Andrea Neumann Email & Phone Number

- Revamped CRM system, resulting in a 65% reduction in time for transitioning clients from closed-won to production stage.- Orchestrated the consolidation of Account Management and Project Management departments, enhancing internal efficiency and communication.- Supervised the Project Management Department, overseeing performance monitoring, conducting performance reviews, and facilitating team development.- Managed production workflow and request queue to optimize team capacity and… Show more - Revamped CRM system, resulting in a 65% reduction in time for transitioning clients from closed-won to production stage.- Orchestrated the consolidation of Account Management and Project Management departments, enhancing internal efficiency and communication.- Supervised the Project Management Department, overseeing performance monitoring, conducting performance reviews, and facilitating team development.- Managed production workflow and request queue to optimize team capacity and utilization.- Provide comprehensive training on company workflow and systems, and implemented an accountability system to ensure adherence to company standards.- Analyze team utilization metrics and sales projections to identify and address team requirements.- Lead cross-functional coordination and integration efforts among operations, client services, and production divisions, resulting in streamlined workflow and cost-effective business processes.- Play an integral role in the executive committee, actively participating in EOS systems, quarterly goal setting, and employee scorecard development. Show less

Remote

Leadership- Responsible for identifying and resolving company-wide issues in role on Leadership Committee- Lead and mentor a team of 3; Monitoring performance, completing performance reviews, and focusing on team growth- Drive weekly company-wide sprint meetings to align priorities for the week and eliminate roadblocks across all resource teams Project Management- Consistently met annual profitability goal of completing 5 client projects; successfully hitting timeline… Show more Leadership- Responsible for identifying and resolving company-wide issues in role on Leadership Committee- Lead and mentor a team of 3; Monitoring performance, completing performance reviews, and focusing on team growth- Drive weekly company-wide sprint meetings to align priorities for the week and eliminate roadblocks across all resource teams Project Management- Consistently met annual profitability goal of completing 5 client projects; successfully hitting timeline, hour, and revenue goals - Align all PM-related systems and processes to ensure they are consistently lending to business goals and team efficiency goals- Identify gaps in strategies and proactively manage potential roadblocks with systems and resources in an effort to successfully manage and execute client projectsPeople & Business Operations- Oversaw organizational change management that improved in company profitability, team utilization, and employee satisfaction - Overhauled CRM-system leading to a 65% decrease in hours spent moving a client from closed-won to production- Developed and executed process to monitor and track team capacity; increasing accuracy by 90%- Built a new client profitability system, reducing client over-serving metrics by 110% Show less

Greater San Diego Area

- Developed and shaped the project manager role to become an integral part of the company’s successful workflow process- Lead project manager for Rule #1 Investing during 2019-2020 Covid-19 Pandemic; Successfully led the switch from in-person to digital workshops resulting in the highest sales income from workshops in Q1 2020. - Served as the Project Manager for three active client accounts, totaling $300,000+ in 2019 revenue with the primary focus being client profitability and… Show more - Developed and shaped the project manager role to become an integral part of the company’s successful workflow process- Lead project manager for Rule #1 Investing during 2019-2020 Covid-19 Pandemic; Successfully led the switch from in-person to digital workshops resulting in the highest sales income from workshops in Q1 2020. - Served as the Project Manager for three active client accounts, totaling $300,000+ in 2019 revenue with the primary focus being client profitability and timelines being met. - Developed and managed a detailed project plan for each individual account with the use of several tools and software including Google Docs, Asana, Slack and other project management and communication tools Show less

Greater San Diego Area

• Oversee project management of critical corporate marketing initiatives and manage operational logistics of campaign execution, customer outreach, and PMO functions for all customer-facing content marketing programs• Interface with product marketing and sales department stakeholders to shape development of marketing assets, providing direction to ensure on-point messaging for maximum impact on high-value sales opportunities• Manage vendor and partner enterprise contracts and… Show more • Oversee project management of critical corporate marketing initiatives and manage operational logistics of campaign execution, customer outreach, and PMO functions for all customer-facing content marketing programs• Interface with product marketing and sales department stakeholders to shape development of marketing assets, providing direction to ensure on-point messaging for maximum impact on high-value sales opportunities• Manage vendor and partner enterprise contracts and service-level agreements (SLAs) to streamline operational efficiency within corporate marketing department and align budget allocations with sales, marketing, and organizational growth goalsCustomer Marketing• Integrated incentive-based customer advocacy program into overall customer marketing channel to generate reliable source of references, testimonials, and brand champions within identified strategic accounts• Developed and implemented marketing program designed to target key existing customer accounts for upsells, cross-sells, and software upgrades, creating a previously untapped high-value opportunity pipeline• Responsible for driving customer attendance at events and create opportunities to generate more testimonials and brand championsDigital Marketing• Create optimized consumer personas and map content marketing strategy to customer journeys based on analysis of account-specific and general purchasing patterns and pain points• Coordinate marketing projects with sales team leaders to ensure cohesive impact of organic marketing campaigns, account-based marketing outreach, and direct sales activities• Develop and execute lead nurture streams (using HubSpot Marketing Software) and quarterly customer newsletter customized by customer persona and buyer journey Show less

Boston, Ma

• Developed and managed an internal operations process (Using Trello & SCRUM methodologies) to create an agile and collaborative marketing team• Managed the marketing planning calendar and align across company-wide goals and initiatives • Liaison between Marketing, Sales and Product Development business units for website enhancements, new asset development, and project prioritization• Managed and executed corporate rebranding initiative – including new branding across 12 offices… Show more • Developed and managed an internal operations process (Using Trello & SCRUM methodologies) to create an agile and collaborative marketing team• Managed the marketing planning calendar and align across company-wide goals and initiatives • Liaison between Marketing, Sales and Product Development business units for website enhancements, new asset development, and project prioritization• Managed and executed corporate rebranding initiative – including new branding across 12 offices worldwide, launching a new website, and assisting in the planning and execution of external launch and announcements to our customers and prospects• Managed third party relationships (i.e. vendor facing and development teams) Show less

Quincy, Ma

• Managed highest-value client accounts, maintaining regular contact with key stakeholders and ensuring maximum relationship value for clients and corporate interests alike through contract retention and upsell-based expansions• Recruited, trained, and mentored incoming members of client success team, providing overall professional guidance and experiential insights on specific accounts to accelerate onboarding and engagement of new employees• Acted as primary client liaison on most… Show more • Managed highest-value client accounts, maintaining regular contact with key stakeholders and ensuring maximum relationship value for clients and corporate interests alike through contract retention and upsell-based expansions• Recruited, trained, and mentored incoming members of client success team, providing overall professional guidance and experiential insights on specific accounts to accelerate onboarding and engagement of new employees• Acted as primary client liaison on most visible and profitable accounts, aligning campaign initiatives (including SEM, SEO, and social media programs) with client goals and corporate profitability targets• Provided direction to client staff on best practices, strategies, and processes to maintain cohesive brand identity and voice, consistent messaging, and unique market presence• Worked hands-on with client digital assets including websites (employing CSS-based and WYSIWYG content management platforms), landing pages, and email marketing campaigns to guarantee successful implementation of campaign milestones Show less

Quincy, Ma

• Lead new customer onboarding projects to completion, while providing process expertise and advice throughout the client's digital migration• Ensured the platform and individual digital assets were successfully rolled out according to required timelines, technical requirements and customer initiatives• Built relationships with key customer contacts to ensure high levels of satisfaction and lay the foundations for continued growth• Coordinated efforts between internal teams while… Show more • Lead new customer onboarding projects to completion, while providing process expertise and advice throughout the client's digital migration• Ensured the platform and individual digital assets were successfully rolled out according to required timelines, technical requirements and customer initiatives• Built relationships with key customer contacts to ensure high levels of satisfaction and lay the foundations for continued growth• Coordinated efforts between internal teams while ensuring timely and successful delivery of all general, design and campaign products Show less

North Reading, Ma

· Planned and managed execution of corporate events, overseeing logistics and operations of executive meetings, trade shows, and client conferences· Created and delivered reports (using Salesforce) on all business development activities, providing insight to C-level executives and marketing team leaders to shape outbound marketing activities and prioritize budget allocations· Maintained consistent enterprise social media presence, keeping brand message and value proposition fresh and… Show more · Planned and managed execution of corporate events, overseeing logistics and operations of executive meetings, trade shows, and client conferences· Created and delivered reports (using Salesforce) on all business development activities, providing insight to C-level executives and marketing team leaders to shape outbound marketing activities and prioritize budget allocations· Maintained consistent enterprise social media presence, keeping brand message and value proposition fresh and relevant Show less

Burlington, Ma

• Implemented effective sales strategies, achieving an average of 120% of sales goals for three consecutive months• Drove sales through up-selling and cross-selling based on customers’ needs• Successfully assisted ~40 customers per day in-person and via telephone with purchase decisions, transactions, returns, and inquiries• Created attractive merchandise displays with strategic product placement that pulled customers into the store and maximized purchases