➤ Collaborate cross-functionally with billing, marketing, and client success team to design and implement processes which leverage technology and automation.➤ Developed and implemented sales and marketing processes and technologies to support rapid scaling of the business, automating key processes, delivering insightful reports, and providing actionable analytics.➤ Researched, evaluated, and selected new lead-generation platform and worked with an assistant to plan and manage… Show more ➤ Collaborate cross-functionally with billing, marketing, and client success team to design and implement processes which leverage technology and automation.➤ Developed and implemented sales and marketing processes and technologies to support rapid scaling of the business, automating key processes, delivering insightful reports, and providing actionable analytics.➤ Researched, evaluated, and selected new lead-generation platform and worked with an assistant to plan and manage data migration, protect data integrity, and drive go-live with minimal interruption to sales and operations.➤ Planned and managed migration from Capsule CRM to ActiveCampaign, enabling increased sales and marketing automation, supporting email marketing campaigns, and evolving the customer relationship management experience.➤ Defined target customer and mapped their buyer persona, infusing an unprecedented level of awareness into all sales and marketing collateral, targeted messaging, top-performing campaigns, and go-to-market strategies.➤ Improved the client onboarding process, maturing the sales and marketing operations infrastructure, documenting key processes and systems, and implementing KPI dashboards to track retention and referrals.➤ Grew sales 40% YOY in 2019, 31% in 2020, and 37% in 2021, leveraging a mix of business development channels—marketing campaigns, lead generation tools, and face-to-face networking—to capture new accounts. Show less

➤ Played a key role in expanding the company’s book of business from 28 to 68 accounts, earning renewal and referral accounts, accelerating growth of the business, and adding value through strong client relations.➤ Served as a conduit of communications between the owner of the business, clients, and staff, relaying feedback from customers, advocating for the needs of clients and the organization, and evangelizing the COYL brand.

➤ Recruited by a former colleague from Fathom Solutions to join this property management company offering risk mitigation solutions, supporting the CEO in business process design, sales training, staff onboarding, and initial launch activities.

➤ Promoted the social, emotional, and academic development of middle school students, working with approximately half of the 900 students on campus to address their ongoing and emerging needs.➤ Worked collaboratively with administrators, faculty, staff, parents, caregivers, and students in an incredibly supportive environment with shared goals and objectives.➤ Contributed to the culture of the school through participation in the Guidance Advisory Council, Student Success Team… Show more ➤ Promoted the social, emotional, and academic development of middle school students, working with approximately half of the 900 students on campus to address their ongoing and emerging needs.➤ Worked collaboratively with administrators, faculty, staff, parents, caregivers, and students in an incredibly supportive environment with shared goals and objectives.➤ Contributed to the culture of the school through participation in the Guidance Advisory Council, Student Success Team Committee, Special Education Transition Committee, and Peer Collaboration Committee.➤ Presented counseling trends and best practices during statewide conferences, facilitating sessions during the All Ohio Counselor’s Conferences, Ohio Association for Gifted Children, and Lakeside Chautauqua Summer Program. Show less

➤ Leveraged technology training from PwC to support this consulting business providing IT strategy and systems integration solutions, holding accountability for the design, development, and testing phases of project delivery.

➤ Engaged in a rigorous information technology training program, completing all requirements successfully.