Megan Schaefer Email and Phone Number
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MSBA from Purdue UniversityConsulting Expertise In: Patient & Customer Experience | Quantitative & Qualitative Research | Data Analysis | Cross-Functional CollaborationExperience with: Qualtrics | SPSS | SAS E-Miner | Python | Tableau | SQL | EMR | RAt this stage in my career, I have gained exposure to a number of industries ranging from financial services and healthcare to motorsports and manufacturing. Further, my experience thus far has provided me with knowledge surrounding core business functions including marketing, sales, finance, operations, and more. Although I have gained an expansive understanding of various industries and businesses, my expertise is focused on: • CLIENT ENGAGEMENT: The common thread between each of my roles is a focus on the client. Whether I am serving external clients or internal stakeholders, I am well practiced at working closely with others to provide an optimal experience rooted in a strong understanding of their needs, challenges, and objectives. • CUSTOMER EXPERIENCE: In working with clients and internal teams, I always have the end consumer or patient in mind. As someone who is always looking for ways to improve processes and products, I take pride in being able to put myself in the shoes of a customer and let that standpoint guide my recommendations.• ANALYSIS & RESEARCH: In financial services and market research, analysis is a critical component of all I do. I have engaged in countless assessments, research processes, and data reviews that uncover key information that allows organizations to pursue opportunities, resolve problems, and mitigate risks. • FINANCIAL STABILITY & GROWTH: One of the main objectives in my roles to date has been providing businesses with the tools and information needed to succeed financially whether that be in terms of revenue and profitability or risk reduction and compliance. While I have had many opportunities for learning and growth so far in my career, I am always looking forward to the future and working to gain further exposure to contacts and businesses. Please feel free to reach out to me for networking opportunities via LinkedIn.
Elevance Health
View- Website:
- elevancehealth.com
- Employees:
- 42204
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Manager, Market Strategy And InsightsElevance HealthHendersonville, Nc, Us
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Senior Insights StrategistWittkieffer Sep 2023 - PresentOak Brook, Il, UsAs a senior strategist driving research and thought leadership in healthcare, academic medicine, and education markets, I deliver tailored market insights and strategic analyses that underpin high-impact executive searches. I partner with marketing and consulting teams to craft compelling content used in both business development and bespoke searches. My work focuses on identifying trends and leadership pathways, informing search strategies that elevate results to best serve clients.• Developed comprehensive research for executive searches at multiple R1 institutions, supporting successful pitches for senior roles including president, CFO, and dean.• Created "Route-to-the-Top" (R2Top) analyses for over 10 leadership positions, delivering in-depth demographic and career path insights across 100+ institutions to enhance client strategies and candidate assessments.• Collaborated with marketing to conceptualize and design thought leadership content, instrumental in business development initiatives and presentations at key industry events.• Selected for pilot projects such as DSMN8 and AI Lab, where we leverage AI technologies to innovate research workflows and optimize the executive search support processes.• Applied the "6 question framework" to distill actionable insights that advance business development and shape strategic client engagements. -
Manager, Market Strategy & InsightsElevance Health Nov 2021 - Sep 2023Indianapolis, Indiana, UsAs the primary MSI member tasked with providing insights on the organization’s digital products and broker relationships, I support cross-functional teams that develop products, services, and materials for stakeholders across Elevance Health’s 15-state footprint. The insights collected through both primary and secondary efforts serve to inform and refine product features and the marketing materials used to effectively sell them. • Successfully added the “Digital Product” research segment to MSI and began leading it as subject matter expert. Duties in this expanded role include facilitating bi-weekly research calls, developing an ongoing research plan for senior leadership, and authoring a quarterly research newsletter, which is available to team members at all levels of the organization. This newsletter includes updates on ongoing primary research, secondary research, and digital & virtual care industry news.• Performed research used to refine and message Anthem’s digital-centered health plans, which exceeded enrollment targets by over 200% & maintained 97% retention in the first year, laying the groundwork for expansion across the United States.• Rescoped & rebid tracking studies to reduce costs, refine program objectives, and align KPI reporting timelines.
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Senior Consultant, Experience DesignIndiana University Health Jul 2019 - Oct 2021Indianapolis, Indiana, UsAs a member of IU Health's System Experience Design Team, I was tasked with the continued development and successful implementation of IU Health's Voice of Customer program, which incorporated actionable feedback in both new and existing services provided to patients across the state of Indiana. This program was created as part of IU Health's 5-year strategic plan to put new practices in place that: 1) Engaged patients and families in IU Health's work, 2) Used patient and family insights in decision-making, and 3) Created a culture that focused on patient and family needs.To deliver on this plan, I was responsible for supporting IU Health's nine Experience Design leaders, which represented each of the system's regions and provider groups. Using skills from my previous work in market research and client management, I sought to fully understand the challenges each of these individuals faced then worked to identify opportunities for future improvements by developing tools and resources to effectively collect feedback.In this role, I achieved the following:• Grew IU Health Insiders patient feedback community to more than 30,000 members in first year• Established a new website for engagement with IU Health Insiders, which includes accessibility of more than 100 languages through Google Translate (https://www.iuhealthinsiders.org/)• Managed monthly VoC tracking framework to support steady growth of the program with more than 450 customer-centric changes made in the first three years of the program• Developed VoC tracking in PowerBI to improve accessibility and transparency of feedback efforts between local leaders• Supported VoC efforts for virtual visits as member of the patient experience subcommittee• Increased collaboration between Experience Design and: o Digital marketing and experience (DMX) o Revenue Cycle Services (RCS) o IU Health Plans o Diversity & Inclusion o Language Services -
Client Services ManagerLoyalty Research Center Jul 2018 - Jun 2019Indianapolis, In, UsLess than 2 years into my time with Loyalty Research Center I was promoted into a Client Services Manager role where my attention was split between delivering an exceptional customer experience and conducting data analysis and research to address problems or uncover opportunities.On one hand, I was involved in the pre-sales process with customers who sought information about their brand positioning, customer experience, value proposition, and employee engagement. On the other hand, I was involved post-sales in understanding client needs, then executing tailored analysis and research using SPSS and industry best practices to uncover information that helped shape the future of our customer’s brands and business strategies. Throughout every touchpoint with a client project, I worked to build strong relationships as an adviser, partner, and advocate. In doing so, I increased the likelihood of a customer adopting our recommendations, seeing the value in our services, and remaining a long-term client. In this role, I achieved the following:• Led a year-long effort (carried over from Program Manager role) to revise research protocols and implement progressive milestones to enhance internal workflow and the customer experience. • Developed a regional marketing plan to secure new business.• Was commended for exemplary management of a large customer account (a top 5 Children’s Hospital) and execution of their intricate research program which delved into immediate healthcare needs and opportunities to shape their marketing, service innovations, and branding activities. • Nurtured relationship with a dormant Fortune500 account to reengage them in company solutions, resulting in the sale of a $45k program. -
Program ManagerLoyalty Research Center Jul 2016 - Jul 2018Indianapolis, In, UsFollowing my role in the finance industry, I transitioned into a Program Manager position rooted heavily in client services as well as research and analysis programs. My days were spent understanding clients’ informational needs and greater business objectives, executing research and analysis to gather data, then turning this data into actionable insights that our clients use to shape critical decisions. In this role, I achieved the following: • Guided brand vision and strategy for a $50M motorsports company by leading simultaneous brand positioning and dealer relationship studies resulting in concrete data used to identify new target consumer segments and drive consumer/dealer loyalty. • Provided invaluable customer insights to a manufacturing company, leading to development of their most profitable product line in 2017 that captured significant market share after years of this line only making up 3% of total business.• Partnered with private equity firm to complete due diligence research in support of their (successful) $42M acquisition of a pharmacology company.
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Associate National Bank ExaminerOffice Of The Comptroller Of The Currency Jun 2015 - Jul 2016Washington, Dc, UsWith my educational background in economics, I launched into this regulatory finance role immediately following completion of my bachelor’s program. As an Associate National Bank Examiner, I traveled to various banking institutions and engaged in 2-4 week long examinations to uncover risks and areas for improvement. As a result of our exams, banks received recommendations to both mitigate risk and implement new proactive regulatory processes. On a larger scale, these exams ensured that financial institutions operated in a safe and sound manner, provided fair public access to financial services, and served consumers transparently.
Megan Schaefer Skills
Megan Schaefer Education Details
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Purdue UniversityMaster Of Business Analytics -
Butler UniversityEconomics And International Business
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Zeppelin University
Frequently Asked Questions about Megan Schaefer
What company does Megan Schaefer work for?
Megan Schaefer works for Elevance Health
What is Megan Schaefer's role at the current company?
Megan Schaefer's current role is Manager, Market Strategy and Insights.
What is Megan Schaefer's email address?
Megan Schaefer's email address is me****@****hem.com
What schools did Megan Schaefer attend?
Megan Schaefer attended Purdue University, Butler University, Zeppelin University.
What are some of Megan Schaefer's interests?
Megan Schaefer has interest in Traveling, New Technologies, Agricultural Economics, International Economics.
What skills is Megan Schaefer known for?
Megan Schaefer has skills like Powerpoint, Public Speaking, Microsoft Office, Microsoft Excel, Spss.
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