Manage a team of 8 technologists, project managers and business analysts whosupport the firm's intranet, extranet, document automation platform, survey tooland application builder.• Identify efficiency opportunities, process improvements and collaboration needscreating customized solutions for clients and lawyers.• Add value to client relationships through the use of proprietary, customized solutions.• Research and implement when appropriate legal tech software from the marketplace.• Provide best practice tech consultation, design, development, deployment andresults analysis.• Negotiate contracts and project timelines with vendors.• Promote and identify new opportunities for the custom legal tech solutions available at the firm.

Responsible for all training needs related to marketing technology systems including building e-learning courses and user guides as well as development and deployment of those key marketing technology solutions. • Performed a needs analysis, defined the scope and developed a wireframe and project plan for expansion of an enhanced matter tracking, profiling and searching system which will result in more accurate data retrieval and search speed for the end users.• Designed a new CRM solution, for firm-wide use, by cleaning data from the legacy system, configuring the objects and layout of the new solution and developed a training and communication plan. The CRM solution will ensure compliance of regulations regarding data privacy and bring together information currently in disparate client databases. • Managed a firm-wide survey tool by providing best practice consultation, survey design, development, deployment and results analysis which has been a substantial cost savings over previous tools.• Developed a series of intranet pages to accommodate the various marketing documents, calendars, tasks, news and libraries essential to the function which will provide a single portal to easily navigate and request marketing assistance.• Advanced and promoted a new pitch and biography document generation tool through user testing, development and training, resulting in relevant and timely data that is easily accessible and quickly retrieved.• Refined the process and technology available for a workflow intake tool to help various teams across marketing by leveraging current and new technology solutions resulting in the elimination of duplicate work and gaps in task assignment. • Delivered training across the firm on any marketing solution which can include, but is not limited to user guides, e-learning courses, live presentations and webinars.

Managed a vendor-hosted presentation and proposal system for the sales force within the Corporate and Institutional Bank as well as all marketing needs for the PNC Healthcare business.• Trained and developed training material for new users as well as developed continuous education and upgrades to the presentation software for the 2,400 base user group to promote consistency across all users.• Successfully trained and onboarded two business units comprised of 539 employees within a limited time frame.• Developed new and upgraded enhancements to help support the end user that resulted in time and cost savings.• Reported system usage to identify gaps, successes and drive efficiency.• Accountable for branding compliance, legal and compliance approval, market strategy, and consistency across multiple lines of business.• Developed and managed a comprehensive marketing plan for PNC Healthcare including newsletters, webinars, new product launches, videos, whitepapers, ads and sales presentations to drive sales and increase visibility of the brand.

Developed, coordinated and facilitated training related to credit for new hires and existing employees.• Worked with various subject matter experts at all levels of the enterprise to develop and deliver appropriate material both virtually and in-person.• Built procedures for evaluation of the material both by student comprehension and effectiveness on the job (Kirkpatrick’s Four Levels) to measure the results of the training.• Coordinated and scheduled over 162 subject matter experts, enterprise leaders and C-suite executives for a seamless and effective seven-week, blended learning training program that was repeated five to seven times per year. • Developed an online training portal for dissemination of content including eLearning courses, quick reference guides and social learning to align with the corporate environmental responsibility value.• Earned management trust by serving as a key point of contact for any credit training needs, including the exclusive Introductory Credit Training program.• Communicated with vendors regarding contracts, planning and execution of various training programs to ensure the best use of resources.• Recommended, selected and helped locate appropriate venues for training classes and programs, as well as coordinated housing, transportation and events before, during and after training programs to foster a positive working relationship.

Educated clients’ retirement plan participants on retirement saving, plan provisions, investments and market insights through in person training and webinar sessions. • Communicated changes or enhancements to retirement plans through written and web based programs. • Conducted on-site education seminars along with one-on-one meetings based on the clients’ needs to increase or maintain plan participation. • Created and delivered materials to educate plan participants on their retirement plan.

Worked in conjunction with prior plan providers and recordkeepers to convert participant records and trust assets within a corporate retirement plan. • Set up participant accounts to include investment balances, tax basis, loan balances, and all required data needed to operate the plan under legal and regulatory guidelines. • Communicated with plan sponsors to inform and guide them through the conversion process and address any outstanding matters.