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Work Background
ISG (Information Services Group)Sr. Manager, Revenue Operations
Nov. 2023
Ventana ResearchDirector of Revenue Operations
Jan. 2021• Responsible for ensuring streamlined planning and execution of revenue across all channels (renewals, client business and new accounts) supporting client success, sales, marketing, analyst, product and finance teams in the mission of achieving the overall objectives and targets of the firm.
• Responsible for creation, management and completion of all deal desk items (from contract request to invoicing and reporting).
• Responsible for all client invoicing, monthly close and sales forecasting tasks.
• Responsible for creation of quarterly sales promotions and campaigns, including email copy and evaluation of effectiveness across new and existing business.
• Responsible for maintaining all vendor documentation • Supports and implements process improvements with regards to revenue, communications and business development.
• Planning and logistics for firm events.
• Assists VP of Business Administration and CRO on additional tasks as needed.
Ventana ResearchSenior Client Success Manager
May. 2014 - Jan. 2021Bend, OR• Managed client relationship for firm's accounts with regards to advisory services, recurring research & custom deliverables.
• Responsible for client kickoff and management during development and delivery of recurring research & custom deliverables (white papers, webinars/webcasts/videocasts, infographics, e-books, Tweetchats, licensing), including inter-departmental coordination of task completion and timelines from design to public release and promotion. Creation and management of project templates within project management software. • Responsible for coordination, management and review of live and pre-recorded webinars/webcasts. Includes presentation and script development, live event moderating, tweeting and post webinar/webcast activities. Works closely with contractor to review and process webinar for replay purposes.
• Measurement of client satisfaction regarding all deliverables (Benchmark Research, Custom Research). Tracks client usage of content, campaigns and initiates renewal process. • Development and/or editing of internal and external presentations, documents.
• Planning and logistics for firm events, custom research/video projects and awards submissions.
• Coordination and editing of workshop and session presentation development for firm events between research and marketing teams.
SportswatchFeatured Columnist
Jul. 2013 - Apr. 2014Keeping the masses entertained and informed with everything related to college sports. Sportswatch.com - covering 28 collegiate sports. Stay tuned!
Ventana ResearchClient Engagement Manager / Social Media Marketing
Jun. 2013 - May. 2014• Responsible for client kickoff and management during development and delivery of non-research deliverables (webinar/webcast/videocast, infographics, licensing), including inter-departmental coordination of task completion and timelines from design to public release and promotion.
• Responsible for coordination, management and review of live webinars/webcasts. Includes development of invites and email marketing/monitoring via Marketo, presentation and script development, live event moderating and post webinar/webcast activities. Works closely with contractor to review and process webinar for replay purposes.
• Measurement of client satisfaction regarding all deliverables (Benchmark Research, Custom Research).
• Development and/or editing of internal and external presentations, documents
• Promotion of firm through social media channels, including social media creation, scheduling and response follow-up across Twitter, LinkedIn, Facebook and Google+.
• Using social media metrics to evaluate promotions and engagement across social media channels.
• Maintenance of firm website through use of content management system. • Planning and logistics for firm events, custom research/video projects and awards submissions.
• Coordination and editing of workshop and session presentation development for firm events between research and marketing teams.
Ventana ResearchBusiness Program and Research Manager
Apr. 2012 - Jun. 2013Bend, Oregon AreaHired to promote research programs and new business initiatives to key vendors, potential clients and media resources through regular communications. Responsible for day-to-day management of research tasks, including coordination between analysts, research staff, marketing, sales and client services teams.
• Promotion of firm through social media channels, including social media creation, scheduling and response follow-up across Twitter, LinkedIn, Facebook and Google+.
• Using social media metrics to evaluate promotions and engagement across social media channels.
• Promotion and tracking of benchmark and value index research program and service offerings. Oversees client/vendor communications from research kick-off to completion, including research updates, marketing items and deliverables.
• Management of day-to-day tasks between departments, ensuring timely flow of research from design to public release and promotion.
• Production and editing of research prospectuses, client presentations and formal communications.
• Maintenance of firm website through use of content management system. • Planning and logistics for firm events, custom research/video projects and awards submissions.
• Maintaining communications between organization and clients/partners on behalf of company and CEO.
Bend Park and RecreationAccount Management & Administration
Aug. 2006 - Apr. 2012Bend, OregonHired to build strong relationships with patrons through accurate information dispersal, reservation scheduling and customer account management. Provided daily administrative support to recreation, marketing and executive teams, including document creation, production and review. Revitalized reservation process to better meet customer and business needs.
• Matched thousands of participants with programs that enhance quality of life and meet personal needs
• Coordinated hundreds of internal and external meetings/events, including AV setup and presentation support
• Reviewed and approved BPRD scholarship applications. Communication of approval/denial to applicants.
• Served two-year term with Employee Relations Committee. Review of policy and benefit information with colleagues. Creative thinking allowed team to make suggestions to executive team while keeping in mind what was best for employer and employee.
• Improved communication throughout District with creation and production of bi-monthly employee/district newsletter.
• Coordination of Rx: 2Thrive referrals (obesity prevention program). Contacted families to refer to appropriate activities based upon doctor recommendations.
• Approval and issuance of alcohol permits to general public for events taking place on BPRD property. Communicated daily with park services and local law enforcement about permit details.
• Production of various district communications
Aon ConsultingAdministrative Assistant
Mar. 2001 - Jun. 2006Portland, Oregon AreaHired to build and maintain efficient daily office operations through communication and administrative support. Provide input on ways to better organize and streamline processes, while performing a wide array of daily projects.
• Met daily with office administrator to maintain fluid daily work environment
• Coordinated of hundreds of internal meetings, events and business travel with the corporate office
• Ensured current licensing for a staff of 30+ insurance professionals, through proper documentation and adherence to state requirements
• Created and produced professional proposal documents being presented to large public agencies and private clients
• Provided a user-friendly work environment through organization and maintenance of office supplies, mailing equipment and filing system
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