Danna Portillo Senior Project Manager | Professional Services Sales | PSM

Project Manager - Professional Services

NiCE

Jan 2025 - Current (1 year 10 months)

• Deliver end-to-end AML & Fraud software implementations for global banking clients (US & LATAM) applying Waterfall methodologies, meeting scope, timeline, and quality targets.

• Manage up to 10 projects simultaneously following the Software Development Lifecycle, coordinating and aligning cross-functional global teams across Sales, Architects, Product, QA, Sales, and Client IT.

• Serve as the primary client-facing contact, leading executive updates, client sessions (kick-offs, workshops, UAT), and ensuring stakeholder alignment and customer satisfaction.

Achievements:

• Awarded Top Performer (FY25 Q2) for excellence in leadership, driving operational excellence through PM process standardization

Implementation Project Manager

ADP

Jan 2023 - Jan 2025 (2 years 1 month)

• Led up to 10 simultaneous payroll and HRIS implementations for global clients, managing delivery from Kick Off to go-live.

• Coordinated cross-functional teams (Payroll, QA, Integration, Data, Client Services) to ensure data readiness, compliance, and accurate system configuration.

• Led client workshops, requirements gathering, and UAT sessions to ensure compliance with payroll and workforce regulations.

• Managed scope, timelines, risks, dependencies, and communications across concurrent global implementations.

• Achievements include spearheading a Rewards & Recognition initiative for the Americas implementation team, driving engagement and achieving consistently high NPS scores, reflecting

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Operations Manager

Zmiling

Sep 2022 - Current (4 years 2 months)

• Designed and implemented a comprehensive value proposition, business model, MVP (Minimum Viable Product), and governance structure for a healthcare startup company located in the U.S.

• Led Board of Directors meetings, reporting key metrics to facilitate the decision-making process and attract further investments.

• Directed SaaS implementation processes, ensuring the seamless adoption and integration of applications into existing business workflows, from the negotiation stage to go-live, focusing on industry and omnichannel solutions.

• Established and structured processes and policies across various areas, including Sales, Customer Experience, and Marketing, utilizing BPM software (Bizagi Modeler) for

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Project Manager

36 Degrees Management Consulting

Aug 2021 - Current (5 years 3 months)

• Led digital transformation and operational excellence projects for clients across startups, healthcare organizations, and ERP providers.

• Designed and implemented customer journeys, improving customer experience and operational efficiency.

• Applied Agile methodologies with Jira, Trello and Asana, leading sprint planning, daily stand-ups, and retrospectives.

• Implemented process improvements across Sales, CX, and Operations, driving standardization and scalable execution.

Achievements:

• Delivered standardized processes and improved customer experience for clients.
• Drove sales efficiency improvements for clients through operational excellence initiatives.

Project Coordinator - PMO

SAP

Nov 2019 - Sep 2021 (1 year 11 months)

• Led cross-functional internal projects within the COO Office, driving operational efficiency across Sales, Post-Sales, Marketing, and Operations.

• Delivered executive reporting, dashboards, and KPIs to senior leadership to support strategic decision-making.

• Established governance and process standards for sales operations initiatives, including planning, forecasting, and pipeline health.

Achievements:
• Improved pipeline health and data quality by enforcing sales discipline and CRM best practices.
• Led Cloud Renewals Councils, increasing renewal rates and alignment between Sales and Post-Sales teams.

Danna Portillo

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Danna Portillo