HawkSoft Professional Services
Meet The Team
Leadership
Client Services
Customer Success Management
Database Management
name - title
Joined HawkSoft in #.
Full bio coming soon.
Charmin - Accounting Consultant
Joined HawkSoft in May 2021
Hobbies:
Music, fishing, road trips, working in my yard, reading
What's your favorite book?
Anything by Maeve Binchy or Nora Roberts
What's your favorite movie?
Coal Miner’s Daughter, I love her story
Who is one person that you would like to express gratitude to?
My mom, for countless reasons
Where is your favorite place to relax?
At home, or driving in the mountains
Who or what are you always happy to see?
My family, especially my kids and grandkids
Why do you choose to work at HawkSoft?
The Hawksoft family are amazing!
Kelli - Software Consultant
Joined HawkSoft in 2021
Hobbies:
Watching horror movies and board games with the kids
What's your favorite book?
The Historian by Elizabeth Kostova
What's your favorite movie?
Insidious Series
Who is one person that you would like to express gratitude to?
My kids! They continue to help me become a better person every day.
Where is your favorite place to relax?
The Oregon coast
Who or what are you always happy to see?
Butterflies
Why do you choose to work at HawkSoft?
I choose to work here at HawkSoft because of the community they create with their strong values and standards. As an employee I am valued and heard.
Debby - Senior Software Consultant
Full bio coming soon.
Aedan James - Director of Professional Services
At Hawksoft we put the customer first. Our focus is not just on helping our clients with a specific issue but on consulting with them to truly understand their underlying needs and address those needs for the future. Our goal is to provide exceptional service, the best in the industry. My favorite thing about Hawksoft is the open and inclusive culture. This contributes to happy employees who work well together. Our work here is truly a team effort where everyone’s input is welcomed and considered.
Aedan James joined Hawksoft in early 2016. She holds a BS in Business Management and brings over 20 years of experience in client relations, customer service, and operations management in the software industry, running large and small contact centers in Oregon, Washington, and California. When Aedan isn’t focusing on the customer experience, she spends time with her family and working on the family farm.
Kathi, Managed Accounting Sales & Onboarding Manager
Kathi joined the team from Product Support, where she was a representative and a subject matter expert. She holds an AA in Accounting and spent 8 years teaching mathematics. She also has several years of retail management experience, where she honed her excellent customer service skills. She has a passion for accuracy and is excited to be a part of the team.
Anisa Newkirk - Client Services Manager
I worked for an insurance agency for a year and a half right out of college. I started at HawkSoft in 2009 in Customer Service and have been an Accounting Trainer, Team Lead and now the Client Services Manager. I chose to work at HawkSoft because of the family atmosphere. The people here bring out the best in you. The company urges you to be all that you can be and to challenge yourself to grow. You are cared about holistically. I love the fact that ideas are encouraged and they want you to think outside the box to make things better. I’m a working mom, and I appreciate the core value “Work to Live, Don’t Live to Work.”
Cindy - Client Services Team Manager
I started in the insurance industry at 21 years old, and four years in I was introduced to HawkSoft after relocating and changing agencies. When asked if the agency had a management system, the owner told me that “they have this Hawk something or other…he just bought it from a friend and doesn’t know what it is or what it does.” I implemented HawkSoft in that agency and six other agency-owned locations. I worked at that agency for nine years using HawkSoft. When the opportunity presented itself, I quickly joined the HawkSoft team and have been here for over 15 years. I love their core values and I love working with agencies across the country. I have met some of the best people through HawkSoft.
Angie - Client Services Team Manager
I began using HawkSoft in 1997 and enjoyed all of the features that made my job easier in the agency. I chose to work at HawkSoft in 2014 because of my love for the program as well as the company’s core values and how they live by them. I began my time at HawkSoft as an Accounting Consultant and this last year moved into a Team Lead role and most recently as one of the Client Services Team Managers. I find it very rewarding to be on this side of things assisting agencies implement the program in a way that meets their needs and makes the most sense for them. I appreciate the way that HawkSoft cares about me as a person and encourages me to share ideas and work together to reach our goals.
Kelli - Client Services Team Manager
I began working for HawkSoft in 2021 in an administrative role and transitioned to a Software Consultant role before becoming a Client Services Team Manager in early 2024. Prior to HawkSoft, I had been a software trainer since 2018. I feel truly honored to be able to support my team and continue to work directly with agencies as well. HawkSoft has shown me how delivering the Purple Cow experience applies both internally and externally.
Shannon - Accounting Consultant
Joined HawkSoft in 2007.
Full bio coming soon.
Sarah - Accounting Consultant
Joined HawkSoft in 2018
Hobbies: Camping; Boating; Fishing; Spending time with family
What's
your favorite movie? Why?
It's
a toss-up between Goonies and The Neverending Story. Both take me
back to the innocence and wonder of my youth. They are timeless and
can be enjoyed by people of all ages. I can and have watched both of
these movies multiple times and never get tired of them.
Who
is one person (could be more)--besides your parents, they are easy
candidates--that you would like to express your gratitude to?
I
would like to express my gratitude to my in-laws who are both
unfortunately no longer with us. Their total acceptance of me as
their daughter so many years ago and their guidance and tutelage
throughout the years formed who I am today.
What
is a quote you have burned in your mind, that you'll always remember?
Why?
"Sit
right back and enjoy the ride" this quote, for me, is a reminder
that as much as we may think we have it all planned/figured out life
will through you curveballs, we need to be appreciative and learn
from every experience and that it will work out the way it was meant
to.
Nathan - Database Management Specialist
Joined HawkSoft in 2019
More bio information coming soon!
Leland Brunson - Database Management Manager
Bio coming soon
Steve Neff - Head of Customer Success
I have been with HawkSoft since 2008, most of that time spent managing teams. I have been blessed to work with outstanding individuals who not only care about the success of our customers using the product, but the success of their fellow HawkSoft team members. The senior management at HawkSoft is truly outstanding and have done a great job of preserving the family feel even with the ongoing growth of the company.
My wife and I are always looking for new outdoor adventures, whether it’s camping, hiking (working on doing more backpacking), kayaking, snowshoeing, etc. Our goal is to visit every National Park in the US, though we have work to do as we are on number 16. Our son also works for HawkSoft, and we have three fur children that we are very fond of (two dogs and a cat).
Tiffany - Customer Success Manager, Large Accounts
I’m a native Oregonian that likes to take full advantage of the great outdoors and beautiful Oregon scenery… and a former insurance agency gone HawkSoft software advocate. I choose to work for HawkSoft because I believe in who I work for, and the core values HawkSoft lives by. I have the absolute best work/life balance and appreciate how HawkSoft recognizes the value of family and the importance of work/life balance.
Noemi - Customer Success Manager
I’ve been a HawkSoft employee for over 9 years and have experience working in Product Support as a Product Support representative, Team Manager, Inside Sales Specialist, Sales Territory Manager and currently a Customer Success Manager. I used HawkSoft in the agencies I worked at and enjoyed the system. Once I became a HawkSoft family member, I could not see myself working anywhere else. The core values and culture of HawkSoft has always made me feel included. HawkSoft as a whole has allowed me to strengthen my abilities and continue to sharpen my skills with their continued support. It’s a breath of fresh air working for HawkSoft!
Jose - Customer Success Manager
As a CSR/Producer I learned how to use HawkSoft while working for a P&C agency. In 2011 a friend/mentor contacted me about an opportunity to join the HawkSoft team. Since joining the HS team I’ve worked on the Product Support team, Client Services team and most recently joined our Customer Success Team! One of my favorite things about working at HawkSoft is that it provides a great work/life balance.
Christine - Customer Success Manager
As a prior Independent Agency Owner and 13-year HawkSoft User, I am thrilled to be a part of the Customer Success Team. This role fulfills my desire to assist with the success of Independent Agencies and my passion for the Insurance Industry. I was drawn to HawkSoft due to their incredible culture. When I am not working, I love to spend time with family, travel and explore new places!
Christy - Senior Software Consultant
Joined HawkSoft in 2013
Hobbies: Reading, crafting and planning our next Disney vacation.
What's your favorite book?
My favorite book is a Wrinkle in Time, with the other books following after. When I first read this as a preteen, I related to Meg. She felt miserable but most of that was her own thoughts. Deep down she was smart, caring and beautiful, she just needed to have the right people around to bring it out.
What's your favorite movie?
Who is one person that you would like to express gratitude to?
Where is your favorite place to relax?
Who or what are you always happy to see?
I am always happy to see my husband. Even after knowing him for close to 30 years, I am always learning more about him. He knows what I need, sometimes even before I do.
Why do you choose to work at HawkSoft?
Susan - Software Consultant
Joined HawkSoft in 2008
Hobbies: Reading, mostly
What's your favorite book?
Whichever one I'm currently reading!
What's your favorite movie?
Who is one person that you would like to express gratitude to?
Where is your favorite place to relax?
Who or what are you always happy to see?
Why do you choose to work at HawkSoft?
This company has the best people and values, ever!
Carina - Software Consultant
Joined HawkSoft in 2014
Hobbies: Crochet, reading (preferably historical fiction), camping, training my dog
What's your favorite book?
Pride & Prejudice - it's always been a favorite
What's your favorite movie?
The Darkest Hour - I'm a fan of Winston Churchill and the movie was fantastic.
Who is one person that you would like to express gratitude to?
My Aunt Debbie
Where is your favorite place to relax?
In a comfy chair with a good book or a crochet project to work on.
Who or what are you always happy to see?
Good friends
Why do you choose to work at HawkSoft?
The people! Coworkers and customers alike.
Ruben Hurse - Database Management Manager
Full bio coming soon.
Jonathan - Database Management Specialst
Full bio coming soon.
Joshua - Database Management Specialist
Full bio coming soon.
Laura - Customer Success Manager
I love spending time with my kids, kickboxing, paddle boarding, hiking, and being outdoors in general. The mountains or the beach is where I go to relax. I choose to work at HawkSoft because HawkSoft is filled with compassion for their customers and employees. There is such a wonderful sense of community here and I am so thankful to be a part of this amazing team!
Eric - Data Warehouse Developer
Full bio coming soon.
Sandy Sapp, Manager of HawkSoft Managed Accounting
With over 20 years of management experience in various industries, Sandy brings a well-rounded and pragmatic approach to overseeing her department of seasoned bookkeepers. She has extensive experience in both customer-facing roles and behind-the-scenes accounting roles. Sandy is in her 3rd year with HawkSoft and has demonstrated her management and operational skills in Product Support, Client Services and now, Managed Services. She works hand in hand with our customers to ensure that their experience is exceptional.
Courtney Lee, Sales & Onboarding Manager
Work Background / Certifications:
- Bachelor of Science in Accounting
- QuickBooks Online Certified ProAdvisor
Courtney has been delivering exceptional bookkeeping and customer service for over 8 years. While her bookkeeping career started in small business logistics accounting, Courtney quickly learned the insurance industry and is eager to continue her education in the industry. She is passionate about helping her clients make informed decisions about their agency accounting operations. Courtney consults with agencies to determine the products that will best suit their needs while also assisting them with operational accounting, payroll, bank reconciliation, invoicing, and accounts receivable and payables. With her help, agents can focus their resources on their core competencies while offloading their insurance accounting needs to a trusted partner.