Reorganize analytics and BI reporting for sales team, resulting in clear KPI tracking and overall improved efficiency.Utilize Tableau to create, design and monitor Business Intelligence for entire sales organization. Work consisted of creating dashboards for use across the organization as well as weekly brainstorming sessions to discuss reporting needs.Collaborate in the development and execution of a strategic plan to target high-end customers. The plan, which incentivized the sales team to focus on clients with potential revenue exceeding $5K, led to a significant increase in revenue from that segment.Provide detailed weekly insights on company growth, covering top performing accounts, growing territories and customer acquisition. Work closely with data engineering team to actively identify operational issues and design solutions to improve business flow.

Leveraged Reputation's Machine Learning and AI platform as well as the patented Reputation Scoring algorithm, to generate custom analyses for clients and internal teams. Created solutions for a distinguished client roster which includes top automotive OEMs, 16,000 auto dealerships, 250+ healthcare systems, and over 100 leading property management firms.Presented insights to improve clients' average review ratings and volume of reviews from prominent sources such as Google and Facebook.Conducted in-depth analyses to identify clients' and competitors' strengths and weaknesses as well as crafted detailed action plans to bolster lagging individual locations.Collaborated with Executive team, CX, Sales and Marketing to develop persuasive client presentations that secured initial purchase orders, renewals and add-on services.Generated data-driven insights for publicly released Healthcare and Senior Living annual reports.Utilized Big Query (SQL), Looker Studio and Python to fulfill a multitude of ad-hoc requests.

Oversaw data and insights in North America with a client list including popular tourist destinations, downtown centers, retail stores and high-end malls.Ran strategy meetings to discuss changes to reports, alternations of camera locations and meaning behind data insights. Discussions also included soft selling of potential add-ons such as additional cameras, Wi-Fi tracking and business intelligence.Created and updated Power BI reports tracking footfall, vehicle traffic, dwell time and capture rate. Made changes to existing reports as needed per client suggestions.Led onboarding process of new clients which consisted of training team members on Springboard web platform and establishing appropriate report cadence.Executed automated reports using SQL to verify data and to generate email sends. Corresponded with IT team when issues arise.

Used Power BI and Microsoft Dynamics along with full ERP system to create, design and monitor business intelligence. Work consisted of connecting to data sources on SQL server, creating dashboards for use across organization and designing CRM system.Drove 30% company growth by implementing strategy to focus on top ranked stores and by using gap reports to fill missing products in over 5,000 stores in the US and Canada. The approach creating a simplified plan that increased efficiency and drove the company bottom line.Utilized syndicated data to provide insights, analysis and recommendations to various departments including C-level executives, sales, marketing, finance and operations. Reporting included year-over-year analysis, year-to-budget, product segmentation, new item launches and gap reporting.Partnered with developers to design CRM on web and mobile platform. Continuously audited connected systems in order to maintain usability and data accuracy.Trained team members during CRM implementation and monitored usage during program inception. Acted as liaison between developers and users to align goals and expectations.Used Google Analytics and Magento reporting to monitor conversions rates from various web channels with a focus on growing online subscriptions. Reporting focused primarily on email marketing and monitored revenue, open rate and click rate.Partnered with Marketing and Accounting to measure ROI of consumer facing promotions both online and in brick and mortar stores. Analyzed results of various campaigns including email marketing promotions and in-store coupons.

Tracked progress of ongoing sales and marketing campaigns by creating complex reports using SQL server and Maax Bluevenn database tool. Designed Microsoft Excel reports to easily refresh on a daily and weekly basis.Managed database of print and digital subscribers in order to monitor trends pertaining to increases or decreases in customer population.Oversaw sample program consisting of approximately 12,000 free newspaper subscriptions sent to select non-subscribers within San Diego County every 6 weeks. Sample conversions to paid subscriptions doubled since accepting role as analyst and inheriting duties pertaining to sample program.Coordinated retention calling with outsourced telemarketing companies as well as organized email blasts for both retention and new subscriber outreach.Created guest lists for U-T Talks premium subscriber events based on geographic location, tenure and weekly rate. Monitored attendee lists to track retention of high-end customers which yielded a 92% retention rate since program inception.Used Nielsen Prizm groups and demographics to strategically determine customer population for targeted online and direct mail campaigns averaging 400 new sales per week.Produced ad-hoc reporting for several departments within the organization including finance, marketing, advertising, market research and customer service.

Tracked progress of marketing initiatives including circulars, email blasts and in-home mailers as well as used results to improve upon future projects and existing campaigns.Lead creative meetings with clients to discuss upcoming themes and organize Solid Gold’s media calendar.Used Excel and Access databases as research tools to determine company outlook, opportunities for expansion and weaknesses amongst Solid Gold products throughout 1,558 stores nationwide.Point of contact for marketing, logistics and contractual agreements involving major client accounts including Petco, Unleashed and Pet Supplies Plus.Monitored financial implications of marketing initiatives to avoid surpassing $1,000,000 budget. Communicated pertinent variance information to accounting department.Conducted ROI analysis on marketing campaigns and promotions by forecasting sales lifts and determining customer acquisition.

Ranked in the top 5% of highest document collection rate and lowest accounts receivable balances.Responsible for managing 400 complete student accounts consisting of student finances and overall academic progress.Used CRM programs and aging reports on student accounts to determine outstanding issues and appropriate actions.Developed training manuals and list of best practices for fellow account managers and new hires to reference.Managed payments on student accounts coming from various monetary sources including federal student loans and grants, tuition reimbursement, and military benefits.Forecasted student’s financial outlook to ensure Title IV funding will cover all classes for full academic year and until completion of degree.Responded to student inquiries in a timely manner and advised students on finance and academic matters.

Ranked at top 10% of company for sales and retention rates.Made outbound calls to recruit prospective students to enroll in Ashford University’s Undergraduate degree programs.Maintained company quota and retention rate by sustaining student’s success through the beginning of their degree program.Advised students on eligibility regarding possible tuition funding and assisted non-qualified individuals in working to secure these options.Worked on cross-functional team to reach group goals by assisting each other with student follow-up and recruiting.Success in position allowed for promotion to Student Advisor after just 7 months of employment.

Assisted company in launching social media campaigns by researching online marketing trends and attending informational conferences.Created product surveys for the Advanced Hearing Aid Center of San Luis Obispo in order to obtain useful information from clients’ target markets.Reviewed, analyzed and extrapolated Advanced Hearing Aid Center survey results for targeted sales marketing.Wrote press releases for client events and announcements which were published in San Luis Obispo local newspapers, magazines and social media pages.Researched client accounts and created master database to aid employees in customer relationship management.