Doshia James Email & Phone Number

Charlotte Metro

Lead 401k education meetings for companies and plan providers to meet qualified plan enrollment goals, ensure employees prepare for their futures by understanding and appreciating plan benefits.

- Managed all aspects of State Legislative candidate campaign over two election cycles. - Created and implemented Campaign Plan, including strategy decisions and messaging, established goals and action plan for vote total, voter contacts, volunteer recruitment, paid communications, and fundraising. - Created and implemented Finance Plan and Budget. Successfully funded and managed to $853,000 budget plan. Managed quarterly financial compliance reporting.- Hired, recruited, and managed full-time and part-time staff, interns, and more than 100 volunteers. In election of 55,027 votes cast; oversaw weekly volunteer activities to complete more than 52,000 phone calls and 73,000 text messages.- Built relationships with vendors, partner organizations, and endorsement groups. Led weekly status and strategy meetings with consultants and vendors. - Managed candidate’s fundraising activities, including identifying and researching donors. Created and maintained donor recordkeeping and status tracking database. Established relationships with funding partners and endorsers.- Drafted written communications, including press releases, donor prospecting letters, email newsletters, and digital media.

Charlotte, North Carolina Area

Manager, Large Market Client Service 2014-2017- Manage a team of Client Account Managers whose main responsibilities involve coordinating with HR Benefits Managers on day-to day operations of their retirement plans and offer consultative suggestions around plan design and procedural enhancements. Operations Manger 2009-2014- Manage a diverse team of individuals with responsibilities ranging from operations processing, outbound client calling, and reconciliation and account reporting. Call Center Team Lead/Research Coordinator 2006-2009 - Responsible for a call center support team responsible for investigating and resolving retirement plan participant plan design inquiries, transaction disputes, and investment performance. Sr. DC Operations Specialist and Customer Service Representative 1999-2006