Sales Enablement for Marathon Health Growth team, supporting the Taft-Hartley Union and Client Development teams.
Organize and manage incoming sales information while assisting Union Sales VPs and Client Development Directors with daily sales tasks and administrative support.
Maintain accuracy within Salesforce, collaborating with cross-functional departments to ensure seamless handoff from Sales to Operations.
Analyze and optimize sales data to inform future strategies and develop historical performance insights for team reference.
Manage all event-related paperwork, coordinating with external vendors to ensure timely delivery of marketing materials and accurate AP processing.
Monitor and evaluate weekly sales pipelines for each VP, identifying opportunities, gaps, and areas for follow-up.
Collaborate with multiple departments to ensure data integrity and efficient transitions at each stage of the sales process.
Represent the Union team annually at IFEBP, fostering relationships with brokers and clients to strengthen partnerships.
Project Manager/General Manager
HOTWORX/Planet Beach
Round Rock, TX
01.2019 - 12.2019
Manage and develop opening of 3 locations with detailed project plans, ensuring resource availability and allocation and delivering every project on time within budget and scope.
Opened and managed first two stores in 2020, hitting 500 members at each location and exceeding goal timeframe. Third location is set to open June 2021.
Coordinated internal resources and third-party vendors for the flawless execution of multiple projects.
Ensured all projects were delivered on time, within scope, and within budget constraints.
Developed and maintained detailed project scopes, objectives, and plans to ensure alignment and accuracy.
Managed resource availability and allocation to support successful project execution.
Created comprehensive project plans to track milestones, deliverables, and progress using project management tools.
Applied verification techniques to control changes in project scope, schedule, and costs.
Measured and reported on project performance using appropriate systems, tools, and metrics.
Supervised and led teams of up to 6 employees at each project location, ensuring accountability and productivity.
Managed client and stakeholder relationships to align expectations and ensure project satisfaction.
Conducted proactive risk management to identify, mitigate, and minimize project risks.
Established and maintained effective partnerships with third-party vendors and external collaborators.
Created and maintained comprehensive documentation throughout the project lifecycle.
Client Success-IP Consultant
Innography/CPA Global
Austin, TX
01.2017 - 12.2017
Helped clients and prospects protect, strengthen, and grow their businesses by managing and applying Innography’s IP intelligence solution.
Collaborated with sales and marketing teams to generate strategic, account-specific data and competitive analysis for customer insight and IP strategy development.
Managed project timelines, deliverables, and resource allocation, ensuring clear communication and on-time execution across teams.
Partnered with National Account Managers to prospect new customers, build relationships, and align IP solutions with business needs.
Provided daily support to existing clients, delivering product updates, market intelligence, and strategic guidance aligned with organizational goals.
Managed the complete sales process from initial engagement to close, maintaining a 100% success rate in territory sales performance.
Project Coordinator/Business Development Sales
Innography/CPA Global
Austin, TX
01.2015 - 12.2015
Collaborated with a team of 5–10 Sales Directors to develop new client relationships and present company services and offerings.
Consistently achieved and exceeded monthly and quarterly goals as a Business Development Specialist throughout tenure.
Researched new prospects, companies, and law firms for Regional Managers to drive new development and establish business partnerships.
Partnered with project managers across feature teams to ensure consistent delivery of program objectives and stakeholder requirements.
Led multiple projects and organizational change initiatives with a focus on improving efficiency and client engagement.
Conducted outreach to new prospects, introducing offerings and scheduling meetings, webinars, and tradeshow interactions.
Provided daily support to current customers, delivering updates on products, webinars, and event participation.
Acted as primary liaison across all departments, ensuring seamless communication and managing expectations from the corporate office.
Maintained and managed data in Salesforce, ZoomInfo, and additional CRM tools for a team of Regional Directors.
Organized and led recurring meetings with Sales Directors; compiled performance reports, managed travel schedules, and updated team calendars.
Project Manager/Specialist
RenewData/Ldiscovery
Austin, TX
01.2012 - 12.2012
Collaborated with a team of 5–10 Sales Directors to build new client relationships and introduce prospects to company services and offerings.
Consistently exceeded monthly and quarterly goals, achieving top performance throughout tenure.
Conducted in-depth research on new prospects, companies, and law firms to support Regional Managers in generating new business opportunities.
Partnered with Project Managers to ensure alignment and consistent delivery of program objectives and business requirements.
Led multiple projects and change initiatives to improve client acquisition, engagement, and internal workflows.
Initiated outreach to prospective clients, scheduling online and in-person meetings, as well as coordinating tradeshow participation.
Provided daily support to current clients with updates on new products, events, webinars, and company initiatives.
Acted as the central point of contact across departments, ensuring communication and expectations were aligned at the corporate level.
Maintained Salesforce, ZoomInfo, and other CRM tools for a team of Regional Directors, ensuring data accuracy and efficiency.
Organized and led daily, weekly, and monthly meetings with Sales Directors; compiled performance reports, managed calendars, and coordinated travel.