Project Specialist

• Nov 2023 - Present

Coordinates a variety of activities that serve the international geochemistry community. The position requires strong organizational skills, attention to detail, and enthusiasm for working cooperatively with a diverse membership. KEY RELATIONSHIPS • Program committees • Executive director • Society members • External service providers ESSENTIAL DUTIES Awards programs: • Communicate with members who submit nominations for awards. • Coordinate meetings for… Show more Coordinates a variety of activities that serve the international geochemistry community. The position requires strong organizational skills, attention to detail, and enthusiasm for working cooperatively with a diverse membership. KEY RELATIONSHIPS • Program committees • Executive director • Society members • External service providers ESSENTIAL DUTIES Awards programs: • Communicate with members who submit nominations for awards. • Coordinate meetings for several award selection committees. • Maintain high standard of accuracy and confidentiality. Diversity, Equity, and Inclusion Programs: • Assist volunteers with development of events on DEI topics. • Coordinate virtual mentorship program. • Support committee chair in developing meeting agendas and keeping committee work on track. Financial recordkeeping: • Prepare reports of dues payments and conference registration fees. • Periodically enter information into accounting system. Conferences and Committees: • Assist with planning of various meetings and programs that take place during annual conference. • Schedule meetings for planning committees. • Track volunteer activity and send reminders for outstanding tasks. Skills: Project Management · Relationship Building · Communication · Organizational Skills · Problem-Solving · Team Management · Presentation Skills · Adaptability · Accounting · Technical Proficiency · Leadership · Schedule Coordination Show less Coordinates a variety of activities that serve the international geochemistry community. The position requires strong organizational skills, attention to detail, and enthusiasm for working cooperatively with a diverse membership. KEY RELATIONSHIPS • Program committees • Executive director • Society members • External service providers ESSENTIAL DUTIES Awards programs: • Communicate with members who submit nominations for awards. • Coordinate meetings for… Show more Coordinates a variety of activities that serve the international geochemistry community. The position requires strong organizational skills, attention to detail, and enthusiasm for working cooperatively with a diverse membership. KEY RELATIONSHIPS • Program committees • Executive director • Society members • External service providers ESSENTIAL DUTIES Awards programs: • Communicate with members who submit nominations for awards. • Coordinate meetings for several award selection committees. • Maintain high standard of accuracy and confidentiality. Diversity, Equity, and Inclusion Programs: • Assist volunteers with development of events on DEI topics. • Coordinate virtual mentorship program. • Support committee chair in developing meeting agendas and keeping committee work on track. Financial recordkeeping: • Prepare reports of dues payments and conference registration fees. • Periodically enter information into accounting system. Conferences and Committees: • Assist with planning of various meetings and programs that take place during annual conference. • Schedule meetings for planning committees. • Track volunteer activity and send reminders for outstanding tasks. Skills: Project Management · Relationship Building · Communication · Organizational Skills · Problem-Solving · Team Management · Presentation Skills · Adaptability · Accounting · Technical Proficiency · Leadership · Schedule Coordination Show less

Client Success Manager, Unclaimed Property Solutions

• May 2019 - May 2023

• Leveraged existing unclaimed property program relationships to ensure high customer satisfaction, contract renewal, and account growth. • Achieved 95% customer retention by leading the territory and providing end-to-end renewal execution support. • Established strong customer relationships as a trusted advisor through regular virtual and in-person interactions, understanding their requirements and delivering value. • Developed effective account plans aligned with customer needs… Show more • Leveraged existing unclaimed property program relationships to ensure high customer satisfaction, contract renewal, and account growth. • Achieved 95% customer retention by leading the territory and providing end-to-end renewal execution support. • Established strong customer relationships as a trusted advisor through regular virtual and in-person interactions, understanding their requirements and delivering value. • Developed effective account plans aligned with customer needs, resulting in sustainable growth, deeper product adoption, and upsells. • Proficient in contract drafting, negotiation, and review, ensuring compliance with legal principles and contractual best practices. • Mitigated risks by identifying key terms and provisions, ensuring compliance with state procurement laws, and proposing strategic solutions. • Collaborated with product teams to promptly resolve escalated customer issues. • Customized marketing materials for targeted audiences. • Maintained accurate customer and pipeline information in the Salesforce CRM system. Show less • Leveraged existing unclaimed property program relationships to ensure high customer satisfaction, contract renewal, and account growth. • Achieved 95% customer retention by leading the territory and providing end-to-end renewal execution support. • Established strong customer relationships as a trusted advisor through regular virtual and in-person interactions, understanding their requirements and delivering value. • Developed effective account plans aligned with customer needs… Show more • Leveraged existing unclaimed property program relationships to ensure high customer satisfaction, contract renewal, and account growth. • Achieved 95% customer retention by leading the territory and providing end-to-end renewal execution support. • Established strong customer relationships as a trusted advisor through regular virtual and in-person interactions, understanding their requirements and delivering value. • Developed effective account plans aligned with customer needs, resulting in sustainable growth, deeper product adoption, and upsells. • Proficient in contract drafting, negotiation, and review, ensuring compliance with legal principles and contractual best practices. • Mitigated risks by identifying key terms and provisions, ensuring compliance with state procurement laws, and proposing strategic solutions. • Collaborated with product teams to promptly resolve escalated customer issues. • Customized marketing materials for targeted audiences. • Maintained accurate customer and pipeline information in the Salesforce CRM system. Show less

Association Director, National Association of Unclaimed Property Administrators

• 2001 - Mar 2019

• Transformed an independent association into a network of state treasurers, facilitating collaboration among administrators to reunite unclaimed property with rightful owners. • Directed all association programs, serving as the first point of contact and member resource for unclaimed property matters, consistently retaining 100% membership. • Successfully executed long-range strategic plans, achieving all goals and positively impacting state unclaimed property programs through effective… Show more • Transformed an independent association into a network of state treasurers, facilitating collaboration among administrators to reunite unclaimed property with rightful owners. • Directed all association programs, serving as the first point of contact and member resource for unclaimed property matters, consistently retaining 100% membership. • Successfully executed long-range strategic plans, achieving all goals and positively impacting state unclaimed property programs through effective advocacy. • Provided leadership and support to NAUPA committees and the NAST Pension & Investment Trust Committee, fostering productive relationships among administrators, state treasurers, and other stakeholders. • Offered organizational recommendations and issue-area expertise, producing official policy resolutions and contributing to the development of programming for conferences and webinars. • Secured annual funding, developed budgets, and recruited corporate affiliates and sponsors. • Recognized with a Lifetime Achievement Award. Show less • Transformed an independent association into a network of state treasurers, facilitating collaboration among administrators to reunite unclaimed property with rightful owners. • Directed all association programs, serving as the first point of contact and member resource for unclaimed property matters, consistently retaining 100% membership. • Successfully executed long-range strategic plans, achieving all goals and positively impacting state unclaimed property programs through effective… Show more • Transformed an independent association into a network of state treasurers, facilitating collaboration among administrators to reunite unclaimed property with rightful owners. • Directed all association programs, serving as the first point of contact and member resource for unclaimed property matters, consistently retaining 100% membership. • Successfully executed long-range strategic plans, achieving all goals and positively impacting state unclaimed property programs through effective advocacy. • Provided leadership and support to NAUPA committees and the NAST Pension & Investment Trust Committee, fostering productive relationships among administrators, state treasurers, and other stakeholders. • Offered organizational recommendations and issue-area expertise, producing official policy resolutions and contributing to the development of programming for conferences and webinars. • Secured annual funding, developed budgets, and recruited corporate affiliates and sponsors. • Recognized with a Lifetime Achievement Award. Show less

Membership & Chapter Relations Manager

• 1999 - 2001

• Successfully revitalized membership and strengthened chapters nationwide for a 7,000-member professional association. • Implemented strategic policies for member recruitment, retention, and chapter management, overseeing an $810,000 budget income and $350,000 in program expenses. • Led and supervised a high-performing member services team. • Redesigned association benefits marketing, conducted an annual membership campaign, and created real-time reports for leadership and members… Show more • Successfully revitalized membership and strengthened chapters nationwide for a 7,000-member professional association. • Implemented strategic policies for member recruitment, retention, and chapter management, overseeing an $810,000 budget income and $350,000 in program expenses. • Led and supervised a high-performing member services team. • Redesigned association benefits marketing, conducted an annual membership campaign, and created real-time reports for leadership and members. Added 1,000 new members in the first year and a total of 2,000 new members during tenure. • Conducted workshops and provided one-on-one training to chapter leaders across the U.S. and Canada, enhancing their skills and productivity. Produced a monthly newsletter for membership. • Developed a comprehensive Chapter Management Guide, providing leadership skills, committee administration, and financial guidance, and suggested monthly duties for volunteer officers. Show less • Successfully revitalized membership and strengthened chapters nationwide for a 7,000-member professional association. • Implemented strategic policies for member recruitment, retention, and chapter management, overseeing an $810,000 budget income and $350,000 in program expenses. • Led and supervised a high-performing member services team. • Redesigned association benefits marketing, conducted an annual membership campaign, and created real-time reports for leadership and members… Show more • Successfully revitalized membership and strengthened chapters nationwide for a 7,000-member professional association. • Implemented strategic policies for member recruitment, retention, and chapter management, overseeing an $810,000 budget income and $350,000 in program expenses. • Led and supervised a high-performing member services team. • Redesigned association benefits marketing, conducted an annual membership campaign, and created real-time reports for leadership and members. Added 1,000 new members in the first year and a total of 2,000 new members during tenure. • Conducted workshops and provided one-on-one training to chapter leaders across the U.S. and Canada, enhancing their skills and productivity. Produced a monthly newsletter for membership. • Developed a comprehensive Chapter Management Guide, providing leadership skills, committee administration, and financial guidance, and suggested monthly duties for volunteer officers. Show less

Account Project Manager

• 1997 - 1999

Program Services Director, Senior Region Director

• 1991 - 1997

Branch Executive Director

• 1987 - 1991

Area Campaign Director and Communications Director

• 1985 - 1987