Experience

CSC Leasing

• United States
• Financial Services
• 1 - 100 Employee

• Account Manager

  • Aug 2023 - Present

  Richmond, Virginia, United States



Capitol Home Inspections

• United States
• Real Estate
• 1 - 100 Employee

• Marketing & Operations Manager at Capitol Home Inspections

  • Jul 2016 - Jul 2023

  • Built relationships and grew business with clients by utilizing a home inspection CRM tool, teaching classes, organizing marketing/social events, attending vendor fairs, visiting real estate offices, and creating/delivering gifts. • Responded promptly and courteously to client inquiries via phone, email, and text. Resolved complex client issues by actively listening, analyzing problems, and proposing effective solutions. • Created and organized a process to research and market to new… Show more • Built relationships and grew business with clients by utilizing a home inspection CRM tool, teaching classes, organizing marketing/social events, attending vendor fairs, visiting real estate offices, and creating/delivering gifts. • Responded promptly and courteously to client inquiries via phone, email, and text. Resolved complex client issues by actively listening, analyzing problems, and proposing effective solutions. • Created and organized a process to research and market to new home inspection leads with expiring home warranties, generating new business. • Managed service calendars and event calendars for 4 Home Inspectors, 2 owners, and a marketing representative. • Created SOPs to document company procedures and utilize during staff training. • Ran monthly marketing and operations reports, manipulated/validated client data, and updated databases as needed. • Created marketing materials, training materials, and produced written and verbal communication with clients. • Designed/created and managed social media marketing on multiple platforms increasing company visibility/business. • Created client feedback surveys and analyzed data to measure satisfaction and enhance the client’s experience. • Go-to resource to assist co-workers in resolving technical problems with vendor software and Google Suite products. • Ensured home inspectors’ licensures, required certifications, and continuing education requirements were up to date as well as legal documents for home inspections and radon testing to avoid legal ramifications. • Identified and analyzed new home inspection software glitches before rollout, communicated findings to the team, trained clients/users on new software, and helped pivot from original plans when more time was needed. • Configured and utilized project management software for training staff and team duties. • Created/ran Zoom meetings for internal teams as well as for a group of colleagues from around the country. Show less



RE/MAX

• United States
• Real Estate
• 700 & Above Employee

• Independent Contractor

  • Oct 2014 - Mar 2016

  Create marketing materials for realty team utilizing Microsoft office suite including listing presentations, buyers presentation, and monthly newsletters.



Virginia Commonwealth University

• Research Assistant

  • Jan 2010 - Aug 2011

  Informed Consent Specialist and Research Assistant/Interviewer Oct 2010 – Aug 2011 Department of Healthcare Policy and Research; Breast Cancer, Health Insurance and Work study 5-year National Cancer Institute (NCI) telephone survey study. • Utilized a CRM system to communicate with potential subjects in order to obtain informed consent to participate. • Helped coordinate the scheduling of follow up interviews for the subjects while updating status. • Coordinated… Show more Informed Consent Specialist and Research Assistant/Interviewer Oct 2010 – Aug 2011 Department of Healthcare Policy and Research; Breast Cancer, Health Insurance and Work study 5-year National Cancer Institute (NCI) telephone survey study. • Utilized a CRM system to communicate with potential subjects in order to obtain informed consent to participate. • Helped coordinate the scheduling of follow up interviews for the subjects while updating status. • Coordinated, conducted and recorded multiple waves of interviews with subjects over a 9-month period asking a series of confidential and structured questions related to health, household, and job satisfaction. • Entered valuable data into databases regarding subjects’ medical records. Research Assistant Jan 2010 – Dec 2010 Department of Health Administration; Health Administration study analyzing cancer patient’s acceptance of tailored clinical trial information within online Personal Health Records (PHR), as well as identify the optimal information set and tools needed to effectively deliver the clinical trial information. • Performed Literature Review for the study and helped complete Institutional Review Board (IRB) documents before submission. • Co-created a mockup of a PHR website with clinical trial information populated to use during interviews with cancer patients. • Executed informed consents and interviews with cancer survivors and current cancer patients, recruiting them from cancer clinics and from a database of emails. • Analyzed data and coded each interview in order to help lead investigator draw/document conclusions and write a new grant proposal. Show less



DePaul University

• United States
• Higher Education
• 700 & Above Employee

• Office of Student Life Intern

  • 2002 - 2002

  • Executed projects while shadowing Director of Student Life and helping other staff. • Co-created a mandatory orientation for Student Organizations and helped present to the student leaders. • Researched Office of Student Life practices and made suggestions to DePaul staff for changing their practices.



PricewaterhouseCoopers

• Management Consultant

  • Jul 1998 - Oct 2001

  2001 - Consultant, Functional/Technical and Testing Lead Led integration between two e-business software vendors managing all phases of a system lifecycle. • Trained project management, client developers, and quality assurance/testing team on functionality of software tools, increasing knowledge base, mitigating risk and improving their ability to sell the product. • Managed communication between two e-business clients and PwC, dramatically improving quality of deliverables… Show more 2001 - Consultant, Functional/Technical and Testing Lead Led integration between two e-business software vendors managing all phases of a system lifecycle. • Trained project management, client developers, and quality assurance/testing team on functionality of software tools, increasing knowledge base, mitigating risk and improving their ability to sell the product. • Managed communication between two e-business clients and PwC, dramatically improving quality of deliverables, productivity, and adherence to deadlines. • Performed user acceptance/unit testing on multiple software products and integrated ahead of schedule. • Interviewed clients to collect business requirements and implemented them in the software configuration. • Created comprehensive installation and implementation guide ahead of deadline. Consultant – Data Analyst and Testing Lead for International Shipping Company, 2000 – 2001 • Led team by teaching 6 members how to perform end-to-end system testing and properly execute tests on time. • Developed innovative testing procedures in order to simplify and accelerate testing process and trained team. • Configured data model, researched and highlighted defects, and resolved data problems resulting in a stable testing environment. Coordinated and conducted unit and system testing on software among multiple locations. • Communicated status and issues of the testing team to the developers, managers, and clients. 1998 - 2000 – Consultant, Client Support/Technical Developer • Conducted support, maintenance, construction, and testing of software for large oil and gas clients. • Independently resolved complex defects in clients’ software code to allow clients’ accounting and revenue production cycles to complete on time and comply with state regulations. • Strengthened software code and decreased clients’ downtime by performing thorough system testing. • Analyzed business issues, created reports and queries, and answered technical questions from users. Show less