Sales And Marketing Operations Manager
Current- Lead business analyst and project manager for various enterprise-wide and department-specific process improvement projects, including for business planning, client satisfaction surveys, and reporting to the Board of.
- Managing development and launch of a centralized, firm-wide library for 100,000+ sales documents, featuring interactive Power BI reporting, workflow automation, and integration with Salesforce.
- Helped design, launch, and provide training on a master database of all client services, improving business acumen, data integrity, and sales reporting throughout the firm.