Designed and launched online resource site and courses to teach individuals, small businesses, and corporations about change management, data analytics, consumer behavior, and business process management. Drafted company’s 5-year strategic plan, vision, and mission to ensure execution of goals. Manages multiple external assets, marketing, SEO, social media, and promotion including creation of optimal sales funnel pathways for user journeys to ensure company growth and differentiation. Provides external facing public relations and education, as an advisor to businesses and new clients to foster new relationships and enhance current ones.

Provided routine and on-demand market, internal and external reporting, intelligence, and guidance for business management as analytics expert and trusted SME for leadership/stakeholders. Oversaw vetting, implementation, and vendor, budget, project management for Datorama (a real-time, interactive data visualization platform) & Handled creative development and upkeep of dashboards and summary data to ensure accurate, meaningful, and actionable insights. Lead development of strategic asset portfolio to inform stakeholders around strategic and financial decision making to continuously improve business processes, consistency & data integrity across the organization. Managed business analysts to determine marketing, operations, and sales effectiveness metrics and ensure campaign performance aligned with overarching goals. Created new automated marketing and sales flows through technology integration and business process innovation.

Change Management overseeing migration from a legacy system to new in-house tool through stakeholder alignment, strategic planning, communication plans, VoC Analysis and customer journey mapping. Hit ROI goal and exceeded by 30% in less than 7 months on wholesaler effectiveness project through partnering with agile development teams to develop new internal digital tools and creating more effective user engagement on the front-end and through creation of feedback loop as new changes were implemented. Training and Development of materials for internal users and customers using Allego, Canva, AdobeSuite, Brainshark, & Camtasia. Creating business impact/adoption targets, hitting KPIs and defining successful adoption to monitor data leading to revenue generation, expense/cost reduction and cost avoidance. Producing reports and providing data visualizations through usage of SalesForce, PowerBI, the Adobe Suite and the Microsoft Suite.

Gained in-depth knowledge of brokerage (BGA) insurance space through internal management of $125 million territory. Optimized territory marketing strategy using data tracking, drip campaigns and targeted follow-up. Ran 5-month campaign, doubling placed premium for an account by almost $600k, by holding seminars and training calls. Participated in stretch projects within BD, marketing and pipeline management allowing for opportunities to gain in-depth knowledge of the business and strategic planning for firm. Held in person new hire trainings, agency meetings, and external client & advisor meetings. Awarded Top Performer, Rookie of the Year 2018.

Promoted to Internal after passing Series 6, Series 63 and PA Life and Health examinations (and LTC CE course) in first month. Researched LTC landscape extensively, through CLTC designation course.

As a curator and managing director, sourced resident artists, managed initiatives, hosted and created fundraising events & created partnerships with other galleries. Managed team of artists in sales & marketing strategy creation and implementation. Handled ticket and gift shop sales as well as sourcing new items.

Answered calls, provided face-to-face customer service, telemarketed for new leads, and provided service to existing customers to provide more sales revenue for the office. Discovered customer needs to determine the best way to assist to ensure best possible experience. Engineered creative solutions to reach out to other businesses and customers for leads, including personalized card design, email templates, and mail out designs.

Assisted in migration of legacy system to set up of new EMR system (EPIC) through answering service calls with Jabber and Finesse to create tickets in Footprints system. Analyzed and determined solutions or escalated problems using deductive reasoning and emotional intelligence to help hospital employees best serve patients.