Experience

WW

• United States
• Wellness and Fitness Services
• 500 - 600 Employee

• Wellness Coach

  • 2014 - Present



720 Strategies

• United States
• Public Relations and Communications Services
• 1 - 100 Employee

• Chief Operating Officer

  • Jan 2008 - Mar 2013

  As COO, I had responsibilities for contracting and legal, billing and accounting, projects administration, human resources, office management and account management for one of the firm's largest and longest client relationships.Some of my responsibilities included:Drafted client and vendor contracts, amendments, non-disclosure agreements and master services agreementsManaged and maintained all vender agreements, independent contractor agreements, client contracts, leases and other company legal documentsWorked with legal counsel on contract negotiations, business issues and contract templatesAudited existing contracts on a quarterly basis to ensure completed billing and terms remained activeManaged all client billing for the duration of my employment at the companyDeveloped forecasting and budget reports for the President Managed the company's commission structure and reporting processLed company's transition from QuickBooks/Quickbase accounting and project management software to the integrated Workamajig platformAs the system administrator, set up all new projects and clients in Workamajig and created all project budgets, including outside costs and allocation of staff hours by taskCreated individual project and client profit and loss statements for the first time in the company's historyParticipated in internal project kick-off meetings to ensure project team understanding of contract terms and project budgetAdvised account directors on client payment status and project hours burndownServed as the point person in our relationship with our advocacy tool provider, establishing all new contracts and ensuring correct intercompany billing and royalty paymentsEnsured the smooth operation of the company on a day-to-day basis working with company staff, building personnel and property managementContinued to provide account management for one of the company's largest and longest clients

• Vice President, Client Services

  • Jan 2004 - Jan 2008

  Served as the primary point of contact for multiple client accounts including nonprofits, trade associations, coalitions and Fortune 500sProvided day-to-day management of client projects including development of advocacy communication strategies, messaging and advocate recruitment based upon an understanding of client goalsCreated and managed production schedules for client deliverablesDirected the design and development of client deliverables including issue websites, brochures, videos, online and offline advertising campaigns and other materials Established and managed project budgets to ensure completion on-budget and on-time Analyzed client results including HTML email click-throughs, actions taken via online advocacy tools, Web traffic, online recruitment and other results, recommending strategic adjustments to achieve client goals Negotiated and placed online advertising including cost-per-acquisition, keyword and CPM advertisingManaged client websites using Expression Engine and Capwiz XCWrote advocacy alerts, strategic memos, speeches, email newsletters, website content and other client deliverablesMentored junior members of the Account Director teamConducted quality assurance testing of client websitesReviewed and edited material for posting online

• Senior Account Executive

  • Jan 2000 - Jan 2004

  Played many roles as the firm's first hire, working with the founder to grow the company over the next 13 years (the firm was founded in 1999 as e-advocates)Provided day-to-day management of client projects including message development and advocate recruitment based upon an understanding of client goalsCreated and managed production schedules for client deliverablesDirected the design and development of client deliverables including issue websites, brochures, online and offline advertising campaigns and other materialsManaged project budgets to ensure completion on-budget and on-time Analyzed client results including HTML email click-throughs, actions taken via online advocacy tools, Web traffic, online recruitment and other results Negotiated and placed online advertising including cost-per-acquisition, keyword and CPM advertisingManaged client issue websites using Capwiz XCWrote advocacy alerts, strategic memos, speeches, email newsletters, website content and other client deliverablesReviewed and edited material for posting onlineManaged client billing



International Sign Association

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Legislative Assistant

  • Jan 1998 - Dec 1999

  Monitored and analyzed pending state and federal legislative activities on issues impacting the on-premise sign industryLaunched the Association's first grassroots advocacy network, recruiting advocates from member companies nationwideDeveloped and wrote a series of educational brochures aimed at helping members understand their role in advocacy, how the legislative process works, how they can make a difference and moreIntroduced online advocacy tools (Capwiz) to the AssociationWrote government relations articles for the Association's publicationsServed as a liaison to the government relations committee



Japan Center for International Finance

• American Politics Specialist

  • Aug 1996 - Dec 1997

  Served as one of two American employees in the DC office of this organization that was staffed by members of the Japanese banking and insurance industries and Ministry of Finance who were appointed for two-year termsMonitored budget, appropriations, financial services, entitlement and trade issues in CongressAttended congressional and executive branch hearings then drafted reports for distribution to the main JCIF office in JapanDrafted a weekly report on U.S. federal budget issues and compiled daily news clippings on priority topicsTracked legislation using a variety of online services



Lockheed Martin

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Administrative Assistant

  • Nov 1995 - Aug 1996

  Provided administrative support to two regional directors in the Corporate International Business Development office