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Work Background
Customer Success Manager
Meetings & Incentives Worldwide, Inc.Customer Success Manager
Jun. 2024RemoteBuild and strengthen client relationships by aligning meeting and incentive program strategies with their business goals. Lead the development and optimization of client event strategies, incorporating industry trends, data insights, and best practices. Serve as a trusted advisor, proactively identifying opportunities to elevate client engagement, program impact, and return on investment. Manage multiple client programs simultaneously, ensuring all deliverables meet strategic objectives, timelines, and quality standards. Partner with internal teams and external vendors to deliver integrated, high-impact event solutions tailored to client needs.
Founder and Owner
Event and Travel AdvisorsFounder and Owner
Jun. 2023Scottsdale, Arizona, United StatesI help event planners execute Amazing events. With nearly two decades experience as a Vice President of Global Events, event planner, and trip director in the event planning industry. I know the ins and outs of event planning – from sourcing to executing amazing events. Now, I'm the proud owner of an independent event planning company, where we specialize in producing and executing incredible events for our clients. But here's the fun part – I'm also great at teaching the event industry the tricks of the trade for effective on-site staffing. It's all about boosting staff well-being and making attendees happy. • Spearhead new client acquisition, demonstrate a proactive approach in securing contracts for diverse events. My strong market awareness helps me spot potential clients and expansion opportunities, ensuring exponential growth to the company. • Led end-to-end event management, with a focus on corporate events and incentives. From brainstorming and budgeting to registration, marketing, and on-site operations, we’ve got you covered. Our detailed approach ensures each event's vision seamlessly comes to life. • Coaching event planners and companies the step-by-step blueprint on effective event staffing is a huge focus of mine. Covering well-being, time management, role identification, communication skills, and overall event operations, to elevate attendee satisfaction. • Serving as a freelancer and independent event contractor, I assume the role of a trip director, leading events, conferences, incentives, and programs. My hands-on experience not only refines my skills but also ensures that I stay attuned to delivering flawless and memorable events.
Vice President, Global Events
Plexus WorldwideVice President, Global Events
May. 2016 - Jun. 2023United States• Executed strategy, planning, marketing of engaging and innovative events in support of company's objectives and strategies. • Managed $30M+ yearly budget to maximize impact and ROI including tracking financial progress while identifying cost-savings opportunities. • Managed the global events team of 10 professionals, responsible for planning and delivering over 60 events annually, including product launches, conventions, industry trade shows, recognition, and executive meetings. • Created impactful presentations to build excitement and vision for future events. Led discussions to gather feedback on past events and to gain buy-in on future events. • Developed and tracked global event roadmap with emphasis on deepening attendee engagement and growing sales pipeline. • Implemented global corporate travel process and SOPs with Concur travel.
Principal
Global Branding CompanyPrincipal
Jun. 2014 - May. 2016Scottsdale, Arizona, United States• Established the company mission, vision, and strategy to provide event management services to small and medium size businesses. • Create multi-year strategy for events/incentives for a direct selling company headquartered in Arizona. • Led efforts to acquire new clients and secure contracts for events and branding projects. Identified potential clients and opportunities for business expansion. • Cultivated strong relationships with existing clients and the event industry to foster loyalty and repeat business. • Oversaw the creation of event branding materials, including logos, visuals, environmental placement and promotional content. • Developed and delivered the full spectrum of the event management for conventions and recognition experiences for top tier sales teams. Managed all aspects of the event from initial creative idea, budgeting, registration, marketing and onsite execution. • Monitored the company's financial performance and ensured profitability.
Executive Director of Events and Recognition
Seacret DirectExecutive Director of Events and Recognition
Jul. 2013 - Jun. 2014Phoenix, Arizona Area• Built and oversaw events team in executing global event strategy and logistics for national and international conventions, tradeshows, incentives, and regional events within US, Australia, Asia and UK • Developed RFPs and negotiated contracts with service providers, to include audio visual suppliers, entertainment and décor providers, transportation companies, graphic designers, etc • Managed all internal and external event marketing communications • Evaluated consumer preferences and behaviors, combined with market trends and historical data, to adjust and enhance campaigns. • Developed and maintained year-round calendar of events, raised brand awareness and drove organic engagement with consumers and partners.
Director of Events
FreeLife InternationalDirector of Events
Oct. 2008 - Jan. 2013Phoenix, AZDirectly managed a team of event professionals in planning conferences, meetings, incentives and revenue generating events for marketing executives in North America, Asia, Europe, and Australia with attendance from 100-5000. -Assumed fiscal responsibility for over $2M annual events budget -Put into practice a strategic meetings management program (SMMP) -Plan and execute worldwide sales contests and incentives working within strict budgets ranging from 70K-200K resulting in an average of 18% sales revenue post event -Managed grand openings event in Asia resulting in 50% growth within the Asia-Pacific market. -Planned yearly conventions and incentives with a 68% increase in business and revenue -Built team processes and procedures to streamline event reporting and approval resulting in cost savings of 30% -Managed key vendor relationships with many worldwide industry partners
Account Manager- Meeting Services
Meetings & IncentivesAccount Manager- Meeting Services
May. 2005 - Oct. 2008Caledonia WIProvided Fortune 500 Companies (GMAC Financial, Whirlpool Corporation, Abbott Laboratories, Kellogg) with utmost support and guidance on all event services. Accountable for the day-to-day management of account team and acted as the customer’s main contact from purchasing to final billing process. Negotiated vendor pricing, developed proposals, and expertly closed transactions with a solid reputation for delivering high quality meetings and incentives resulting in 2M in yearly revenue. -• Directly managed team of event professionals and planned conferences, meetings, incentives and revenue generating events for marketing executives in North America, Asia, Europe, and Australia with attendance from 100-5000. • Assume fiscal responsibility for over $2M annual events budget. • Implemented companywide events calendar, promotional strategy and budget forecasting to increase awareness of meeting spend and savings used across multiple departments and executives. • Planned and executed worldwide sales contests and incentives in exciting locations while working within strict budgets ranging from 70K-1M resulting in average of 18% sales revenue post event. • Built team processes and procedures to streamline event reporting and approval process in effort to meet critical deadlines and targets resulting in efficient planning and cost savings of 20%. • Managed key vendor relationships with many worldwide hotels, destination management, production, tradeshow and exhibit companies to obtain best-negotiated rates.
Senior Channel Marketing Manager
3Com CorporationSenior Channel Marketing Manager
Dec. 1999 - May. 2005Supplied 3Com partners, executives and area sales representatives within North America and EMEA with strategic marketing plans, events and programs based off quarterly sales forecasts with results of over 8M in revenue. -Managed and executed 30 per quarter revenue generating events, trade shows and excursions -Masters Tournament Program- Budget 500K Targeted lower tiered resellers and increased sales revenues by 800K within the first quarter. -Meeting Planning-Budget 700K-2M per quarter Planned yearly sales meeting from 600-1000 executives, field representatives, partner and end users. -3Com Sales Incentives- Budget 400K-1M per incentive. Reseller Marketing Programs- Budget 2K-100K per quarter Managed end user demand programs to increase individual reseller’s revenue by 10-40% per quarter. -Measured and tracked activity results adjusting strategies if necessary to ensure best return on investment

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