Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cassidy Mcsheffrey

Berwyn,IL

Summary

As a Research Analyst, I provide data-driven and in-depth research to support my own team and the sales team. My role ensures the sales team is equipped with accurate, timely, and relevant information to effectively communicate value, build credibility, and drive revenue growth for DMA. I am detail-oriented, a strong communicator, collaborate well with others, and an eager learner.

Overview

9
9
years of professional experience

Work History

Research Analyst

DMA - DuCharme, McMillen & Associates, Inc.
11.2023 - Current

-Create and format Research Packets for the sales team before they meet with clients or prospect clients.
-Manage and maintain CRM database to ensure data integrity and quality reporting.
-Research, analyze, and validate information for new accounts and contacts from multiple sources before entering into our database.
-Produce concise and well-structured Event Profiles for webinars and roundtables.
-Collaborate effectively with my personal team, sales team, and the marketing team.

Document Controller

2IM Group, LLC
10.2022 - 06.2023

-Responsible for writing and formatting minutes from the Project Manager and Team Lead Weekly Meeting to issue after review and approval.
-Assisted Project Managers and other team members by maintaining all project documents.
-Updated and maintained project information in spreadsheets and databases as needed.

Customer Inquiry Specialist

ConstructConnect
11.2020 - 10.2022

-Resolved 200+ weekly customer inquiries via e-mail per week through detailed communication and high-quality data.
-Developed and maintained good relations and excellent collaboration with the team.
-Coordinated and created presentations to deliver to other departments to brand and heighten client inquiry awareness.

Content Specialist

ConstructConnect
06.2019 - 11.2020

-Used the project management system to track project planning, implementation, and results while able to create and maintain updated project files.
-Wrote, edited, and proof-read effective and branded marketing content for the construction industry for project from the conceptual to occupancy stage in development.

Nanny

In-Home Care
02.2017 - 10.2018

-Successfully multitasked between childcare and maintaining a household.
-Cared for child with compassion, administered formula and meals, completed tasks, and collaborated with parents.

Special Education Assistant

Field Stevenson Elementary School
08.2016 - 12.2016

-Assisted teachers in developing and implementing individualized education plans (IEPs) for students with special needs.

-Supported inclusive classroom environments by facilitating communication between students, educators, and families.

-Implemented behavioral management strategies to promote positive student engagement and reduce disruptions.

Education

Bachelor of Science - Special Education

Concordia University Chicago
River Forest
05-2016

Skills

    -Data Collection and Data Validation

    -CRM Management

    -Data Platforms like ZoomInfo and D&B

    -Time Management

    -Collaboration

Timeline

Research Analyst

DMA - DuCharme, McMillen & Associates, Inc.
11.2023 - Current

Document Controller

2IM Group, LLC
10.2022 - 06.2023

Customer Inquiry Specialist

ConstructConnect
11.2020 - 10.2022

Content Specialist

ConstructConnect
06.2019 - 11.2020

Nanny

In-Home Care
02.2017 - 10.2018

Special Education Assistant

Field Stevenson Elementary School
08.2016 - 12.2016

Bachelor of Science - Special Education

Concordia University Chicago