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 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

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• Help evaluate and measure event success, providing detailed post-event reports with recommendations for adjustments and ideas

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

• 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 of business

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

• 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