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Liz Carlson

@lizcarlson

Implementation Manager at Tolemi, configuring Slate for government and housing clients and building SQL reports and implementation systems.

United States

Message

At Tolemi, I own implementation strategy for Slate’s government and housing clients, guiding engagements from discovery through configuration, QA, training, and launch. I translate client needs into platform configuration and structured specs for product and engineering, helping inform feature prioritization and roadmap decisions.

I also write and troubleshoot PostgreSQL reports and maintain implementation tracking and training systems. Previously, at Skilled US, I led Salesforce CRM implementation projects and worked with teams to develop SOPs, onboarding guides, and service request systems.

Experience

Work history, roles, and key accomplishments

Current

Implementation Manager

Current

Tolemi

Jul 2026 - Present (4 months)

Own implementation strategy for Slate's 63-account client portfolio spanning 350+ workflows and 70+ registries, serving as sole point of ownership for technical configuration, process, and account health across government and housing clients. Manage the full implementation lifecycle from sales handoff through launch, translating client requirements into platform configuration and structured specs

SQL PostgreSQL LowCode NoCode System Configuration Salesforce Asana AI Assisted Tooling Requirements Gathering Project Management KPI Reporting Pipeline Forecasting Internal Tooling Google Apps Script Training Enablement

Junior Implementation Specialist

Tolemi

Oct 2025 - Jul 2026 (9 months)

Managed 10-15 concurrent full-lifecycle implementations for enterprise and government clients, from requirements gathering through configuration, QA, and launch. Delivered configuration across 53 workflows spanning compliance and operational use cases, and built SQL-based custom reports and dashboards.

SQL PostgreSQL LowCode NoCode System Configuration Requirements Gathering Project Management Client Management QA Reporting Dashboarding

Implementation & Compliance Project Manager

Skilled US

Feb 2025 - Sep 2025 (7 months)

Led Salesforce CRM implementation projects to improve workflows, intake processes, and service delivery. Coordinated cross-functional teams to develop SOPs, onboarding guides, and documentation, and served as primary liaison between technical teams and end users.

Salesforce CRM Implementation Project Management SOP Development Onboarding Cross Functional Collaboration Requirements Gathering Process Improvement

Career Readiness Specialist

Skilled US

Jul 2024 - May 2025 (10 months)

Designed operational models to support regional rollout, including CRM implementation, SOP development, and data systems for compliance reporting.

CRM Implementation SOP Development Data Systems Compliance Reporting Operational Modeling

Education

Degrees, certifications, and relevant coursework

Asana

Certified Workflow Specialist, Workflow

Certified Workflow Specialist, completed in March 2025.

Salesforce

Certified Salesforce Associate, Salesforce

Certified Salesforce Associate, completed in December 2024.

Brandeis University

Master of Arts, Conflict Resolution and Coexistence

Grade: 3.7

Master of Arts in Conflict Resolution and Coexistence from Brandeis University, Heller School for Social Policy and Management, completed in February 2023.