A consultancy firm based in San Diego, California focused on creating interactive experiences.Affordable hand-on consultancy to scale marketing and sales!We embrace your company and strategize to increase your bottom line. As a team, we will increase sales and put processes on auto-pilot.SALES - MARKETING - OPERATIONS - SYSTEMSStrategy, CRM, Calling, Advertising, Content, Promotions

Most bullets dually apply to the Technology Manager position.BRAND MANAGEMENT- Interfaced with all departments, independent contractors, outside vendors, and worked especially closely with CEO to ensure all projects met the expectation & appropriately represented the company as a non-profit.- Led 2 rebranding initiatives: new website, logo, marketing collateral (online & print), training / coaching videos & handbook, and various assets for library of educational presentations.- Reimagined a 4-hour coaching program (29 video) to produce a 40-minute replacement (5 video).- Collaborated on ideation of a Learning Management System certify new members, required quizzes to be passed in an online orientation / training environment, full account access only granted upon completion.- Located and fostered joint venture partnerships, used brand to secure leads & vendor services.PLANNING & OPERATIONS- Drove a 50% decrease in time spent on sales calls via the electronic delivery of membership info / value.- Rolled out a new offering to increase revenue and exposure online; members had the opportunity to collaborate in the creation of their own company-branded chapter websites.- Secured a Google for non-profits grant, which awarded a $10,000 monthly AdWords budget and unlimited use of the Google business suite for staff & organization members.MARKETING / SALES / COMMUNICATIONS- Strategized to provide & inspire contribution toward the financial education of communities across America.- Generated mass email drips, blog articles, infographics, ebooks, white papers, flyers, brochures, social media posts, press releases, scripts, marketing forms, educational presentations, landing pages and webinars.- Managed database of 10,000+ contacts, responsible for all reporting & online communications.- Delivered annual campaigns for Financial Literacy Month (April), sending out new content daily.- Produced videos: tutorials, interviews, and visual aids for conference calls.

Most bullets dually apply to the Chief Technology Officer position.TECHNICAL LEADERSHIP- Assisted to oversee staff, drafted / maintained company documents, responsible for timeclock operations.- Maintained accounts for company website, ftp / email servers, G Suite, Salesforce, Infusionsoft, HubSpot, Authorize.Net, QuickBooks, GoDaddy, social media pages, Vimeo, and GoToWebinar.- Overhauled billing practices to reduce costs by eliminating the need for manual billing vendor.- Reconfigured phone, email account, and computer as employees were onboarded or changing offices.- Designed integrations between CRM to marketing, accounting, and solutions driven software.- Fulfilled internal / external reporting requests to evaluate sales, reach, billing, and employee performance.WEBSITE CONFIGURATION- Performed research, strategy, and responded to member feedback to develop a user-friendly experience.- Populated CMS to create member environments used to deliver ideation, training, and materials.- Introduced new site content architecture, graphic design, and functionality enhancements.- Worked with independent web developer to establish project specifics and push delivery.SALESFORCE ADMINISTRATION- Customized standard objects (accounts, activities, campaigns, contacts, leads, opportunities, products).- Configured security features (users, profiles, roles, permission sets, field level security).- Created custom objects, cross-junction objects, tabs, lookup relationships, page layouts, and reports.- Migrated metadata from sandbox to production environment using Apache Ant, the code supported Visualforce to display custom event (activity) data in list fashion on related lead records, and the launch of a Salesforce site to show org-wide event data to the public.- Styled web-to-lead form html and set round robin lead assignment rules triggered as web leads generated.- Set workflow rules (field updates, tasks, email alerts) to limit error and employee time spent.

- Promoted three times within first two years of employment (Data Entry, then Eligibility, last EDI).- Trained new employees on EDI record creation, claims processing and HIPAA compliance.- Led weekly team meetings to review performance and encourage methods to improve.- Analyzed use of existing systems to identify areas for improvement.- Set performance records within the organization.