Experience

Justworks

• United States
• Human Resources Services
• 700 & Above Employee

• Senior Researcher, Strategy

  • Sep 2023 - Present

  New York City Metropolitan Area

• Senior Product Marketing Manager

  • Jun 2023 - Sep 2023

  New York City Metropolitan Area

• Product Marketing Manager

  • Nov 2020 - May 2023

  New York City Metropolitan Area

• Manager, Customer Onboarding

  • Dec 2019 - Nov 2020

  New York City Metropolitan Area

• Strategic Onboarding Manager

  • May 2018 - Dec 2019

  New York City Metropolitan Area As a client-advocate and project manager, I managed full implementation of the software for our largest customers. Throughout the onboarding process, I partnered with our customers to understand their objectives, demonstrated technical payroll and HR expertise, and empowered them to manage their teams effectively through our product capabilities. During peak season, I achieved a 90+ NPS and successfully onboarded 100% of strategic accounts. To maximize project management efficiency for… Show more As a client-advocate and project manager, I managed full implementation of the software for our largest customers. Throughout the onboarding process, I partnered with our customers to understand their objectives, demonstrated technical payroll and HR expertise, and empowered them to manage their teams effectively through our product capabilities. During peak season, I achieved a 90+ NPS and successfully onboarded 100% of strategic accounts. To maximize project management efficiency for Onboarding Managers, I introduced a Salesforce Task Management process and built Dashboards for 20+ Onboarding Managers. In an effort to implement consistent customer feedback, I proactively communicated with the sales and product teams to enhance the customer experience. Systems: Salesforce, Zendesk, Zoom, JIRA, Redash



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Private Client Relationship Manager

  • Jul 2016 - Sep 2017

  Newport Beach, CA Awarded "Excellence in Action: Embracing the Future" Award in August 2017 after training more than 100 branch associates in the West Coast Market how to effectively use Salesforce for everyday tasks. From Financial Representatives to Senior Branch Office Managers, I delivered a structured outline for each role at the branch, through team meetings, Skype webinars, and individual training sessions. Successfully managed separate Books of Business with 100+ households each and supported… Show more Awarded "Excellence in Action: Embracing the Future" Award in August 2017 after training more than 100 branch associates in the West Coast Market how to effectively use Salesforce for everyday tasks. From Financial Representatives to Senior Branch Office Managers, I delivered a structured outline for each role at the branch, through team meetings, Skype webinars, and individual training sessions. Successfully managed separate Books of Business with 100+ households each and supported three Financial Consultants during pre-sale and post-sale opportunities. Aside from engaging existing and new clients, I was selected to lead technology initiatives, plan wealth seminars, and maintain branch budget. Being a member of the Women’s Leadership Group and Young Investors Advisory Board allowed me to contribute to the firm's new objectives and become a leader for my branch.

• Financial Representative

  • Mar 2015 - Jul 2016

  Irvine, CA Awarded “Financial Representative of the Month” in December 2015 after Branch Manager received written correspondence from client describing excellent customer service I provided during service appointment. In this client-facing role, I interacted with an average of 20 clients per day, carrying out financial transactions, holding client appointments, and answering inbound calls to provide investment product information. As Technology Lead, I reduced in-branch paperwork by driving iPad… Show more Awarded “Financial Representative of the Month” in December 2015 after Branch Manager received written correspondence from client describing excellent customer service I provided during service appointment. In this client-facing role, I interacted with an average of 20 clients per day, carrying out financial transactions, holding client appointments, and answering inbound calls to provide investment product information. As Technology Lead, I reduced in-branch paperwork by driving iPad integration to replace paper Forms and educated Financial Consultants to implement iPad functionalities during client appointments. After mastering the responsibilities of this role, I was promoted to Relationship Manager. I was selected to help open a new branch and support newly hired Financial Consultants.