• Successfully manages Employee Orientation, Sales Enablement and Certification, Customer Engagement, Customer Education and Training, and Support Site Documentation functions within the organization.• Over 80 new employees onboarded and 10 sales certifications created in Learning Management System as part of go-to-market process for product launches.• Created KPIs derived from Global CRM metrics, renewal date, usage data, support and training engagements. Used alongside Customer Journey and Lifecycle to segment and prioritize client outreach for Client Engagement team. The team covers over 300 clients, protecting over 14% of total ARR.• Client Education team grows an average of 25% in number of training sessions YoY and hosts 36 webinars per year. Total education efforts reach over 50% of entire client base (99% Good or Excellent Customer Satisfaction).• Over 100 new support site documents and videos created with a database of 300+ documents to revise and maintain.• Conducts NPS survey for entire customer base, computes and analyzes results for the company, and advises on responses to survey feedback.• Cross-team Investment Management Product Line collaboration, partnering with leaders across the business (Sales, Relationship Management, Product Management, Solutions Consulting, Marketing, Professional Services) to design an aligned set of strategies, tactics, and resources to achieve company objectives.• Core committee member for Backstop Beyond Conference, creating content, securing presenters, editing handouts, conducting presentation run-throughs, and leading sessions for our annual event.

• Key Member of Backstop User Conference Committee, providing feedback on rebranding and theme, and overseeing session content, handouts, and run-throughs• Managed two teams: Client Experience (fka Education) and RFX (Proposals) with 4-5 direct reports• Hired 2 additional team members (Client Experience Advocate and Proposals Coordinator)• Managed proposals process (RFI/RFP/DDQ), the team completed 100 proposals within a 6 month period

• Member of Backstop User Conference Committee, overseeing session content, handouts, and run-throughs• Produced Quarterly KPI Metrics on training touchpoints• Attended Product Strategy Meetings, giving feedback on Product Roadmap• Mentored 2 new Education Specialists, on-boarding them onto the team

• Conducted in-person and online training sessions for new and existing users• Led sessions attended by 45+ registrants at Backstop User Conference• Led online webinars on new and existing features• Produced Coffee Break webinar metrics• Documented outcomes and coordinated follow-up• Manage new system user process• Assist with Backstopper on-boarding orientation

• Supervised, trained, and managed daughter and her needs• Designed and implemented household operating procedures• Managed household finance and bookkeeping• Resolved complaints

• Collected data and built database to estimate a regression model designed to evaluate magnitude of stock market’s reaction to quarterly corporate earnings announcements

• Designed a system that compared and mapped common qualitative fields through multiple hedge fund databases• Taught portfolio construction and optimization, style, peer group and statistical analyses, Monte Carlo simulation, and wealth and retirement planning tools• Strengthened client relationships by training clients on calculations of investment statistics• Conducted in-person and online training sessions for new and existing clients• Generated monthly performance measurement reports for clients for their Investor Relations• Started Black-Litterman model with projected result of adding model to portfolio allocation and optimization module in PerTrac• Promoted within one year from Product Specialist in Reno, NV to Senior Product Specialist in New York office in 2007