Summary
Overview
Work History
Education
Skills
Philanthropic Leadership
Certification
Timeline
Generic

Jan Williams

Westfield,IN

Summary

Dedicated Operations Manager with a history of meeting various associations' goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand and increase bottom line.

Overview

29
29
years of professional experience
1
1
Certification

Work History

OPERATIONS MANAGER

M2 PERFORMANCE STRATEGIES
12.2021 - Current
  • Oversee accounts payable/receivable and conduct yearly formal audits, improving financial accuracy and accountability for various associations
  • Develop event concepts and strategies aligned with corporate goals for each association managed. Prepare event budgets, including forecasting costs, tracking expenses, and ensuring that events were delivered within financial constraints without compromising quality
  • Coordinate with coworkers on various marketing strategies across multiple channels, including digital, print, and social media, enhancing customer engagement and acquisition
  • Manage marketing budgets, optimizing spend to maximize ROI and ensure alignment with overall business objectives of various associations

OFFICE MANAGER-CERTIFIED HEALTH COACH

NRI CLINIC FOR COMPLEMENTARY MEDICINE
07.2013 - 11.2021
  • Certified Health Coach - counseled clients to achieve their wellness goals through nutrition plans, fitness programs, and lifestyle modifications. Skilled in motivational interviewing, behavior change techniques, and holistic health strategies.
  • Oversaw all office administration and client relationship management / retention
  • Created marketing programs to promote all aspects of the practice including elective aesthetic procedures.

MARKETING ASSOCIATE

ACCESS NATIONAL MORTGAGE, INC.
01.2011 - 06.2013
  • Collaborated with mortgage originators and principals to develop strategic marketing plan to grow business in hyper competitive markets
  • Increased company visibility and customer base through targeted marketing programs designed to partner with top realty groups to promote services
  • Developed and led customer retention and appreciation programs.

MARKETING MANAGER

ALLEN WILLIAMS REALTY GROUP
01.2007 - 12.2010
  • Developed marketing programs to grow the business by driving brand recognition and customer loyalty
  • Led program to cultivate new customer prospects by tapping into referral sources
  • Created targeted marketing programs to engage mortgage originators to drive more referral business.

MARKETING MANAGER

CITIZENS ENERGY GROUP
12.1995 - 05.2000
  • Managed $4M marketing budget including radio, TV and event planning
  • Developed and managed all corporate sponsorships
  • Managed all customer appreciation and loyalty programs for industrial, commercial, and residential customer groups.

Education

Bachelor of Science - Marketing

Indiana University Bloomington
Bloomington, IN
05.1993

Skills

    • Client Relationship Management
    • Financial Reporting
    • Event Planning
    • Brand Development
      • Social Media Marketing
      • Forecasting and Reporting
      • Tax Preparation

Philanthropic Leadership

  • Developed and implemented a profitable catered lunch program for a parochial school K-8 generating more than $20,000 in annual profit
  • Co-Chaired Mardi DeMontfort, Parish event raising over $30,000 annually to support school advancement

Certification

Certified, Integrative Nutrition Health Coach (INHC) - Institute for Integrative Nutrition

Timeline

OPERATIONS MANAGER

M2 PERFORMANCE STRATEGIES
12.2021 - Current

OFFICE MANAGER-CERTIFIED HEALTH COACH

NRI CLINIC FOR COMPLEMENTARY MEDICINE
07.2013 - 11.2021

MARKETING ASSOCIATE

ACCESS NATIONAL MORTGAGE, INC.
01.2011 - 06.2013

MARKETING MANAGER

ALLEN WILLIAMS REALTY GROUP
01.2007 - 12.2010

MARKETING MANAGER

CITIZENS ENERGY GROUP
12.1995 - 05.2000

Bachelor of Science - Marketing

Indiana University Bloomington

Certified, Integrative Nutrition Health Coach (INHC) - Institute for Integrative Nutrition

Jan Williams