Experienced client success and partnerships manager with a solid background in client relations and customer success strategies in Demonstrated ability to drive impactful results through strategic initiatives and effective communication.
Overview
10
10
years of professional experience
Work History
Alumni Program and Partnerships Success Manager
World 50 Accelerator F/k/a EHIR
05.2022 - Current
Develop and execute strategic business development initiatives that drive new partnerships, resulting in significant sponsorship, intake, and event revenue growth
Identify and established high-value industry partnerships with investors, accelerators, advisors, and key institutions, expanding market reach and creating new, sustainable revenue streams
Collaborate cross-functionally with internal teams, aligning business development efforts with overall organizational objectives, and ensuring seamless execution of initiatives across departments
Strategic manager for 60+ memberships across our Employer and Health Plan and Provider delegations, managing the execution of benefits across an annual timeline
Work cross-functionally to create a seamless experience for Alumni; coordinating all preparation internally before and after strategic meetings with Alumni
Assist in the creation / execution of Innovator Alumni engagement opportunities, including the renewal and new contract process
Provide effective on-boarding for new Alumni; always maintaining executive level contacts
Administration, customization and application of Salesforce CRM system to elevate the account management experience
Strategic Client Consultant
Wondr Health
01.2020 - 05.2022
Delivered exceptional customer service, resulting in numerous positive testimonials and a high client retention rate.
Cultivated and maintained strategic relationships with brokers, health plans, and associations across the industry.
Collaborated with cross-functional teams to develop comprehensive strategies for clients, leading to successful project outcomes.
Managed multiple projects simultaneously, ensuring timely completion and meeting all client expectations.
Active Trader Relationship Manager
E*TRADE Financial
10.2018 - 11.2019
Managed and maintained affiliate partnerships
Negotiated, revised and renewed affiliate partner contracts
Coordinated and executed over 20 Account Drives (prospect events) and provided support pre and post event
Identified strategic potential partner relationships and grew affiliate partners from 3 to 10 over 1 year time period
Monitored and provided reports to senior executives on account acquisition, trade lift, expected revenue, and account performance for Account Drives and affiliate partners
Recruiting Coordinator
E*TRADE Financial
10.2017 - 10.2018
Worked closely with executive recruiters, hiring managers, and candidates to schedule confidential and high volume interviews with complex availability and changing schedules
Coordinated interviews with prospective employees and served as a central point of contact for candidates throughout the entirety of the recruitment process.
Managed internal applicant tracking system and generated applicant stats and reports.
Responsible for logistics, planning, and marketing campaign of 20+ benefit fairs in a single month for a client during open enrollment
PR & Event Specialist
Maestro Health
12.2016 - 10.2017
Strategically planned the event calendar including broker events, client conferences, and trade shows
Led onsite execution of events, overseeing setup, breakdown, troubleshooting any issues as they arose while maintaining composure under pressure for a professional outcome every time.
Negotiated and worked with venues and vendors to carry out event objectives.
Designed strategies, budgets and tactics for annual marketing goals while planning post-production trade shows and other events.
PR & Event Coordinator
Maestro Health
12.2015 - 12.2016
Boosted event attendance by developing and implementing strategic marketing campaigns.
Generated leads for sales teams by organizing engaging networking events and conferences.
Conducted post-event analysis to identify areas of improvement for future initiatives.
Elevated brand visibility by securing speaking engagements at industry conferences and trade shows.
Coordinated logistics for large-scale events, ensuring seamless experiences for attendees and presenters alike.
Executive Assistant to CEO, CMO, CFO, CIO
E*TRADE Financial f/k/a Aperture Group
11.2014 - 12.2015
Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Prepared and edited presentations on behalf of executives for both internal meetings and external conferences.
Served as a liaison between departments to facilitate effective communication throughout the company.
Education
BS - Public Administration with an emphasis in Health and Human Services
The University of Arizona
Tucson, AZ
01.2011
Skills
Client Support
Client Relationship Management
Effective Team Collaboration
Strong Verbal Communication
Conflict Resolution Skills
Pipeline Optimization
Proficient in Pardot Marketing Automation, Salesforce, SquareSpace, Wrike
Timeline
Alumni Program and Partnerships Success Manager
World 50 Accelerator F/k/a EHIR
05.2022 - Current
Strategic Client Consultant
Wondr Health
01.2020 - 05.2022
Active Trader Relationship Manager
E*TRADE Financial
10.2018 - 11.2019
Recruiting Coordinator
E*TRADE Financial
10.2017 - 10.2018
PR & Event Specialist
Maestro Health
12.2016 - 10.2017
PR & Event Coordinator
Maestro Health
12.2015 - 12.2016
Executive Assistant to CEO, CMO, CFO, CIO
E*TRADE Financial f/k/a Aperture Group
11.2014 - 12.2015
BS - Public Administration with an emphasis in Health and Human Services
Program and Alumni Manager at United States-India Educational Foundation (USIEF)Program and Alumni Manager at United States-India Educational Foundation (USIEF)
Manager, ScaleUp Program & Ecosystem | Alumni Lead at Creative Destruction Lab - RockiesManager, ScaleUp Program & Ecosystem | Alumni Lead at Creative Destruction Lab - Rockies