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Julie Wheat

Julie Wheat

Enterprise Customer Success Implementation & Systems Adoption Leader

Talent
Satellite BeachMember since May 13, 2026
Enterprise Customer Successimplementationimplementation consultantproject managementproduct managercorporate trainercustomer service specialistenterprise systems integration specialistenterprise transformation
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Enterprise Customer Successimplementationimplementation consultantproject managementproduct manager

About

Enterprise Customer Success and implementation leader with 20+ years of experience driving adoption of complex, multi-stakeholder technology systems across public sector and commercial environments. Proven record of onboarding and enabling organizations at scale (up to 300K+ end users), partnering with executive stakeholders, and translating complex platforms into operational workflows that improve adoption, efficiency, and measurable business outcomes. Deep experience in cross-functional environments spanning product, technical, and customer-facing teams.

Experience

Account Manager / Implementation Specialist / RFP Support at PARLANT (ACQUIRED BY SCHOLASTIC) (2008-03 – 2012-09)

  • Led implementation of enterprise communication and academic systems across 31 large U.S. school districts
  • Integrated attendance, grades, behavior, and communication system data sets to maximize district workflow, finances, and student performance
  • Served as liaison to superintendents, principals, district IT leaders, and communications directors
  • Designed training systems for 1000s of district users across instructional and administrative roles
  • Developed KPI dashboards and adoption analytics for system performance
  • Supported RFPs and state procurement processes for K–12 education contracts
  • Managed $6.5M in enterprise account relationships

Technology Projects Administrator (District Executive Role) at CHARLESTON COUNTY SCHOOL DISTRICT (CCSD) (2004-04 – 2008-02)

Third in line to Superintendent

  • Served as advisor to Superintendent Cabinet on instructional technology and academic systems
  • Owned district academic data systems, reporting architecture, and state/federal accountability reporting
  • Led district-wide implementation of instructional and operational systems across 45,000 students
  • Managed $8M IT portfolio across 200+ funding sources; achieved $1.2M in savings
  • Directed federal E-Rate program ($3.5M annual application; $1.5M revenue realization)
  • Developed district technology standards, governance policies, and strategic technology plans
  • Presented to Board of Trustees and Superintendent Cabinet on academic systems performance

Coordinator of Services at WESTERN NEW YORK REGIONAL INFORMATION CENTER (BOCES) (2002-03 – 2003-06)

  • Advised 22 school districts' executive leadership on instructional technology systems and academic data infrastructure
  • Managed $3M annual portfolio of district technology systems and services
  • Delivered academic and financial reporting to New York State Education Department
  • Supported district modernization and compliance initiatives
  • Member, NYS Education Technology Advisory Committee

Marketing & Contracting / Systems Support Assistant at NIAGARA FALLS AIR FORCE RESERVE BASE (1993-01 – 1998-12)

  • Supported transition from analog to digital implementation of systems infrastructure
  • Developed marketing, PR, and event communications for base operations
  • Conducted vendor performance evaluation and cost analysis for contracting decisions
  • Assisted with systems modernization and post-contractor technical support
  • 1998-served as assistant to the Base Commander

Owner / Consultant / Advisor at ON VALE FAIRE (2008-01 – Present)

  • Developed branding, CRM systems, marketing infrastructure, and digital strategy for hospitality, retail, fashion, and creative clients
  • Designed data-driven marketing frameworks and ROI tracking systems
  • Built operational workflows for digital and print communications
  • Provided ongoing business and technical advisory services

Real Estate Agent at THE BOULEVARD COMPANY (2023-04 – Present)

  • Managed CRM systems, client communications, and marketing workflows
  • Supported residential and commercial property transactions
  • Implemented digital marketing and listing systems for brokerage operations

Commercial & Residential Agent / IT & Marketing Director at JULIAN V. BRANDT REAL ESTATE (2019-09 – 2023-04)

  • Led brokerage digital transformation including implementing and training on CRM, SEO, website, and communication systems
  • Built marketing infrastructure for residential, commercial, and land development projects
  • Supported zoning, rezoning, and development advisory work
  • Managed listing workflows, reporting systems, and operational infrastructure

Professor / Curriculum Developer at ART INSTITUTE OF CHARLESTON (2010-05 – 2018-12)

  • Developed and taught curriculum in instructional technology, branding, media planning, e-commerce, and retail systems
  • Built portfolio-based learning systems for Fashion Retail Management students
  • Led faculty development in instructional technology and curriculum modernization
  • Supported recruitment and academic program development

Media / Graphic Arts Teacher & Curriculum Developer at ADVANCED TECHNOLOGIES ACADEMY (1998-08 – 2002-03)

  • Developed curriculum in digital media, interactive design, AP Fine Art, and instructional technology
  • Built integrated web and graphic design curriculum (3-year program design)
  • Managed Apple lab systems and early digital classroom infrastructure
  • Led magnet school recruitment and program development
  • Teacher of the Year, Clark County School District (2001)

Education

MSEd in Education (Technology & Finance) – Canisius University (2003)

BS in Fine Art Education – SUNY Buffalo (1998)

BA in Fine Art (Graphic Design Focus) – SUNY Oneonta (1995)

Interactive Arts & Technology – Manchester Metropolitan University (UK) (1996 – 1997)

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