BI WORLDWIDE is a global engagement agency that uses the principles of behavioral economics to produce measurable results for our clients by driving and sustaining engagement with their employees, sales channel partners and customers. We bring global reach and resources with offices in the U.S., Canada, Latin America, Australia, China, India, the United Kingdom and Singapore.

Attending Networking Events Researching Industry LeadersDebating, Tracking and Influencing Industry TrendsParticipating in Industry Discussions

PrincipalEvent Management & Brand Marketing firm.kg marketing is a marketing consultancy designed to help small and medium businesses with marketing strategy, communications planning, meeting, trade show & event planning, and social media activity. Let us help you develop a marketing plan, a communication strategy for a new product or service, or develop a meeting or event that your customers and employees will remember and will bring your brand to life.

Senior Director, Managed Care MarketsExpertly managed accounts and implemented new payer accounts. Enhanced company visibility by presenting at industry trade shows and educational conferences to engage prospective customers; organized event selection, planning, and execution for MC Tradeshows.KEY ACCOMPLISHMENTS:• Developed and integrated highly effective client acquisition plans targeting key prospects to drive business.• Designed numerous sales and marketing presentations as well as training programs that successfully increased managed care market penetration by acquiring several national managed care companies & regional providers.• Presented the value proposition that Precision brought to the marketplace of clinical drug adherence monitoring to this key business channel. • Participating as a member of the executive leadership team. • Strong branding and marketing strategy as well as customer target development. • Led the managed care event and trade show initiatives, including developing unique promotional strategies and executing on the event by representing the company to clients, prospects, and industry.

Director of Client Engagement Communications, Training & EventsDirected strategic client communications and process development while efficiently managing one team member. KEY ACCOMPLISHMENTS:• Facilitated proactive client outreach by integrating a new communications email marketing system.• Conceptualized new client interactive e-magazine format to provide timely outreach and engagement with our clients.• Organized Client Advisory council event, negotiating competitive hotel/F&B/AV fees, contracting, and onsite execution.• Trained and motivated the client engagement team, which included assessing team members and collaborating across the enterprise to secure subject competency training.• Worked collaboratively with leaders throughout the enterprise, particularity executive leadership, to evaluate, plan and implement communications messaging, materials, and distribution.• Led efforts to manage client crisis communications, ensuring timely response to protect the company's reputation and ensure client satisfaction

Director, Marketing, Communications & Events / First Health (an Aetna company)Supervised two team members in executing marketing, meetings and events, internal and external communications, and marketing material procurement responsibilities. Created and distributed all product collateral, press releases, client newsletters, client notifications, and promotional communications. Efficiently managed a $300K event budget in planning the annual key client incentive event. Executed annual top employee recognition program and President's Club trips, and multiple internal sales and executive meetings; organized trade show and exhibit efforts at over 25 events a year.KEY ACCOMPLISHMENTS:• Executed brand and product strategy planning in order to identify key segments and target products and services to appropriate prospects.• Implemented new strategic marketing collateral branding in January 2012 that successfully refreshed the brand in the marketplace, boosted sales, identified the post-merger product roadmap strategy, and ensured a 98% client retention rate.• Editor of client and prospect communication materials, designed to inform of new products, improve client retention, and increase sales.• Developed product positioning strategy, and worked with Product Management, to train, promote and support new products & solutions to sales team.• Lead all Voice of the Client / Employee external and internal customer surveys.

Director, Specialty Business & National Accounts / First Health (an Aetna company)Led cross-functional team in delivering high quality client service, addressing conflicts, and resolving large claims issues. Reported on quarterly and annual performance, illustrating team activities and network performance as well as proving ROI to clients.KEY ACCOMPLISHMENTS:• Fostered a lasting relationship with the company’s largest client block worth $20M in annual profits; managed matrix team in client onboarding, contracting, claims pricing, etc. to acquire a $3M account.• Improved customer service and processes while reducing PG risk and boosting year-over-year account revenue.• Exceeded expectations in performance reporting, setting the company standard for business review presentations and reports.• Implemented and administered Salesforce.com CRM system for the entire sales and account management team.• Led cross-functional team to provide client service, manage issues and resolve large claims issues.• Led implementation of new multimillion dollar strategic account, including managing matrix team to onboard client through legal negotiations, contracting, claims interface IT initiative and claims pricing.

Director, Strategic Account ServicesOversaw 35+ personnel and managed the account service and implementation design process, which included developing roles, responsibilities, products, and customer alignment based on business needs and customer feedback. Served as Segment Business Owner of the customer performance guarantee process.KEY ACCOMPLISHMENTS:• Established cross-functional training program targeted toward diversifying team skill sets.• Pioneered a new account service team that combined multiple disparate groups into a single team designed to support internal channels along with external business while maintaining optimal service levels.• Designed an internal customer feedback program for identifying opportunities for improvement. • Created a workload analysis model that measured activity to build staff productivity.

Oversaw the strategic planning for and the tactical execution of SaaS finances, metrics, and forecasts/financial projections. Developed client communication strategy and process improvements, managing execution while leading 2-5 direct reports. Directed the Inside Sales and Presales teams, delivering exceptional operational and process leadership to frame products and services into solution offerings. Implemented compensation plans and supervised commission process.KEY ACCOMPLISHMENTS:• Key contributor to sales organization during start-up companies 20x growth in 18 months, by managing sales strategies and operations, in a fast-paced and autonomous environment.• Initiated and administered over a new CRM tool (Salesforce.com) that ensured 100% account reporting for maximum value without additional FTE.• Led Sales Operations functions including client contracts, sales forecasting, compensation payments, and BOD reporting of pipeline and churn.• Certified Solution Selling consultant (Solution Selling, Inc. methodology).• Certified user & administrator in Salesforce.com (Customer Relationship Management software)