Senior Services Sales Consultant — Enterprise Planning Services
Directed national and international deployments of OnBase ECM, Workflow, and WorkView solutions, delivering scalable automation and measurable process improvements. Led business process analysis workshops to map workflows, document requirements, and design optimized automation rules. Managed multimillion‑dollar project portfolios with disciplined control over timelines, milestones, budgets, and scope. Translated operational challenges into functional specifications and change requests, partnering with engineering teams to resolve product gaps and defects. Delivered full‑lifecycle implementations including solution design, configuration, testing, training, documentation, and rollout. Diagnosed and resolved complex operational issues impacting deployed OnBase solutions, collaborating with engineers to deliver timely fixes. Acted as a change agent, guiding organizations through workflow transformation and supporting adoption of new technologies. Strengthened customer confidence through transparent communication, expectation management, and proactive issue resolution. Facilitated collaboration between business units and technical teams to reduce friction and improve solution accuracy. Served as the central point of contact for stakeholders, coordinating resources and ensuring alignment across project phases. Developed detailed project plans, mapped resource requirements to SOWs and Work Agreements, and conducted formal reviews including requirements validation and milestone checkpoints. Tracked project costs and milestones, escalating risks and communicating potential overruns. Supported sales teams with RFP/RFI responses, solution scoping, and effort estimation. Delivered tailored training programs to ensure confident adoption and long‑term sustainability.
Hyland Software Inc.