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Hi, I’m
Megan Lehman
Ostrander,OH
Work Preference
Summary
Dynamic professional with a strong background in trade development and business analysis. Skilled in team collaboration and delivering compelling sales presentations, driving actionable insights through data analysis to shape effective marketing strategies.
Overview
16
years of professional experience
Work History
Southern Glazer's Wine and SpiritsDublin, Ohio
Trade Development Manager
10.2016 - 02.2026
Job overview
- Led Supplier Planning Initiatives, facilitating supplier meetings and business reviews with Southern Glazer's leadership.
- Developed field marketing programs, presented innovative ideas, and secured senior leadership buy-in.
- Planned, executed and evaluated sales, promotions, and marketing of brands.
- Delivered marketing brand plans to management teams.
- Aligned retail programs with standards for tracking and execution by coordinating with pricing, business intelligence, and finance.
- Set program objectives and measured ROI with a KPI scorecard.
- Utilized various available analytic tools (PowerBI, GoSpotCheck) to identify local market intelligence and opportunities – consumer shifts/trends, channel dynamics, key account dynamics, etc.
- Ensure brand pricing and gross profit are aligned to strategy by channel
- Ensured all program tracking was accurate, timely and aligned with regional and individual state reporting.
- Compiled event and program summaries for suppliers and brand teams, resulting in additional funding for state projects.
- Kept in-the-know on competitive trends, and remained apprised of market trends and developments within specific product categories, geographic regions, and accounts.
- Supported POS / VAP planning and buys.
- Provided guidance and support to team members to enhance their performance and achieve goals.
- Encouraged team collaboration and enthusiasm to foster a positive workplace culture.
Southern Glazer's Wine and SpiritsDublin, OH
Business Analyst
07.2014 - 10.2016
Job overview
- Analyzed market trends to identify growth opportunities within beverage distribution.
- Enabled executive decisions through comprehensive, data-driven scenario analysis and strategic recommendations.
- Decoded complex sales, pricing, and promotion data to provide actionable insights that shaped trade strategy.
- Developed detailed reports on inventory management and sales performance to inform stakeholder decision-making.
- Conducted data validation to ensure accuracy in forecasting and demand planning.
- Teamed up with cross-functional groups to forecast demand and uncover new growth pathways.
- Facilitated brainstorming sessions with cross-functional teams for problem solving activities.
- Built dashboards and reports that illuminated performance across diverse markets and categories.
- Managed project timelines to align with strategic objectives of the organization.
- Prepared documentation summarizing findings from stakeholder meetings and workshops.
- Facilitated training sessions for staff on new software tools and business processes.
Nationwide Insurance CompanyDublin, Ohio
Insurance Claims Specialist
07.2010 - 07.2014
Job overview
- Managed subrogation claims by evaluating documentation and policy coverage to ensure compliance with company standards.
- Oversaw claims processes, enhancing service delivery and implementing process improvements for auto repair and subrogation units.
- Analyzed claim files for potential recovery opportunities and risks.
- Planned discussion forum for On Your Side processing and desk review teams to improve communication and
provide cross-training opportunities. - Engagement, Diversity & Inclusion Team Member & Secretary - Orchestrated unit engagement activities to promote staff participation.
Collaborated as liaison between management and staff, ensuring alignment.
Presented educational sessions aimed at forming engagement team in an alternate unit. - Facilitated quarterly customer service initiative survey distribution alongside field partners.
Compiled and analyzed data into comprehensive reports for management oversight. - Provided exceptional customer service to policyholders, body shops, agents, claimants, and carriers.
Assisted claims managers and call center representatives with inquiries regarding repair processes.
Answered questions via phone, email, and claims system to ensure clarity in communication. - Maintained processor training manual by updating relevant information to ensure proper training procedures for
new associates.
Education
Muskingum UniversityNew Concord, OH
Bachelor of Arts from International Business
05-2006
University Overview
Skills
- Team collaboration
- Performance coaching
- Market trend analysis
- Cross-functional leadership
- Sales presentations
- Strategic planning
- Market intelligence
Timeline
Trade Development Manager
Southern Glazer's Wine and Spirits
10.2016 - 02.2026
Business Analyst
Southern Glazer's Wine and Spirits
07.2014 - 10.2016
Insurance Claims Specialist
Nationwide Insurance Company
07.2010 - 07.2014
Muskingum University
Bachelor of Arts from International Business