Finology Software is a financial technology company that provides cutting-edge solutions for advisors. Their flagship product, is an innovative set of tools that help advisors streamline their client loan onboarding process, create automated data for federal income driven repayment plans, and track progress towards completion of specialized programs like Public Service Loan Forgiveness (PSLF).Their mission is to empower advisors with advanced functionality and insights, so they can better serve their clients and help them achieve financial wellness.

Wrigley Consulting LLC is a Colorado based consulting firm that serves small, emerging companies and educational institutions. We help our clients make lasting improvements to their performance and realize their most important goals. Founded in July 2015, Wrigley Consulting focuses on Executive Coaching, Business Development, Process Management, Conference and Trade Show Support, and partners with Professional Connect LLC to provide a series of Professional Development Training programs.

Customer service based role, counseling prospective students and parents regarding the financial aid process, and provide information on available programs, procedures, and eligibility requirements. Reviews financial aid applications and related documentation for compliance with eligibility requirements. Provides assistance to students and parents in the completion of financial aid application.

Enrollment Rx is a higher education technology company delivering innovative Constituent Relationship Management (CRM) solutions. Built on the Salesforce platform, Enrollment Rx puts enterprise-class functionality and limitless scalability within reach of any size school. Academic institutions rely on Enrollment Rx to eliminate business process inefficiencies, maximize constituent engagement, and future proof their business for tomorrow.

• Develop and design lead generating campaigns targeted at perspective clients for Professional Connect services. • Create and deliver qualified opportunities to Professional Connect trainers where appropriate. • Make outbound follow-up calls to potential and existing customers via telephone and e-mail cross-sell and up-sell.

• Developed and designed lead generating campaigns targeted at perspective buyers of Socle Education products and services. • Provided management, training, call scripts and coordination of efforts for Inside Sales Representatives assisting in lead generation efforts.• Provided support to sales team by conducting research and analysis of prospective client institutions, financial aid functions, organizational leadership, & other relevant data elements. • Collaborated with Director of Business Development and Account Executives to determine necessary strategic sales approaches. • Created and delivered qualified opportunities to Account Executives where appropriate. • Supported marketing efforts such as trade shows, exhibits, and other events. • Made outbound follow-up calls to existing customers via telephone and e-mail cross-sell and up-sell. • Managed Salesforce.com implementation by providing expertise in the utilization, data tracking, metric trending and reporting.• Engaged with salesforce.com administrator to design and deploy enhancements and upgrades as required by salesforce.com.• Tracked and monitored saleforce.com activity to ensure accurate utilization to deliver precise data and metrics of the overall sales pipeline. • Provided leadership and expertise in management of Salesforce.com add-ons products to the support the sales process.• Tracked and analyzed campaign metrics and utilize trends and insight to evolve campaigns and activities.• Ensured accurate data integrity of salesforce.com customer data and update changes to existing accounts in the sales CRM database. • Communicated brand identity and company position.

• Provided valuable and insightful assistance, guidance, and training to school financial aid personnel and associates regarding statutory, regulatory, and industry policies for Title IV Federal Student Assistance (FSA), with a particular emphasis on the FFEL program, and for state and private aid programs as practicable.• Developed and conducted guarantee agency processes, federal loan issues, statutory and regulatory issues, and personal development programs, workshops and trainings.• Investigated, analyzed, and conducted thorough reviews of various types of appeals made by borrowers and schools.• Represented Nelnet Guarantor Solutions (NGS) at financial aid association conferences and meetings in a positive and inviting manner.• Created and maintained Process Diagrams using Visual Architect Paradigm for NGS.• Identified internal training needs, and created program, branded product, promoted program and product and provided program to internal users.

• Performed general counseling and administrative support for financial aid office functions and staff.• Composed, revised and updated information on institution’s web site, documents and general information brochures.• Researched and developed a Student Success program incorporating default prevention, financial literacy, retention and employment strategies.• Reviewed student files, appeal processes and awarding of funds to meet student needs within the Banner system.

• Managed current accounts in the RMASFAA region and select Institutions around the country and provide necessary support and resources.• Generated leads and qualify new accounts by visiting clients directly, providing training in each region, attending appropriate conferences and industry meetings and working with industry partners.• Implemented marketing plans to meet customer’s needs.• Analyzed and reported on marketing information for trends and company improvements to management.• Supported company goals in reducing default rates by providing default prevention assistance to customers.• Facilitated electronic loan processing solutions.• Provided regulatory guidance and default prevention initiatives.• Participated and moderated training of new products and loan processes, federal regulatory information and industry trends.