SUMMARY OF QUALIFICATIONS • Data-driven people insights and employee experience expert with 5+ years total programming, distributing, analyzing surveys in Qualtrics XM for Employee Experience. Extensive additional survey platform experience with Glint, Quantum Workplace, Google Forms. • Proven manager of effective employee listening strategies in large companies (5,000 – 30,000 workers) • Expert in survey design, workflow documentation, and dashboard development for supporting strategic HR with actionable data storytelling. • Recognized for stakeholder collaboration and independent project management in fast-paced environments • Practiced in translating complex people data and analysis insights into actionable, business-focused insights for executive stakeholders, driving organizational improvement and compliance. • Refined and up-to-date skill to use current AI tools to analyze survey and other data, retaining 100% privacy, security, and compliance of data. • Ongoing personally and professionally rapid deploying solutions and creations using AI, including reliable survey sentiment and theme analysis, data solutions such as restructuring, ingestion, multi dataset reconciliation, and statistical and multi-silo predictive analytics. • AI Tools currently used include Cursor, Claude Code, Manus, Perplexity, ChatGPT Suite, Ollama with locally-run open-source models and AI agents. Vigilant daily to stay educated and skilled in AI tools and trends. • Advanced skills in SQL, Tableau, Power BI, Python, R, and Excel for data integration, analysis, and visualization across multiple HRIS and internal data platforms. • Master’s Degree in Industrial and Organizational Psychology: this is the nearest thing there is to a degree in employee experience surveys. RELATED PROFESSIONAL EXPERIENCE Business Analyst, Talent Acquisition (SearchWizards) 8/2024 – Current Github Raleigh, North Carolina (Fully Remote) • Automated privacy-centered, offline only, sentiment / content analysis of survey comments using Ollama, Phi4 / Deepseek, and Python. Established ongoing analysis of worker sentiment and other data to predict turnover. • Created and maintained basic and advanced reporting solutions using survey data and combining it with other HR data, such as predictive modelling for turnover, job market analysis, and succession planning. Tools include Tableau, PowerBI, Excel, Python, R, Workday, iCims, Qualtrics, Perplexity, Open AI ChatGPT, Gemini, Copilot, Ollama and other tools for local AI models, Cursor, and Claude Code. • Maintained / improved core Talent Acquisition dashboards, including display and analysis of survey results for both single and multi dataset, descriptive and predictive analyses; complete rebuild for accuracy, efficiency. • Collaborated with data engineers to implement a data lake solution for automating dashboard updates, resulting in 14 hours saved per week for talent acquisition operations team. • Completed compulsory EEO data analysis for maintaining legal compliance and fair hiring practices, extending for internal demographic analysis drawing from multiple datasets including survey data from Qualtrics. Talent Acquisition Analyst 2/2024 – 8/2024 Avalara Durham, North Carolina (Hybrid / In-Office) • Led expert evaluation of freely and commercially available assessments and surveys for employee selection. • Created and validated internal assessments and surveys for evaluation of critical hiring prerequisites. • Provided expert consultation for learning and development team re-use of survey and assessment tools. • Created validated DE&I dashboards and reports for evaluating hiring fairness at all steps of selection process, integrating employee experience survey results in a cross-functional collaboration with HR. • Redesigned / administered TA surveys for hiring managers / applicants, using psychometric best practices. • Increased response rates for hiring manager surveys by 40%, resulting in improved stakeholder relationships, implementation of streamlined communication practices, and removal of redundant processes. • Created comprehensive iCims, Excel, Tableau, Power BI, and Workday solutions, e.g. dashboards / reports. HR Business Analyst – Talent Acquisition (Employvision) 9/2023 – 3/2024 Paragon Systems / Securitas Critical Infrastructure Services, Inc Cary, North Carolina (Fully Remote) • Provided guidance to hiring managers on utilizing structured interview surveys and other empirical hiring techniques to improve performance and reduce chance of illegal discrimination and/or resulting liability. • Created validated DE&I dashboards and reports for evaluating hiring fairness at all steps of selection process. • Created / maintained Tableau and Excel data analysis solutions for internal process improvement. • Utilized Qualtrics for stakeholder surveys in standardizing data recording and talent acquisition processes. • Critical in 20% reduction of unreimbursed overtime costs: current estimated staffing cost reduction. • >$300,000 annually, and with projected savings as a result of actions taken exceeding $1.5 million. People Data Consultant – Intermittent and Not Continuous in Months Shown 4/2019 – 12/2024 Self Employed Consultant Cary, North Carolina (Fully Remote) * No work hours overlap with full time roles. • Led consulting data team in 360 feedback survey reporting, delegated tasks, met stakeholder deadlines and standards. Optimized and standardized team processes; created team documentation to improve efficiency. • Created, maintained, and led team for Tableau, Power BI, R, SQL, and Excel data analysis solutions for clients. • Created and led creation of employee assessments, surveys, and psychometric evaluations. • Performed and documented job analyses including highly granular stakeholder surveys for creating top-quality recruiting and employee-selection materials. • Evaluated applicant performance in EEOC / OFCCP ordered work simulation employee selection assessments. • Produced, administered, analyzed the results of work simulation exercises and surveys for employee selection. • Skills sharing dashboard - surveyed organization and created tool in Tableau for sharing knowledge / training. • Completed a wide variety of survey-related data projects using Qualtrics and similar tools. Senior HR Data Analyst 7/2022 – 7/2023 Forrester Research Cambridge, Massachusetts (Fully Remote) • Employee experience surveys primary administrator and subject matter expert. • Managed Glint survey platform with Workday integration and analysis tools for people-leader stakeholders. • Performed Glint survey platform transition to Qualtrics for increased analysis ability in employee surveys. • Supported revision, distribution, and analysis of Engagement, Exit, and quarterly pulse surveys. • Coached stakeholders on balancing privacy and trust for applying assessment results in decision making, using dynamically generated dashboards for survey results in Qualtrics. • Conducted job analyses; created skill-based structured interviews / surveys and selected assessments. • Performed structured interview surveys for roles utilizing behaviorally anchored rating scales (BARS). • Acted as internal consultant for employee selection and pre-hire assessment survey best practices. • Created validated DE&I dashboards and reports for evaluating hiring fairness at all steps of selection process. • Utilized rule-based security policies to distribute results as appropriate in a complex, matrixed organization. Talent Data Scientist 12/2020 – 10/2022 Syneos Health Morrisville, North Carolina (Remote and Hybrid) * No work hours overlap with any other role; ensured team received final support as needed. • Employee Experience Assessments: Primary Process Owner • Led Qualtrics data collection, analysis, results utilization for 30,000 workers, 4000 Managers. • Fully Revised assessments using psychometric best practices, producing concise, actionable, worker characteristic measurements including Engagement, Week 1, 90 Day, Exit, and Wellbeing. • Increased response rate for global exit survey from 44% in Jul 2019 to 66% in Apr 2022. • Mitigated implications of mental-health adjacent measures and relevant ethical / legal obligations. • Worked as sole administrator for Qualtrics employee experience assessment survey platform. • Enforced privacy requirements such as being expert in and consulting on GDPR regulations. • Automated data collection in Qualtrics, setting cadence, target group, and data security. • Accounted for YoY changes in managerial hierarchy and changing content to utilize results appropriately. • Created / published official guidelines for internal administration of surveys using MS Forms and Qualtrics. • Created / published official policy for HR department usage of employee experience survey data. • Led vendor qualitative analyses, researching Qualtrics, SurveyMonkey, Quantum, Oracle, etc. • EPIC / DiSC, Hogan, StrengthsFinder - Personality / 360 Feedback Assessment surveys: Administrator • Interviewed internal clients for needs assessments relevant to assessment surveys for incumbent workers. • Coached stakeholders on appropriate choice and utilization of available assessment surveys. Human Resources Analytics Consultant / Graduate Student Assistant 8/2018 – 12/2019 East Carolina University Greenville, North Carolina Methodology & Analysis Research Lab, Psychology Department Institutional Planning, Assessment, and Research Department Scholarly Communication Department • Created 5 organizationally utilized dashboards, leveraging Qualtrics, R, SQL, SAS, Excel, Tableau, Power BI. • Initiated and completed dashboard development for departmental Tableau to Power BI transition. • Produced web-based training materials to automate repetitive client-service tasks. • Provided consulting to 7 staff members on psychometric best practices and survey creation in Qualtrics. Resume Version 2: SUMMARY OF QUALIFICATIONS • Dynamic Technical Pre-Sales Professional with 5+ years of experience engaging stakeholders and driving transformational outcomes through Process Automation and Intelligent Automation solutions. • Proven expertise in leading technical discovery sessions and delivering high-impact Proof of Concept (POC) demonstrations that align with strategic sales development initiatives. • Adept at translating complex automation and business process challenges into actionable strategies for executive leadership, utilizing consultative methodologies and data-driven insights. • Demonstrated ability to influence performance metrics, optimize processes, and foster high-accountability cultures similar to scaling SDR teams in fast-paced, high-growth environments. • $3 million sales experience, >15,000 hours presentation experience, 12 awards for consistently high sales performance, extensive experience in training design and sales process development, and sales team mentorship. PROFESSIONAL EXPERIENCE Business Analyst, Talent Acquisition | GitHub (via SearchWizards) | Raleigh, NC | 08/2024 - Present - Conduct Technical Pre-Sales discovery sessions with executive stakeholders to identify Process Automation opportunities and architect Intelligent Automation solutions for talent acquisition workflows - Provide technical expertise and input for projects by designing and delivering POC demonstrations using AI tools, showcasing estimated 90% reduction in data processing time - Architect solution designs for data lake implementations through effective stakeholder engagement, delivering $100K annual savings via process automation and workflow optimization - Lead technical discovery meetings, ensuring that customer technical specifications are met and supporting documentation is developed to assist in product integration Talent Acquisition Analyst | Avalara | Durham, NC | 02/2024 - 08/2024 - Conducted Technical Pre-Sales discovery meetings with hiring managers to evaluate Process Automation solutions and identify opportunities for technical enhancement - Developed validated dashboards that demonstrated ROI, providing key technical input and documentation support for sales presentations - Strengthened client relationships by increasing stakeholder survey response rates by 40% through targeted Process Automation improvements that aligned with customer integration needs HR Business Analyst, Talent Acquisition | Securitas Customized Security Solutions (via Employvision) | Cary, NC | 09/2023 - 03/2024 - Provided technical guidance and delivered solution demonstrations to stakeholders, identifying automation opportunities that enhanced operational efficiency by 60% - Developed Tableau and Excel solutions based on solution architecture principles, ensuring technical documentation and data-driven narratives were available to support product implementation People Data Consultant | Self-Employed | Cary, NC | 04/2019 - 12/2024 - Led consulting engagements by delivering Process Automation solutions using Solution Architecture methodologies, managing client relationships and technical implementations - Developed custom Intelligent Automation analysis solutions with advanced analytics tools, demonstrating measurable ROI and producing technical documentation to partner with internal teams Senior HR Data Analyst | Forrester Research | Cambridge, MA | 07/2022 - 07/2023 - Conducted process analysis and influenced platform transitions through stakeholder engagement while delivering technical insights to C-level executives - Balanced privacy requirements with technical innovation to support integration efforts and create technical documentation for new product deployments Talent Data Scientist | Syneos Health | Morrisville, NC | 12/2020 - 10/2022 - Led the technical implementation of Process Automation assessments, improving data collection processes with automated solutions that met regulatory standards - Provided technical insight to support the integration of automated workflows, reducing manual effort by 60% through solution-led approaches Certified Lead Trainer, Vitamix Corporation (contract and employee) | Various Locations | 08/2008 - 12/2016 • Successfully achieved over $3 million in sales by leveraging consultative selling techniques and delivering tailored technical presentations. • Designed and conducted technical presentations and training sessions to improve solution selling methodologies, inspiring high performance across sales teams. • Developed creative incentives and sales strategies that enhanced team engagement and accountability, aligning closely with modern outbound sales development playbooks. EDUCATION M.A., Industrial and Organizational Psychology | East Carolina University | Greenville, NC | 2018 - 2020 - Certificates: Quantitative Methods and Business Analytics - Award: 1st Place, East NC Big Data Symposium for Employee Attrition Analysis Presentation B.A., Psychology | Temple University | Philadelphia, PA | 2003 – 2008 TECHNICAL SKILLS - Technical Pre-Sales & Solution Architecture: Leading discovery meetings, providing technical input for projects and integration documentation, and delivering compelling technical demonstrations - Process Automation & Analysis: Workflow optimization, business process mapping, and efficiency improvement initiatives aligned with customer specifications - Data Analysis & Visualization: SQL, Tableau, Power BI, Python, R, and development of executive dashboards for ROI and technical performance - Intelligent Automation & AI Tools: Cursor, ChatGPT, Ollama, Machine Learning, process mining analysis, and integration support for technical product documentation - Data Infrastructure & Integration: Data warehouses and data lakes, enterprise system connectivity to support IaaS and Cloud environments - Stakeholder Engagement & Communication: Executive presentations, C-level relationship management, technical discovery, and collaboration with product teams - Emerging RPA Technologies: Automation opportunity assessment, process analysis, and documentation to support integration and implementation CERTIFICATIONS & TRAINING - Quantitative Methods Certificate - East Carolina University - Business Analytics Certificate - East Carolina University - AI Tools for Business – Ongoing self-directed training in architecting tailored AI and Intelligent Automation solutions - Specialized training in utilizing locally run Large Language Models (LLMs) and AI agent architecture for process automation, including RAG pipelines and custom tool development - Training in responsible automation implementation, including privacy management, bias mitigation, and compliance frameworks essential for RPA deployments AWARDS & RECOGNITION - East Carolina University: 1st Place Big Data Symposium Presentation - Vitamix Corporation: 12 performance awards including 4 for highest regional sales and 2 Employee of the Year awards