Karla J Ramos, Project Manager in Miami, FL, United States
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Karla J Ramos

Verified Expert  in Project Management

Project Manager

Location
Miami, FL, United States
Toptal Member Since
November 5, 2020

A Certified Scrum Master (CSM), Certified Agile Coach, and SAFe Program Consultant, Karla is a project manager with a decade of success delivering IT projects on-time and within budget through improved productivity, performance, and cost control. She's led and innovated in both Fortune 500 and startup environments. Karla has extensive client-facing and client-management experience and communicates effectively with all levels of management.

Project Highlights

Bankrate Customer Experience and Personalization
Launched MVP for Bankrate customer experience portal. Managed several releases in the personalization component for a Bankrate customer journey including API integrations with the major credit bureaus.
Amerant Business Online Banking
Launched the business online banking app for 11,000 business account holders including 200 bank app integrations with a combination of custom and out-of-the-box solutions and also migrated all users from a customized legacy system.
Wealth Management Bloomberg Integration
Launched the new wealth management portal with a Bloomberg integration for internal traders. It enabled the direct placement of real-time trades with the trading desk, eliminated the paper model, reduced risk, and ensured timely order processing.

Expertise

Work Experience

Agile Coach

2023 - 2023
SailPoint - Main
  • Successfully introduced and customized scalable Agile frameworks (SAFe, Scrum, Kanban) across multiple teams, enhancing collaboration and productivity by 35%.
  • Optimized product development processes by redesigning the product development lifecycle, which led to a 20% increase in customer satisfaction and a 15% reduction in resource wastage.
  • Enhanced team performance by providing ongoing coaching and mentoring to over two Agile teams, resulting in a 50% improvement in team velocity and a significant enhancement in product quality.
  • Conducted high-impact workshops and training sessions on Agile methodologies and best practices, leading to a 25% improvement in team performance metrics.

Agile Program Manager

2018 - 2020
Red Ventures
  • Managed several Agile teams consisting of 32 members distributed across three states.
  • Leveraged data analytics tools for visualizing, forecasting, and supporting business strategies.
  • Established reports for determining performance and production capacity on a weekly basis.
  • Defined and disseminated organization-wide program management tools, metrics, and standards.
  • Managed the scope, time, budget, goals, scheduling, updates, and strategy of transition projects.
  • Bridged communication gaps across distinct cross-functional teams.
  • Managed the transition project lifecycle of large scale transition projects from start to completion.

Enterprise Program Manager

2015 - 2018
Amerant Bank
  • Led large cross-functional teams (+40 members) composed of technical, financial, and business disciplines. Focused teams on business objectives and tracked progress to ensure milestones were completed on time, on budget, and with the desired results.
  • Implemented enterprise applications with 200+ integration points, including the business online banking system costing around $7.5 million.
  • Executed an RFP analysis, contract presentation/negotiation, and vendor supply management.
  • Mitigated risk factors through the careful analysis of financial and statistical data.
  • Gathered requirements concerning risk, information security, and compliance to effectively uphold security standards of disaster recovery, recovery time objectives, and recovery point objectives.
  • Defined processes and tools best suited to each project and moved between Agile and Waterfall approaches depending on project specifics and client goals, creating detailed project road maps, plans, schedules, and work breakdown structures.

Director of Program Management

2011 - 2014
Ascend Digital
  • Managed a $500,000 implementation of a custom, cloud-based travel app for two local charters companies serving over 100,000 yearly passengers while adhering to OFAC, TSA, and international security and reporting guidelines.
  • Produced a medical iPad app and CMS for a Fortune 500 company which shortened sales cycles by 65%, increased closing percentage by 110%, and yielded over $15 million of additional sales.
  • Led the project planning activities by directing the creation, approval, and ongoing change control.
  • Handled all client communications, conflict resolution, and compliance on deliverables.
  • Led the efforts to pursue new business with existing accounts, oftentimes more than doubling revenue.
  • Championed Scrum and Agile principles to manage the entire project lifecycle.
  • Coordinated communications between internal IT team and vendors located in Latin America.

Registered Relationship Manager

2005 - 2011
UBS Wealth Management
  • Served as a registered client services associate to three financial advisors with international clients in Chile, Panama, Venezuela, and Argentina and a net worth of $400 million in combined assets.
  • Placed trades on behalf of stockbrokers with a focus on emerging markets such as offshore bonds and mutual funds.
  • Researched on Bloomberg for international preferred and callable bonds.
  • Communicated with high net-worth clients in Spanish regarding the opening of new accounts, stocks, and bonds.

Bankrate Customer Experience and Personalization

https://www.bankrate.com/

Launched MVP for Bankrate customer experience portal. Managed several releases in the personalization component for a Bankrate customer journey including API integrations with the major credit bureaus.

The Bankrate CxP component provides a personalized experience for the users of our Bankrate website. Each person that visits our site is on a different financial journey. When our users sign in to the portal, they customize their experience based on their goals and credit. Our job was to provide the user with the most relevant information to help make better financial decisions.

Tasks Accomplished:
• Managed 37 developers, designers, analysts, and other key functional roles across three teams in Detroit, Pasadena, and Charlotte. Responsible for overseeing the planning, development, and execution of project deliverables impacting the user experience of over 50 million users across Bankrate.com.
• Led project planning, budgeting, action plans, and monitoring processes.
• Managed the relationships with the design vendors.
• Developed, implemented, and managed team metrics and made recommendations to teams and management for improvements.
• Interacted with senior-level management on the organization-wide agile adoption strategy and rollout plans.
• Worked with separate instances using multiple agile concepts and methodologies, including Scrum, Kanban, test-driven development, and continuous testing and integration.

Amerant Business Online Banking

https://www.amerantbank.com/business/

Launched the business online banking app for 11,000 business account holders including 200 bank app integrations with a combination of custom and out-of-the-box solutions and also migrated all users from a customized legacy system.

Tasks Accomplished:
• Led and managed the team in planning and continuous quality improvement.
• Responsible for the implementation and program oversight, ensuring goals and objectives are met.
• Owned the customer relationship through implementation (post-sale and pre-account management), collaborating with key internal stakeholders to understand business goals and define an implementation strategy.
• Handled implementations of varying scales (medium to large scale) for over 200 bank integrations into the online banking system, including account opening system, wire transfer system, bill pay integration, online QuickBooks, and so on.
• Helped build the process and lay groundwork for the team to scale.
• Completed virtual consultations and optimization strategies, supported roll-outs.
• Performed complex data migrations and advanced CSV imports/exports, including batch processes of real-time data.
• Helped improve efficiencies by up to 60% by replacing old systems with new apps such as Identity Guard for information security (multi-factor authentication).
• Leveraged Waterfall and Agile methodologies in internal and external vendor processes.
• Managed all change management communication to the Change Advisory Board (CAB).

Wealth Management Bloomberg Integration

https://www.amerantbank.com/wealth-management/

Launched the new wealth management portal with a Bloomberg integration for internal traders. It enabled the direct placement of real-time trades with the trading desk, eliminated the paper model, reduced risk, and ensured timely order processing.

Tasks Accomplished:
• Managed two external Scrum teams in Lithuania and Chicago.
• Liaised with our internal Waterfall-based teams and our two external virtual Scrum teams of engineers, designers, and business analysts.
• Helped the Scrum teams understand the need for clear, concise product backlog items and other rules of engagement, including the definition of done.
• Organized the Scrum process, including prioritizing user stories and backlog management, facilitated meetings, and ensured that the Agile principles were appropriately applied to team and project activities.
• Led the combined team in effective decision-making across various issues, including scope, design, and architecture, to ensure timely and within budget project delivery.
• Managed product planning and development and ensured that the product owners knew how to arrange the product backlog to maximize value.
• Ensured feature development was aligned with well-defined KPIs and project success criteria.
• Proactively managed risks of the project and client relationships, ensuring a clear and measurable impact on client missions.
• Served as the primary contact for the internal Waterfall and external Scrum teams for cross-functional collaboration.
2011 - 2012

Master's Degree in Digital Marketing

Instituto Empresa (IE) - Madrid, Spain

2001 - 2005

Bachelor's Degree in Finance

Florida International University - Miami, FL, United States

SEPTEMBER 2020 - SEPTEMBER 2021

SAFe Program Consultant

SAFe

AUGUST 2020 - PRESENT

ICAgile-Agile Certified Coach (ICP-ACC)

ICAgile

FEBRUARY 2019 - PRESENT

Certified Scrum Master

Scrum Alliance

Collaboration That Works

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