Outsource Financial Services Marketing and Sales Director
Jul. 2024Los Angeles Metropolitan AreaLead Brand Strategist, UX Advisor & Client Relations Manager
Outsource Financial Services (2023–Present) Architected Outsource Financial Services' brand modernization across all digital platforms, client communications, and educational marketing collateral. Designed interactive brochures, website UX flows, and client journeys tailored to elevate brand trust and streamline B2B client engagement. Created and implemented the foundational structure for the company's Client Experience Program, improving retention and client satisfaction. Act as Client Relations Manager, liaising between high-value clients, internal operations, and the legal department. Prepare detailed contract summaries and legal case breakdowns for attorneys, reducing unnecessary billing hours and expediting judgment filings on delinquent accounts.
Developed brand messaging strategies that translated complex financial concepts into intuitive, accessible language for business owners and prospective clients. Provided executive-level consulting on sales process improvement, customer experience, and digital content strategy.