Marketing and program leader who drives growth in target markets, adeptly identifying smart goals, tactics, and service level agreements to achieve desired results. Creating solutions and developing effective programs with clear actionable steps and measurable results by addressing the root causes of issues. Infusing relevant thought leadership into marketing programs to improve outcomes for target audiences.Core strengths include:- Training and Professional Development- Virtual and In-Person Team Management- Strategic and Operational Planning- Marketing and Customer Relationship Management (CRM)- Market Segmentation and Targeting- Business Operations and Program Design- Process Improvement and Project Management- Marketing automation (Eloqua & Salesforce.com)- Data Analytics

Directed marketing and sales, relationship management, admissions, and customer experience improvement. Developed and maintained knowledge base of Medicare, Medicaid, and Private Insurance reimbursements and policies. Collaborated with Administrator, Business Office, and Director of Nursing to create improved automated admission paperwork. Created and maintained reports to track admissions and referrals from hospital networks against prior years. Introduced quarterly newsletter to improve communications with residents and family members. Launched new web page to aid in building awareness of services that differentiate the facility from competitors. Led marketing programs to establish facility as a community resource for seniors needing transitional rehabilitation. Planned and executed 50th Anniversary Celebration and Open House where owners were presented with a proclamation from the City. Coordinated advertising and media relations to raise awareness. Increased overall admissions from prior years through improved networking and communications with external referral sources.

Coordinated strategic planning and led national projects, event planning, reporting, and analytics. Facilitated cross-functional project teams for multiple initiatives, enhancing learning and professional development, career development frameworks, strategic planning, and quality. Designed revenue, people, and market-opportunity reporting packages focused on key performance indicators empowering industry leaders to make informed decisions. Increased internal awareness of industry strategies, subject matter experts, resources, and tools by developing and delivering training courses for audiences of various experience levels and business units. Created and maintained new knowledge sharing sites for the national industry teams with content focused on people, strategy, thought leadership, careers and learning, by working with the industry knowledge manager to redesign Microsoft SharePoint sites. Coordinated event planning for 8 to 10 meetings per year, in firm-owned or external locations across USA, ensuring site optimization and effective participant experience.

Motivated and provided information, advice, and guidance to team members on available training and work choices. Led teams in physical and virtual environments, creatively using technology and collaboration to enhance communication and accountability. Coached team members to set personal and professional development goals, improving employee satisfaction and job enrichment opportunities. Mentored employees, identifying continuous learning opportunities and establishing career paths. Developed various processes and tools and trained team members.

Led in-house production staff (4 writers, 3 designers, 2 proof-readers, 1 intake coordinator), vendors, freelancers, and managed agency relationships. Creative services team produced branded promotional materials, case studies, articles, brochures, product sheets, campaign assets, and web content. Increased capacity from several hundred to 2K+ projects per year by implementing best practices, systems, and tools for centralized in-house marketing project intake, prioritization, and production. Led selection and implementation of on-demand print vendor, improving consistency and quality control while reducing costs. Built relationships with agencies, negotiated contracts, and integrated contractors into in-house marketing production process, meeting growing collateral and thought leadership development demand. Improved usage of approved marketing tools, collateral, and thought leadership through deployment of centralized Microsoft SharePoint site that included protocols for adding and maintaining content. Developed plan and executed brand launch with corporate communications, transitioning approved collateral, content, and templates within targeted timelines. Received national marketing awards for contributions to Marketing Operational Effectiveness Task Force and for building strong relationships with internal clients.

Provided national marketing guidance and support for retirement plan administration service line. Created engaging proposal templates, marketing collateral, thought leadership, campaign assets, and promotional materials working with subject matter experts and in-house designers. Registered social media user for RSM US LLP. Refined client value proposition and marketing approach, facilitating strategic planning sessions for retirement plan product line. Generated new marketing-qualified leads, developing creative campaigns and email nurture programs. Developed engaging content, driving SEO and click-through rates. Drove new distribution channels and increased inbound leads, using public relations, advertising campaigns, conference sponsorships, and cross-promotional activities. Created content to support multiple products including case studies, articles, brochures, product sheets, proposals, and web based event content. Introduced incentive programs for employees to cross-sell into existing accounts and improve client retention.

Desktop publishing, marketing, project management for an independent insurance agency.

Managed sales and service for an independent insurance agency focused on personal lines including home, auto, umbrella, boat, motorcycle and recreational vehicles. Ensured customer satisfaction maintained at or above expected levels. Consistently grew practice by focusing on cross-selling and relationship building. Provided community outreach through young driver programs at local high schools.

Provided sales and support to clients for all personal lines including home, auto, boat, motorcycle and recreational vehicles. Assisted with claims submissions and meeting needs of clients.