Traci Patel
Pottstown,PA
Summary
Strategic marketing leader with demonstrated experience in creating and executing effective marketing programs. Accomplished project manager, adept in assessment, planning, delivery and success measurement. Talented business owner with demonstrated experience in operational management, financial responsibility and talent development. Superior organizational, analytical and communication skills. Prepared to bring over 20 years of progressive experience and take on a new role to add value contribute to company success.
Overview
24
24
years of professional experience
Work History
Owner/Small Business Manager
The Cellular Connection
02.2016 - Current
- Managed day-to-day business operations.
- Established foundational processes for business operations.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by sales representatives.
- Managed all financial aspects of the business, including budgeting, financial reporting, payroll and tax preparation.
- Negotiated contracts for better pricing and terms, reducing overall costs for the business.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Successfully navigated challenging economic conditions by making informed decisions that protected the business''s financial stability.
- Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
- Oversaw all Human Resources functions for employees, including training and performance reviews.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
Marketing Manager, Financial Advisor Services
Vanguard
08.2012 - 02.2016
- Developed and implemented marketing strategies to use for launches, rebranding campaigns and promotions.
- Implemented data-driven marketing strategies, utilizing analytics tools to track campaign success and refine tactics as needed.
- Collaborated with cross-functional teams to ensure consistent branding across all company touchpoints and communications channels.
- Increased brand awareness by developing and implementing strategic marketing campaigns.
- Managed workflow between staff, coordinating documents, planning, and creative material distribution.
- Maintained documentation, detailing assignments, in-progress work and completed project milestones.
- Organized successful trade show exhibits, showcasing products or services effectively to potential customers or partners.
- Collaborated with outside consultants to improve process effeciency
RFP Supervisor
Vanguard
10.2010 - 08.2012
- Oversaw daily operations of the sales/marketing department, ensuring smooth workflow and timely completion of tasks.
- Oversaw the delivery of more than 1000 RFPs, including strategic direction, editorial review, supplemental materials and packaging.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workload.
- Provided training, guidance and coaching to staff. Hired and retained top talent needed to support efforts and grow the business.
- Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
- Conducted performance evaluations for staff members, identifying areas of improvement and guiding professional development plans.
Project Leader, Prospect Strategy Team
Vanguard
01.2007 - 10.2010
- Recruited to preside over content management and creation of prospecting materials for sales teams delivering education and advice services in order to secure new business.
- Acted as editor and Subject Matter Expert for RFP/ RFI proposals including multi-media collateral.
- Successfully delivered materials for $4 billion in new business development.
- Developed comprehensive project plans that outlined clear goals, timelines, and milestones for all stakeholders involved.
- Achieved project success by efficiently allocating resources and managing schedules.
- Established strong relationships with internal clients, fostering trust and open communication throughout the entire project lifecycle.
- Conducted thorough post-project evaluations to identify areas for future improvement in both processes and performance metrics.
Communications Consultant
Vanguard
02.2004 - 01.2007
- Management of 15+ Institutional relationships with $6 billion in assets and 85,000+ participants. Made recommendations within budget and scope using plan analytics and multi-channel campaigns.
- Lead creative team to design high-quality visual campaigns and communications.
- Key player in creation of 15,000 new media components for entire department while traveling 25% of time.
- Collaborated with cross-functional teams to ensure seamless integration of communication strategies with overall business objectives.
- Enhanced client branding by developing strategic communication plans and implementing targeted marketing campaigns.
- Secured two new clients representing $800M in assets.
- Created and wrote workbooks/curriculum and designed internal training seminars.
- Turned around “high-risk” global client while covering for another consultant.
Apprentice Communications Consultant
Vanguard
08.2002 - 02.2004
- Worked under guidance of experienced professionals to learn trade best practices and techniques.
- Consulted directly with clients with assets in $500 million range.
- Effectively worked and built relationships with creative team in rolling out effective print and electronic communications increasing client satisfaction.
Communications Specialist
Vanguard
12.2000 - 08.2002
- Coordinated with creative and design teams to produce high-quality visuals for marketing materials.
Education
Bachelor of Arts - Journalism And Public Relations
Indiana University of Pennsylvania
Indiana, PA05.2000
Skills
- Relationship Management
- Marketing Strategy
- Leadership
- Strategic Planning
- Small Business Operations and Management
- Administrative Oversight
- Attention to Detail
- Decision-Making
Timeline
Owner/Small Business Manager
The Cellular Connection
02.2016 - Current
Marketing Manager, Financial Advisor Services
Vanguard
08.2012 - 02.2016
RFP Supervisor
Vanguard
10.2010 - 08.2012
Project Leader, Prospect Strategy Team
Vanguard
01.2007 - 10.2010
Communications Consultant
Vanguard
02.2004 - 01.2007
Apprentice Communications Consultant
Vanguard
08.2002 - 02.2004
Communications Specialist
Vanguard
12.2000 - 08.2002
Bachelor of Arts - Journalism And Public Relations
Indiana University of Pennsylvania
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