Group executive team member who drove Smart Tuition to exceed very aggressive post-acquisition performance goals (in final full year: revenue increase of 24% and EBIT growth of 87%).Transformed the Product Management team into a very disciplined, traditional product management team pivoting from a generalist, do-it-all-to-get-it-done model.Led the cross-vertical team who rebuilt our credit card processing platform on a new engineering system. This project was described as the “most important project of 2018” by our group’s President ($300k cost savings year 1).Blackbaud is a cloud software company which focuses on social good, including FinTech and EdTech services.

Built the company’s first product management team and convinced reluctant internal stakeholders the discipline would yield consistent and predictable feature releases.A member of the executive team who led Smart Tuition through a successful acquisition and transformation.Rebuilt the financial aid management product and introduced the industry’s first consumer profile to aid analysis.Built the first automated state scholarship qualification feature for PA.Smart Tuition, now a division of Blackbaud, is a cloud technology and service company dedicated to making private education affordable for all by offering flexible payment options to partner schools.

Responsible for the association’s outreach team focused on membership and sales.Concentration on the improvement of the association’s financial aid management tool.Changed the trajectory of a consistently declining customer base to first increases in years.SSS by NAIS is a financial aid management system focused on the philosophy of responsible stewardship of resources to promote private education accessibility.

Responsible for membership outreach and sales focusing on customer experiences to offer solutions that best fit their needs.Concentration on financial aid management tool (SSS By NAIS) to aid customers the during transition to online platform.The National Association of Independent Schools is a membership organization focused on the continued development and empowerment of independent schools.

Responsible for the development and execution of client-customized product/sales strategies which included holistic sales plans, training, and support initiatives; also responsible for creating the business unit strategy for short- and long-term success. • Led project for newly created proprietary product to retain volume from client attrition and gain market share from loss of competitors.• Increased client involvement by expanding team’s function to include strategic planning which created joint responsibility for performance and increased client-generated loan volume by 19%. • Improved client product loyalty through development of the Sales Solutions Series which is comprised of product and sales training for beginner to advanced clients.• Created and implemented online certification program that had a 60% pass rate in pilot and nearly 100% in early usage.• Created client-customized RFP template to aid clients in responses which reduced the team’s work-load by over 50%.

As the project business owner was responsible for the implementation and success of major client-facing enhancements. • Exceeded use goal and ROI projections within 8 months of implementation of information and funds delivery system.• Implemented electronic signature for all partners for the 06-07 academic year and exceeded 5% usage goal for year 1.• Responsible for the following regarding projects under consideration: oPerformed market and competitive analysis oCompleted necessary business documentation and proposals oProvided return on investment and net present value analysisFirst Marblehead, now Cognition Financial, is a payment and finance solution for students and their families looking to further their education.

Responsible for the growth of client volume through training and joint sales activities and managed the Midwest Sales Region. • Worked with seven clients’ sales teams to increase volume and exposure for their private student loans.• Contributed to the creation and implementation of largest client’s school channel loan program ($40M generated in year 1; $60M generated in year 2).• Created the Sales Strategy program to combine and leverage internal and external sales teams’ knowledge.

Responsible for the growth of loan volume throughout a nine state region in the Midwest. Reported to Vice President of Marketing.• Increased volume and exposure of the TERI Education Loans in assigned territory from under $8M to over $35M in three years (109% CAGR).• Successful sales efforts in out-of-footprint territory.• Implemented a new sales strategy of engaging partners to help sell which increased their loyalty to our products and aided volume growth.TERI, The Education Resources Inc, is a non-profit private loan guarantor dedicated to offering affordable financing to students and families pursuing higher education. TERI merged with First Marblehead in 2001.

Responsible for all aspects of financial aid for graduate and medical students.