Carly Stein Email & Phone Number

Manage projects for five business lines, comprised of over 45 subject matter experts and exceeding $52+ million in annual revenueLead the implementation of moving the company into an agile-based Centers of Excellence to reduce delivery times, development, and costs by increasing efficiencies and leveraging reusable assetsFacilitate the adoption of tools, artifacts, and ceremonies to introduce Agile framework throughout the companyAct as a senior escalation manager resolving blockers and exceptions for department leaders, reducing downtime and delaysCommunicate and consult on risks and mitigations to executive and senior leadershipSupervise a team of project managers focused on the successful delivery of best-in-class solutions

Oversaw program management of the largest client’s portfolio, surpassing $20+ million in annual revenue, spanning 30+ clientsLed onboarding and process integration for 6 agency and technology provider acquisitions including software, projects, and clientsPivoted during COVID to program manage the development of 12 new solution sets, created go to market strategies, pricing and worked daily with executive leadership to launch new products every few weeksInterviewed, hired, and onboarded new team membersManaged employee development plans, coaching and weekly 1-on-1’s with direct reports while focusing on accelerating career paths for each individual team memberGuided RACI exercises, retrospectives and working agreements between cross-functional teams including Client Service, Creative, Project Management and Delivery. Merged two siloed project management teams together, providing cross-training, process alignment, swim lane definitions, development of roles and responsibilities and creation of job descriptionsEstablished the formal process for creating and maintaining a single source of truth infrastructure leveraged by cross-functional teams to access uniform documentation and systems guidance while simultaneously eliminating siloed reportingAssisted in the implementation and launch of a new cloud-based project management software, Wrike, with a focus on eliminating antiquated systems, streamlining processes, and reducing unnecessary risks and delaysServed as a subject matter expert on product execution workflows, creating waterfall schedule templates to support 250+ deliverable types, ensuring reliable, repeatable, scalable processes for the team

Lead partner between client, client service and cross-functional teams for the execution and delivery of 30+ simultaneous complex digital projects including integrated marketing campaigns, websites builds and updates, marketing automation, and CRM integrations guided by PMP principlesChampioned process improvements for project management team, acted as lead trainer, and was responsible for maintaining Confluence documentation on best practices related to project management of product/service lines

Overland Park, Ks

Managed full-service suite of product and service offerings ranging from websites, email marketing, SEO/Social campaigns, paid media, direct mail, and collateral simultaneously to more than 55 different clients Partnered with cross-functional stakeholders including marketing, web design and client service to achieve on time customer implementations

Created and executed annual agency-wide development plan, including fundraising, marketing, branding, public relations, and stewardship strategiesGenerated over $600,000 of revenue per year through major gift solicitations, grants, direct mail, social media and fundraising eventsOrganized and led annual international leadership trips

Developed and implemented all Annual Campaign efforts and strategiesOversaw all campaign and fundraising eventsCultivated and solicited key development prospectsWrote grant proposals to local FoundationsManaged donor database of more than 1700 donorsCreated a development plan for the organization Implemented new donor database into the organization

Lawrence, Kansas Area

Planned large scale events catering to upwards of 500 peopleCoordinated advertising, marketing and public relations for annual events and promoting the KU Hillel brandDeveloped and maintained all sources of social media including the KU Hillel website, Facebook, Twitter and blogsWrote weekly press releases for the local Kansas City newspaper to increase brand awarenessHired, supervised and advised 10-15 student interns each yearOrganized fundraisers raising over $85,000 annuallyTracked and maintained all program budgets in excess of $40,000

Partnered with clients to prepare and write benefit communication materials for Open EnrollmentAssisted graphic designer in developing marketing pieces to be distributed to clientsMonitored and ensured adherence to project deadlines for the Communications and Design DepartmentDesigned newsletters for clients focused on wellness and healthy living Planned all internal company and client focused events and revamped the company’s charitable giving strategy Created articles that connect benefits with a healthy lifestyle

Developed and wrote press releases to be pitched to major newspapers and websites in ChicagoWorked with the graphic designer to create flyers and email blasts for eventsCreated a media database that was used for client promotionsDesigned and updated Facebook pages for clientsTracked and monitored the effectiveness of press campaigns for clients

Wrote four articles for the quarterly newsletterCreated email blasts for 15 restaurants for their upcoming eventsWorked with five outside public relation firms in promoting restaurantsComposed a monthly webpage of events taking place in over 50 restaurantsExcelled in restaurant concept expo and was chosen as one of the top groups to present to the founder; Rich Melman

Developed marketing materials for direct mailing Monitored, analyzed, and evaluated results of the direct mailingComposed surveys for 500 businesses in ChicagoCreated templates to advertise a talk show on the radio about insurance and employee benefits Organized two symposiums on small business employee benefits which was attended by 100 people

Business, Marketing

Activities and Societies: Alpha Phi Sorority; Mu Kappa Tau, Professional Marketing Society; Hillel; Volunteer For Habitat for Humanity.

Education record