Joan - Project Manager with 10+ years in Software Development

Orchestrated project workflows, timelines, and deliverables across multiple initiatives.

Applied Scrum and Kanban frameworks to streamline software development processes.

Led diverse teams of developers, designers, and stakeholders to achieve project goals.

Maintained regular communication with clients and internal teams to align expectations.

Managed the full administrative cycle of client cases, including client intake, compliance documentation, and financial coordination., Ensured strict accuracy and regulatory compliance (e.g., HIPAA) by validating client data, supporting documentation, and case-specific intake forms., Minimized administrative errors by proactively identifying and resolving documentation issues and process gaps., Followed up on financial accounts and coordinated with clients/third parties to ensure timely fee management and improve cash flow.

Served as a primary resource for complex client inquiries and case escalations, providing expert guidance and support to the intake team., Conducted training and mentorship for new staff, ensuring strict adherence to firm policies and best practices for client confidentiality and documentation., Collaborated with cross-functional teams to identify and implement process improvements that enhanced efficiency and client satisfaction., Analyzed client interaction trends to develop strategies for resolving recurring administrative issues and optimizing the client onboarding process.

Managed and optimized appointment schedules for a high volume of clients, ensuring efficient service delivery and minimal wait times., Acted as a client advisor, providing comprehensive information on vacational packages and offerings, which directly contributed to sales and customer satisfaction., Effectively resolved client inquiries and complex scheduling conflicts with a focus on problem-solving and proactive communication., Maintained accurate and up-to-date client records within the company's database to streamline the intake and advisory processes.