Experience

• 

  Hightower advisors

  Aug 2010 - Nov 2011

  Operations associate

  • Answered and directed phone calls to the appropriate people• Distributed mail to the appropriate recipients• Entered customer agreements into the online filing system• Deposited daily checks

• 

  Creeden and associates

  Jan 2012 - Jun 2013

  Sales assistant

  • Talked to/emailed distributors to help fix issues with quotes and/or orders• Quoted customers on the price for products• Entered orders for distributors• Kept track of important data using Microsoft Excel and macros• Created/updated training tools in Microsoft Word and Microsoft PowerPoint

• 

  Oracle

  Jul 2013 - Aug 2015

  Associate technical support engineer

  • Communicated with customers to provide solutions to their issues and assisted team memberswith their tickets• Trained customers to maintain and update their own BigMachines/Oracle CPQ solutions• Effectively utilized the BigMachines/Oracle platform, middleware solutions (WebMetholds and/orCast Iron) and web technologies including XML, HTML, XSL, CSS and AJAX (JavaScript) to meetcustomer requirements• Identified and analyzed ways to determine common trends for process improvement Show less

• 

  Canidium

  Aug 2015 - Feb 2021

  Technical practice lead/solution architect

  • Coached the team on Callidus Cloud/SAP CPQ best practices and verified the validity andefficiency of project designs• Acted as Solution Architect on nearly all of our CPQ projects and integrated Callidus Cloud/SAPCPQ solutions with ERP, CRM, CLM, and 3rd party systems• Met weekly with the Executive Leadership team and other Practice Leads to discuss practice andcompany health and initiatives• Led the creation of CPQ for CPQ (utilizing Callidus Cloud/SAP CPQ) to assist our internal salesestimation effortsLead Consultant• Joined our Sales Support group to help increase our CPQ business by assisting with demos, scopingprojects, and completing RFPs• Led the creation of much of the CPQ training and level 1 customer demo• Led as a scrum master to make sure our projects stayed on trackSenior Consultant• Performed end-to-end Callidus Cloud/SAP CPQ implementations including Workflow, Scripting,Products, CRM Integration, and Document Generation Templates• Integrated new data sources into the customer’s instance of Nice Performance Management(NPM)• Utilized NPM to create forms, reports, and alert jobs to fit the customer’s wants and needs• Created data integration jobs in NPM to allow for data collection from external sources Show less

• 

  Smith

  Feb 2021 - Dec 2021

  Technical architect – cpq

  • Helped validate data from the customer’s original system• Led the build for the integration between newly spun up SAP systems

• 

  Experlogix

  Jan 2022 - now

  Program manager