◉ Transformed the company’s reporting framework to focus on strategic business needs, tracking performance against key goals. Designed and implemented a new Weekly Business Review (WBR) format to provide the management team a consolidated performance update and gather cross-functional feedback to shape upcoming priorities.◉ Developed and deployed new critical metrics, such as churn, LTV, and revenue retention, to measure and manage business performance effectively.◉ Led the Snowflake migration, overseeing a complete re-architecture of data models. Leveraged the enhanced data infrastructure to build a suite of executive dashboards.◉ Created an Onboarding framework and content which became adopted as the company standard.◉ Optimized workflows and project tracking for BI and Data Engineering, reducing delivery time and significantly enhancing the quality of deliverables.◉ Restructured the Billing Team's processes and compensation models, resulting in a 45% improvement in the 45-day collection rate within eight months.◉ Partnered with the COO to analyze and address root causes of high decline rates. Spearheaded the implementation of technical and process improvements, yielding a 12% increase in successful transactions over nine months.◉ Revamped the Call QA team’s feedback and training processes. Established a new Customer Service measurement framework, empowering agents with dashboards to identify high-priority customers and expansion opportunities.

Triple Whale is an eCommerce operating system for Shopify Brands. Within the first year, Triple Whale raised $27.7M in venture capital (Series-A), grew to ~$12M ARR, and added 90+ employees. [Position eliminated in restructuring due to economy.]◉ Overhauled and implemented BI processes across marketing, sales and finance related data needs to create the organization’s first internal data reporting system.◉ Centralized disparate data sets and created & executed strategies to streamline and automate reporting.◉ Guided a team of junior analysts in requirements gathering, data governance, and BI best practices.

◉ Led cross-functional strategy and implementation teams across Business Intelligence, Data Science, Testing & Optimization, and Digital Media disciplines to design strategic roadmaps and to develop enterprise dashboards, such as cross-channel marketing views, financial analysis, and business operations monitoring systems for the agency’s largest clients. ◉ Led teams to implement supervised and unsupervised data science projects (linear regression, clustering analyses, etc.) to advise on strategy for media mix modeling, micro-targeting and hypothesis analysis. ◉ Strategic lead for Testing & Optimization projects, building hypothesis libraries and a framework for testing and learning, assessing hypothesis feasibility and building a roadmap for an ongoing learning strategy.◉ Developed a change management methodology, based on current best-practices and models, to increase adoption and enhance the benefits delivered from data strategy and business intelligence deliverables. This methodology is launched concurrently with projects or as a standalone process to improve effectiveness of projects that have been delivered. It includes assessments, communication plans, sponsor roadmaps, and coaching plans.◉ Challenged, tested and implemented new internal processes for project management and new-hire training which were adopted company-wide.◉ Interviewed potential candidates, onboarded new hires, and developed a training framework to improve our internal onboarding practices.◉ Mentored junior team members to develop skills in BI, analytics, data strategy and architecture, consulting, scoping, and project management.

Led Search Discovery's internal Culture group, teaching and coaching on topics across the organization related to "Thriving at Work", including improving communication, giving and receiving feedback, mentoring, using personality assessments (such as DISC), mentorship, and developing conscious habits.

◉ Led projects that helped companies harness their data to make better decisions. Responsible for strategizing, planning and implementing solutions across functions (marketing, sales, operations, HR, etc.) and industries (healthcare, manufacturing, retail, etc.).◉ Built long-term relationships with client stakeholders and executives. ◉ Crafted compelling, logically structured presentations and visualizations that framed issues, defined choices and interpreted data for internal and external audiences including client executives and internal town halls. ◉ Created long-term strategic roadmaps and short-term execution plans to track progress, surface issues, and course-corrected throughout the projects’ lifecycle.◉ Developed and implemented an onboarding and training program for the Business Intelligence team as it grew from four members to 25.

Led B2B and B2C media campaign projects through all phases of implementation, campaign management, testing and optimization of media accounts across search, display, and social, across platforms including Google Ads (AdWords), Bing, Facebook, DoubleClick, and Marin.Led a project with the Head of Digital Media to develop the schema and design of enterprise-level Media + Analytics dashboards.

Planning, implementing, managing, testing and optimizing media accounts across search, display, and social, using technologies and platforms such as Adwords, Bing, DoubleClick, and Marin.

Instructor - Introduction to Facebook Advertising - Introduction to Data Analytics - Introduction to Data Visualization

Lead Smarter Associates focuses on individual and group habits and behaviors in order to alter and improve the culture of organizations. It has provided organization development consulting and leadership development coaching services to small businesses in over 60 industries. Through consulting services and products, I focused on behaviors in order to improve an organization's culture, specifically by identifying culture patterns which either waste, save or make money.My work at Lead Smarter Associates included:• Consulting to and coaching clients in areas of organization development, change management and strategy. Worked in a range of industries including food services, manufacturing, education and healthcare, building organizations’ capacity to drive growth and revenue by transforming leadership approach and behavior patterns• Co-authoring and beta testing the book “Decoding the Workplace”. It provides managers with practical tools to improve employee work habits. Tools in pre-release version have been utilized to increase client adoption of our services by nearly 100%, with only 15% increase in cost to client companies.• Developing a change management plan for the leadership of an organization that was transitioning from not-for-profit to a for-profit model.• Researching and co-developing a Culture & Climate Diagnostic, a survey created through research and input from a variety of human capital experts in the areas of culture change, organization development, organization design, training, leadership, organizational creativity, and compensation and benefits. The survey enables improvement of policy, procedure, and leadership approach by correlating operations patterns and labor efforts

Tutor for elementary through post-college students in a range of subjects for over ten years. Individual focus for each student meant teaching each in a way most appropriate for his or her personal style and learning preference. Also engaged as a mentor, introducing mentees to new perspectives, helping them explore those perspectives, and enabling them to make life decisions.

Organized and taught a course on Industrial/Organizational Psychology, covering topics such as: - Theories of Motivation - Communication - Leadership - Group Dynamics

• Updated orientation and compliance information packets for clients of a privately-held Human Resources firm.• Decreased time to prepare training sessions by creating information packets.

• Assistant to the founder and executive director of a non profit that provides services to help the mentally and physically disabled• Designed a new filing system to help the back office, which had grown too quickly in an unordered fashion• Traveled with the director to meet project directors and oversee operations at various departments including camp, group home, and school programs

Assigned and managed duties and schedules for over 30 congregant volunteers as necessary for the daily functioning of the synagogue.Resolved conflicts amongst congregants to create a pleasant and warm environment for all participants.