Marshall Thomas Email & Phone Number

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.

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.

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.
• 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

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

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

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

• 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

Vail, CO, US

See description below

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

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

• 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

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

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.

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

• 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

Bachelor Of Arts (B.A.), Politics

Education record