● Sourced and championed the purchase of a new CRM solution to organize firm’s sales/leads pipeline ● Conducted due diligence and research analysis to steer team’s consideration of 25 potential tech vendors ● Built pivot tables and dashboards using ~140 prioritized scoring criteria to evaluate final vendor candidates ● Collaborated with Sales, IT, and Ops to build an E2E current state process flow and a current state technical architecture of the $16B/yr SMA business ● Organized user-centric design sessions with reps from finance, operations, and sales departments to align on business priorities, develop a shared vision, and roadmap next steps to achieve client’s strategic objectives

● Spearheaded four Internet marketing campaigns and an in-person university event, tracked metrics and KPIs to optimize marketing effort and grow active userbase by 20 times ● Built weekly reports with current results and engagement statistics from Pendo and TestFlight and presented findings to senior leadership, quickly executing any needed change management ● Gathered and distilled key creative and QOL input from focus groups to improve app traction by over 50%

● Managed a staff of 30+ technicians bringing in ~$5,000 daily revenue and represented the shop to customers ● Led initiatives to cut costs by negotiating with vendors for better prices and to increase customer retention & satisfaction through social media interaction with former customers ● Performed sales work and assuaged customers in person, phone, and social media to build a 4.5 Yelp rating