Cheryl Chen Email & Phone Number

Irvine, California, United States

o Assist in developing, identifying, and driving growth strategies and initiatives in local market through project management, coordination across lines of business, and development of efficiencieso Analyze sales and data for pipeline forecasting, identifying local trends, major bid reporting, and insight analysiso Plan, coordinate, and execute local marketing events, webinars, etc.o Front-line source for colleague training, troubleshooting, and support for SalesForceo… Show more o Assist in developing, identifying, and driving growth strategies and initiatives in local market through project management, coordination across lines of business, and development of efficiencieso Analyze sales and data for pipeline forecasting, identifying local trends, major bid reporting, and insight analysiso Plan, coordinate, and execute local marketing events, webinars, etc.o Front-line source for colleague training, troubleshooting, and support for SalesForceo Responsible for local SalesForce pipeline data management Show less

Irvine, Ca

• Coordinate & Manage Client Growth Planning (CGP) Development and ongoing execution efforts• Coordinate across lines of business to identify timely topics applicable to local growth • Responsible for local pipeline hygiene and deal-specific forecasting • Work with field marketing lead for local geography to develop local filed marketing plan and facilitate the local execution of the plan • Plan and coordinate local events. Provide on-site support (identify and contract with… Show more • Coordinate & Manage Client Growth Planning (CGP) Development and ongoing execution efforts• Coordinate across lines of business to identify timely topics applicable to local growth • Responsible for local pipeline hygiene and deal-specific forecasting • Work with field marketing lead for local geography to develop local filed marketing plan and facilitate the local execution of the plan • Plan and coordinate local events. Provide on-site support (identify and contract with venues, track invites, drive follow-up plans, create attendee briefing books, ensure full logistical execution) • Preparation for Growth Team Meetings including leading first-line follow-up efforts on meeting outcomes • Prospect research & local GT reporting needs • Assist with the coordination & execution of large cross-line of business pursuits • Execution and documentation of Clients@Risk (action plans, status, etc.) and CEMs (assignment, follow-up, etc.) • Analyze and drive awareness and action on client accounts receivable and profitability issues across the growth teams in the geography • Plan, coordinate and execute client appreciation event in local market. Provide on-site support (identify and contract with venues, track invites, drive follow-up plans, create attendee briefing books, ensure full logistical execution) Show less

Irvine, California

- Assist in developing the overall strategy to address the client's needs; manage the scope, quality, timeliness and budget of multiple client deliverables; develop budgets and billing reports; facilitate and participate in or lead client calls and meetings; delegate to and review project work of more junior colleagues which includes review of financial, contract, and administrative analysis; provide direction to analysts and other team members in the preparation and delivery of clear and… Show more - Assist in developing the overall strategy to address the client's needs; manage the scope, quality, timeliness and budget of multiple client deliverables; develop budgets and billing reports; facilitate and participate in or lead client calls and meetings; delegate to and review project work of more junior colleagues which includes review of financial, contract, and administrative analysis; provide direction to analysts and other team members in the preparation and delivery of clear and concise client presentations- Provide high level financial, contract and/or administrative analysis and review of the work of junior staff. Provide guidance and training to junior staff on this analysis.- Perform data analysis (i.e. review claims and utilization data, identify trends and patterns, model employee cost-sharing scenarios, etc.)- Review internal compliance and client disclosure requirements, external vendor contracts, summary plan documents and employee communications to ensure alignment with client expectations and legal requirements- Manage ad-hoc client requests including problem-solving on administrative and operations issues Show less

Irvine, Ca

- Assist the consulting team in gathering, organizing entering and analyzing data into Excel spreadsheets to be used for various client projects. - Analyze the results and manage portions of projects, including reviewing the work of lower level analysts- Gather benchmarking, utilization or rate data from the vendors and interpret the meaning of the data and summarize the responses- Gather and analyze data from the client and vendors to populate spreadsheets used for developing cost… Show more - Assist the consulting team in gathering, organizing entering and analyzing data into Excel spreadsheets to be used for various client projects. - Analyze the results and manage portions of projects, including reviewing the work of lower level analysts- Gather benchmarking, utilization or rate data from the vendors and interpret the meaning of the data and summarize the responses- Gather and analyze data from the client and vendors to populate spreadsheets used for developing cost projections and evaluation of vendor renewal workups- Gather data from client and vendors and check for reasonableness using independent judgment; analyze actual versus expected healthcare costs using an Excel template- Gather data from the client and current vendors needed for analyzing the impact of a client's consolidation of its healthcare plans- Check data for reasonableness and follow-up with vendors regarding missing or inaccurate data. - Understand and demonstrate project management and consulting skills - Develop and present benchmarking reports by gathering and analyzing health benefits data Show less

City Of Industry, Ca

o Responsible for managing Eastern and Central client regions for industrial lighting companyo Processes purchase orders, checks stock availability, customer point of contact, and maintains customer satisfactiono Troubleshoots stock and assembly for logistical and alternative solutions

Newport Beach, Ca

o Chief of Staff duties included managing and coordinating company’s vendors and assets for company events, gifting, and projects- Managed entire company calendar- Main point of contact for website visitors, clients and vendors- Internal IT troubleshooting and maintenanceo Managed Leisure World trademark licensing and licensees, including advertising- Contributed to 22% growth in licensees in first year as manager- Implemented new trial licensing optiono Assisted… Show more o Chief of Staff duties included managing and coordinating company’s vendors and assets for company events, gifting, and projects- Managed entire company calendar- Main point of contact for website visitors, clients and vendors- Internal IT troubleshooting and maintenanceo Managed Leisure World trademark licensing and licensees, including advertising- Contributed to 22% growth in licensees in first year as manager- Implemented new trial licensing optiono Assisted with property and tenant management Show less

Corona Del Mar, Ca

o Assisted with production of company’s new website, LeisureWorld.como Wrote and edited website copyo Project manager for website marketing events

Newport Beach, Ca

As the Marketing Assistant, I reach out to realtors for trademark licensing opportunities as well as finding those who are infringing. I am also in charge of coordinating with the web developers in the production of the company website. I helped to facilitate in that production with writing and copy editing.