Experience

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  Catapult Learning

  • Remote

  • Operations Manager

    • Mar 2023 - Present
    • Remote

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  PresenceLearning

  • San Francisco Bay Area

  • Customer Success, SaaS

    • Mar 2021 - Mar 2023
    • San Francisco Bay Area

    •Contributed to 1/3 of all SaaS platform sales, resulting in 27% of total platform revenue company wide.• Establishing, building, and maintaining customer relationships including key stakeholders.• Servicing and selling to customers, both high and low touch, in a large region. • Maintaining a focus on driving value from onboarding through renewal. • Evaluating and analyzing customer needs.• Creating strategic plans implementing growth.• Collaborating with cross departments to ensure a stronger client engagement.• Providing high-level liaison technical and product support.• Monitoring usage and proactively contact clients to ensure the health of the relationship.• Participating in meetings with upper management to review customer retention data and implement new strategies for engaging with customers in an impactful way. • Build upon the post-sale customer relationship by learning the customer’s goals, needs, and initiatives and providing value in all interactions.• Serve as the primary point of contact for customers, looping in other teams as needed to provide exceptional service.• Manage the contract renewal cycle from scheduling initial meetings through negotiation, contract changes, and signature.• Project Management and onboarding for new and returning customers.• Proactively uncover opportunities for adding new services and manage opportunities through all stages of the sales pipeline.• Serve as the internal point of contact for any escalations related to an assigned customer.• Maintain a thorough understanding of, and prepared to report on, all assigned customers in terms of opportunities, current issues, contract specifics, and the likelihood of renewal.• Seeking out customers who had notable success with Presence to develop their interest in serving as a customer success story.

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  Contra Costa Jewish Day School

  • Lafayette, California, United States

  • Director of Admissions & Client Success

    • Jun 2016 - Aug 2020
    • Lafayette, California, United States

    • Generated $MM in tuition revenue for the school. • Established a three-year pipeline of incoming students resulting in $1M of annual income.• Increased enrollment by 25% and increased retention by 50%.• Analyzed enrollment patterns and predictions with metric-based tools.• Established waiting lists for 50% of the grades (school initially had 0% waitlists).• Nurtured and grew relationships with prospective clients from initial interest through successful matriculation. • Developed and spearheaded ten programs for students/families for both outreach and retention. • Created and led outreach admissions efforts including digital and in-person events, website redesign, and marketing campaigns. • Created and curated organization's social media presence, video, digital, and print marketing. • Led and supported admissions-centered committees with the Head of School, Director of Advancement, Board, and community members. • Continued professional growth and development through membership in East Bay Independent School of Admissions (EBISA) and Bay Area Director of Admissions (BADA) admissions and community building conferences.

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  Temple Isaiah of Contra Costa County

  • Lafayette, California, United States

  • Membership & Program Director

    • Jan 2013 - Jun 2016
    • Lafayette, California, United States

    • Maintained 98% yearly renewal rate, ensuring organizational health. • Overhauled a dying outreach program and established a highly desired program resulting in 90% increase in membership.• Collaborated with staff and lay leadership to implement programs and foster a culture that encourages engagement and relationship building. • Developed programs, initiatives and policies designed to increase membership. • Conducted engagement activities/events for outreach and retention of clients. • Developed mechanisms to track client interest, engagement and participation.• Ensured engagement and follow-up were integrated into each program to assess program effectiveness.

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  Sunrise Senior Living

  • Oakland, California, United States

  • Director of Community Relations & Sales

    • Jun 2008 - Feb 2012
    • Oakland, California, United States

    • Building maintained an average of 95% occupancy year over year.• Identified, developed and maintained relationships with prospective clients and referral sources. • Monitored competitive services and marketing to assure the community remains a leader in the marketplace. • Drove growth, engagement and retention through community programming.• Positioned Sunrise Senior Living as the preferred leader in senior care and tailored tours to clients' specific needs. • Sales leader/collaborator to achieve productivity targets set by Sunrise.

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  Target Media Partners

  • Los Angeles, California, United States

  • Human Relations Generalist

    • Nov 2007 - Jun 2008
    • Los Angeles, California, United States

    • Collaborated with HR team to support over 100 national classified advertising publications.• Served as direct contact and lead for initial unemployment insurance claims, Worker’s Compensation and Social Security benefits eligibility.• Conducted reports for Medicare/Medicaid, Department of Labor Occupational Employment, Report of Organization earnings census and office turnover rates.• Administered Benefits enrollment, COBRA eligibility, Flexible Spending Accounts, 401k, new hire and termination process and recruitment, Leaves of Absence, performance improvement plans and terminations.(Left job due to relocation)

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  UM | Universal McCann

  • New York, New York, United States

  • Human Relations Generalist

    • Jan 2006 - Jun 2007
    • New York, New York, United States

    • Worked in a team of seven HR professionals and managed client groups at ad agency Global headquarters with clients such as Johnson & Johnson, Nestle, MasterCard, L’Oreal, Coca-Cola, Sony. • Participated in implementing and presented training for online global employee performance review, assisted in creating training programs for employee growth development.• Direct HR contact for agency client groups, senior executives and global officers• Mediated employee relations issues.• Conducted recruitment, exit interviews, performance improvement plans and terminations.(Left job due to relocation)

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  Trent and Company

  • New York, New York, United States

  • PR Account Executive and HR Generalist

    • Aug 2005 - Jan 2006
    • New York, New York, United States

    • PR executive managing campaigns for beauty/skin care clients, TV personalities and doctors.• Led HR for small company and created employee retention program, assisted in recruitment,employee relations, performance improvement and benefits.

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  Allison+Partners

  • New York, New York, United States

  • PR Asst. Account Executive

    • Feb 2004 - Aug 2005
    • New York, New York, United States

    Assisted in public relations campaigns for clients such as ARAMARK, Best Western, ZipRealty, Sony.• Supported HR Director and COO with employee relations, benefits, intern program, recruitmentand new hires.

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  The Ritz-Carlton Hotel Company, L.L.C.

  • Half Moon Bay, California, United States

  • PR Asst. Account Executive

    • Mar 2003 - Feb 2004
    • Half Moon Bay, California, United States

    Managed campaigns to promote The Ritz-Carlton as a destination spot both nationally andinternationally.• Campaigns garnered branded coverage for The Navio restaurant, The Spa, The Tea Room, GolfCourse and hotel rooms.

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  Ketchum

  • San Francisco, California, United States

  • PR Account Coordinator

    • Jun 2002 - Jan 2003
    • San Francisco, California, United States

    Worked on campaigns for Dixie, Visa, PepsiCo, National Cattlemen’s Beef Association, J.R. Simplot,United States Potato Board, California Strawberry Commission.