Amanda Brenner Email and Phone Number

Building and establishing strong client relationships, providing day-to-day client advice and supporting by understanding each client's individual needs and providing consultative service. Managing the onboarding, training and ongoing relationship with Nasdaq IR Insight users to ensure that customer satisfaction and retention metrics are met or exceeded. Promoting the organization's capabilities to clients, identifing sales opportunities to be forwarded to the account managers, and achieving customer retention goals. Working closely with the Relationship Manager and Sales Executive to provide consultative desktop support for clients in my portfolio. Providing white glove customer service to key, senior level decision-makers. Responding to a wide variety of inquiries, including but not limited to financial data questions, product functionality, technical questions and industry best practices. Coordinating user training on system/new functionality and responds to more complex user queries regarding system functionality. Developing and conducting proactive client outreach campaigns designed to increase usage by highlighting new features or encouraging usage on underused components. Acquiring and maintaining a strong working knowledge of the Investor Relations industry and keep apprised of its regulations, trends and best practices.

-Market research and identifying consumer behaviors and trends. -Build Win-Loss reports, and conduct weekly interviews with global clients. -SWOT analysis, product health metrics, competitive intelligence briefings, and reports. -Analyze data to provide recommendations on existing and prospective products. -Build and maintain Win/Loss roadmap of future deliverables.-Producer of monthly Product Live sessions.-Manage quarterly enhancements on Global/US/Canada/UK Services Schedules.-Planner and researcher of innovation events.-Supervisor of Centennial College Health & Wellness Internship program (5 years).-Market scans on technology, competitive, regulatory, social demographics, and environmental.

-Capital Portfolio Management: Allocate project expenses to appropriate Bus. or IT budgets. Review monthly entry of Capital (Bus/IT) costs against monthly/quarterly/YTD forecasted budget. Monitor out of pocket and 1x Integration costs.-Financials: Monthly analysis of Profit & Loss statements for CA, US and UK budgets. Reconcile expenses for People Leaders in Concur. Forecast and determine all direct costs for following year's budget. -Merger & Acquisitions: Analyze expenses US/UK/CAN M&A's. Produce monthly roll-up report of direct/in-direct expenses from each business unit. House all confidential legal and financial documentation in secure dataroom and design Sharepoint sites to support project team. Control all access (add/remove users) to data room and project sites.-Product Management: Provide weekly analysis on all recent won/loss accounts. Triage bi-weekly report to specific region owner. -Project Management: Lead and introduced 2 new topics to Morneau Shepell's Online Group Counselling Platform. Managed Project activities, Charter, Work packages: Marketing, Clinical, IT, Change Management, Translation and Training. Re-designed Statement of Work for Project Management Team.-Event Planning: "Strategy/Product conferences", Agenda, format presentation, venue selection, travel accomodations, catering, seating and AV requirements.-SVP/VP Support: Manage multiple Outlook calendars, expenses, travel accomodations, team meeting requests, etc.-Onboarding New Employees: Educate on project/product methodologies, processes, internal/external programs and software, out of pocket expenses and video conferencing training.-Administrative: Submit HR/IT inquiries, design documents, communications, format presentation content, video conferences and compile agenda items for team meetings -Internal Initiatives: Health & Safety Committee Member/Green Team Member/Fire Marshall

-Clinical Network: Supported Ontario Regional Clinical Managers and Director with over 1000+ staff Clinicians. Triaged and responded to inquiries related to specific requests: Location, religion, gender, and clinical expertise. Frequently updated our Case Management system with staff information, blocked/unblocked staff schedules, uploaded vacation days into Oracle. -OGC Administration: Managed site/user maintenance. Tested all new features and functionality. Monitored participants in each live group and cancelled groups when participants did not meet threshold (minimum 3 participants). Created master schedule for OGC staff and planned all ENG/FR group topic sessions out for 4 months. Produced training documentation for testing and live OGC environments. Trained new OGC administrators and new clinicians joining the program along with providing demos of the platform to Senior Leadership.-Onboarding: Ordered necessary equipement(phone, laptop) for remote staff. Trained on internal systems and HR policies.-Facilities: Forecasted following years budget for all Ontario Clinical offices. Including costs for staff, office maintenance such as new carpet, chairs, desks, wall art, paint, etc. -Social Media: Researched Clinicial events (conferences/courses) to upload on our Clinical Twitter page.

-Tested new devices and ensured each new product passed with minimal defects prior to being shipped to consumers. -Provided reports on defective products and returned supply to testing environment for repair.