Dynamic and performance-oriented with a proven track record of building strong client relationships, driving sales and ensuring customer satisfaction. Proactive and assertive in addressing client needs and ensuring seamless onboarding experiences. Optimistic and ambitious in achieving targets and delivering exceptional service. Skilled in utilizing customer feedback to identify areas for improvement and develop effective methods to increase satisfaction. Over 8 years' experience in a SaaS and edtech environment.
Overview
17
17
years of professional experience
Work History
Brand Strategy Consultant
Northwestern Mutual
04.2025 - Current
Advise on brand strategy and compliance for DBA name and logo placement across multiple digital and print platforms.
Streamline policies and workflow processes, partnering with compliance, legal, and field policy teams.
Develop guidelines, training (playbooks and videos), and process flows to ensure consistent financial advisor experiences across several platforms.
Provide branding expertise - consult with financial advisors regarding their brand strategy, story, and vision to ensure they align with their business goals.
Process and manage pre-approvals for all DBA names submitted.
Vice President of Engagement Strategies
SIMTUTOR
01.2017 - 03.2025
Present product demos to prospective clients, effectively communicating value propositions and influencing purchase decisions.
Manage 150+ existing customer accounts (U.S and international) and serve as point of contact to handle all customer needs, assuring customer satisfaction and usage of program.
Manage the full customer lifecycle, including onboarding new clients, conducting online training sessions, and overseeing account renewals.
Monitor customer usage data, health indicators and growth opportunities, translating into strategies for success.
Collaborate closely with technical support staff in order to resolve complex issues quickly while minimizing the disruption of service levels.
Identify opportunities for upsell and cross-sell services based on customers' usage data and preferences.
Negotiate renewal terms and pricing, complete statements of work.
Utilize CRM software effectively to track progress and performance against goals set for each account.
Monitor customer success metrics such as renewal rate, churn rate, and lifetime value to measure effectiveness of services provided.
Implement process improvements to streamline operations and improve efficiency of customer support team.
Deliver regular business reviews and success plans to key business partners.
Inside Sales Account Manager and Business Support
COSMOS CORPORATION
02.2017 - 11.2020
Managed 2000+ existing retailer accounts and served as point of contact to establish buying cycles, customer needs and created a customer/supplier relationship
Participated in trade shows or other industry events as a representative for the company.
Utilized CRM software to track leads, account activity and contact information.
Collaborated with cross-functional teams such as finance, operations and logistics to ensure timely delivery of orders.
Increased sales by upselling packages and new products to existing and new customers.
Maintained operational efficiency by monitoring all online processes to improve classroom outcomes and student completion rates across 25+ courses, 8 programs, and 300 students.
Aided in developing and implementing 200+ continuing education programs for professional development, utilizing effective instructional methods to enhance learning.
Wrote and submitted self-studies, annual reports and program applications for all continuing education courses to 15 different accrediting bodies, as well as thoroughly tracked the application process and approvals.
Conducted needs assessment surveys with the health care community to determine knowledge gaps and continuing education needs.
Oversaw the continuing education business website, including updating all content and ensuring all areas of the website were functioning properly.
Provided direct support to new online faculty and advocates, including training and development, as well as provided overall coaching and support in the online division.
Created and maintained reports to track student enrollments, classroom capacity, academic progress, student attendance, and faculty qualifications list.
Compiled and analyzed end of course student surveys for each online course, as well as student success rates
Corporate Director of Student Services
ANTHEM EDUCATION GROUP
09.2008 - 04.2012
Provided coaching and mentoring to 13 Student Services Managers, as well as provided hands-on training, support, and leadership development to all managers and staff.
Planned and delivered professional development conferences, meetings and in-services for managers and corporate executives.
Oversaw the development, growth, and student retention for multiple school; compiled monthly student retention data and analysis of each school for the President and CEO.
Reviewed Annual Institutional Reports for accrediting bodies to ensure accuracy, prepared and assisted schools for accreditation visits.
Formulated policies and procedures for various functional areas within the organization.
Education
Bachelor of Science - Business Administration and Marketing
UNIVERSITY OF MISSOURI-ST. LOUIS
St. Louis, MO
Skills
Customer Relationship Building
Project Management
Account Management
Strategic Communications
Sales
Customer Retention
Training and Coaching
Onboarding and Orientation
Managing Operations and Efficiency
Proficient in CRM Software (Salesforce, SharpSpring, HubSpot)