Led 3-person CRM Analytics workstream for large A&D client project to build out Salesforce capacity for pipeline management and orders planning. Led analytics demos to executive sponsors and stakeholders throughout client organization.Facilitated client meetings focused on gathering analytics and broader Salesforce requirements.Developed CRM Analytics dataflows, recipes, dashboards, and created Einstein Discovery models.

Built analytics and reporting infrastructure from the ground up for newly acquired book of business.Created and gave presentations to senior leadership highlighting brand analytics and performance.Uncovered fraudulent enrollments costing the business $300k per month in bad debt.Created customer lifecycle reporting to track and improve term expiration performance and profitability.Created sales and product mix reporting to track new products and price points and ensure sales are hitting monthly volume and margin targets.Created losses reporting to mitigate customer losses and improve customer lifecycle.Led cross-department team of analysts in developing business and technology requirements through Agile process and building out reporting roadmap for new CRM system launched in Q4 2020.Created and prioritized user stories for database Agile teams and represented business in weekly scrums to prioritize business data requests.

Calculated product margins for 16 million combinations of product and customer segment over product term length and integrated into sales and retention reporting to track margin performance.Developed business intelligence roadmaps for two acquisitions by collecting current reporting and data sources and planning migration to existing teams.Removed the need for 1/2 FTE by leading project migrating Excel-based processes into Salesforce and Oracle.Created dashboards and reports in Tableau used across organization by performance management analysts and call center managers.Improved reporting methodology associating customer sales and losses with their most recent point of contact to assign sales and losses to the correct marketing channel.

Developed and led monthly operations review presentation that provided important performance metrics for monitoring and improving Loan Originations department performance.Built 10+ Excel reports utilizing SQL data connections for Loan Originations managers and staff.Created, calculated, and monitored monthly incentives program for 100+ employees.

Managed analytics for telecom acquisition campaigns totaling $25 million dollars.Managed forecast for telecom acquisition campaigns and hosted client weekly tracking call with senior executives.

Built k-means segmentation model for client to segment 9 million active US customers. Maintained and updated Recency, Frequency, and Monetary spend (RFM) model for client.Analyzed email and mail campaign ROI and assisted in customer segmentation and selection.Developed Excel and PowerPoint KPI dashboards and reporting infrastructure for monitoring revenue, membership, and retention performance for large international client.

Forecasted 2015 revenue and active customer population for large international client.Created and published monthly reports for client distributed to senior executives.

Created 11 forecasts to accurately predict jet, turboprop, and piston unit deliveries and increased forecast accuracy by 30% compared to previous forecasts.Developed KPI dashboards with Excel to track quarterly business activity.Developed new market share prediction model to better predict and plan unit production.Forecasted sales for new products under development and improved factor analysis methodology.

Led two projects focused on bringing data from 2 separate databases into Salesforce.com.Researched and entered consumer information for approximately 2,200 contacts and accounts and generated actionable insights for senior leadership based on research.Developed project brief for consolidating and improving Cessna's relationship with an owner group.

Negotiated Project Proposal for Barton International Group Summer 2012 Project with the Pioneer Balloon Company.Led 8 person team in developing survey and conducting interviews with 21 retail Quinceañera and Wedding stores in Dallas.Developed partnership program outline for Pioneer Certified Balloon Professionals.

Negotiated two consulting projects with two local companies.Led team of 6 members in Product Feasibility study for MoJack Distributors.Led team of 27 members in developing a survey and conducting interviews with 1,250 consumers and presenting insights to Pioneer Balloon management.

Led marketing team in developing processes for prospecting and developing clients.Created sales presentation for potential clients.Directed, wrote, and filmed and sales video for potential clients.

Coordinated and supervised the coding and analysis of data from 1,116 surveys conducted by BIG members in 4 cities nationwide for Coleman Project.

Analyzed effects of TV marketing on store sales at over 1,000 covered stores across the US and identified specific lift from advertising and duration of lift.Forecasted 2011 and 2012 sales for 4 different retail partners and 3,000 stores across the US.Proposed, implemented, and tracked optimal inventory levels for retail partners.

Tracked and analyzed daily sales at retail partners.Analyzed effects of TV marketing on store sales at over 250 effected stores.Forecasted 2012 sales for 4 different retail partners.Created review and sales presentations for retailer reviews for 5 different retail partners.Coded and analyzed results from approximately 2,500 customer surveys and presented key insights to senior leadership.

Coordinated ad runs between bank and regional publications.Created and monitored schedule of advertisements for twelve publications for 2011.Developed copy for advertisements and emails to consumers.Monitored the marketing and business development budgets.