Open to opportunities

Samantha McLarty

@samanthamclarty

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Dynamic project manager specializing in AI-driven solutions and client success.

United States

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What I'm looking for

I'm looking for a role that fosters innovation and allows me to drive client success through technology.

I'm a dedicated project manager with a strong background in business administration and a passion for leveraging AI and automation tools to enhance client success. With a Bachelor of Science in Business Administration from Colorado Technical University and an Associate of Arts in Criminology and Forensics, I bring a unique blend of analytical and creative skills to my work.

Throughout my career, I have successfully led cross-functional teams and managed complex projects, ensuring timely delivery and client satisfaction. My experience at RocketPlan Technologies as a CRM and Onboarding Manager has honed my abilities in client onboarding, automation setup, and training, while my previous role at Agency Lab allowed me to integrate innovative AI solutions to streamline processes and improve service quality. I am committed to continuous improvement and client success, always seeking new ways to optimize workflows and enhance user experiences.

Experience

Work history, roles, and key accomplishments

Current

CRM and Onboarding Manager

Current

RocketPlan Technologies

Oct 2023 - Present (1 year 7 months)

Spearheaded client SAAS CRM onboarding, set up automation and workflows, and conducted training meetings. Created SOPs and tutorials, managed data transfer from previous CRM platforms, and handled A2P registration and billing setup.

CRM Management Automation Tools Data Migration SOP Development A2P Registration Workflow Optimization Client Communication Project Management

Project Manager / Client Success Coach

Agency Lab

Sep 2022 - Jun 2024 (1 year 9 months)

Led integration of AI tools for client success management, automated onboarding processes, and developed content vaults. Conducted coaching sessions and created client feedback surveys to enhance service quality.

Integration Client Success Automation Content Development Coaching Process Improvement Project Management Client Communication

Special Guest Coordinator, Volunteer Manager

SDG Conventions, LLC

Jan 2017 - Mar 2024 (7 years 2 months)

Created promotional media, managed travel arrangements for guests, coordinated volunteer recruitment, and developed schedules for guest activities.

Event Coordination Scheduling Budget Management Communication

Production Coordinator

Mabus Agency

Apr 2021 - Sep 2022 (1 year 5 months)

Oversaw production logistics and implemented automated workflows to enhance efficiency. Managed cross-functional teams and ensured timely project completion within budget.

Production Management Workflow Automation Project Coordination Team Management Resource Allocation Scheduling

Human Resources Administrative Assistant

Sutter Street Manufacturing

Oct 2019 - Dec 2020 (1 year 2 months)

Maintained employee attendance, recruited new employees, assisted with onboarding, and managed HR projects. Researched and implemented new programs and benefits.