FreshForm is a design and innovation consultancy. We create uniquely meaningful experiences that balance digital technology and human interactions to enhance the lives of people. We design people-centered experiences with authenticity and shared purpose. We aim to inspire, connect, and prepare organizations to thrive.Expertise: Human-Centered Design, Innovation Workshops, Brand Strategy and Insight, Customer Experience (CX), Website Design and Development, Prototyping and Testing, Technology and Integration.

Led the account management group to maintain and grow our affiliate accounts by providing marketing strategy and client services training. Provided executive level sponsorship on key accounts.

• Led the account management teams in creating online solutions for clients based on needs analysis and budget requirements• Created/Improved/Maintained processes and accountability related to web development, online marketing and creative production• Scoped and developed functional specifications, contracts and statements of work• Managed production resources including external contracting, scheduling and invoice processing• Monitored workloads of the account management teams to ensure even distribution of projects• Reviewed status of ongoing projects regularly to ensure adherence to budget, timeline and scope• Provided regular high-level contact to key accounts and acted as a point of escalation where necessary

• Acquired an average of 2 to 3 new clients per month by providing powerful & informative presentations on an escrow software package (SettlementPoint)• Led the brand-new SettlementPoint sales & marketing effort from inception through production• Mastered the SettlementPoint software (as well as the software of our only competitor) and all of the legal rules & regulations related to broker-controlled escrows in order to be as informative as possible and also to be able to overcome objections and turn prospects into clients• Improved client relations by providing excellent customer service for technical issues as well as legal/regulation issues• Provided in depth training sessions to each of the 100+ new clients acquired over the past 3 years• Acted as Trust Accounting Manager for the past year, managing a team who oversaw the daily balancing and exception handling of more than 100 trust accounts

• Eliminated duplicate data-extracting efforts and erroneous data by analyzing databases and creating efficient consolidation plans for existing databases• Worked with various team members to gather pertinent metrics data for meaningful reports• Maintained the master schedule of all acquisition processes and timelines• Maintained accuracy and completeness in the master installation database• Trained team members and additional departments on Oracle Balanced Scorecard and other software and applications• Held Department of Defense Secret Clearance; worked on-site at Space and Naval Warfare Command

• Designed/Managed the following: Subscription-based jukebox/playlist manager for on-demand streaming; Proprietary audio ad serving system; Live chat support software; Custom web-based e-mail• Managed the work of many multi-departmental teams to ensure coordination among all projects • Led data mining team; Designed reporting interfaces to draw useful conclusions from website metrics• Created and standardized product development processes and documentation• Created and maintained healthy relationships with clients as well as third party vendors

• Designed/Managed the following: Web-based project tracking tool; Time sheet system for tracking profitability; Training curriculum & tool set for sales team; Business solutions for small to large clients• Increased profit margin by 75% as the client interface on major accounts• Redesigned internal websites into effective information and communication tools• Developed and mentored a team of project managers, graphic artists, web developers and testers• Defined and standardized web development processes for efficiency and thoroughness• Provided support in defining products and services including functional specifications, QA and future enhancements• Developed and set goals for a strategic infrastructure including necessary staffing and expansion plans• Involved in sales support, training, client interaction, contract creation and recruitment