Sarah Hebard Email & Phone Number

Denver, Co, Us

I manage client projects, quality of deliverables, and oversee onboarding procedures. Other responsibilities include developing the client online community and maintaining activity, coordinating virtual and in-person events, vendor relationship management, and tracking/analyzing company and client data to report on progress and projected outcomes. I also directly support the firm's marketing and sales teams by creating brand compliant collateral and templates, maintaining a number of website pages, and generating leads.

Felix Global acquired Shields Meneley Partners in Dec 2021 and Shields Meneley Partners became "The C-Suite Advisory" at Felix. Our team and my role remained intact.

Denver, Colorado, United States

Managed 40+ executive transition client programs by tracking progress, maintaining documentation, and overseeing vendor relationships. Other responsibilities included supporting the firm in an administrative capacity, creating brand compliant marketing materials, sourcing high-potential leads, and tracking data for sales efforts.

Chicago, Illinois, United States

Took over as the Director of Client Services and Operations while co-worker went on maternity leave. In this role I quickly learned how to think and act more strategically about project planning and introducing more efficient platforms/technology into the company to help work flow.> Researched and introduced new digital platforms to the company - planned and conducted presentations on new products, virtual staff trainings and vendor trainings.> Served as LinkedIn Trainer to teach transition clients how to navigate LinkedIn, personal branding and leverage their network.> Recruited and onboarded a new Administrative Assistant remotely during lock-down and work-from-home orders (COVID-19).

Chicago, Il

In this role, I continued to support the leadership team administratively and also operated as the day-to-day point person for the firm's Executive Transition, Assessment and Coaching clients. My responsibilities included collecting company statistics for internal and external use, supporting business development efforts, creating new marketing ventures, upgrading office and company procedures for efficiency, and tracking client deliverables and progress to ensure they are moving seamlessly through their program.

Chicago, Il

Provided administrative services and marketing support to four executive partners and 40+ clients. Responsibilities included: calendar management, travel planning and logistics for partners and clients, daily communications, company event and meeting prep/coordination, social media engagement and data tracking, and contact database entry, management and distribution.

Chicago, Il

Personal assistant to the owner/founder of a small consulting firm focusing on strategic planning, marketing, sales and communications for a diverse group of clients. Majority of the marketing and fundraising support was for RPM Foundation (non-profit organization).> Handled appointment scheduling, travel booking, contact data entry and database management, website maintenance (RPM Foundation), vendor troubleshooting, contact data entry, tech-solutions and accounting, as needed.> Provided administrative, fundraising and office support to RPM Foundation’s President and Grants Administrator, including outreach, program development and research, Board Meetings, and expense reporting.> Assisted with copy writing, proofreading, and production of collateral and marketing materials relating to automotive programs and events, as well as the RPM website and bi-monthly newsletter, "Under the Hood".> Designed and produced the RPM Merchandise Catalog (digital and print); monitored sales of branded items.

Greater Chicago Area

Retained executive search firm specializing in consumer, industrial and retail related industries for both corporate and private equity clients.> Provided administrative support to the owner/President – calendaring, filing, managing phones, and occasional travel coordination.> Used various social media tools to research and track businesses and hiring activities to develop new contacts.