As a Senior Strategist, I serve as a client advocate, ensuring project success and helping to provide a great experience for our partnerships. I juggle the scheduling and budget details of a project. I help facilitate creative sessions and collaborate with clients to develop strategies that help them achieve their goals and best serve their audiences. I also wear the Director of Operations hat by managing various HR and financial responsibilities.

I collaborate with our clients and internal team to manage the details of custom software projects. I facilitate strategic planning meetings to ideate, scope and organize project work, as well as coordinate resource planning and forecast upcoming project sprints. My role also includes working directly with our clients to keep them informed of our progress and ensure that we are always working with their goals in mind.

As a client success manager, I'm committed to creating a great experience for our clients, ensuring they have what they need to get actionable insights from our health analytics software. I work closely with our implementation, engineering, product and data teams. I love being a part of a company that is passionate about humanizing data so that employers can make informed decisions about improving the health and wellness of their employees.

Production Management: I led a production team that worked on ecommerce marketing and design projects. I managed the handoff from sales to production to ensure that goals and objectives were communicated and success metrics were defined. I organized the process for onboarding clients to ensure they had a positive experience with our team and to help maintain project momentum. Using scrum principles and other project management methods, I facilitated daily and weekly project meetings, both internally and with clients, to troubleshoot challenges, maintain open communication and make sure projects were on track for success. I managed the production schedule, created project plans and held team members accountable to meeting deadlines and budgets. I also helped identify opportunities for expanding existing client relationships and for finding creative solutions to generate stronger results. Operations Management: I oversaw the financial management of the business, focusing on financial forecasts, budgeting, profitability and general business health. I managed all vendor contracts, as well as HR benefits and employee onboarding. I was responsible for traffic control, making sure we had visibility into what's being worked on, available bandwidth and scheduling upcoming project work. I also collaborated with team members to create and refine processes and procedures throughout the business.Team Advocate: I met individually with team members on a monthly basis to help them identify their professional goals and continue to develop their career path. I provided encouragement, accountability and support so that each team member could thrive in their role while continuing to build upon and strengthen their skills and interests.

Production Management: I worked with both the marketing and website production teams to manage project budgets & scope, as well as helped create processes to improve efficiency in our work flow. I was responsible for forecasting, scheduling projects and managing bandwidth. I worked with Business Development during the sales process to establish project goals and understand overall client expectations. I facilitated the handoff to the production team to make sure they understood expected ROI, for both the client and the business. I also worked with Business Development to identify and vet projects that would be a great fit for our team. Account Management: I managed several accounts, serving as a client advocate and creating an overall project strategy that would deliver results. I created statements of work and project budgets. I was responsible for regular communication with the client to make sure they were aware of our progress and navigated any project hurdles or challenges to a positive outcome. I worked closely with the production team to ensure both project & client success.Operations: I oversaw the day-to-day financial management of the business, making sure invoices, AP and AR were operating smoothly. As a member of the company's leadership team, I brought the financial/risk management perspective to keep us accountable to identifying the short and long term impact of our goals and decisions so that we could prepare accordingly.

I coordinated internal projects and managed the details of the office so that the production team could focus on providing fantastic websites and marketing solutions to our clients. I managed the process of documenting and improving systems and procedures. I was responsible for the day-to-day bookkeeping, including sending invoices, paying bills, making deposits, basic financial forecasting, etc. I ran payroll and managed employee benefits. I vetted leads that came through via phone and the website to handoff to the sales team. I helped onboard client projects and used project management tools to set up project details and task management.

I managed the administrative, operations and marketing components at Marietta Financial Services.

I oversaw all business aspects of the practice- business development, client retention, marketing, managing staff, etc.