Auxo Commercial

Technical Project Manager

• Own end-to-end delivery of custom software projects from discovery through build, launch, and post-delivery support.
• Serve as the primary day-to-day client lead, independently managing relationships, expectations, and communication across stakeholders.
• Build and maintain client trust through clear ownership, consistency, and sound judgment.
• Lead client discussions related to scope, timeline, delivery trade-offs, and execution approach.
• Translate business and technical requirements into executable delivery plans, milestones, and workstreams.
• Partner with engineers and architects to manage technical dependencies, integrations, and system constraints.
• Proactively identify risks, blockers, and trade-offs, and drive resolution with a clear point of view.
• Manage scope, schedule, and delivery health, escalating material risks with context and recommended paths forward.
• Support Agile delivery practices including backlog grooming, sprint planning, demos, and release coordination.
• Contribute to continuous improvement of delivery processes, standards, and client engagement practices.

Technical Project Manager – Custom Software Consulting

Salesforce Developer

• Establish and own the architectural vision and governance for Salesforce Financial Services Cloud initiatives within external client contexts.
• Drive large-scale, complex solution designs across multiple Salesforce environments, ensuring alignment with business strategy and technical standards.
• Collaborate at C-suite and executive levels to understand business priorities and translate them into long-term technology roadmaps and Salesforce architectures.
• Lead and mentor a team of architects, technical leads, and admins, fostering best practices in design, integration, security, and deployment.
• Ensure compliance with insurance regulatory frameworks and embed security and data privacy principles into all solution designs.
• Champion innovative use of Salesforce features, including advanced Financial Services core capabilities, Salesforce Industries, and emerging technologies.
• Oversee architectural risk assessments, cost-benefit analyses, and capacity planning for Salesforce implementations.
• Partner closely with product owners, delivery leads, admins, and external vendors to ensure seamless execution and high-quality deliverables.
• Represent the organization in client-facing engagements, pre-sales activities, and industry forums.

Senior Salesforce Solutions Architect

Administration

• Manage user roles and permission sets within the Salesforce-based environment.
• Act as the day-to-day point of contact for organization - wide Kimble inquiries and troubleshooting: resolve daily requests related to time/expense entries, billing errors, and period-close processes.
• Monitor and maintain data integrity, accurate reporting and compliance between Kimble and other integrated corporate systems (e.g., Salesforce CRM, ERP).
• Assist in aligning legacy workflows with the organization’s global Kimble blueprints.
• Facilitate the loading and validation of historical project and resource data.
• Manage User Acceptance Testing (UAT) for new features and organizational entities being onboarded.
• Review current automation, workflows, and lifecycle coverage within Kimble/Kantata, while also identifying gaps, redundancies, and optimization opportunities.
• Suggest additional workflows and configurations where necessary.
• Partner with the team to align project billing/utilization lifecycle to business objectives.
• Provide ongoing maintenance and support as needed, potentially on a per-diem basis.

Professional Services Automation Administrator – Kimble/Kantata

Customer Success Manager

• Review current automation, workflows, and lifecycle coverage within HubSpot
• Identify gaps, redundancies, and optimization opportunities
• Perform cleanup and optimization of existing automation
• Implement additional workflows and configurations identified during discovery
• Build and manage automated workflows and nurture sequences (drip campaigns, behavior-based journeys)
• Partner with the team to align lifecycle campaigns to business objectives
• Support integrations and custom automation across marketing and sales systems, as needed
• Ensure data integrity, accurate audience targeting, and compliance with platform and enterprise standards
• Provide ongoing maintenance and support as needed, potentially on a per-diem basis

CRM Admin Consultant – HubSpot

Data Engineer

• Collaborate with the delivery team on a Server 2012 to Azure SQL/Fabric Lakehouse migration, including assessment, planning, and execution.
• Develop and optimize ETL/ELT processes to migrate legacy SQL 2012 databases to modern cloud data platforms, minimizing data loss and downtime.
• Design and build data pipelines using Azure Data Factory, Databricks, and Microsoft Fabric Lakehouse to transform monolithic databases into distributed Lakehouse architectures.
• Develop APIs and data services on top of Microsoft Fabric Lakehouse to expose migrated data for downstream applications and stakeholders.
• Collaborate with infrastructure and application teams to assess legacy SQL 2012 environments, identify technical debt, and plan phased migration approaches.
• Develop infrastructure and automation required for optimal extraction, transformation, and loading of data from SQL Server 2012 and other legacy sources using SQL, dbt, Python, and Fabric technologies.
• Define and document cloud solution architectures, migration roadmaps, and technical designs for data modernization initiatives.
• Generate and document unit tests, performance benchmarks, and migration validation scripts.
• Establish data quality frameworks and governance practices for migrated data assets in Lakehouse environments.

SQL Migration Data Engineer

• Architect and lead enterprise-scale SQL Server 2012 to Azure SQL/Fabric Lakehouse migration initiatives.
• Design comprehensive migration strategies including phased approaches, cutover plans, rollback procedures, and zero-downtime deployment patterns.
• Own the design and optimization of complex ETL/ELT processes that transform legacy relational schemas into modern lakehouse data models.
• Architect and develop Lakehouse-native data pipelines using Azure Data Factory, Databricks, and Microsoft Fabric.
• Design and own APIs and composable data services built on Fabric Lakehouse.
• Architect data governance frameworks, data quality systems, and metadata management practices for migrated data environments.
• Lead technical assessments of legacy SQL Server 2012 environments and establish best practices for Lakehouse architecture, data modeling, and security.
• Mentor junior engineers on data migration methodologies, Azure platform services, and data engineering patterns.

Senior Data Engineer – SQL Migrations

Chief Technology Officer

• Support an external client-focused project on technology assessment and strategy development
• Translate complex technical insights into clear leadership-ready materials