Käri McGuire

Experience

• 

  Northwest Airlines

  Jan 1997 - Jan 2005

  Inside Sales Rep - West Coast territorySales Action Center Rep Addressed concerns, comments, or suggestions that our customers felt the need to bring to our attention via phone or email correspondence. Utilized compensation to help resolve more difficult cases presented to us. Domestic ReservationsDomestic Flight ConfirmationsInternational Rates AgentCustomer Action Center Rep

  • Inside Sales Account Executive

    Jan 2003 - Jan 2005

  • Customer Care Supervisor

    Jan 2002 - Jan 2003

  • Reservations Sales Agent

    Jan 1997 - Jan 2002
• 

  UnitedHealthcare

  May 2005 - Dec 2013

  Lead IT Project Manager for a phased National Rollout of a fully customized Salesforce application for Sales and Account Management users. Coordinated efforts among the key stake holders and an amazing team of Leadership, Salesforce Developers, Data Stewards, IT Support and Trainers, along with localized Sales Leadership, Sales Support and Account Management teams to develop and implement the first phase an all encompassing high quality sales tool for UnitedHealthcare Key Accounts Account Managers. Subsequent rollouts planned include New Business Sales, Small Sales and Account Management, and Analytics Reporting. - Key aspects that I managed and coordinated were: development and design changes; user lists and roles; role based security access definitions; data loads; custom Sales Activity lists; reporting requirements; leadership and end user communications; training environment data loads, training schedules & end user training, attendance lists and user access to the training environment; writing test scripts; coordinating and performing UAT testing efforts, release validation; implementation; post release support and transition of ongoing application support to the IT Support Team. Show less Supported a customized software application purchased from Siebel/Oracle used by UnitedHealthcare National Sales. It allows Sales Professionals to organize and manage sales related information from the early Opportunity stage to the installation and maintenance of a sold case.Responsibilities:- Troubleshoot user requests, including but not limited to providing technical support, investigate and document issues and resolutions, manage user access and guide customers regarding application navigation.- End user training of application- Work closely with IT partners on enhancements and defects.- Participate in defining future releases and design review sessions with project teams.- Participate in application releases/upgrades. Write test scripts for current problem tickets, perform UAT, Regression, and release weekend testing in the Production environment.- Review and provide input to training documentation. Educate and train both internal and external customers on application functionality and usage. - Acquisition SME - Assist with the integration of new user groups into our current processes and application standards.- Act as a mentor to junior staff. Show less

  • Sales Tools & Technology Project Manager/Business Analyst

    Jan 2013 - Dec 2013

  • Senior Technical Analyst

    Oct 2006 - Dec 2012

  • Inside Sales Renewal Account Executive

    May 2005 - Oct 2006
• 

  City of Shakopee, MN

  Feb 2013 - Apr 2016

  Economic Development Advisory Committee Chair

  The Economic Development Advisory Committee (EDAC) identifies issues and develops strategies to strengthen commercial-industrial activity within the city, reviews requests for tax increment financing, tax abatement and other financial assistance programs, and advises the EDA and City Council on proactive approaches to development and redevelopment.

• 

  Full Time Mother/Homemaker

  Dec 2013 - Oct 2014

  Full Time Mother/Homemaker

  Took a short break from full time employment to focus on my family and enjoy the experience of being a full time mother, wife, and homemaker. It was the most rewarding job I have ever had and one of the busiest jobs I have ever had. It was a great learning experience for me and a decision I will never regret.

• 

  Shakopee Public Schools

  May 2014 - Sept 2014

  School Board - Excellence in Operations & Facilities Action Team Member

  The Excellence in Operations and Facilities Action Team worked in partnership with the Guiding Coalition Team to give consult to the Shakopee School Board on a plan that will meet the needs of our growing school district.

• 

  Thrivent

  Oct 2014 - Nov 2017

  Supported a senior Financial Advisor with background financial paperwork and client service. Managed office operations, marketing/event planning & compliance for a financial office located in Shakopee, MN. Fully licensed as of February 2016 and working on transitioning to a registered representative role.

  • Associate Financial Representative

    Jun 2016 - Nov 2017

  • Shakopee, MN

    Oct 2014 - Jun 2016
• 

  AJW Financial Inc.

  Nov 2017 - now

  Senior Client Service Associate / Mediator

  Works closely with the AJW divorce team, as a skilled case manager and paraplanner, and a first point of contact for clients. Performs divorce mediation work, as a neutral mediator, and is a member of the Collaborative Institute of Minnesota’s Sliding Scale Fee Committee, serving families with financial hardship through the divorce process. Holds Series 7 & Series 66 registrations and Certified Divorce Financial Analyst (CDFA®) designation. Also Rule 114 qualified and currently studying at the American College of Financial Professionals to obtain the Chartered Financial Consultant® (ChFC®) designation, for advanced financial planning skills and knowledge. Show less