Partner with the CEO to develop and implement strategic client solutions and business development initiatives.Engage with prospective clients to explore and present EXPERT EFFECT solutions. • Build and maintain long-term relationships with clients, providing tailored follow-ups and solutions. • Draft detailed proposals and service agreements to meet client needs. • Manage and optimize the client relationship journey using HubSpot. • Oversee and enhance collaborative partnerships for maximum impact.Lead and supervise the EXPERT EFFECT Business Operations Team, ensuring effective operations across the company. • Manage a high volume of communications with clients, prospects, and team members. • Align EXPERT EFFECT Talent with client requirements to ensure optimal fit. • Coordinate logistics for company workshops, partner events, and stress-resiliency experiences.

Sales and Marketing Strategy DevelopmentDeveloped and executed comprehensive marketing strategies that resulted in significant increases in brand awareness and revenue growth for clients across various industries.Created targeted sales funnels and campaigns that drove lead generation and conversion rates, utilizing a deep understanding of market trends and consumer behavior.Collaboration with Senior LeadersWorked closely with senior executives and leadership teams to align marketing strategies with overall business goals, ensuring cohesive and effective approaches.Provided strategic advice and insights to CEOs, CMOs, and other key stakeholders, fostering a collaborative environment for successful strategy implementation.CRM and Marketing Automation SystemsImplemented and optimized CRM and marketing automation systems, including HubSpot, Zoho, GoHighLevel, and Salesforce, to enhance client relationship management and streamline marketing processes.Leveraged these platforms to automate marketing tasks, track campaign performance, and improve customer experiences, resulting in increased efficiency and client satisfaction.Keynote Speaking and Thought LeadershipDelivered engaging and informative keynote presentations at industry conferences, seminars, and corporate events, sharing insights on health and wellness, mental health and suicide prevention, and resilience.Established myself as a thought leader in the mental health and wellness industry, contributing articles and participating in panel discussions to share expertise and drive industry innovation.Client Experience EnhancementFocused on improving client experiences through personalized marketing approaches and exceptional service delivery.Implemented customer feedback systems to continuously gather insights and refine strategies, ensuring that client needs and expectations were consistently met and exceeded.

Lead a team of 10 marketers to develop and execute national brand and marketing strategies aligning to business objectives. Create and execute integrated marketing campaigns to drive business growth and customer retention, including digital marketing, social media, content creation, and public relations. Collaborate cross-functionally with sales, operations and franchise teams to drive brand consistency and alignment. Conduct market research and competitive analysis to inform marketing strategies and enhance brand positioning. Oversee the creation of marketing materials and promotional content to drive brand awareness and customer engagement. Manage marketing budget, set and track performance metrics, and optimize campaigns to maximize ROI. Work closely with HR to align internal branding efforts to foster a strong company culture through brand affinity.• Increased brand awareness by 63% and client acquisition by 22% through targeted marketing strategy and integrated campaigns.• Improved customer engagement touchpoints through robust CRM and CXM systems by 20%, increasing member retention by 35%.• Launch marketing campaign drove 200+ pre-sale members, generating over $50,000 in initial revenue – 176% of goal.

Co-Founder and Fundraiser: Co-founded the charity, playing a pivotal role in raising over $5,000,000 through targeted campaigns, significantly increasing mental health awareness by 20%.E-commerce Management: Led the creation of a casual fashion label, resulting in a 30% increase in sales and generating 30% Net Profit per year dedicated to mental health initiatives.Event Management: Project managed over 75 fundraiser events, successfully raising $2,000,000 and boosting mental health awareness by 35%.Strategic Partnerships: Formed strategic partnerships with over 15 major corporates and sporting clubs, achieving a 50% increase in brand visibility.Program Oversight: Oversaw the design, marketing, promotion, and delivery of various programs, leading to a 25% increase in program engagement.Fundraising Strategy: Planned and implemented effective fundraising strategies, securing $2,000,000 in funding through detailed proposals and efficient record administration.Change Management: Implemented forward planning for change opportunities, enhancing organizational adaptability by 20%.Brand Management: Oversaw the organization’s three pillars, enhancing brand cohesion and increasing overall engagement by 25%.Resource Management: Managed financial and physical resources, optimizing budgets and reducing costs by 15%.Systems & Ops Development: Built and managed in-house CRM, CXM, and Website front and back-end systems using Zoho CRM, Klaviyo, and Wordpress. Metrics and KPIs Reporting: Built and oversaw key management dashboards for reporting metrics and KPIs, contributing to the organization’s success blueprint.Board Member: Actively participated as a board member, contributing to strategic planning and governance, ensuring the organization’s mission and objectives were achieved. Collaborated with other board members to provide oversight and direction and played a key role in decision-making processes.

Demonstrated expertise in sourcing, managing, and closing high-volume B2B sales transactions through both phone and face-to-face interactions.Achieved over $500k in new business solutions within the first 6 months of employment.Collaborated with internal stakeholders to develop and implement successful media strategies and campaigns for clients.Conducted regular client meetings to ensure proactive customer service and alignment of media plans with client goals.Consistently surpassed budget expectations.Utilized CRM systems for efficient client management, ensuring seamless communication and follow-up processes.Delivered a premium client experience, fostering strong relationships and ensuring exceptional client satisfaction.

Client Relationship Management: Assisted in managing relationships with high-net-worth clients, ensuring their financial needs and goals are met with exceptional service.Portfolio Management Support: Supported Private Client Advisors in the management of client portfolios, including monitoring investment performance, preparing reports, and conducting research on investment opportunities.Financial Planning Assistance: Assisted in the development and implementation of comprehensive financial plans for clients, addressing areas such as retirement planning, estate planning, tax strategies, and risk management.Client Communication: Acted as a primary point of contact for clients, handling inquiries, scheduling meetings, and ensuring timely communication and follow-up on client requests.Administrative Support: Managed administrative tasks such as maintaining client records, preparing and processing documentation, and coordinating with other departments to ensure seamless client service.Compliance and Regulatory Adherence: Ensured all client interactions and transactions comply with regulatory requirements and internal policies. Assisted in preparing necessary documentation for audits and regulatory reviews.Event Coordination: Organized client events, seminars, and workshops to strengthen client relationships and provide valuable financial education.Research and Analysis: Conducted market research and analysis to support investment recommendations and financial planning strategies. Provided timely and relevant information to Private Client Advisors.Technology Utilization: Utilized financial software and CRM systems to manage client information, track progress, and generate reports. Ensured data accuracy and security.

Financial Analysis Support: Assisted senior analysts and managers in conducting financial analysis, preparing reports, and evaluating investment opportunities.Research and Data Collection: Conducted market research, collected data, and analyzed industry trends to support strategic decision-making and business development initiatives.Client Support: Provided support to client-facing teams by preparing presentation materials, scheduling meetings, and handling client inquiries.Risk Management Assistance: Assisted in the identification, assessment, and monitoring of financial and operational risks. Supported the development and implementation of risk mitigation strategies.Compliance and Documentation: Ensured compliance with regulatory requirements and internal policies by assisting in the preparation and review of necessary documentation.Project Coordination: Supported various projects by coordinating tasks, tracking progress, and ensuring timely completion of project deliverables.Data Entry and Management: Maintained accurate and up-to-date records in financial databases and CRM systems. Ensured data integrity and security.Team Collaboration: Worked collaboratively with team members and other departments to achieve project goals and deliver high-quality results.Learning and Development: Actively participated in training sessions, workshops, and mentorship programs to enhance financial knowledge and professional skills.