Kate Roy Email & Phone Number

Expanding access to paid parental leave by consulting with HR and Finance professionals. Helping employers attract, retain, and support working parents

▪ 500% revenue growth over 3 years▪ 100% client retention over 3 years ▪ Develop and implement distribution strategy for newly formed employee benefit program▪ Market and sell the program to HR and facilities leaders at employers ranging from 500 to 200,000 employees direct-to-employer and broker / partner channels▪ Guide employers through federal and state lactation law compliance▪ Execute sales process from lead generation through contract negotiation and program implementation▪ Manage long, complex sales cycles in the 12-24 month range▪ Manage and execute event marketing / conference strategy; frequently travel for events ▪ Inspire HR leaders to prioritize family benefits▪ Collaborate with 3rd party program partners on strategy and sales▪ Develop and implement employee engagement marketing campaigns in collaboration with client HR & communications teams▪ Conduct employee benefits broker and employer group research using tools such as MiEdge▪ Track and report revenue and pipeline using Salesforce.com▪ Collaborate with content writing and digital marketing teams on blogs, whitepapers, sell sheets, and web content▪ Use email and text marketing platforms such as Iterable and ActiveCampaign▪ Create and manage content for employee / member email and text communication campaigns▪ Review program enrollment and utilization metrics quarterly with employer clients

Springfield, Massachusetts

▪ Develop and implement workflows and best practices for territory sales representatives ▪ Train sales team during onboarding and as processes change▪ Subject matter expert for Salesforce and sales tools to ensure pipeline and sales are accurately reflected a and reportable▪ Produce sales and pipeline reporting; present to leadership monthly▪ Conduct employee benefits broker and employer group research using tools such as MiEdge▪ Manage several process implementation projects ▪ Product Owner in software system vetting and implementation project▪ Develop content for broker, employer and employee-facing marketing collateral▪ Foster and maintain relationships with employee benefits brokers nationally▪ Manage broker compensation setup▪ Collaborate and foster relationships with cross-functional teams

Wilbraham, Massachusetts

▪ Develop and execute all prospect, client and employee marketing and communications initiatives▪ Design, edit, and narrate employer and employee / member education & training videos▪ Prepare presentations (PowerPoint, Word/PDF, Video, RFP Responses)▪ Co-present sales pitches with sales team▪ Conduct employer group research using tools such as MiEdge ▪ Manage marketing service vendor relationships and negotiations ▪ Launch and maintain HubSpot Marketing engine; trained staff and reported metrics ▪ Coordinate and execute event marketing▪ Streamline and improve Account Manager processes to increase effectiveness▪ Train sales team on CRM system usage, monitored utilization; coached for improvement▪ Facilitate team meetings, including session execution and white-boarding

Worcester, Ma

▪ Develop and execute marketing strategy supporting insurance and risk management products▪ Support field sales teams by providing marketing collateral, communications and presentations to help team effectively communicate company and product value▪ Collaborate with executive, product, underwriting and IT teams to elicit requirements, distill ideas and understand goals to develop marketing and communication initiatives▪ Develop sales training materials and scripts for both internal sales reps and partner agents▪ Conduct market research via focus groups, agency councils and surveys▪ Negotiate vendor pricing and contracts

Worcester, Ma

▪ Managed Sales and Operations for Educators Insurance Agency ▪ Increase new business sales year over year▪ Train and develop sales team via simulations, team exercises, and recorded call reviews▪ Provide monthly sales and marketing reporting to senior leadership▪ Create sales training materials, including call handling flows and scripting, objection handling processes, and quick-reference guides ▪ Streamline workflows and increase sales team effectiveness▪ Collaborate with marketing team on digital and event marketing

Wilbraham, Ma

Wilbraham, Ma

Western Ma And Ct Region

West Springfield, Ma

Hampden, Ma