Experience

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  Summit Financial Group, LLC

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Marketing Manager

    • Sep 2018 - Present

  • Marketing Specialist

    • May 2017 - Sep 2018

    Summit Financial Group is a comprehensive planning and wealth management firm providing insight and solutions that assist clients with their financial dreams. Our goal is to educate clients so they understand their financial picture in order to implement solutions that match their priorities and resources. We aim to be the trusted resource for our clients and earn that distinction by consistently treating their wealth as if it is our own.

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  Nerd Girl 4 Hire

  • San Francisco Bay Area

  • Freelance Writer/Editor

    • Oct 2002 - Present
    • San Francisco Bay Area

    Clients and projects include:Coldwell Banker - provide written content for brochures for Premier PropertiesKeller-Williams - wrote blog content utilizing SEO strategies ConstantChatter.com - researched and wrote female-focused editorial content for a forum-driven website with an existing audience of 400,000 views/month; www.constantchatter.comSoundspike media - researched and wrote daily music stories relating to album releases and tour news; www.soundspike.comEdited successful middle-grade novel titled "Chloe Diggins and the Eternal Emperor," written by Bay Area author Jennifer Amiel

• 

  Shah Kawasaki Architects

  • Oakland, CA

  • Marketing Coordinator

    • Dec 2016 - May 2017
    • Oakland, CA

• 

  FRONTLINE Selling

  • United States
  • Business Consulting and Services
  • 1 - 100 Employee

  • Content Manager

    • May 2016 - Aug 2016

    Ensured editorial quality control standards were met by the department and internal clientsEdited, tracked and delivered high-volume client call transcripts Coordinated, managed and edited vendor-produced written materialCoordinated and distributed transcription assignments Coached and encouraged transcription team Maintained and distributed department style guideDeveloped and implemented training content and messagingTrained incoming staff; provided training on new initiatives and department proceduresRe-created / rewrote department training manualRolled out Salesforce implementation to department, reported and coordinated fixesDeveloped, launched and implemented standardized process for capturing sales call informationLaunched customized client scorecard

  • Content Editor / Services Manager

    • Aug 2015 - May 2016

    Edited and tracked high-volume client deliverablesEdited company-wide style guide and training manualWrote, maintained and distributed department style guideManaged and coached a team of transcriptionistsCoordinated daily call assignments for transcription teamCoordinated and assigned special assignments to transcription teamCoordinated international sales calls to ensure coverageTrained and onboarded all incoming staffDeveloped and implemented training content and messagingEvaluated and scored client performance on sales callsEncouraged adherence to company core values among staffActed as liaison between Staccato Services and Account Management teamsPrepared, organized and executed department meetings

  • Staccato Services Lead

    • Jan 2013 - Aug 2015

    Transcribed sales callsEvaluated and scored client performance on sales callsEdited 10-15 transcripts per dayAided in team management and coachingAided in the screening, hiring and training of new transcription staffParticipated in research projects

  • Marketing Associate

    • Jan 2013 - Aug 2015

    Wrote, edited, maintained and published internal and external website content Researched and wrote blog content Edited and wrote marketing deliverables: emails, trade show material, social media posts and online adsEnsured all written materials met brand standardsManaged vendor strategy, communication and contentEdited vendor-produced contentActed as administrator of our marketing automation system (HubSpot)Scored and distributed leadsResearched keyword optimization for SEOAggregated research data Utilized SalesLoft, Hoover’s, ZoomInfo

  • Staccato Services Assistant

    • Nov 2011 - Jan 2013

    Transcribed sales callsScored client performance on sales callsParticipated in research projects

• 

  CH2M HILL

  • Sacramento, California Area

  • Technical Publications Specialist

    • Apr 2001 - Jul 2002
    • Sacramento, California Area

    Edited reports and proposals for a global engineering firmDeveloped, edited and distributed press releases to the mediaTrained company leaders and provided feedback in the editorial processFacilitated projects from the editing room to the final phase of printing and distributionProactively marketed the Communication and Publication group's services to leadership in all departments within the company

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  Citysearch.com

  • Sacramento, California Area

  • Associate Content Producer

    • Jul 1999 - Mar 2001
    • Sacramento, California Area

    Associate editor for local portal of an international online arts and entertainment guideWrote and edited restaurant and theater reviews, headlines and teasersResponsible for recruiting, training and managing freelance writers, editorial assistants and internsManaged, assigned and edited freelance workManaged budget and freelancer invoicesContributed to national and local editorial calendarsPlanned Restaurant, Local Events, and Hotel and Visitor section pages weeklyMaintained daily upkeep of websiteLocalized national promotional packages and featuresAssigned and managed photo shoots and selected photos for use on the website Wrote weekly newsletter

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  Sacramento News & Review

  • Sacramento, California Area

  • Staff Writer, Assistant Copy Editor

    • Jan 1999 - Jul 1999
    • Sacramento, California Area

    Wrote an average of two news stories a week, alternating between the lead news and news briefsDeveloped and wrote Get Involved, a news section that informed readers of political happenings in SacramentoRead galleys during weekly production for errors in content, format and styleAssisted in the management and coordination of writers, editors and designers during the fast-paced production process

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  Gap Inc. Online

  • San Francisco Bay Area

  • Contract Copywriter

    • Dec 1998 - Dec 1998
    • San Francisco Bay Area

    Temporary positionWrote product copy for the fall and winter merchandiseAssisted in writing promotional email and copy for promotional productsWorked closely with merchants to track information needed to get the products out on time