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Work Background
MicrosoftProject Manager
Nov. 2024United StatesAs a Program/Project Manager on the Copilot Adoption Activation Team under Eileen Duffy, I’ve supported the adoption of Microsoft Copilot across various business units. My role has involved coordinating cross-functional teams, developing strategic adoption plans, and facilitating the integration of Copilot into daily workflows. I contributed to the FY25H2 Sustainment Strategy and Plan, where I helped create central materials for local adoption plans, including skilling resources and manager-focused activities. This project aimed to track attendance, measure the impact of Copilot usage, and assist business leads in creating tailored adoption plans. In addition, I provided oversight for the SMC Copilot for Digital Sellers - OLT Design project, which focused on showcasing how Copilot supports opportunity creation. I helped develop step-by-step instructions, demonstration videos, and activities to encourage sellers to use Copilot and build action plans for increased adoption. I’ve also been involved in the MCAPS Copilot Adoption weekly sync, where I supported localized versions of the Seller Six campaign, gathered feedback, and contributed to the next iteration of the campaign with a focus on workflow improvements and measurable impact. Finally, I participated in the Influencer Positioning project, which focused on driving Copilot adoption by addressing functionality gaps and improving productivity through AI. This project involved analyzing product usage and supporting product improvement efforts to enhance sales capabilities. These experiences have allowed me to hone my project management skills, support cross-functional collaboration, and provide insights that are crucial in consultative sales roles, where understanding client needs and delivering tailored solutions is key.
CA Vehicle DMV ServicesHRM Specialist & Consultant (Contract)
Jun. 2023 - Jun. 2024United StatesAs a Consultant at the California Department of Motor Vehicles, I contributed to the modernization of the DMV’s HRM/HRIS systems, which had been in place for over 40 years and impacted 15,000 employees across 180 field offices. My role focused on driving mission-critical analysis by gathering requirements, aligning cross-functional teams, and participating in rigorous testing efforts. I worked collaboratively to identify and detail critical systemic issues within the existing HRM/HRIS infrastructure. By providing comprehensive data and insights, our team empowered California government officials with the necessary information to make informed decisions regarding the project's future direction. This project highlighted the need for modernization and demonstrated the potential impact of a streamlined, data-driven HRM/HRIS system. It underscored my ability to manage complex programs, drive cross-functional collaboration, and deliver actionable insights—skills that are directly applicable to consultative sales positions where understanding client needs and providing tailored solutions are paramount.
Innovation Advisory ConsultingVP of Sales and Marketing
May. 2021California, United StatesLead company expansion efforts including hiring push, business development, project management, and marketing strategies. Supported CEO in accelerated project bids, documentation, contract negotiation and bid closures. Coordinated business development efforts domestically and internationally to land new clients and maintain legacy contracts. Developed detailed plans and schedules and managed risks and issues to ensure on-time delivery of projects. Developed strategic project plans to implement and develop core business value propositions to prioritize mission critical work and resource allocation. Lead meetings and project strategy in client facing role at C suite level as needed.
Lucent HealthSales Executive
Dec. 2019 - Sep. 2020Sacramento, California AreaQuickly delivered value in strategic partnerships and built trust in benefits consulting role to self funded health insurance clients. Lead aggressive network outreach and strategic sales funnel targeting during ramp up period. Presented new market value proposition to Fortune 500 channel partner day 2 of hire leading to exclusive contract in new state market. Closed large accounts within first 2 months and consistently outperformed goals and team benchmarks. Success driven by early identification and exploration of new business opportunities through tradeshows, direct calls, targeted research and media campaigns. Zeroed in on target verticals, utilized creative research techniques and identified and closed high value leads.
Health Plans, Inc.Sales and Marketing Coordinator
Jan. 2018 - Dec. 2019Specialized in client management and messaging for B2B healthcare sales. Supported generation and management of new business in target markets and verticals through ownership of national messaging in healthcare benefits industry. Fostered aggressive problem solving culture and served as collaborative, cross-team “glue” across marketing, sales, and client management roles. • Wrote, reviewed and distilled marketing pieces both critically and qualitatively for national B2B market; developed proposal structure and content to meet requirements, and took a proactive and strategic role in ensuring that win themes were developed and addressed • Developed professional and compelling content to create competitive custom proposals with re-insurance carriers and marketing design team. • Lead proposal development review meetings, client pre-proposal conference meetings, and Q&A deadlines. Collaboration through Slack, Gsuite, ActiveCampaign, SurveyMonkey, Nutshell, Dropbox etc. • Optimized marketing materials for national expansion through tight team collaboration. Developed key buy in from remote design team, HQ director & sales team. Spearheaded weekly and monthly review and strategy alignment.
Allure Development GroupProject Manager
Feb. 2016 - Oct. 2017Miami/Fort Lauderdale AreaProject Lead: Primary client contact for international investment group’s US interests and developments in real estate. Responsible for business development, event planning, client management, and financials. • Identified investors, vetted and signed $5.5 million in financing for commercial property in Houston. • Created, coordinated, marketed and budgeted launch event to present Real Estate Project to market. Attendance surpassed expectations by 120%. • Obtained $8K in sponsorship, established relationship with mayor and city hall to attain permits, and managed VIP guests for 300+ person event. • Provided PR to media outlets, oversaw marketing firm for TV advertising production, and negotiated budget • Managed client accounts, eliminated and streamlined processes, and designed operation protocols. Created stake holder buy-in to newly implemented procedures and cost cutting. • Performed competitive analysis and research to develop controlled price matrix for marketing to international brokers and strategic investors. • Negotiated passing approval and reimbursable schedule for annexation of development utility valued at 250K.
Adiuvat Client ManagementConsultant
Mar. 2013 - Mar. 2017West Palm Beach, Florida AreaPrivate client services company for elite equine development and sport. Management of all aspects of equine performance, client access, short and long term goals for individuals and polo teams. Programs tailored to clients’ equine goals with a focus on polo performance and team building. Adiuvat enhances the equine experience by creating turn-key solutions with seamless access to professional equine training, management, care and coaching. with seamless access to professional equine training, management, care and coaching. • Initiated and cultivated sponsorship campaigns for teams and tournament events resulting in $45K contract. • Initiated use and adherence to 501 c3 accounting principles including investigating and implementation of Form 990 for non profits of income of less than $50,000. • Conducted bilingual business development and marketing in international markets. • Exceeded client expectations in horse and personal performance and athletic improvement resulting in renewed contract and bonus of 5k. • Oversaw program financials and created quarterly budgets while maintaining adherence to 501c3 Tax-exempt record keeping. • Hosted clients at polo events in Houston, Austin, Memphis, India, Sonoma, Arkansas, Argentina and Uruguay.
LaTierra VenturesOwner Partner
Jan. 2013 - Nov. 2019San Francisco, CACreated entrepreneurial services company for startup concept generation. Partnered on inception and development of high potential entrepreneurial projects for healthcare and health/wellness markets. Provided concept builds and new business incubation assistance, as well as facilitated access to investment sources and mentoring networks for startups with global ambitions. • Created software suite and retrofitting hardware to optimize gym/client experience. • Co-Authored pitch deck document to present to venture capital institutions resulting in collaboration with incubation firm. • Consulted with fitness startups to create marketing plan, brand repositioning, new lines of business, and identify potential revenue streams. • Initiated technical sales process and presented projects to venture capital groups
Reputation.comAccount Manager/ Reputation Advisor
Jan. 2013 - Apr. 2013Redwood City, CaPublicly held Software-As-A-Service company developing Reputation Management services for individuals to fortune 1000 companies. Online reputation industry’s frontrunner institution, setting the bar with patented technologies to create real results in controlling online presence. Reptuation.com recieved venture capital from Silicon Valley’s previer VC institutions including those that fund goolge and facebook. Company of over 500 employees, offices in London and California. Managed 400 Reputation.com client accounts combined, value $400K which in creased 30% during tenure. Fulfilled renewals, upsells/crossells and aggressive new media platforms through various sales mediums (phone/email/webchat). Met and surpassed quota by 200% in “Ramp-up” period. Established media generation plans in conjunction with operations team to leverage positive internet content across Twitter, Facebook, Tumblr, Diggit, BigSite, even Wikipedia. Worked with individuals to establish need and create appropriate account packages.
Moon Valley SoftwareMarketing Manager/ Product Manager
Nov. 2011 - Sep. 2012San Luis Obispo, California AreaDevelop product positioning and messaging that differentiates the Moon Valley Products in the Reputation Management industry space Identified, scoped and specked new feature additions with cross-functional team. Worked with developers and corporate sales to overhaul product suit Communicated the value proposition sales/BD team and developed tools that supported the selling process such as PowerPoint presentations, White-papers and one-sheets for various products and markets, feature or benefit sheets, etc. Became a market expert and acted as a resource to the company on competitive selling strategies especially in Southern Europe and Latin American Markets. Worked with the Product Engineers and Administration to determine customer or user requirements Worked with Corporate Partner marketing teams to supply content (Videos, Testimonials, Word-of-Mouth communication) as needed Created targeted viral campaign for Reputation Management and listing syndication and publication services in new software offering.
iCRcoMarketing Intern
May. 2009 - Nov. 2010Developed marketing operations and managed web presence (Web 2.0) at iCRco, a leading multinational engineering, manufacturing, software and complete solution provider of medical imaging & industrial digital radiography. Instituted Dealer Training given in bilingual setting for Latin American clients. Brand development, web traffic monitoring, and press releases. Optimized content for Google Analytics (SEO) including mass emails (blasts of over 10,000), brochures, site linking. Spearheaded "white paper" publications alongside R&D Director. Translations from Spanish to English "User Manuals" and Product Brochures. Assistant Sales/Business Development: Radiological Society of North America December 2010 Liaison and Representative for iCRco during RSNA. Organized marketing programs including meetings, scheduling and entertainment of clients, with special emphasis on Latin American markets. Provided bilingual sales/marketing support iCRco at European Congress of Radiology February 2009 Provided sales and marketing support/assistance at trade show booth in Spanish and English for European Congress of Radiology in Vienna, 2008 and again in 2009.
Cal Poly Sponsored Soccer CampsCamp Coordinator and Coach
Jan. 2009 - Jun. 2010Recruited players to attend soccer skills camp, organized times, drill and tactical schedule for over 80 boys and girls and 6 coaches. Coached skills and team building with 6-15 year olds.
RCD EspanyolProfessional Soccer Player, Barcelona, Spain
Jul. 2008 - Jul. 2010Only player from North America selected to Spain's National Champion team.
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