Manager - Financial Services Marketing and Sales Strategy
Winter Park,FL
Summary
Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.
Overview
7
7
years of professional experience
Work History
Manager - Global Sales and Marketing Strategy
Broadridge Financial Services
09.2022 - Current
Cross-trained existing employees with COO to maximize team agility and performance.
Streamlined workflows by identifying bottlenecks in existing systems and proactively addressing these challenges through appropriate solutions implementation.
Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
Reduced operational costs through comprehensive process improvement initiatives and resource management.
Optimized resource allocation by conducting regular performance evaluations and providing personalized coaching for staff development.
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Sr. Consultant II, Digital - Experience, Engagement, and Platforms
Protiviti
04.2022 - 09.2022
Implement and manage workflow process platforms for clients, including Salesforce, Wrike, and
Adobe Workfront, resulting in increase in productivity and reduction in operational costs
Troubleshot issues by understanding issue, diagnosing root cause and coming up with effective solutions.
Identified new revenue ideas and opportunities within existing markets.
Facilitated workshops with clients to identify pain points, establish goals, and define actionable steps towards achieving desired outcomes.
Presented findings and recommendations to executive-level stakeholders, effectively communicating key insights and action plans.
Optimized resource allocation by analyzing project requirements thoroughly and assigning appropriate personnel.
Senior Consultant - Client and Market Growth
Deloitte
01.2020 - 04.2022
Manage and direct marketing pursuits strategy to promote virtual service offerings, collaborating
with over 20+ account teams in process
Execute end-to-end strategy, build, and implementation of 240+ Deloitte virtual experiences
annually within ON24, Salesforce, AEM scheduling, email distribution, and A/B
testing
Perform all functions of virtual experiences, including material development,
accreditation compliance, coaching and directing c-suite presenters, content creation,
troubleshooting, and in-event execution for audiences of 500-20,000 attendees
Collaborate with USI (India) colleagues, identifying opportunities for program change
and improvement, supervise implementation of new product developments and
rollouts of five virtual experience software programs
Production Supervisor
PPK - Contender Productions
01.2019 - 01.2020
Evaluated team member performance regularly to identify and resolve productivity concerns.
Achieved on-time shipments goal by empowering employees to continued success.
Prepared in advance for and addressed production problems, material deficits, equipment failures, and unavoidable delays.
Accomplished targets and met demand by assessing equipment performance, reviewing materials supplies, and organizing manpower.
Production Coordinator - Contract
Comedy Central
07.2017 - 12.2018
Created and maintained schedules and provided internal support for manufacturing teams.
Worked with supervisors and team members to understand supply needs and bring levels within desired tolerances.
Supported continuous improvement initiatives by identifying areas for process optimization.
Collaborated with production team to support effective resource allocation.