I lead the design, build and maintenance of sales capabilities to deliver an easy, effective and exceptional OneKP healthcare buying experience.

Direct overall operations for Medicare Telesales- Workforce Planning- Call Forecasting- Technology / CRM- Budget- Sales Performance

Lead direct reports and project teams to administer strategic projects which include the following:- Enterprise Email Process Improvements- Process Design for Campaign Development- Establishing Quality Control Standards for Campaign Extracts- Lead Cross Functional Direct Marketing Campaigns- Expansion of marketable universe through acquisition of prospect dataCampaign work includes leading teams that operate in the following environments:- Unica: Campaign Development- SAS: Campaign development, analysis & auditing- Oracle / SQL: Data extracts and analysis- SharePoint: Intake process & transparency to work status

Lead national Direct Marketing projects supporting Kaiser Medicare. Key focus areas include:- Direct Mail Campaigns- List Management- Printing & Fulfillment- Online Marketing (Banners & Paid Search)- Sales Tools- Telesales Scripting- Newspaper Advertising- Seminar Marketing- Operations Support for Enrollment Processing- Compliance Resolution

Leading integration projects to migrate accounts and service functionality from various bank mergers into the Wells Fargo lending and servicing platforms. Projects support the Internet Services Division and Online Small Business Portfolios.All integration projects require detailed cost/budget management plans and adhere to the Rational Unified Process (RUP) utilizing all phases of the RUP project lifecycle.

CUSTOMER RESOLUTION PROJECT MANAGEMENTLead cross functional & cross platform projects with IT, legal, compliance, marketing, and various operational stakeholders to process map existing functions and develop business requirements to correct & re-engineer complex systems & processes. Six Sigma methodologies were utilized with process re-engineering projects. Team also captured & reported Basel II events.BUSINESS ANALYSIS - MARKETING FULFILLMENT & DELIVERYProduced technical business requirements to facilitate SQL development & file delivery to vendors & systems. Files allowed for the implementation of business strategies & execution of direct mail & direct marketing programs. Recipients of the files included: CRM systems (UNICA), print shops (DATAMAIL), Statements (FDR), creative agencies (Kessler), e-mail (CheetahMail), telemarketing vendors and multiple websites. QUALITY ASSURANCE To ensure the quality execution of direct mail & database marketing campaigns, we designed & performed data audits, list execution code audits and direct marketing creative reviews. Quality assurance was conducted using SAS, SQL, Business Objects, Unica and system sampling to verify the accuracy of list development against business requirements. Data audits were conducted using Business Objects & SQL to validate data quality after each data refresh.PRODUCTION SUPPORT Performed incident management functions by monitoring the stability of internal and external marketing distribution channels (Web, Retail, Phone, Direct Mail Processing). Upon identifying issues that negatively affect a channel, we would facilitate issue resolution through escalation conference calls with Enterprise IT and other business partners. To help facilitate seamless escalation & resolution, team partnered with multiple stakeholders to develop, certify & implement escalation procedures.

Utilizing the Wells Fargo Project Management Life Cycle, planned & executed projects to develop & enhance business critical systems. • Worked closely with business sponsors, technical business analysts, functional mangers and other stakeholders throughout Wells Fargo to complete the following: Define the project scope, develop functional business requirements, risk identification & mitigation, use cases, test plans & implementation plans.