Claudia Caporossi
Education Manager
Miami,FL
Summary
Strategic and results-oriented leader with a proven track record of developing and implementing successful programs, driving compliance, and fostering a culture of continuous learning and growth. Adept at identifying opportunities, building high-performing teams, and exceeding expectations in both collaborative and independent environments. Expertise in educational initiatives, training platforms, and cross-cultural communication.
Overview
15
15
years of professional experience
3
3
Certification
Work History
Retirement Enrollment Manager
Human Interest
01.2021 - Current
- Spearheaded the development and implementation of a new enrollment education program, from concept to launch, demonstrating initiative and strategic vision in a role with minimal initial guidance. This involved curriculum design, content creation, and program rollout.
- Led and mentored a team of enrollment education specialists, overseeing the development of effective educational resources and ensuring high-quality client support. This included training, performance management, and fostering a collaborative team environment.
- Drove a 15% increase in employee 401(k) participation rates through targeted educational initiatives, demonstrating a results-oriented approach and an ability to influence behavior change.
- Collaborated cross-functionally with departments, including Marketing, to develop and maintain accurate educational materials, ensuring consistent messaging and a client-centric approach. This involved project management, communication, and stakeholder management.
- Identified and implemented process improvements to enhance team scalability and operational efficiency, streamlining workflows and maximizing resource utilization.
- Served as the primary spokesperson and representative for the Kickstart program's education course series, demonstrating strong presentation and communication skills. This included on-camera appearances and delivering presentations to diverse audiences.
- Created and edited educational content using Camtasia and Google Video, showcasing technical proficiency and an ability to develop engaging multimedia learning experiences.vids
Partner Account Manager
Human Interest
09.2020 - 12.2020
- As the only Partner Account Manager in South Florida for this startup, developed and implemented a comprehensive partnership marketing strategy, focused on establishing and growing the company's presence in the SMB market.
- Built and managed a network of key referral partners from scratch, driving a significant increase in lead generation and new customer acquisition within the South Florida territory.
- Collaborated with partners on joint marketing initiatives, including co-branded content, webinars, and events, to maximize market reach and brand visibility. This involved defining target audiences, developing messaging, and tracking campaign performance.
- Defined clear metrics and tracked results to demonstrate the ROI of partnership activities within the assigned territory.
Retirement Services Sales Associate, Business Services
Paychex
09.2019 - 09.2020
- Exceeded sales quota by 103% during the Pre-Rookie Year, FY '20, demonstrating a strong ability to drive sales performance and achieve targets.
- Cultivated and managed key client and external partner relationships within the South Florida region, ensuring seamless onboarding, ongoing account maintenance, and high levels of client satisfaction. This involved overseeing retirement administrative packages and proactively addressing client needs.
- Proactively identified and pursued new business opportunities through cold calling and targeted outreach, consistently securing meetings with prospects and expanding the client base.
- Successfully upsold existing clients on supplementary services, maximizing revenue generation and deepening client relationships.
- Conducted enrollment education meetings for employees following plan sales, ensuring a smooth transition and maximizing employee understanding and participation.
Relationship Manager/Business Development
The Pension Studio
05.2017 - 07.2019
- Provided expert guidance on ERISA and plan design, ensuring compliance with all relevant regulations and best practices.
- Led comprehensive client and Financial Advisor meetings throughout the plan design, implementation, and installation phases, effectively communicating complex information and addressing client needs.
- Cultivated and maintained strong relationships with CPAs, Financial Advisors, and business owners, generating significant retirement plan referral business.
- Conducted annual review meetings with existing clients, analyzing compliance test results, resolving plan issues, and recommending plan design enhancements to optimize plan performance.
Senior Client Specialist
Ingham Retirement Group
02.2010 - 11.2016
- Partnered with the VP of Business Development and Financial Advisors to develop and refine impactful presentation and marketing materials, enhancing client engagement and business development efforts.
- Delivered bilingual education meetings and one-on-one sessions to plan participants, effectively communicating complex financial information and driving increased participation rates.
- Translated presentations and enrollment materials into Spanish, ensuring accessibility and inclusivity for a diverse audience.
Education
Qualified 401(k) Specialist QKS® - Currently Pursuing
ASPPA
06-2025
Retirement Plan Fundamentals -
ASPPA
01.2014
Radiology -
Florida National University
01.2008
Skills
- Program Development
- Process Design
- Presentation Skills
- Regulatory Compliance
- Content Management
- Staff Development
- Team Leadership
- Service improvements
- Recruiting and interviewing
- Relationship management
Certification
- Certified ScrumMaster® (CSM®)- Scrum Alliance
- Instructional Design Associate Certificate
- Notary Public
- Loan Signing Agent
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Retirement Enrollment Manager
Human Interest
01.2021 - Current
Partner Account Manager
Human Interest
09.2020 - 12.2020
Retirement Services Sales Associate, Business Services
Paychex
09.2019 - 09.2020
Relationship Manager/Business Development
The Pension Studio
05.2017 - 07.2019
Senior Client Specialist
Ingham Retirement Group
02.2010 - 11.2016
Retirement Plan Fundamentals -
ASPPA
Radiology -
Florida National University
Qualified 401(k) Specialist QKS® - Currently Pursuing
ASPPA
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