• Maintain a book of business of $2M+• Proactively and successfully own and manage a portfolio of upwards of 50 accounts, becoming their trusted advisor and influencer.• Partner with our Account Management team to help drive upsell and renewal opportunities as needed.• Report on analytics, reports and KPIs for my portfolio on a weekly basis.• Conduct business reviews and proactively provide solutions to common customer concerns.• Drive customer references, testimonials and case studies.• Work closely with the product team by effectively communicating customer needs to help design ideal offering/features by working cross-functionally across various teams.• Mentor new team members and lead cross-departmental trainings.• Lead team initiatives

• Maintain a book of business of $2M+• Proactively and successfully own and manage a portfolio of upwards of 50 accounts, becoming their trusted advisor and influencer.• Partner with our post-sale Account Management team to help drive upsell and renewal opportunities as needed.• Report on analytics, reports and KPIs for my portfolio on a weekly basis.• Conduct business reviews and proactively provide solutions to common customer concerns.• Drive customer references, testimonials and case studies.• Work closely with the product team by effectively communicating customer needs to help design ideal offering/features by working cross-functionally across various teams.• Mentor new team members and lead cross-departmental trainings.

• Led and managed all aspects of revenue generation.• Acted as first point of contact for Free for Life International (FFLI) within local, national, and international networks.• Collaborated on and reviewed grant submissions and proposals for funding.• Created and developed relationships with opportunities for relationship stewardship, program partnership, and corporatesupport.• Oversaw fundraising campaigns, including the end of year campaign, FFLI’s largest revenue generator, and annual gala. Revamped end of year campaign for 2020 resulting in: 25% increased revenue; 8% increased donor participation; 12% increased average donation size.• Created and executed community facing events and speaking opportunities, both in person and virtual. • Inaugurated virtual conference arm of FFLI expanding visibility of the organization to 400+ new contacts as of the first event.• Oversaw Fundraising Committee and served on Marketing Committee.• Interviewed and onboarded new team members including organization-wide Committee recruits.

I perform a combination of community outreach and event management duties as part of the Development Department’s efforts to achieve annual performance goals, including total dollars raised, solicitations planned, and cultivation/stewardship progression. Responsibilities Include:• Work closely with and assist the Chief of External Relations with the Cold Spring Harbor Laboratory Association Board of Directors.•Oversee local community foundations including managing donations, fundraising and outreach.•Plan and monitor Development Department event logistics and timelines, and ensure deadlines are met.•Manage all aspects of the event planning process, including collaboration with subcontractors, venue identification, menu development, printing and design of materials and budget tracking for the following:o Double Helix Medals Dinner Galao Women’s Partnership for Science Lecture and Luncheono CSHL Golf and Tennis Outing• Direct and assist in production process of tribute videos for Double Helix Medals Gala • Assist with all fundraising activities.•Provide administrative and outreach support for special events.•Communicate with donors and prospects.•Assist in the development and distribution of promotional and collateral materials to support development and organization programs.

I perform a combination of community outreach and event management duties as part of Development Department’s efforts to achieve annual performance goals, including total dollars raised, solicitations planned, and cultivation/stewardship progression.Responsibilities Include:• Oversee the Corporate Advisory Board's members, meetings, and events.• Organize the annual CSHL Golf Outing.• Plan and monitor event logistics and timelines, and ensure deadlines are met.• Manage all aspects of the event planning process, including collaboration with subcontractors, venue identification, menu development, printing and design of materials and budget tracking.• Assist with all fundraising activities.• Work closely with the Director of Development in setting up and preparing for Cold Spring Harbor Laboratory Association meetings.• Provide administrative and outreach support for special events.• Communicate with donors and prospects.• Assist in the development and distribution of promotional and collateral materials to support development and organization programs.

I perform a combination of development and community outreach duties in conjunction with event planning as part of the Development Department’s efforts to achieve annual performance goals, including total dollars raised, solicitations planned, and cultivation/stewardship progression. Responsibilities include, but are not limited to, the following:• Coordinate event logistics.• Plan and monitor event timelines and ensure deadlines are met.• Manage all aspects of the event planning process, including collaboration with subcontractors, venue identification, menu development, printing and design of materials and budget tracking.• Assist with all fundraising activities.• Oversee the Corporate Advisory Board's members, meetings, and events, including the annual CSHL Golf Outing. • Work closely with the Director of Annual Giving & Donor Relations setting up and preparing for Cold Spring Harbor Laboratory Association meetings. • Provide administrative and outreach support for special events.• Communicate with donors and prospects.• Assist in the development and distribution of promotional and collateral materials to support development and organization programs.

• Manage the planning and administrative functions of the offices of the COO and the General Counsel.• Primary point of contact for all internal and external communications with these offices. • Plan and manage the activities of the COO and General Counsel including, but not limited to keeping the electronic calendar, scheduling meetings and teleconferences, coordinating travel arrangements, prioritizing and drafting written correspondence, preparing and reconciling expense reports and healthcare claims, event management.• Assist with real estate matters including the preparation for property closings, commercial leasing, appraisals, resolutions, interacting with outside counsel and bank officials. • Primary contact with the Board of Trustees, including the Chairman of the Board. • Plan, schedule, and arrange Board meetings and all meetings of Board Committees. • Interface and communicate directly with and handle inquiries from the approximately 30 Trustees and their staffs, in addition to preparing agendas and coordinating all facets of meetings including print materials, Board Books, audio/visual and facilities requirements, catering, and tracking and coordinating travel and lodging arrangements for Trustees when necessary.

Assisted high producing loan officer in the effective and timely completion of loan applications, actively manage the document collection process from origination to closing, and manage the Mortgage Loan Officer’s pipeline, including the tracking of all deliverables and updating borrowers on status of the loan.