Sandra Y. Bryant

I lead end-to-end CRM implementations and customer onboarding—aligning stakeholders, configuring platforms, delivering integrations, managing data migration, and driving adoption from discovery through go-live and hypercare.

Contact View Experience

About

Implementation-focused CRM leader with 15+ years delivering enterprise and SaaS solutions across real estate, financial services, insurance, automotive, and membership organizations. Known for translating business needs into CRM configuration, integration requirements, data mapping, UAT strategy, training enablement, and go-live readiness.

CRM Implementation Manager | Dynamics 365 CRM + Salesforce

I manage cross-functional delivery—business + engineering + vendors—ensuring requirements are actionable, integrations are validated, data is reliable, and users are enabled for adoption.

  • Location: Metro Atlanta, GA (Remote/Hybrid)
  • Focus: CRM Implementations • Customer Onboarding
  • Platforms: D365 CRM • Salesforce • SaaS Ecosystems

Core Implementation Capabilities

  • Discovery & Requirements: stakeholder workshops, process mapping (as-is/to-be), user stories, acceptance criteria
  • CRM Delivery: configuration support, workflow/business rules, role/security alignment, environment readiness
  • Integrations: API/field mapping, vendor coordination, data contracts, validation & reconciliation
  • Data Migration: mapping, transformation rules, cutover planning, defect triage
  • Testing & Adoption: UAT strategy, test execution, training documentation, enablement, release readiness

Career Highlights

Implementation projects and measurable results.

CallTracking Automation

AutoTrader.com • Role: Product Owner / BA

Automation Vendor Selection Process Improvement

Impact: Reduced manual creation effort by 75%; selected vendor in 3 weeks; delivered in 60 days.

Owned RFP + scorecard evaluation, facilitated vendor interviews, and defined requirements to replace a high-volume manual call-tracking workflow.

Display Vehicle Payment Calculator

AutoTrader.com • Role: BA / Implementation Lead

3rd-Party Integration Training Customer Enablement

Impact: Trained 50+ sales reps and 300+ customers; supported successful 90-day pilot/POC.

Gathered requirements with dev + vendor, produced training materials, supported onboarding, and served as Tier 2 escalation for complex issues.

Renewal Process with Open Invoice

MemberSuite, Inc • Role: Implementation Lead / BA

Portal Enhancement Workflow Training

Impact: Delivered in a 2-week sprint with 1 resource; improved renewal compliance.

Defined portal rules to require invoice payment before membership renewal; configured fields, tested, demo’d, and trained users.

Created Membership Process

MemberSuite, Inc • Role: Implementation Lead

SaaS Configuration Data Import Enablement

Impact: Configured 100+ custom fields; onboarded and trained 200+ members/partners.

Designed joining + fee payment flow with hatchery identification; configured portal experience and completed data import + training.

Payment Processor Integration

MemberSuite, Inc • Role: Implementation Lead / BA

API Integration SaaS Onboarding Revenue

Impact: Onboarded 300+ customers; generated $3.5M revenue uplift within 3 months.

Defined onboarding + API requirements, coordinated teams, negotiated rates, and managed vendor troubleshooting through go-live.

System Regression Test Suite

The Stonehill Group • Role: QA / BA

QA Strategy Automation Security

Impact: Identified 20+ penetration risks; improved stability via repeatable end-to-end regression coverage.

Built regression test plans and automated scripts to validate releases end-to-end; improved reliability and reduced production defects.

Test & Repair FTP Import Process

The Stonehill Group • Role: QA / Support Analyst

SQL Troubleshooting Data Integrity Support Documentation

Impact: Reduced recurring “orphan file” incidents and improved internal self-service troubleshooting.

Diagnosed orphaned import files, validated mapping, and trained teams to resolve common FTP failures before escalation.

Built FTP Upload User Interface

The Stonehill Group • Role: BA / UI Support

HTML/CSS UX Branding

Impact: Improved usability and brand consistency for FTP workflows; reduced user confusion.

Created a branded landing page and integrated it into the application menu to make FTP uploads more intuitive for users.

Contract Creator (Tenant Approval Workflow)

FirstKey Homes • Role: BA / Integration Analyst

CRM/ERP Integration User Stories Tenant Experience

Impact: Streamlined tenant intake and approval via automated integration workflows; improved move-in readiness.

Gathered requirements, mapped as-is/to-be, wrote stories + test scenarios, and coordinated Salesforce/Dynamics integration to improve leasing workflow.


Implementation Experience

Company-level experience with a direct link to supporting projects.

Insight Global/NCR Voyix

Product Owner/Implementation Consultant- POS/BFF Integration Retail • Atlanta, GA • 2025–Present

  • DCoordinated delivery across POS UI, BFF services, and backend integration points
  • Facilitated discovery sessions to define business workflows and system requirements
  • Supported integration implementation across enterprise services including payments, promotions,
  • Strengthened coordination across POS and integration teams

KForce/The RMR Group

Product Owner/Business Analyst - Enterprise SaaS & Analytics Implementation • Atlanta, GA • 2024–2025

  • Defined business rules and integration requirements supporting synchronized inventory and invoicing workflows
  • Authored integration documentation supporting audit and compliance requirements
  • Supported production rollout activities
  • Eliminated redundant data capture through integrated CRM and ERP workflows

BCForward/HP.com

Product Owner/Business Analyst - Enterprise ESG Platform Implementation • Atlanta, GA • 2023–2024

  • Translated regulatory and operational requirements into functional specifications supporting platform implementation
  • Supported implementation of structured data ingestion processes replacing manual reporting workflows
  • Identified implementation risks and dependencies
  • Supported global ESG reporting platform modernization

MRCC Solutions/Call2Recycle

Implementation Lead/Business Analyst - Dyanmics 365 & ERP Integration • Atlanta, GA • 2023–2023

  • Defined business rules and integration requirements supporting synchronized inventory and invoicing workflows
  • Authored integration documentation supporting audit and compliance requirements
  • Supported production rollout activities
  • Eliminated redundant data capture through integrated CRM and ERP workflows

Insight Global/Charles Schwab

Business Analyst/Implementation Lead - Enterprise Data Platform Implementation • Remote, TX • 2021–2022

  • Coordinated stakeholders across business units, architecture teams, and data engineering team
  • Worked with technical teams to align implementation activities with governance standards
  • Conducted SQL diagnostics supporting platform performance improvements
  • Improved system performance through data optimization initiatives (85% throughput improvement)

Brooksource/Cox Communication

Business Analyst/Implementation Lead - Salesforce CRM Integration • Atlanta, Ga • 2021–2022

  • Coordinated stakeholders across sales, operations, and technical teams
  • Supported Salesforce implementation improvements across Quote-to-Cash lifecycle
  • Implemented automation workflows reducing manual processing
  • Delivered user enablement support improving CRM adoption

Diversant/Rush Enterprises

Business Analyst/Implementation Lead - Dynamics 365 CRM Integration & Cloud• Remote, TX • 2021–2021

  • Led discovery sessions to document legacy workflows and define implementation requirements
  • Supported implementation planning and delivery coordination
  • Coordinated EDI integration activities supporting real-time data exchange
  • Documented implementation workflows supporting knowledge continuity

Safeguard Products International

Product Owner/Implementation Lead - Dynamics 365 CRM Implementation• Atlanta, Ga • 2021–2021

  • Served as liaison between business stakeholders and technical teams
  • Supported enterprise database rationalization initiatives eliminating redundant systems
  • Conducted SQL diagnostics supporting platform performance improvements
  • Reduced infrastructure costs through structured data lifecycle management

Protective Life

Product Owner/Implementation Lead - Dynamics 365 CRM Modernization• Remote, AL • 2020–2021

  • Translated business processes into functional requirements supporting CRM modernization
  • Coordinated API integration initiatives supporting process automation
  • Validated implementation outcomes against business requirements
  • Increased reporting visibility supporting operational decisions

BCForward-Firstkey Homes

CRM Implementation Lead/Sr. Business Analyst • Marietta, GA • 2017–2019

  • Coordinated stakeholders across leasing, operations, and IT teams
  • Implemented security roles and access controls supporting user governance
  • Improved customer onboarding workflows through CRM enhancements
  • Ensured system readiness for business adoption

The Stonehill Group

Saas Implementation Lead/Business Analyst • Atlanta, GA • 2017–2018

  • Served as liaison between business stakeholders and development teams
  • Redesigned business processes using current-state and future-state modeling
  • Defined business rules supporting system functionality
  • Improved operational workflows through SaaS platform implementation

MemberSuite

Implementation Lead • Remote • 2014–2017

  • Owned customer onboarding, configuration, and integration requirements for SaaS platform
  • Delivered payment processor integration and go-live support across customer base
  • Built SQL reporting and supported adoption with training and documentation
  • Coordinated cross-functional delivery through sprint planning and readiness

AutoTrader.com

Product Owner / BA • Atlanta, GA • 2002–2014

  • Led CRM enablement and dealer onboarding workflows across sales/support operations
  • Drove vendor selection, requirements, and implementation readiness for high-volume programs
  • Delivered integration and automation improvements to reduce cycle time and manual effort
  • Supported training and adoption for customers and internal sales teams

Skills & Tools

I operate as a bridge between business strategy and technical delivery—translating goals into executable backlogs, validating integrations and data, and driving adoption through go-live and hypercare.

Business + Technical Delivery Leader

Product Ownership • CRM/SaaS Implementations • Integrations • Data • AI-Assisted Delivery

Strategy Execution Outcomes

Product & Delivery

Backlog clarity • predictable execution • stakeholder alignment
Business / Product
  • Discovery workshops + problem framing
  • Roadmaps, priorities, release planning
  • Stakeholder alignment & decision facilitation
Technical / Delivery
  • User stories, ACs (INVEST), decomposition
  • Sprint readiness, dependency mapping
  • UAT planning, defect triage, go-live readiness
Product Owner Backlog Refinement User Stories UAT Release Readiness

CRM & SaaS Platforms

configuration support • workflows • portals • adoption
Business / Product
  • Process mapping (as-is/to-be) + business rules
  • Enablement: training, documentation, adoption
  • Cross-team coordination (Ops, Sales, Finance)
Technical / Delivery
  • Dynamics 365 / Salesforce ecosystem delivery
  • Field models, workflows, security alignment
  • Portal requirements + validation
Dynamics 365 Salesforce SaaS Portals Enablement Change Mgmt

Integrations & Data

API mapping • migration • validation • governance
Business / Product
  • Define data rules + operational workflows
  • Align stakeholders on “source of truth”
  • Reduce friction through automation & clarity
Technical / Delivery
  • API/field mapping + integration validation
  • Data migration planning & reconciliation
  • SQL analysis for defects + reporting readiness
Integrations API Mapping Data Migration SQL Governance

AI-Assisted Delivery

prompting • requirements acceleration • workflow optimization
Business / Product
  • Faster discovery synthesis + executive summaries
  • Decision support via structured analysis
  • Improved stakeholder alignment through clarity
Technical / Delivery
  • Prompt engineering for stories/ACs/test cases
  • Backlog decomposition + risk/edge-case discovery
  • Copilot-style workflow optimization
Prompt Engineering AI Requirements Backlog Acceleration Copilot Automation

Tools I Use

JIRA Confluence Azure DevOps Visio Lucidchart Smartsheet Power BI Tableau Snowflake SQL Dynamics 365 Salesforce ChatGPT Copilot

Click a capability button above to filter projects in Career Highlights.

Contact

If you would like to know more about my experience or contact me for freelance opportunities, please feel free to submit a contact request or message me on LinkedIn by clicking on the logo.

Location:

Metropolitan Atlanta, Atlanta, GA 30339