Allison Owen Email & Phone Number

Orlando, Florida, Us

Lead the design and implementation of strategic cross-functional growth initiates, including: Secured $17M B round funding through product prototype development, model and talk track creation and coaching, and fund deployment planning Developed and deployed the annual Executive OKR planning; lead HR through company-wide implementation Created an iterative Product and Engineering quarterly planning and delivery process Serve as Relationship and Operational Lead for Strategic Partnerships and Alliances Pioneered an embedded partnership offering with large, global investment firm resulting in >200% NARR within first month of launch and >250% NARR within first 6 months Secured $250k+ in NARR within first 6 months of build and launch of net new product focused on U/HNWI and Family Offices Accelerated our footprint by deploying a standardized product operation approach to ensure repeatable motions Engage in Executive Coaching of ELT to support the growth and professional development in their respective leadership functionsManage Board and Advisory Board relationships and communications

New York, Ny, Us

Orlando, Florida, Us

Plan and implement business plans to penetrate new markets through integrationsProspect new technology marketplaces, programs, and referral partnershipsManage and serve as the liaison between marketplace partners and legal executionMaintain partner relationships and ensure they are educated, enabled, and actively producingEnable internal and external teams on new relationships, integrations, partnerships, and go to market opportunitiesResponsible for management of strategic and operational partner activities

Chicago, Illinois, Us

Created and managed Marketplace operations, product development, and technical enhancements, inclusive of relationship management and onboarding processes and systems, partner dashboards and reporting, and consumer journey enhancementsBuilt, implemented, and managed a scalable, iterative Marketplace pilot in three markets (PA, TX, CA): based on interviews & research across national market and 20+ stakeholder groupsProgram managed Live Voice Services business operations; created SalesForce infrastructure, delivered C-Suite reporting and metrics, and managed operations for escalations and supportImplemented enhanced customer onboarding framework leading to an increase of 400% in monthly bookingsBuilt and implemented a SKU framework and subsequent catalog across more than 1500 available product offerings

Chicago, Illinois, Us

Washington, D.C., Us

• Monitor and manage Pilot Programs accounting for 500,000+ members across 50+ provider groups• Led team of 32 to deliver full web, iOS, and Android patient and provider engagement platform available across the nation’s largest health insurer’s Medicare and Medicare Advantage populations in under 9 months• Manage client relationships across 40+ Provider Groups and Payers• Manage $4mil cross-functional budget • Works with product and technology leaders on key strategic initiatives, facilitating adoption and ensuring progress against goals.• Works with team members to develop go-to-market strategies as part of leadership team. • Collaborates cross-functionally with product leadership to develop a comprehensive go-to-market approach for digital offerings.• Serves as a resource to multiple project teams within the strategy, clinical and behavioral health teams• Leads prioritization for assigned project requests, while effectively managing change.

Washington, D.C., Us

• Project manage key strategic clients: client management, client requirements, platform configuration, QA, launch. • Provide leadership for core team operations at high volumes, ensuring successful annual peak period for team of 30+, launching 300+ clients, annually.• Work at multiple organizational levels, internal to Rally, and with our external partners.• Identify and own Rally wide organizational improvements, allowing for stronger utilization of Rally’s products by employees.• Capitalize on process improvement opportunities across business units ensuring strong partnerships across Rally.• Identify and develop relationship improvement opportunities across XD, Support, Marketing, and Account Management.• Lead cross departmental integration efforts with acquired organizations. Manage all process integrations and enhancements.• Mentor and develop less experienced Project Coordinators and Project Managers.• Upon departure of IPC manager, leaned in to provide support to IPC team • Identify opportunities for process improvements and lead efforts to communicate and implement.

Washington, D.C., Us

- Own multiple project coordination and support processes, manage and implement all client post-launch feature requests- Partner with the Enterprise Content team to develop client-facing content- Identify areas for internal process improvement across the organization and create new workflows

Las Vegas, Nv, Us

- Grew EDGAR and XBRL Filing Department from 35 clients to 72 clients (as of October 2014), generating over $600,000 in revenue annually.- Responsible for managing employees, marketing, and clients within EDGAR and XBRL Filing Department.- Manage 5-10 special projects monthly.- Assist in hiring of 5 new employees over the past year by conducting searches and subsequent interviews.- Host, promote and organize over 5 marketing dinners and cocktail parties a quarter with an average attendance of 45 potential and current clients at each. - Research, select and assist in implementing new employee benefits package. - Direct and organize office relocation efforts from 3000 square feet facility to 6500 square foot facility.- Create and present business plan for new, multi-million dollar international business venture.- Select, direct and attend over 15 industry conferences as sponsors.

Las Vegas, Nv, Us

Assisted in creation of Filing Services area of company, helped to grow client base from 0 - 50+Manage client base of 50+ clientsSupervise and process approximately 35 filings per month.Organize and promote monthly dinners to both current clients and prospective clients