Cheryl E. Email & Phone Number

Natick, Massachusetts, United States

Boston, Massachusetts, United States

Build a consultative relationship through a regularly scheduled meetings. Assess network findings with the client to create a roadmap. Internally work as an advocate for client success. Review statements of work for renewals and additional service support. Coordinate contract renewals with the Account Executive. Educate the client on reporting and metrics. Communicate project plans and upcoming efforts internally and externally.

Newton, Massachusetts

• Team Leader, New Client Success - Mentor/train/onboard Account Managers• Primary point of contact for assigned client group • Conduct one on one and group training sessions to further enhance the client's product knowledge • Grow existing customer relationships through ongoing support and customer advocacy • Work with customers to determine the unique needs of their organization • Broaden the client's understanding of the services Examity® provides • Use effective communication skills in identifying the needs and expectations of each client • Work alongside Business development to grow and maintain client list • Assist Business Development and technical team with client implementation • Help work to resolve client and student inquires in a timely manner • Provide communication and training materials to the client • Track and main a list of current and projected client metrics for biweekly reporting and presentations • Assist with product growth by contacting current clients about on boarding new instructors/users within their organization • Support high priority escalation requests and issues from the client and customer • Gage customer needs in order to develop a strong client relationship

• Business to Consumer Marketing Execution/Drive Adoption• Customer Service- to ensure retention and the highest enrollments and utilization of marketing assets• Reporting and optimization, back-end and anaylsis• Manage Relationships with Relevant Teams• Identify New Opportunities/Inform strategy• Email marketing/Print marketing execution • Creating a base-line marketing execution engine to allow for future growth and optimization• Assist with onboarding strategy• Support online and offline acquisition strategy for Payment Plan, Electronic Billing and International payments products• Managing marketing campaigns across the existing client base• Managing web optimization projects• Informing of creative concepts and positioning

Newton, Ma

• Coordinates communications and activities to promote the marketing strategy of Campus Solutions.• Delivers training, tools and support to all internal teams.• Maintains an internal marketing library.• Built and maintains an external marketing portal for all Campus Solution clients.• Organizes the delivery of co-branded materials and campaigns to clients.• Manages the process of custom requests and approvals. • Sustains a detailed tracking of marketing activities and success metrics and for publishing weekly and monthly dashboards.

• Administrator and primary contact of the tuition payment plan, electronic billing, and refund disbursement for multiple higher education colleges and universities• Maintains daily files and reports for the assigned clients• Builds and maintains relationships using plan mailings, visits, and telephone contact. • Investigate and resolve school issues• Strategize with acct management team to recommend improvements that add value to customers• Analyze customer requirements and ensure that products and services meet needs• Develop plan terms and marketing/promotion plan in manner that meets the needs of business, the school, and the student, but will provide optimum return to business• Handle implementations for new schools, including but not limited to participation in RFP process and travel to the school for implementation meetings and strategy session• Perform workshop training sessions for new clients and refresher training for existing clients

• Advocated with third party carriers about benefit coverage issues for the plan participants. o Directly assisted the participant in addressing the issue with insurance provider. o Problem solved the issue by researching inquires on behalf of the plan participants. • Provided technical assistance with use of the benefit center website. • Directed fellow employees and plan participants through benefit coverages and administration. • Educated the participants about their benefit coverage in order to provide customer retention. • Broadened the knowledge of the new employees on the use of the computer systems and the client specific account information. • Assisted with the development of the plan participant’s knowledge base in order to expand the understanding of the plan design. • Prepared the daily reports for review, following the requested criteria that has been established by the client. • Counseled fellow employees with specific processing inquires to help increase performance and productivity. • Implemented client specific plan information on a web based format. • Managed the creation of Excel spreadsheets that contained the benefit information for the employer’s plan. • In depth use of outsourcing computer systems and Microsoft office suite.