Help families access financial knowledge, products, and resources to prepare for a better future. Empower individuals with the information and fundamental tools they need to plan for a better future. Educate people on financial concepts and provide resources for financial planning.

Deliver a consistent and effective onboarding process for new Account Executives and SDRs, as well as support and contribute to other high-impact enablement programs within the sales department. Mindtickle Essential Workshop, Certified

Onboard, train and coach new SDRs and provide SDR Enablement for product and skills knowledge, while attaining individual quota goals.

Outreach, educate and pitch sales enablement platform to help sales leaders improve rep performance and correlate to revenue growth.

Educate, strategize, and successfully sell Yelp Advertising Programs through a high volume of outbound sales calls - averaging 75+ calls and 2.25+ hour talk time daily.○ Develop and manage a pipeline of clients from all over the United States and Canada through Salesforce (CRM tool).○ Drive the full sales cycle from professionally engaging introductory calls to closing Yelp advertising programs.○ Manage leads in order to drive the full sales cycle from prospecting clients to closing deals.○ Manage a pipeline of 150-200 SMBs within assigned territories: 2,000+ accounts, using the Salesforce CRM platform.Major contributor to Top Sales Office in the organization for 6 months trailing.○ Contribution to Top 10 SF Sales Team 8 months trailing.○ Generated $350K in revenue for the company.

Creative PM - Managed and produced the first national non-clinical focus group project for BHMT 2016○ Produced data to inform the approach for increasing internal and external brand awareness campaigns.○ Communicated to stakeholders the findings and recommendations for adjustments to current marketing strategies.○ Developed criteria for focus groups to yield data that would support the company’s current portfolio and for potential opportunities in developing new programs.Creative PM - Executed the BHMT’s Chromebook Lending Library, dedicated learning devices for educational and career development.○ Developed briefs and marketing content (i.e. Web content, Marketing Collateral).○ Managed multiple vendors for implantation of the Chromebook (i.e. Hardware provider, Designers, Web Developer).○ Created and implemented work process flows to highlight agile steps in production.○ Worked with designer and web developer to create web/print content for programs.Project Manager - Implemented the BHMT Internship Program 2017 from ideation to launch: ○ Created and initiated process to bridge gap between education and work experience within KP for Union employees.○ Modified process for matching potential candidates with internship opportunities.○ Recruited potential partners for automation in tracking and matching candidates.Managed and coordinated the ongoing Multi/Regional Training Program from approval to implementation.○ Managed portfolio monthly and ad-hoc reporting; including data verification and analysis of participation data for your programs. Executed the BHMT website 2.0 revamp completed April 2016.○ Coordinated content transfer and updates to BHMT’s portfolio of programs.Reviewed portfolio of programs within the overall BHMT program family including all communications, collateral materials, and marketing strategies and Vendor Contract Management.

Technology Partnerships Office - Marketing/Outreach equivalent for NASA.Received NASA Ames Research Center Honor Award and Certificate of Excellence with NASA Tech & Industry Exchange Event Team (NASA TIE).○ Generated presentations, reports, charts, letters, and other correspondence as required. ○ Provided technical support for updating websites, NASA databases, and spreadsheets. Managed and processed Partnerships & Small Business contracts with NASA Legal Counsel.○ Processed, controlled, and archived contracts provided weekly, monthly, and annual reports to management.○ Routed and managed appropriate tracking approvals and directorate signatures to execute agreements in a timely fashion.Executed Partnerships & Small Business contracts including but not limited to: Space Act Agreements, New Technology Reports, Enhanced Use Lease Agreements, & Software Usage Agreements○ Processed, controlled, and archived contracts and related documents in accordance with government record retention requirements and provide weekly, monthly, and annual reports to management.○ Coordinated tracking approvals and directorate signatures to execute agreements in a timely fashion.Managed New Awards, Interim Reporting and Final Reporting for New Technology Reporting process. Created and edited technical content to be included in targeted NASA technology publications.

Managed support to NASA Ames Research Center Acquisitions Division performing analytical, technical, and administrative functions.○ Team lead for the Closeout Team in the Acquisitions Division.○ Coordinated closeouts and document retention for all executed and expired contracts for the Center.Developed and implemented new tracking system Excel templates for annual reporting.○ Accelerated the audit process by 50%, decreased tracking errors by 92%; Templates have been adopted by other NASA Centers.Facilitated internal bi-annual audits, ensured validity government documents reported fiscal year annually. Coordinated events for customers and provided support for the NASA Ames Conference Center.

● Consistently met personal and company goals through promotional products.○ Exceeded goal by $300,000. Individual goal was $500,000 for a 3-month period.● Conducted branch meetings for product promotions.○ Routinely provided alternative and innovative solutions for resolving issues.○ Assisted with off-site recruitment and outreach of potential members in conjunction with the Marketing Department.● Established member relationships and maintained client retention