AVP, Sales Operations

• Jan 2022 - Present

Director of Sales Operations

• Jul 2018 - Present

Accountabilities:•Play a key role on the Product Project Team in coordinating and delivering requirements around New Product/Product Enhancement approvals with financial institutions. •Prepare and manage a “client onboard plan” (COP) for each new client.•Pro-actively identify distributor needs for purposes of planning and building a support model.•Provide management teams with timely updates/executive summaries on overall onboarding pipeline progression.•Serve as the source of truth for distributor requirements and expectations.•Support strategic initiatives to effectively support distribution expansion and ongoing distributor support.•Take a lead role in communicating expectations and building a readiness plan for Athene to effectively support large distributors in the pipeline.•Communicate effectively across multiple areas of the organization, including Product/Actuary, Operations and Marketing.•Identify and maintain distributor specific approval process and requirements for: new product introduction & roll-outs to existing distribution partners, product enhancements, modularity requirements, etc.•Identify gaps in existing processes and technology and affect change to close those gaps.•Manage introductory ‘onboarding’ communications with sales/clients during sales prospecting including setting expectations for the onboarding experience with Athene. •Perform client debrief interviews to identify areas of success as well as opportunities for process improvement within the onboard process. Show less

Senior Operations Business Relationship Manager

• Apr 2011 - Present

•Managing the Operations & Technology relationships between Athene and select Key Distribution Partners for both life & annuity, which includes: •Acting as a dedicated contact for Key Distribution Partners to obtain resolution on escalated issues.•Serving as an initial point of contact for Key Distribution Partners to direct operational IT requests and, in turn, will work with respective Athene teams to facilitate and appropriately prioritize. •Understanding how our Key Distribution Partners do business and educating the Athene teams of their expectations, processes and systems. •Partnering with the Key Distribution Partners on projects to ensure the needs of all parties are addressed. •Gathering feedback in addition to identifying trends and industry best practices in order to enhance the service Athene provides our Key Distribution Partners, agents and policy holders. Show less

Sr. Ops Relationship Manager

• 2013 - 2013

Sales Relationship Manager (Broker-Dealer & Affiliate Distribution Channels)

• May 2007 - Apr 2011

Internal Sales Consultant

• 2005 - 2007

Senior Sales Support Specialist

• 2004 - 2005