Sophia Stewart

Western New York Acquisition and Implementation

Created the data management workflows and processes for data transfers in collaboration with IT stakeholders. Developed the policies and procedures for data analytics mapping and reporting for membership and payment transfers. Managed and implemented the process workflow and data management for the successful acquisition and implementation of the Western New York Plan into company portfolio which generated over $6 million in first year.

Data Analytics

Organized the reconciliation of 834 membership and payment

transactions for the New York State for new and existing members. Created dashboards and visualizations to capture data metrics milestones and benchmarks for senior leadership.

Performance Quality Auditing

Implemented and managed the process of auditing membership and household Tax and Wages for state compliance. Optimized membership and demographic enrollment data validation to reduce errors by 90%. Collaborated with IT stakeholders for high detection rate in enrollment data issues, false positives and gaps in data logic.

Training and Mentorship

Created data analysis reconciliation modules for performance auditors and enrollment analysts. Monitor daily, weekly and monthly performance goals for all areas of reconciliation and data analysis processes. Trained and mentored SMEs on gaps, data anomalies and data errors which resulted in 75% improvement in error correction. Collaborated with IT stakeholders to implementing permanent fixes for common data errors reducing data reconciliation errors for team by 60%.

Strategic Marketing and Planning

Manage and execute end-to-end coordination and logistics of company’s trade shows in over 30 states. Sourced, negotiated and completed deals for product placement, marketing and sales. Created logistic model for shipping,

receivables and sourcing transactions, and managed tracking supplies, equipment and budget with all stakeholders. Planned and organized the accommodation, transportation for selected staff attendees. Conduct postmortem for take away, recommendations and successes around logistics, inventory, staffing and financials.

Reporting Analysis and Communication

Created a communication pipeline for executive leadership, sales , marketing and shipping department that tracked and monitor statistics for trade shows. Created and maintained dashboards for tracking and trending new sales, generated and completed as a result of the trade shows. Created assessments for attendees and maintained documentation reports for new and existing client information in CRM from trade shows. Conduct meeting with sales leadership for future recommendations, process improvements and success rate statistics.

Cross-departmental Collaboration

Managed and lead collaboration with multiple departments to achieve project planning goals. Track sales team conversion rate and it’s contributions to company’s financial profitability and customer relationships. Lead design

team projects to brainstorm and execute creative plans for organization of product marketing and sales. Maintain reports and findings by doctors in reference to clinical trials, use cases, successes based on sales gained from the trade shows.

Marketing and Sales

Developed and implemented strategies and the framework for managing sales which improve sales goals by 45% in year 1. Benchmark industry standards and trends for sales generation, contracts creation and proposals to medium and large clients which saw 50% more proposals resulting actual sales. Implementation saw a significant increase in sales and marketing targets smashing sales goals and increasing profitability of group sales.

Data Analysis and Reporting

Created and managed dashboards for the tracking and trending of group sales, contracts and proposals. Managed the relationship pipeline between properties and sales managers to ensure a structured process is established for closing sales contracts. Implemented process improvement to ensure that sales contracts and proposals time and turnaround was cut by 50%.

Organizational Support

Lead and managed the process of group sales leads/opportunities from Sales Managers to sales support via e-mail and information in SFAWEB/CI. Created a process for follow up for leads, proposals, contracts issuance and leads transition to closer.

Client Communication

Managed and organized teams communication process and strategy in reference to client following ups, statuses of proposals and contracts. Established meeting cadence and work flow for group sales organization which resulted in more proposals, contracts and sales resulting in higher signing success rate for the organization.