▪ Manage a team of up to 13 Implementation Coordinators at various skill sets. o 2022 revenue of $4.6M and Assets of $1.09B. o Identifying growth opportunities for both individuals and the team. o KPI, NPS and quarterly metrics reporting and reviews for the team to drive individual and team goals. o Deescalate situations as needed and encourage the team to deescalate on their own.▪ Facilitate and grow partner relationships with 2 major company client partners. o Weekly reporting and relationship calls. o Resolve and solution driven approach to potential issues. o Participating with annual review and product roadmap meetings. o Uncovering partner goals to ensure Ascensus is the top retirement provider. o Achieved a world class client partner NPS of 96 in 2022.▪ Cultivating smaller 3(38) partner relationships.▪ Hire top talent to fill open positions.▪ Train both current and new talent. o Developed training programs from the ground up for new hires from ground zero to 4 months. Personally onboarded 22 new associates. o Lead and developed an additional 3 full day training program for 28 associates from acquired companies.▪ Participated in special projects as department lead. During these projects, acting as the representative to provide the impact to the team, update processes or procedures, partner with other technical teams to update systems and relay changes to the leaders and team.▪ Lead gap analysis when needed to push the envelope on both internal and external processes and engagement improvement.

▪ Manage multiple clients at various stages through completion.▪ Responsible for closing the second half of the sales process and meeting key dates to achieve targeted deadlines.▪ Exceeded $1.16M in revenue during time in the role.▪ Guide the client with a consultative experience through the steps of designing their organization’s 401(k) plan.▪ Cultivate relationships with key elite clients to become a trusted partner.▪ Work in a team environment with internal and external sales colleagues.▪ Advanced knowledge of multiple product lines.

* Manage a continuous book of up to 40 projects and $100 million in assets.* Communicate implementation plan, including the key objectives and deliverables, scheduling, tracking and reporting to internal and external parties.* Coordinate with multiple teams and numerous timelines to ensure that projects remain on track and on schedule. * Provide relationship building during the implementation to provide a warm hand-off to the service team once the project has been completed.* Selected to work on the Key Accounts - Vanguard team.* Met and exceeded monthly review goals including acknowledgement during team meetings.* Chosen to mentor new team members and write department training manuals.

* Manage a portfolio of over $2 million; consisting of Fortune 500 clients. * Articulate and present research findings from across the HR functional terrain to global audiences of HR leaders on a regular basis. * Demonstrate the value-based need, and successfully sell, over 6 different HR “councils” while serving and renewing existing relationships * Build and grow strong relationships with over 50 C-level HR executives globally and their respective functional teams * Follow HR and industry trends across markets in order to proactively diagnose member/client needs and better support accounts * Oversee junior account specialist in managing accounts to highest level of service and support* Strategize independently and with team partners on the best processes to engage and deliver relevant service and support to member clients

* Manage large multi-national accounts _ Received recognition regarding key account achievements in a new business unit's services _ Exceeded yield target goals by over 200% in 2014 _ Responsible for $900K in annual revenue* Establish trusted adviser relationships with the key client decision makers across all areas in Human Resources including Pay, Talent and Effectiveness* Developed account plans and action plans together with the client, regional/local account managers and solutions channel where appropriate.* Structure the account management in line with the most effective way for the client.  * Ensure client has access to necessary tools and training* Manage internal relationships with global clients to help answer questions and keep client up to date on latest developments and support marketing campaigns* Track and monitor progress in every area fostering good and frequent communications throughout the account and to the network through standing calls, ad-hoc conversations and onsite client meetings* Monitor competitive activity in each account and ensure that appropriate response strategies are formulated and communicated to all relevant internal stakeholders* Trained and mentored junior account managers as they were brought on-board business unit’s services