Marshall Thomas

Marshall Thomas Email and Phone Number

Partnerships at PlanYear @ PlanYear
Marshall Thomas's Location
Seattle, Washington, United States, United States
Marshall Thomas's Contact Details

Marshall Thomas personal email

About Marshall Thomas

Marshall Thomas is a Partnerships at PlanYear at PlanYear. He possess expertise in public speaking, community outreach, research, policy analysis, editing and 11 more skills. Colleagues describe him as "I worked with Marshall on a research project with Zillow. His energy and good spirits were infectious. Even under unforeseen circumstances, he brought his full attention to the project and contributed his excellent communication skills to the task of customer research. Marshall is an excellent group member whom I would work with again willingly."

Marshall Thomas's Current Company Details
PlanYear

Planyear

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Partnerships at PlanYear
Marshall Thomas Work Experience Details
  • Planyear
    Partnerships Lead
    Planyear Nov 2022 - Present
    Irvine, California, Us
    PlanYear automates all the painful parts of insurance so benefits consultants can focus on creating the best experience for their clients and sustain valuable, long-term relationships with employers and carriers alike.
  • Aduro
    Client Experience And Partner Success Manager
    Aduro Mar 2022 - Nov 2022
    Redmond, Washington, Us
    • Responsible for all Aduro Partner accounts and operations, as detailed below, as well as, and an additional 8 enterprise clients directly contracted with Aduro.
  • Aduro
    Partner Success Manager
    Aduro May 2021 - Feb 2022
    Redmond, Washington, Us
    • Served as daily and first point of contact for all partner relationships • Built and maintained trusted, strong, and long-lasting client relationships with key accounts, customer stakeholders and executive sponsors to drive client success and happiness for 54 enterprise clients that include Fortune 100 companies and major healthcare systems. • Accountable for all partner activities including, sales, contracting, marketing, implementations, partner onboarding, and issue resolution• Ensured operational excellence by developing strategic partnership plans to meet customer needs and objectives • Built and maintained appropriate success and service metrics to ensure partner channel success• Responsible for providing regular account health and partnership strategy updates to Aduro executive team• Responsible for formulating best practices for partner channels • Partnered with internal teams (including Member Experience, Operations, Sales, Marketing and Product departments) to achieve high engagement levels• Proactively worked with internal and external teams to resolve client issues in a timely manner and regularly communicate with relevant parties on the status and state of resolution
  • Aduro
    Partner Account Manager (Strategic Advising And Partner Relations, Well Being Programs)
    Aduro Jun 2020 - Apr 2021
    Redmond, Washington, Us
    • Responsible for building and maintaining client relationships with key accounts, customer stakeholders, consultants, and executive sponsors to drive client success• Built and maintained appropriate success and service metrics to ensure client retention and success for 15 enterprise clients
  • Aduro
    Event Manager (Account Manager Biometric Services)
    Aduro Aug 2019 - May 2020
    Redmond, Washington, Us
    • Achieved highest client satisfaction score among peers (5 out of 5)• Plan, manage and execute event plans, schedules, and logistics for assigned events• Manage multiple events across different time zones and clients• Ensure that all necessary supplies are sent to event site• Coordinate with event staff to ensure all critical details are understood and followed• Manage all internal and external communication around events assigned keeping internal teams up to date with plans, expectations onsite, and helping elevate the pre, during, and post-show engagement• Help evaluate and measure event success, providing detailed post-event reports with recommendations for adjustments and ideas
  • Aduro
    Event Coordinator
    Aduro Jun 2019 - Jul 2019
    Redmond, Washington, Us
    • Execute daily administrative tasks in collaboration with other team members, such as updating excel spreadsheets and client issue tracker and uploading data into CRM using CSV files • Use strong communication skills to prepare client-facing documents and correspondence • Liaise between Event Managers, Resource Managers, and Shipping & Logistics• Support planning and coordination of all client event scheduling across the country• Create event packing lists and coordinate with Shipping & Logistics manager on supply needs and projections• Work with the Support team to troubleshoot and clear biometric cases from all sources, including WellMetrics events, LabCorp visits, and Health Provider Screening Forms• Resolve administrative problems by identifying and communicating solutions
  • N2 Consulting Inc.
    Consultant
    N2 Consulting Inc. Aug 2018 - May 2019
    • Assisted c-level executive with day-to-day operations of various health/fitness franchises. Tasks included screening potential hires, IT/data management, and facilitating stakeholder meetings • Individually contracted to complete a SWOT and Competitive analysis that informed the restructuring and merger of a digital marketing agency and consulting firm specializing in franchising • Solely responsible for creating a development strategy for an agrihood development that resulted in a contract with a top Colorado developer
  • Hotel Talisa, Vail
    Mixologist
    Hotel Talisa, Vail Oct 2017 - Jan 2018
    Vail, Co, Us
    See description below
  • Park Hyatt Beaver Creek Resort & Spa
    Bartender
    Park Hyatt Beaver Creek Resort & Spa Jun 2016 - May 2017
    Avon, Colorado, Us
    • Engaged prospective clients, communicated the restaurant’s various offerings, and predicted customers' needs• Consistently achieved top earner in the bar and increased revenue by efficiently closing sales, upselling items, and cultivating repeat customers • Excelled at multitasking in a fast pace (2,000+ customers a week), fine dining restaurant, while addressing the needs of VIP cliental
  • Koru, Inc
    Koru@Zillow Participant
    Koru, Inc Jun 2015 - Aug 2015
    Seattle, Wa, Us
    • Oversaw the design thinking and customer discovery process that lead to an operational prototype pitched to Zillow executives• Determined ROI of Zillow’s current beta programs• Honed skills such as: Excel analysis, managing CRM databases, cold calling, and project management
  • The Green Lantern Tavern
    Bartender
    The Green Lantern Tavern Apr 2014 - Jun 2015
    • TIPS Certified • Responsible for greeting guests, checking ID’s, and taking food and drink orders for guest in the service area and bar • Proficient in generating bills according to orders and operating POS for bill collection• Utilized knowledge of mixed beverages, specialty liquors, and rotating tap of 29 craft beers, to efficiently prepare drinks per customers’ preferences • Well versed in maintaining an organized, stocked, and presentable bar and service area
  • Whitman College Interfraternity Council
    President
    Whitman College Interfraternity Council Jan 2014 - Dec 2014
    Walla Walla, Wa, Us
    • Held executive power over the Fraternities and sought to maintain the high standard that had always been carried by the fraternities of Whitman College. • Developed Greek life at Whitman College• Represented the fraternity system to the President, Dean of Students, and Greek Advisor, and other college administrators. • Appointed to the ASWC Sexual Assault Task Force (Fall 2014) • Awarded Whitman College Award of Excellence for Contributions to the School as IFC President
  • Colorado Access
    Public Relations Intern
    Colorado Access Apr 2013 - Aug 2013
    Aurora, Colorado, Us
    • Represented Colorado Access at stakeholder meetings, performed policy research, and coordinated with public policy officials • Role centered around gathering information, identifying important political actors, communicating Colorado Access’s policies/business, and predicting the Affordable Care Act’s effect on Colorado Access’s various lines of business
  • Phi Delta Theta Fraternity
    Treasurer Cfo
    Phi Delta Theta Fraternity 2012 - 2013
    Oxford, Ohio, Us
    • Served as the Chief Financial officer for the Phi Delta Theta Washington Beta Chapter • Managed a $200,000+ operation budget, acting as controller for all accounts • Diplomatically worked with families of members with financial difficulties to find suitable payment solutions • Interacted with sensitive information and maintained confidentiality regarding personal/financial information• Reviewed all contracts the Chapter intended to enter into. • Collected all monies owed, and remitted payment to all employees and external contractors of the Chapter • Chaired the Chapter Finance Committee
  • Engaged Public
    Summer Intern
    Engaged Public May 2012 - Aug 2012
    • Helped formulate, write, and present proposal for health care pilot• Worked on government contracts, which included: TBD Colorado, Colorado Big Horn Project, Backseat Budgeter, and Engaged Benefit Design Pilot• Performed research, maintained excel database, and coordinated with various organizations, such as: the Colorado Governor’s office, Denver Post, Department of Education, and the Colorado Health Foundation

Marshall Thomas Skills

Public Speaking Community Outreach Research Policy Analysis Editing Nonprofits Fundraising Program Development Political Campaigns Grant Writing Event Planning Grants Spanish Data Analysis Spss Microsoft Office

Marshall Thomas Education Details

  • Whitman College
    Whitman College
    Politics
  • Regis Jesuit High School
    Regis Jesuit High School

Frequently Asked Questions about Marshall Thomas

What company does Marshall Thomas work for?

Marshall Thomas works for Planyear

What is Marshall Thomas's role at the current company?

Marshall Thomas's current role is Partnerships at PlanYear.

What is Marshall Thomas's email address?

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What is Marshall Thomas's direct phone number?

Marshall Thomas's direct phone number is +172074*****

What schools did Marshall Thomas attend?

Marshall Thomas attended Whitman College, Regis Jesuit High School.

What are some of Marshall Thomas's interests?

Marshall Thomas has interest in Children, Education, Health.

What skills is Marshall Thomas known for?

Marshall Thomas has skills like Public Speaking, Community Outreach, Research, Policy Analysis, Editing, Nonprofits, Fundraising, Program Development, Political Campaigns, Grant Writing, Event Planning, Grants.

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