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Work Background
Optimum Fitness Personal TrainingChief Operations Officer
Mar. 2021Ann Arbor, Michigan, United States
Thomson ReutersDirector, Commercial Strategy and Policy - Tax Professionals
Apr. 2021 - Jul. 2024Ann Arbor, Michigan, United States
Thomson ReutersSenior Manager Commercial Policy Enablement - Tax Professionals
Nov. 2018 - Apr. 2021Ann Arbor, MI• Collaborate to create a repeatable and consistent framework for organizational commercial policies • Serve as frontline consultant on commercial concepts and policies • Streamline end-to-end deal review workflow in order to create more time for customer-facing activities vs. deal prep activities for frontline sales staff • Lead bid and quote support by organizing estimating functions, coordinating sales teams, and mobilizing necessary resources to close large and complex transactions that require cross-functional teams and processes • Enable automation and simplify overall processes by leveraging recommended standard commercial constructs • Liaise with other key interlocking functions to ensure deal package falls within recommended commercial policies
Thomson ReutersProject Manager
Jul. 2016 - Nov. 2018Ann Arbor, Michigan• Aided global markets with organizational and product readiness for Onvio and OnBalance product lines • Managed organizational and product readiness for Onvio and OnBalance product lines across all key functional areas within the US • Partnered with Commercial Policy teams to understand requirements for global product applications and processes • Effectively maintained relationships across key stakeholders to ensure up-to-date on strategy for global product applications • Selected as a customer experience lead for Project LOTUS, a lead to support technology alignment project for entire organization
Thomson ReutersTeam Leader Customer Service & Retention
Aug. 2013 - Jul. 2016Ann Arbor, Michigan• Managed a team of Customer Service Representatives that are responsible for handling annual renewals, billing inquiries, demographic changes, web credits, and other client inquiries • Planned, executed, and managed new customer on-boarding program that consists of free tutorials to introduce new customers to products and services offered. As part of this: - Managed setup and execution of 11 free tutorials, hosted on a weekly basis - Coordinated training and scheduling of 24 representatives to teach tutorials - Assembled collateral for both internal and external dissemination and present information across multiple departments - Managed an administrative team of six colleagues that aid in oversight of the program - Aided two other divisions within Thomson Reuters setup their own version of this program for their product suite - In 2014, successfully reached 2,900 new firms, which was a total of 4,450 new individual users. In 2015, successfully reached 4,200 new firms, which was a total of 6,100 new individual users • Responsible for ensuring consistency, managing overall process to decrease request for credits from web services customers, and maintaining web credits less than 1.5% of monthly revenue • Actively participated in multiple cross-department committees focused on web services, new product development, process improvements, and customer excellence • Forecast, planned, and coordinated department resources
Thomson ReutersAccount Manager
Jun. 2009 - Aug. 2013• Consulted with small to medium size tax and accounting firms to help them become more efficient and maximize their business opportunities through the use of technology • Responsible for maintaining current client relationships as well as creating organic growth • Attended multiple trade shows and seminars hosted for existing and potential new clients • Member of multiple forums for product development and seminar topic restructure • Led group of representatives selected to enhance culture and manage various department initiatives • Mentored new hires and interns through the on-boarding process • Selected by management to be part of the interview process for potential candidates, as well as attend recruitment events at various colleges throughout Michigan • Provided technical and accounting support to existing clients • Showcased on external recruiting website and brochures for potential candidates to read and evaluate available positions • Promoted from Associate Account Representative to Account Representative after one year of employment due to successful completion of product qualifications and quota achievement
Michigan State PolicePublic Affairs Student Assistant
Mar. 2008 - Jun. 2009• Prepared news releases, speeches and official statements for internal and external audiences on topics including awards, retirements and promotions • Created website for current recruit school to follow recruits and progress of their class • Maintained section filing system • Maintained a statewide media contact list • Assisted with crisis center to deliver real-time information to the public and media regarding the issue • Assisted with daily activities of the section including answering the phone, responding to media inquiries, and monitoring department media coverage
RehmannMarketing Intern
Apr. 2007 - Aug. 2007• Disseminated internal and external marketing materials • Developed PowerPoint presentations for fellow employees to present to current and prospective clients • Assisted in organizing company contact management system after merger
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