Janet Shannon, MBA
Janet Shannon, MBA
About
Detail
Implementation Specialist | Customer Success | Customer Onboarding | AI Enablement | Workflow Automation
Neenah, Wisconsin, United States
I help organizations bridge business needs and technology by turning operational challenges into practical, scalable systems that people will actually use.
Implementation and technology enablement professional with an MBA in Finance and Management Information Systems and 15+ years across operations, finance, customer service, training, process improvement, and software implementation. I specialize in software implementation, CRM administration, workflow automation, customer onboarding, user adoption, API integrations, documentation, and change enablement.
Recent implementation wins:
- Implemented and administered Real Green SA5 (WorkWave), configuring workflows for scheduling, dispatching, invoicing, customer communications, and customer management.
- Led API-connected communications implementation with Captivated and redesigned communication workflows to improve accountability and customer experience.
- Redesigned scheduling workflows and operational processes, eliminating 100% of timing-related service refunds across weather-dependent service programs.
- Launched mobile device management with Apple Business Manager and JAMF Now.
- Implemented DMARC, SPF, and DKIM standards to improve email deliverability and customer communication reliability.
- Rebuilt website content and search strategy, growing organic visibility to 1,400+ monthly visitors within two months.
Best fit roles: Implementation Specialist, Implementation Consultant, Customer Onboarding Manager, Customer Success Manager, Solutions Consultant, Technical Account Manager, Business Systems Analyst, and AI Enablement Specialist.
Target environments: SaaS, CRM/workflow platforms, field-service technology, healthcare tech, fintech, HR tech, and AI-enabled business systems. I am especially interested in remote or local hybrid roles where I can help customers understand, adopt, trust, and get measurable value from the technology they invest in.
Contact Janet regarding:
groups
Networking