Carlos Ortiz, MBA, PMP, CSM, CSPO

Project Manager

Davenport, Florida, United States23 yrs 9 mos experience
AI Enabled

Key Highlights

  • Over 10 years of project management experience.
  • Expertise in Agile methodologies and traditional project management.
  • Strong background in human resources and talent acquisition.
Stackforce AI infers this person is a SaaS Project Manager with extensive experience in HR and operational excellence.

Contact

Skills

Core Skills

Project ManagementAgile Project ManagementHuman Resources (hr)

Other Skills

Project LeadershipProject Portfolio ManagementBusiness EthicsEthical LeadershipRequisitionsBusiness AnalysisMicrosoft OfficeSourcingOnboardingApplicant Tracking SystemsPersonnel ManagementPerformance ManagementTalent ManagementConfidential Documents ManagementHiring

About

With over 10 years of experience leading complex projects across diverse teams and industries, I am a results-driven Project Manager dedicated to driving operational excellence and delivering strategic outcomes. As a proud U.S. Army Veteran, I bring a mission-focused mindset, discipline, and adaptability to every challenge I face. I hold multiple industry-recognized certifications, Project Management Professional (PMP), Certified Scrum Master (CSM), and Certified Scrum Product Owner (CSPO), which equip me with the tools to bridge traditional and Agile methodologies effectively. My approach is rooted in servant leadership, empowering teams to collaborate, innovate, and exceed expectations. I am passionate about continuous improvement, organizational success, and fostering a culture of accountability and growth. Whether managing cross-functional initiatives or leading high-performing teams, I remain committed to delivering value and advancing the mission of my organization. I am a proven professional with an active Secret Security Clearance and progressive experience in the following aspects: ● Project Management ● Leadership / Development ● Risk Management ● Master Resiliency Trainer ● Diversity, Equity, and Inclusion ● Stakeholder Management ● Training and Development ● Talent Acquisition

Experience

23 yrs 9 mos
Total Experience
5 yrs 10 mos
Average Tenure
3 mos
Current Experience

Encoura

Senior Project Manager

Feb 2026Present · 3 mos · Orlando, Florida, United States · Remote

  • As a Senior Project Manager at Encoura, I lead a diverse portfolio of medium to large-scale projects, ranging from low to high complexity, from initiation through delivery. I am responsible for ensuring the successful execution of each engagement.
  • I serve as the primary point of contact for clients, fostering strong relationships and ensuring that their needs are met with professionalism, responsiveness, and strategic insight. My role involves providing executive-level project guidance, leading advanced custom implementations, and applying flexible delivery approaches to address critical issues impacting project scope, schedule, or budget.
  • Key responsibilities include:
  • Leading CRM and ERP SaaS implementations for Encoura’s higher education solutions, including Reach and Raise.
  • Managing project financials and resources with precision, keeping every initiative on time, on budget, and aligned with client goals.
  • Partnering with Sales and Customer Relations to showcase how strong project management drives measurable results and long-term value.
  • Guiding and mentoring emerging project managers to strengthen delivery capabilities across the organization.
  • Passionate about helping universities and colleges transform their operations through scalable, data-driven SaaS platforms.
  • Developing and managing detailed project schedules, documentation, and work assignments for cross-functional teams.
  • Overseeing technical execution and alignment with client expectations.
  • Delivering consistent, clear project updates and reports to clients and internal stakeholders, including status updates, risk assessments, and issue resolution.
  • Ensuring compliance with contracts, project methodology, and internal quality standards while monitoring performance metrics to drive success.
  • Contributing to business growth by identifying opportunities through client engagement and aligning solutions to evolving customer needs.
Project LeadershipProject Portfolio ManagementBusiness EthicsAgile Project ManagementProject ManagementEthical Leadership

Anthology inc

Senior Project Manager

Jul 2024Feb 2026 · 1 yr 7 mos · Orlando, Florida, United States · Remote

  • As a Senior Project Manager at Anthology, I lead a diverse portfolio of medium to large-scale projects, ranging from low to high complexity, from initiation through delivery. I am responsible for ensuring the successful execution of each engagement.
  • I serve as the primary point of contact for clients, fostering strong relationships and ensuring that their needs are met with professionalism, responsiveness, and strategic insight. My role involves providing executive-level project guidance, leading advanced custom implementations, and applying flexible delivery approaches to address critical issues impacting project scope, schedule, or budget.
  • Key responsibilities include:
  • Leading CRM and ERP SaaS implementations for Anthology’s higher education solutions, including Reach, Raise, and Student.
  • Managing project financials and resources with precision—keeping every initiative on time, on budget, and aligned with client goals.
  • Partnering with Sales and Customer Relations to showcase how strong project management drives measurable results and long-term value.
  • Guiding and mentoring emerging project managers to strengthen delivery capabilities across the organization.
  • Passionate about helping universities and colleges transform their operations through scalable, data-driven SaaS platforms.
  • Developing and managing detailed project schedules, documentation, and work assignments for cross-functional teams.
  • Overseeing technical execution and alignment with client expectations.
  • Delivering consistent, clear project updates and reports to clients and internal stakeholders, including status updates, risk assessments, and issue resolution.
  • Ensuring compliance with contracts, project methodology, and internal quality standards while monitoring performance metrics to drive success.
  • Contributing to business growth by identifying opportunities through client engagement and aligning solutions to evolving customer needs.

Longevity health

Sr. Professional Healthcare Recruiter

Mar 2024Jul 2024 · 4 mos · Remote · Remote

  • As a Senior Professional Healthcare Recruiter at Longevity Health Plan, I am responsible for developing and implementing a sustainable and flexible LiveWell Choice employee recruitment and onboarding plan that meets the growth needs of Longevity Health Plans for each market and enhanced clinician retention. I work closely with the market Directors of Clinical Quality and Operations, ISNP Clinical Operations VP and HR Team to ensure right candidates are recruited for each position and to ensure effective onboarding.
  • Whether by caring directly for patients or by supporting those who do, we are all passionate about improving the health and quality of life of nursing home residents.
  • Join our team!

U.s. army recruiting command (usarec)

8 roles

Senior Project Manager and Operations Director

Nov 2022Mar 2024 · 1 yr 4 mos

  • Served as the Operations and Management advisor for 5 First Sergeants, 5 Guidance Counselors, and over 155 Regular Army and Army Reserve recruiters; my main focus is to convert complex information and instructions on current regulation eligibility and enlistment standards of applicants processing for the United States Army Reserve s broad spectrum of training program options, to include Reserve Officers Training Corps/Simultaneous Membership Program, (ROTC/SMP), Army Civilian Acquired Skills Program (ACASP), and inter-service transfers.
  • Oversaw project advancement through activity tracking, issue resolution, progress report dissemination, and provision of actionable recommendations while providing regular updates to management
  • Developed and executed a comprehensive project plan, including defining project scope, goals,
  • and deliverables, and effectively communicated project progress to stakeholders
  • Helped managed the organization budget, identifying cost saving opportunities in preparation of
  • proposals and ensuring the program stayed within the approved financial limits
  • Set milestones and oversees compliance with master plans and schedules, identifies program issues, and finds solutions, such as reallocating resources or modifying contractual specifications
  • Generated detailed specifications, diagrams and flow charts translating and simplifying requirements for both the development team and stakeholders
  • Planned and managed an internal operational audit using project management concepts; established work breakdown structures and timelines, forecasted resources, and supervised the overall completion of projects
  • Served as a direct point of contact for management and execution of logistics; a fast-paced
  • and deadline driven environment; directed and processed over four thousand enlistment contracts within a 3-year tenure
RequisitionsHuman Resources (HR)Business AnalysisMicrosoft OfficeSourcingOnboarding+14

Senior Project and Operations Manager / Operations Sergeant Major

Sep 2021Nov 2022 · 1 yr 2 mos

  • Advised the chief executive officer and regional director on policy, directives, and regulations concerning enlistment and market segmentation analysis. Developed and implemented operational plans for execution to drive customer satisfaction, efficiency, and productivity. Monitored recruiting force achievements and shortfalls to evaluate organizational and individual recruiting performance and assisted in overseeing enlistment processing of approximately 5000 Army applicants per year. Acted as a liaison with partnered organizations and with higher headquarters. Conducted operational assistance visits and inspections throughout the organization as an individual or as a member of the command staff; provided input and executed briefings and projects in support of the organization. Supervised robust training and certification management programs to support personnel assigned to the organization. Managed direct reporting for over 25 employees and implementation of procedures in support of 300 recruiters throughout the Los Angeles area.
  • Analyzed intricate legislative, regulatory, and policy guidance to formulate recommendations
  • for senior management; ensured 100% compliance during last audit
  • Managed staff, including planning, setting priorities, determining assignments, evaluating
  • performance, and directing specialists and assistants to enhance their skills and effectiveness in program areas
  • Participated in meetings with other management officials to discuss major program changes, reorganizations, budget projections, and staffing needs
RequisitionsHuman Resources (HR)Business AnalysisMicrosoft OfficeSourcingOnboarding+15

Senior Project Manager

Promoted

Jul 2020Sep 2021 · 1 yr 2 mos

  • Managed policy, talent development, employee relations and all operational actions for 350 personnel in the Los Angeles area. Designed and implemented sales training resulting in process efficiencies and an increase in production. Provided data analysis to regional executives and branch managers forecasting trends and mitigating risks. Passed multiple audits conducted by the Office of the Inspector General aimed at inefficient and unlawful operations within federal organizations. Acted as a liaison with local community organizations to build brand awareness and partnerships.
RequisitionsHuman Resources (HR)Business AnalysisMicrosoft OfficeSourcingOnboarding+15

Lead Project Manager / Physician Recruitment

Mar 2018Jul 2020 · 2 yrs 4 mos

  • As an intermediary between medical professional and the US ARMY Medical Department, I spent most of my time overseeing and delivering complex projects and negotiating salaries. Excellent communication and interpersonal skills, adept at building and nurturing relationships with stakeholders at all levels, including clients, senior management, and cross-functional teams.
  • Oversaw site crews and coordinate logistics with internal company schedulers by utilizing email to send and receive files, including plans, and to write correspondence with common computer applications such as Microsoft Excel and Microsoft Word
  • Served as the main point of contact for customers regarding program activities, leading program review sessions with customers to discuss cost, schedule, and technical performance
  • Conducted regular meetings and status updates with project stakeholders, customer contact ensuring clear communication and alignment on project objectives and milestones
  • Engaged with clients and staff to develop project schedules, attend meetings, manage and distribute plan revisions and addenda, maintain daily reports, and conduct work inspections
  • Lead the formulation of project strategies harmonizing with the company's strategic business blueprint
  • and facilitate cross-departmental coordination for their execution
  • Responsible for reviewing, writing, and negotiating swear in contracts for medical professionals looking to serve in the Army Medical Department; ensured minimum qualifications were met before submission
  • to hiring manager
  • Developed partnerships with local Hospitals; gained access to their career fairs at no cost
  • Demonstrated the ability to interpret and apply laws, regulations, policies, and practices to provide advice and guidance to officials, supervisors, and employees on a variety of HR functions related to position management, manpower, and classification; resulted in 100% compliance review
RequisitionsHuman Resources (HR)Business AnalysisMicrosoft OfficeSourcingOnboarding+16

Lead Project and Training Manager

Jul 2015Mar 2018 · 2 yrs 8 mos

  • As a member of United States Army Recruiting Command, I joined a carefully selected team of dedicated professionals who sustain the nation's All-Volunteer Army. Enabled by leading edge technologies and premier recruiting practices, we establish and maintain enduring relationships with Centers of Influence, Future Soldiers, Families, and the American Public.
  • Served as a professional and customer-friendly representative for clients, communicating
  • effectively with customer supervisors, peers, subordinates, subcontractors, and
  • owners
  • Developed and delivered 15+ indepth reports for quarterly briefings to leadership, highlighting accomplishments which led to a 20% increase in team efficiency and played a pivotal role in
  • strategizing and setting 50+ quarterly goals with an 90% achievement rate
  • Utilized diplomacy and courtesy during conflicts to convey messages in order to obtain mutually beneficial results for all parties involved
  • Solved recruiting challenges by proposing creative approaches to resolve recruitment and placement problems, ensuring the accuracy and appropriateness of actions
RequisitionsHuman Resources (HR)Business AnalysisMicrosoft OfficeSourcingOnboarding+13

Talent Acquisition Recruiter

Promoted

Oct 2012Jul 2015 · 2 yrs 9 mos

  • Served as the Army's ambassador within the community; determined applicant’s enlistment eligibility, counseled applicants on enlistment programs and options, prepared enlistment applications, and processed qualified applicants to enlist in the Army and Army Reserve. Responsible for preparing Future Soldiers for initial entry training; implemented and conducted Army awareness programs throughout an area covering 73 square miles with a population of 300,000; maintained a network of influencer's to include parents, educators and community officials in two high schools and two colleges, accountable for $30,000 worth of government equipment.
Human Resources (HR)Microsoft OfficeSourcingOnboardingApplicant Tracking SystemsSocial Media+6

Recruiter

Apr 2010Oct 2012 · 2 yrs 6 mos

  • Served as the Army's ambassador within the community; determined applicant’s enlistment eligibility, counseled applicants on enlistment programs and options, prepared enlistment applications, and processed qualified applicants to enlist in the Army and Army Reserve. Responsible for preparing Future Soldiers for initial entry training; implemented and conducted Army awareness programs throughout an area covering 76 square miles with a population of 322,224; maintained a network of influencer's to include parents, educators and community officials in 32 high schools and four colleges, accountable for $30,000 worth of government equipment.
Human Resources (HR)Microsoft OfficeSourcingOnboardingApplicant Tracking SystemsSocial Media+6

Recruiter

Oct 2005Apr 2010 · 4 yrs 6 mos

  • Responsible for the enlistments of qualified personnel (prior and non-prior service) with integrity into Regular Army (RA) and Army Reserve (AR). Contacted potential applicants to mentor, coach, counsel, and educate them on the Army benefits. Trained recruits, supervised recruiting and recruiting support activities. Identified, cultivated and established community centers of influences (COIs), distributed and displayed recruiting publicity materials and explained the unique benefits to the AR and RA applicants. Maintained and utilized prospect files and lists. Established and maintained cohesive relations with Troop Program Units (TPUs) within my area of operation.
Human Resources (HR)Applicant Tracking SystemsSocial MediaCommunicationTracking Systems

Us army

Heavy Equipment Operator

Jul 2002Sep 2005 · 3 yrs 2 mos

Communication

Education

Harvard Business School

Certificate in Business Analytics — Business Analytics

May 2019Jul 2019

Syracuse University

Professional Certificate — Human Resources (SPHR)

Oct 2022Dec 2022

University of Phoenix

Master of Business Administration - MBA

Jan 2015Jan 2017

Department of the Army

Equal Opportunity Leader Course — Equal Opportunity

Jan 2017Jan 2017

University of Pennsylvania

Master Resiliency Trainer Certificate — Resiliency

Jan 2016Jan 2016

University of Phoenix

Bachelor of Science in Business — Marketing

Jan 2010Jan 2014

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