis

        Jun 2021 - Aug 2022
      • Project Manager | Program Management, Team Leadership, Agile Development, CX, Client Liaison

        Aug 2020 - Jun 2021
    • Esker U.S.

      Feb 2024 - now
      Engagement Manager | Resource and Risk Management, Data Analysis, Customer Experience

      • Develop and maintain concrete project scope of work (SOW) and timeline, utilizing transparent communication and project management tools to fully understand and adapt to stakeholder vision and objectives• Proactively monitor potential challenges with internal departments, develop solutions to avoid reoccurrence

  • Licenses & Certifications

    • CFPM-1

      Canvas Credentials (Badgr)
      Oct 2025
      View certificate certificate
    • Agile Foundations

      LinkedIn
      Aug 2020
      View certificate certificate
    • Project Management Professional (PMP)®

      Project Management Institute
      Aug 2024
      View certificate certificate
    • Certified Customer Success Manager (CCSM) Level 1

      SuccessHACKER
      Sept 2023
      View certificate certificate
    • Certified Associate in Project Management (CAPM)®

      Project Management Institute
      Dec 2023
      View certificate certificate
    • Agile Development Practices

      LinkedIn
      Aug 2020
      View certificate certificate
    • Managing and Working with a Technical Team for Nontechnical Professionals

      LinkedIn
      Aug 2020
      View certificate certificate
    • ITIL 4 Foundation Certificate in IT Service Management

      PeopleCert
      Oct 2023
    • Gainsight End User Certification

      Gainsight
      Sept 2023
      View certificate certificate
  • Volunteer Experience

    • Co-Troop Leader

      Issued by Girl Scouts of the USA on Jan 2017
      Girl Scouts of the USAAssociated with Sara Dregney, PMP, CFPM
    • Treasurer

      Issued by Staples-Motley Early Childhood Coalition on Jun 2008
      Staples-Motley Early Childhood CoalitionAssociated with Sara Dregney, PMP, CFPM
    • Member

      Issued by Staples '93 Lions on May 2007
      Staples '93 LionsAssociated with Sara Dregney, PMP, CFPM