Elizabeth Stangenberg

● Coordinate with diverse teams to identify, develop, and define best practices to increase cross-functional, communication, transparency, and productivity, decreasing average lead time from 3 months to 3 weeks

● Establish expectations, goals, metrics and priorities that drive efficiency and effectiveness for 7 departments

● Create dashboards and reports for internal and external stakeholders to maximize efficiency and eliminate bottlenecks, increase efficiency of client relations and tax research department by 300% in 1 month and 95% in 3 months, respectively

● Develop and maintain company resources, training materials and documentation to align 120 employees and 40 referral partners

● Directly lead and drive growth for 40+ sales and client relations specialists, contributing to an increase in sales of 13 million quarterly

● Effectively manage change and collaborate with internal teams and external HubSpot developers to develop and lead redesign of CRM platform, including integrations, dashboards, pipelines, stages, workflows, tasks, forms, playbooks, and properties, to increase employee adoption of platform from 65% to 95%

• Build flexible systems and processes for sales, marketing, operations, customer service, and accounting to drive growth, top 25% of all agencies and #1 agency by age in Maryland
• Development of strategic insurance partner and referral partner programs to attract, manage and drive mutual growth for network of 25 strategic partners and 45 referral partners
• Lead acquisition of 650 new clients and geographic expansion into 13 states through research, data analytics,
• Drive growth in sales, operational excellence and stakeholder satisfaction by designing dashboards and reports in Salesforce CRM to track and monitor employee, partner, carrier and agency performance
• Oversee day-to-day operations, monitor competitive landscape, and ensure operational flexibility to adapt to ever-changing market, identify opportunities and threats, meet shifting customer demands, and adjust to new carrier requirements
• Streamline processes and develop client experience strategy, increasing client retention from forecasted average of 88% to 98%
• Create budgets and track income and expenses to ensure agency is in line with monthly, quarterly, and yearly goals, exceeding revenue expectations by 95%

• Lead and manage opening operations department of 5 employees, cross-functional management of 65 employees
• Design, develop and execute new employee onboarding and monthly training on systems and processes to align 65 employees across 3 departments on current practices
• Monitor external environment and competitor behavior to anticipate shifts in demand and quickly adapt strategy to maximize sales opportunities and decrease client attrition

● Founded and managed creative pet services business, growing profit to $50,000 in year 1

● Design go-to-market strategy and lean flexible systems for marketing, accounting, and operations to increase efficiency and capacity by 50% year over year

● Optimize scheduling and logistics to maximize output and deliver exceptional client experiences

● Increase new business and client retention by exceeding client expectations and creating referable experiences

• Manage IT, Client Solutions, CRM and Marketing Projects (i.e., Salesforce, new product launches)
• Communicate project needs and collaborate across departments to ensure project timelines are achievable, increased projects completed on time by 20%
• Identify issues in data integrity, data collection opportunities and develop data analytics solutions to increase accuracy of client dashboards and internal reporting by 25%, leading to higher client satisfaction
• Ensure all levels of management and employees are informed on project goals and engaged in achieving proposed outcomes
• Create, maintain, and distribute marketing materials related to projects
• Update and maintain department-wide budget to track progress against goals, increasing visibility and transparency lead to a 5% decrease in over-budget spending

• Increased business revenue from -$50,000 to over $1 million in 1 year after taking over international logistics segment of the FBA program
• Quote, arrange, and coordinate Air, LCL, and FCL imports into the US for all FBA customers
• Manage pricing structure and developed routings for all imports destined for US fulfillment centers from overseas
• Work with internal and external customers to design logical and creative systems to improve efficiency, operations, and communication
• Create and maintain customer SOPs and best practices to provide excellent customer service to exceed customer expectations
• Initiate, lead, and contribute to projects to evolve business practices and increase operational efficiencies

• Organize, track, and maintain online client databases and matrices to ensure effective marketing campaigns and customer communications
• Design content for online marketing initiatives including social media to expand client base and reach
• Create and track metrics for effective campaigns and leverage findings to develop new content for holiday, weekly, monthly and quarterly marketing initiatives
• Build and maintain trust relationships with clients managing over 50 client calls per day

• Study Abroad: Spain and Australia