Generated new sale opportunities by developing relationships with new and existing clients through account management. Served as a development team member charged with formulating strategic direction and initiatives consistent with the overall strategic plan. Led the prioritization of enhancements to the Association Management System (AMS), Novi AMS, and AMS integrations to streamline core processes including event registration, product subscriptions, and account creation and management.

Supported the team with extracting and compiling membership data and stats from ASID’s membership database, Association Anywhere (AA), used to inform business decisions related to recruitment, retention, engagement, and growth of ASID membership.• Responsible for tracking metrics, sponsorship revenue and deliverables for our national and corporate IP’s; performs data analysis responsibilities as it relates to financial and trends forecasting.• Data integrity responsibilities as it relates to list uploads and pulls; creates, updates, and edits various reports in SAP BusinessObjects (BOXI), a query and reporting database, for multiple department heads. • Retained accountability for all day-to-day account management, service satisfaction and loyalty for 10-12 national and corporate IP’s; assists membership team in managing at risk customers and customer persistence.• Created a Standard Operating Procedures (SOPs) to be used as guidelines for new staff on-boarding and training.• Promoted proactive customer interactions and responds to problems and opportunities with a sense of urgency and tenacity; answering over 3,000 membership inquiries by email, voicemail, fax, and telephone monthly.• Increased renewals rates by 10%, while also decreasing time engagements with clients by 20% by improving processing and operational efficiencies.

Promoted to Actuaries’ Resource Center Coordinator to lead the coordination and execution of projects that are assigned to the Actuaries’ Resource Center (ARC). Mentored and managed the Resource Center Reps to provide guidance and support for their professional growth. Maintained and managed the CAS’s membership database and annual billing for over 8,000 member accounts.

• Reported member data on new membership applications, dues waivers, refund requests, new passing candidates, and attendee registrations lists for Marketing, Events, and Admissions department; served as a back-up for the Member and Data Services Manager on approving applications.• Worked closely with the IT department, assisting with database troubleshooting and solutions development as problems arise.• Performed database management; processed over 600 examinations, webinar, and seminar/meeting registrations for candidates, exhibitors, and sponsors, as well as updating exam statuses, addresses, and other information.• Provided administrative support to the CAS Regional Affiliates and Special Interest Sections, including coordinating meeting registration services.• Routinely prepared and evaluated CRM reports; scheduled and analyzed various financial system reports, such as daily activity reports, error/reject reports, status reports, discrepancy and mismatched reports, transaction reports as well as ad hoc reports.

Enhanced the customer experience by collaborating with department management to develop and implement procedures and best practices. Maintained a working knowledge of personal accounts, IRA’s, Business and Trust account policies and procedures.• Used targeted strategies to bring in multiple accounts ranging from $2,000 to $10,000 within three months.• Increased customer follow and brand awareness by creating a new brochure detailing products in the DC market. • Selected to train newly hired tellers due to strengths in translating product complexities into easily understandable terms and selling value-added benefits.• Exceeded customer expectations by answering questions on interest rates, service charges, online banking and account histories, while complying with disclosure requirements, state and federal laws/regulations and consumer privacy policies. • Cross-sold services as well as followed up with customers via email, phone and written correspondence to analyze their needs while creating rapport to build lasting relationships. • Purchased and maintained office supply inventories and being careful to adhere to budgeting practices.

Led tasks that helped with Share Our Strength’s dinner events, fundraising initiatives, and brand awareness to create long term engagement. Provided planning and tactical assistance with the execution of national sponsors for annual ‘Taste of the Nation’ culinary event.• Raised $1,500 for resources and programs that went towards fighting childhood hunger by planning and organizing Share Our Strength’s “No Kid Hungry” bake sale and raffle for 200 staff members.• Managed more than 250 participants and donors; tracking daily, monthly, yearly gift donations and updated their personal info in Raiser's Edge and Convio platforms, assisting with event resources, and providing general support with their questions and concerns.• Managed one of the organization’s fundraising e-mail accounts, responding to over 100 inquiries through email info boxes and hotlines in a timely fashion and forwarded emails to appropriate staff for additional handling.• Managed donor stewardship including creation of thank you, impact, and gift receipt letters.

Assisted the Director of Branding with merchandising, brand management, and promotions and advertising initiatives. Researched and developed a list for the Amtrak Merchandising Program of suppliers that make recycled items and items made in the United States to better respond to Amtrak customers.Assisted in the set-up for the event launching the Amtrak Veterans Train which included dignitaries, the press and Congress.Compiled data on the Ridership and Revenue of children on Amtrak trains showing marked increases over the time period.Assisted with reviewing and editing maps, pricing grids, and itineraries for vacation packages offered on the Amtrak website and brochures.