Lorraine Smith Email and Phone Number

Establish strategic plans and drives initiatives to recruit new YPO members and form new YPO chapters in collaboration with the Regional Membership Officer for Northeastern US Region. • Collaborate with team members within the Northeastern US Region to identify leads suitable to the chapters’ needs and opportunities for new member recruitment and chapter development. • Manage all applications assigned to the Northeastern US Region from the YPO portal according to the established policies • Accountable and responsible to achieve new member and new chapter goals for the Northeastern US Region • Establish relationships with chapter membership officers, regional membership officers, and other stakeholders involved in new member recruitment and new chapter development. • Consult with the chapter membership officers to identify recruitment challenges. • Design and recommend new recruitment plans and relevant chapter goals to regional membership officers and for the development of new chapters. • Train chapter membership officers on Salesforce processes relevant to prospect and application processing. • provide reports to the chapter and regional officers and the management team within the assigned geography. • Maintain a high level of YPO membership policy knowledge and serve as an advisor to the members and the management team.

Executed a plan to identify prospective member leads and assign accordingly to meet specific recruitment needs of the chapters in the assigned geography.• Validated all membership applications to meet YPO membership criteria prior to assigning to chapter to pursue.• Identified opportunities of waivers and executed for processing• Reassigned prospect leads to provide opportunities to join the organization.• Recommended concepts to drive prospects to YPO public website in close collaboration with the Marketing Department. • recommended enhancements to Salesforce to simplify the automation of the prospect management process.• Generated reports to identify membership development based on high demand and low conversion of prospects.• Maintained daily oversight and responsibility of the conversion goals within the assigned geography as well as the global membership goals.

Ensured effectiveness in applying organizational policy, processes, and use of technology platforms.• Promoted and maintained an accurate collection of member data, certification information, and fee collection resulting in data accuracy/integrity. Implement and/or execute relevant new benefits and services. • Processed all requests for membership transfers, transitions, and resignations in line with organization policies and procedures.Worked with our Product Management Team in the capacity of a *Salesforce Ambassador. As our organization was migrating from Microsoft CRM to Salesforce, my tasks included but were not limited identifying problem areas within my department, coordinate the development of agreed upon priorities. • Advocated for Member Services business needs. • Worked through partnership in the advancement of products, communication, and support to and for membership retention. • Addressed business processes for quality improvement for training purposes on the Salesforce platform.