Functional Skills

Project Management
Marketing Strategy
Marketing Operations
Customer Relationship Management
Content Strategy
Content Marketing
Communications
Business Communication
Account-Based Marketing (ABM)

Software Skills

Hubspot
Microsoft PowerPoint
Microsoft Excel

Sector Experience

Business Services
Healthcare
Social & Public Sector
Technology

Languages

English
Big 4 Accounting
Top Consulting Firms

Experience

Independent Contractor Management Consulting
Marketing and Strategic Consultant
1/2019 - Present
Create, manage, and execute marketing, communication, and content plans . Representative
projects include:
 Excellence in ABA, behavioral health start-up: Developed and executed business plan including website content, sales decks, and marketing collateral to launch business.
 IGC Pharma: Distilled complex clinical trial results into compelling, easy-to-read press releases, financial documents, and investor presentations.
 Continua Systems, medical device company: Created and executed LinkedIn engagement strategy including researching relevant industry trends for post ideas.
 Council for Insurance Agents and Brokers: Conducted research to understand external media presence of competitive and adjacent associations; developed recommendations for improving external presence and maximizing engagement.
 Optimize Health, SaaS healthcare company: Managed and executed content calendar, including idea generation, research, and writing short and long-form SEO content.

Optimize Health Customer Service
Fractional Head of Customer Success
1/2021 - 8/2022
• Created and implemented customer success infrastructure, including project kick-off template, demo scripts, and monthly business review templates for a SaaS remote patient monitoring company.
• Developed dashboards for tracking client utilization and engagement metrics for each customer success manager (CSM) that led to 22% increase in number of clients exceeding a key engagement metric.
• Coached CSMs on elevating new and existing client relationships with a consultative, data-driven approach.
• Evaluated CSM performance on client calls and weekly account reviews; delivered recommendations on team restructuring.

Wolters Kluwer Other
Director, Customer Success
8/2009 - 8/2018
• Served as a member of the Learner's Digest Executive Team, which set and executed strategy for the division.
• Created a customer success team by training, coaching, and elevating project coordinators to a more strategic client-focused role.
• Implemented consistent client onboarding processes and business templates for regular client check-ins.
• Oversaw product line growth from $2M to $10M in both organic growth of existing clients and onboarding new clients.
• Developed and executed strategy to sell Learner’s Digest products through Wolters Kluwer salesforce, including pricing strategy and sales training. Sold $500K through new channel during pilot period.
• Managed $12 million in strategic partnerships with leading medical societies, including American College of Cardiology, American Diabetes Association, and American Psychiatric Association.
• Renewed annual contracts with societies and served as subject matter expert throughout the sales process for new clients and projects

Kraft Foods Marketing
Associate Brand Manager
8/2001 - 8/2002
New Products, Planters Division

Deloitte Management Consulting
Consultant
8/1996 - 5/1999
Conducted client interviews, data analysis, and presented recommendations on operational improvements.