Results-driven professional with a proven track record in cultivating and managing robust client relationships, particularly with C-Level executives and Board Directors. Demonstrated expertise in understanding client needs and consistently delivering value-added solutions. Proficient in upselling strategies to achieve revenue goals and enhance client experience.
Overview
7
7
years of professional experience
Work History
Research Consultant, Board and CEO Advisory Partners
Russell Reynolds Associates, Inc.
05.2022 - Current
Supports companies in a wide range of industries, including large public Fortune 500 organizations, in recruiting Board Directors and Chief Executive Officers.
Manages the entire lifecycle of a search, including formulating a compelling strategy, producing comprehensive reports, identifying and developing 'best in class,' high quality candidate slates, and working directly with the clients to ensure a smooth process and placement.
Partners with leading Managing Directors in the Board and CEO Advisory practice on search and advisory engagements.
Conducts rigorous analysis and provides consulting services designed to fully assess board performance and to enable boards to increase their effectiveness.
Leads key research tasks including tracking industry trends, preparing potential new business presentations, and delivering consultancy-type assignments such as analyzing the future strategy of an organization.
Board Advisor
National Association of Corporate Directors (NACD)
04.2019 - 05.2022
Managed a portfolio of ~200 public and private company members, including ~30 Fortune 500 companies, working directly with the boards of directors, CEOs, and C-suite officers, operating as the main liaison to identify, understand, and propose corporate governance solutions.
Built and maintained relationships with members while overseeing the member engagement lifecycle, reaching retention rates of ~92%, over-performing annual target goals.
Engaged members in substantive discussions about board challenges and serves as an advisor to identify and design relevant corporate governance solutions, while developing targeted growth strategies for members that encourage utilization of benefits and pursuit of upsell opportunities.
Executed and hosted advisory engagements from point of sale through completion, working with speakers and board leaders to facilitate director education sessions.
Finance Specialist
The Advisory Board Company
04.2017 - 04.2019
Maintained strong relationships with domestic and international executives to facilitate dispute resolution for contract matters
Managed a pool with an average value $30-$40MM that included hospital and health system customers
Performed contract review and audit of sales bookings in Salesforce to ensure accuracy for commission payouts, revenue and billing
Resolved contractual and financial inquiries from internal and external contacts and maintained Salesforce database for reporting purposes in collaboration with sales, account management, and legal departments.
Education
Bachelor of Arts - Environmental Studies
Ramapo College of New Jersey
Mahwah, NJ
05.2015
Fall Semester - Spanish Language
Universidad Internacional Menéndez-Pelayo
Seville, Spain
2014
Skills
C-Suite and Board Level Client Relationships
Report Writing
Qualitative Research
Presentation Delivering
Sales
Project Management
CRM Software
Timeline
Research Consultant, Board and CEO Advisory Partners
Russell Reynolds Associates, Inc.
05.2022 - Current
Board Advisor
National Association of Corporate Directors (NACD)
People Operations and Office Management Specialist at Russell Reynolds AssociatesPeople Operations and Office Management Specialist at Russell Reynolds Associates