Mentoring early to mid-stage Client Success Managers and Leaders as they propel their personal and professional growth.

Coaching Customer Success rockstars as they navigate team development, client management, career design and more.

Selected as a Fellow in the inaugural cohort of the Execs on Deck Fellowship: a highly selective program where top executive talent comes to accelerate their ideas and careers, surrounded by a world-class community.

Set and drive annual and multi-year strategic vision for 170+ financial services network.• Proposed, gained approval for, and built Client Success team, including defining client segmentation, CSM hiring and training, defining team and organizational KPIs and OKRs.• Chaired cross-org. Business Leadership Team, defining impact goals, managing annual planning process, and influencing executive-level organizational re-design process, resulting in large-scale enterprise restructuring.• Set strategy and course-correct as escalation point for all client relationships, focused on deepening engagement and driving incremental revenue with Fortune 500 clients including Visa, PayPal, Salesforce.• Own $3M+ ARR plus identification and close of additional follow-on revenue.

• Owned P&L of nearly $3MM+; identified and managed revenue pipeline, resourcing, and product innovations.• Developed the organization’s first dynamic pricing model which was leveraged across peer business lines.• Led a Business Development team: increased number of members 55% and revenue 47% over 3 years.• Managed team of 34 Relationship Managers; designed and executed resource centralization.• Responsible for overall online and offline customer experience. Owned content for annual 300+ attendee event; represented the organization at both public and private events.

• Lead strategic recruitment and engagement marketing for a network of financial service providers, with responsibility for overall online and offline member experience. • Execute organizational firsts including: creating and leading an engaged Member Advisory Committee for market insights, launching a membership onboarding process, and implementing marketing automation to deliver benefits and deepen relationships. • Organizational liaison for membership, including leading cross-functional teams, collaborating with researchers, business development, consulting and thought-leadership to shape positive member experience and drive impact. • Execute omni-channel strategy, including event, content, digital, and direct marketing through podcasts, webinars, email, social, web, in-person education, and business development presentations.

Coalesce Chicago is changing the Chicago market through diversity + inclusion in advertising, marketing, communications and tech!I was honored to be a mentor to early-career marketing professions through the 2109 C-Suite Mentorship program.

• Lead marketing strategic planning, implementation, measurement and reporting for national association non-profit affinity insurance program, in order to meet long-range acquisition and retention benchmarks defined by Board.• Manage annual budget in excess of $1 MM, measuring ROI, Customer Lifetime Value and KPIs.• Develop innovative testing strategies, resulting in a new sales increase of 21% YOY.• Responsible for implementation of multi-channel marketing initiatives including: website UX research and development, cross-channel direct marketing campaigns, multi-touch lead programs and all other customer acquisition and retention efforts.• Launch organization’s initial inbound marketing efforts, including purchase path research, persona development, content marketing, community (social) management and data integration and reporting.• Pitch new initiatives and report results to key board and C-suite stakeholders. • Manage department, including vendor/agency relations and the professional growth of department team members along with leading cross-departmental task forces and project teams.

• Recruited great ESL teachers and then filled positions in great schools in South Korea.• Provided teacher support for official credential collection, including E-2 Visas and FBI background checks.• Wrote content to help recruit teachers, including newsletter and online articles and emails.

Instructed 150 Korean students from age 5 to adult in conversational English, writing, comprehension and debate.

• Oversaw the design and execution of all internal and external communications including print, online, in-person, POP, and advertisements, including copywriting, graphic design, printing production (if applicable), and technical implementation.• Created content and maintained corporate blog and social marketing strategies including weekly blog posts.• Managed highly-segmented online and offline direct marketing campaigns, consisting of multiple response vehicles, over extended time frames.• Wrote copy for, and manage technical production of, interactive flash presentations, website updates, and targeted opt-in email campaigns. • Analyzed the effectiveness of marketing campaigns and make adjustments appropriately.• Coordinated quantitative and qualitative research to enlighten marketing decisions.• Supervised Communications Assistant.

• Created effective and emotive print ads, direct mail, sales materials, and collateral. • Authored and edited all outgoing internal and external communications for world-wide brand.• Communicated with clients and vendors world-wide, in multiple languages.• Managed multiple projects simultaneously from concept to implementation.• Assisted in consumer qualitative research studies.

• Developed campaigns, managed brands, wrote copy and designed direct mail, print ads and web ads• Planned yearly marketing calendars and associated budgets• Presented concepts to banks and develop new marketing initiatives• Determined target markets/audiences and coordinate marketing vehicle• Successfully managed and executed plan within yearly budgets• Coordinated and maintained relationships with vendors and media contacts• Managed one assistant, including daily tasks and over arching career goals