Kimberly Kinsey
Independence
Summary
Client Facing Technical Project Manager specializing in Salesforce multi-cloud implementations (Revenue, Sales/Service, Field, Voice, CLM and Experience) managing all aspects of the project life cycle such as Scope, Timeline and Budget. With over 25 years of project and program management, I have proven to thrive in environments of rapid change with heavy customer-focus. I have a history of delivering transformational programs and projects. I am proficient in utilizing technical experience backed with strong business acumen to effectively communicate at all organizational levels and cross functionally to achieve client goals. I demonstrate passion for process improvement and developing my professional skills to ensure continuous improvement within my role and company. A team player who creates and thrives in a positive work environment.
Overview
34
34
years of professional experience
Work History
Sr. Project Manager
NeuraFlash
11.2023 - Current
- Monitor and manage project financials, scope, and timeline to ensure project stays on track for assigned client projects (2-4 projects at a time)
- Communicate with key stakeholders to determine project requirements and objectives while also identifying any gaps or risk, including risk mitigation plans
- Manage small to mid-sized technical teams resulting in several successful Salesforce implementations Act as primary day-to-day point of contact for the client and the operational aspects of the project, including a focus on building strong customer relationships
Sr. Project Manager
Thunder
11.2022 - 11.2023
- Monitor and manage project financials, scope, and timeline to ensure project stays on track for assigned client projects (3-6 projects at a time)
- Communicate with key stakeholders to determine project requirements and objectives while also identifying any gaps or risk, including risk mitigation plans
- Manage small to mid-sized technical teams resulting in several successful Salesforce implementations Act as primary day-to-day point of contact for the client and the operational aspects of the project, including a focus on building strong customer relationships
Sr. Project Manager
Northlight Solutions Group
06.2021 - 11.2022
- Communicated with key stakeholders to determine project requirements and objectives
- Prepared and submitted budget estimates, progress reports and cost tracking reports
- Managed project governance logs and financial health in weekly status reports
- Managed small technical teams resulting in several successful CPQ implementations (average of 6 projects at one time)
- Defined, documented and implemented a new PMO program including creating internal knowledge portal via SharePoint
Project Manager
Advanced Technology Group
12.2019 - 06.2021
- Managed Salesforce CPQ (Revenue Cloud) projects, including managing costs, schedule and performance
- Oversaw project from initiation, execution and closing
- Developed and maintained project and work plans with regular status reporting
- Maintained budgets with complex actual and forecasted costs
- Developed and executed a clear and efficient Communications Plan
- Managed Risk Log and formulated mitigation plans
- Collaborated across teams to define goals and commitment to timelines and deliverables
- Managed inter-project dependencies and risks to create successful outcomes
Project Administrator
UMB Bank
01.2018 - 06.2019
- Managed small to mid-size projects while supporting the Sales and Client Experience team Executed against the Project Plan while controlling and reporting on scope, schedule, quality, costs, resources and risks
- Supported Sales and Client Experience Teams by creating client presentations, reporting and defining/documenting policies and procedures
- Conducted research regarding existing and prospective clients, competitor activity and market research
- Identified and implemented process improvements creating efficiencies and cost savings of $150k
- Created marketing materials and marketing plans for the Direct Health Savings Account client base
- Managed vendor relationships, contracts, and projects of various size and scope
- Established and maintained strong relationships with various internal functional groups and at all levels of the organization
- Collaborated with Sales, Client Experience and Leadership teams to define and build a CRM (Salesforce) solution including testing, training and administration
Business Support Consultant
American Century Investment Services, Inc.
02.1991 - 07.2017
- A demonstrated record of achievement at this multimillion dollar investments company marked by a series of promotions to positions of increased influence, authority, and accountability
- Managed small to mid-size project as assigned and defined project objectives and deliverable to meet those needs
- Built strong relationships with business partners at all levels of the organization
- Accelerated the Sales Process by 40% for new money acquisition by identifying and implementing process improvements
- Member of the leadership team responsible for DOL (Department of Labor) Fiduciary rule changes and enforcement
- Provided marketing support such as website design, drip campaigns and marketing materials
- Created customized and detailed training plans to address various audiences and learning styles
- Led a 7-person Quality Assurance Team including, hiring, training, project management and team member engagement
- Streamlined the Quality Assurance process increasing resource efficiencies by 30%
- Designated learning resource for 25 Contact Center Representatives with policy and procedure questions
- A demonstrated record of achievement at this multimillion dollar investments company marked by a series of promotions to positions of increased influence, authority, and accountability
Education
No Degree -
OKC Community College
Edmond, OKSkills
- Project planning
- Scope management
- Client relationship management
- Project scheduling
- Agile methodology
- Requirements gathering
- Documentation management
- Multi-project management
- Teamwork and collaboration
- Budget control
Awards
UMB - Nominated by my peers for 2 Superhero Awards (2018 & 2019)
American Century Investments - Guiding Principles Awards (1992, 2010, 2013, 2014, 2015) Circle of Honor Honoree & Team Player Award (2014)
Timeline
Sr. Project Manager
NeuraFlash
11.2023 - Current
Sr. Project Manager
Thunder
11.2022 - 11.2023
Sr. Project Manager
Northlight Solutions Group
06.2021 - 11.2022
Project Manager
Advanced Technology Group
12.2019 - 06.2021
Project Administrator
UMB Bank
01.2018 - 06.2019
Business Support Consultant
American Century Investment Services, Inc.
02.1991 - 07.2017
No Degree -
OKC Community College
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