Account Executive

• Sep 2018 - Present

Workzone is a Work Management solution that will digitally transform the way you manage new requests, projects, documents, and resources. Workzone is an Operational System of Record (OSR) for all project related data.*Centralize Projects*Manage Digital Work Process*Review and Approve Digital Work*Deliver Client Facing Services*Govern Compliance Workflows

Project- Helped a University Marcom team transition away from their current PM tool to Workzone.

• Jul 2020 - Aug 2020

We supported them in transitioning from their entry level project management software, and upgrade to Workzone. Helped the marketing team get control of their incoming project requests, use reporting to justify budget and staffing needs, measure their work, and allow them to more accurately forecast upcoming projects based on historical data.

Project: Helped aerospace organization marketing team adopt Workzone to manage marketing projects.

• Feb 2020 - Aug 2020

Helped them get Workzone approved internally navigating IT and Legal departments. The team was struggling to organize and manage projects, wasting time, and doing double work with no visibility to overall project status and individual tasks. We helped them solve these challenges with our all in one project management software.

Helped non profit ocean cleanup organization implement Workzone to manage their cleanup projects.

• Feb 2020 - Apr 2020

Supported nonprofit environmental organization adopt Workzone to manage their cleanup projects, funding, and accountability to their funders and contributors. Workzone gave them the visibility and reporting to all of their projects in one place while allowing them to hold the team accountable with todo lists and central collaboration.

Project: Supported Washington radio station in transitioning to Workzone from Basecamp.

• Aug 2019 - Sep 2019

Supported the organization in streamlining their sales team's project request process and the marketing team's visibility and collaboration around all of their projects. Upgraded from Basecamp to Workzone.

Project: Supported imaging electronics manufacturer transition from Monday.com.

• Jul 2019 - Jul 2019

Supported imaging electronics manufacturer transition from Monday.com, giving them better visibility into their projects, more robust reporting, and more effective collaboration with notifications to keep the team all on the same page.

Project: Helped a Full-Serivce Marketing Agency team adopt Workzone to manage their projects.

• Jun 2019 - Jul 2019

We helped the marketing team utilize Workzone to have better visibility to their projects, more accurate forecasting of project timeframes, and invite their clients into Workzone for direct collaboration around and approval of projects.

Project: Supported Credit Union marketing team transition to Workzone.

• May 2019 - Jul 2019

We supported and trained their marketing team and requestors how to manage and collaborate around their projects using Workzone, allowing them to be more productive and produce better results with the same resources.

Project: Onboarded multi-facility medical group's marketing and HR teams.

• Apr 2019 - Jun 2019

We supported the team in adopting a digital project management solution, allowing better collaboration with their clients, internal organization, and giving them visibility into the overall performance of their projects in one place.

Project: Supported the implementation of Workzone for a casino resort marketing and sales team.

• Apr 2019 - May 2019

We gave the sales and marketing team visibility into all of their projects at a high level, allowing them to measure their work, collaborate, see roadblocks, and more accurately forecast their future campaigns.

Project: Supported multi-location church organization adopt Workzone for all internal departments.

• Jan 2019 - May 2019

Helped multi-location church organization adopt Workzone for use in all of their departments. Marketing, Events, IT, Leadership, and Membership. They wanted an intuitive platform that anyone could use, yet powerful enough to manage hundreds of projects and grow with them.

Project: Helped startup medical group adopt Workzone as their project management solution.

• Mar 2019 - Apr 2019

Helped startup design and implement their project management workflow allowing them to have better visibility and collaboration around their expansion into new markets.

Project: Implimeneted Workzone for cannabis cultivator to manage their markeing and retail expansion

• Mar 2019 - Mar 2019

We helped transition the team from Airtable, Smartsheet and MS Project to Wrokzone. They wanted a more intuitive platform with robust reporting allowing them to be more productive and collaborative.

Project: Supported fabrication organization's adoption of Workzone.

• Mar 2019 - Mar 2019

We gave them visibility to their internal and external teams progress on projects — centralized collaboration and communication around the plans and documents. Workzone improved its project forecasting by using accurate historical data captured by Workzone.

Project: Supported pet care franchise in adoption of Workzone to manage their onboarding process.

• Jan 2019 - Feb 2019

Helped a franchise company implement Workzone to manage their marketing, franchise onboarding, and training process. Visibility to their projects ensured no steps were missed. They have improved their collaboration with both the internal team and their franchises giving them a central place for plans and documents.

Project: Supported cannabis R&D team adopt Workzone as their project management solution.

• Dec 2018 - Feb 2019

Gave the team reporting they needed to determine project inefficiencies and where projects went off track. Real-time collaboration and visibility helped them save time and be more accurate.

Project: Transitioned large staffing organization from iMeet to Workzone.

• Dec 2018 - Jan 2019

The team wanted a more intuitive and robust platform to collaborate and manage their projects. We used our proven adoption process to set them up for success with high-level reporting and simple user to-do lists.

Project: Transitioned Fortune 100 Health Benefits provider from MS Project to Workzone.

• Dec 2018 - Dec 2018

Helped organization adopt a new project management process allowing the team to have better visibility to projects, and more accountability with transparency to workloads and performance.

Project: Helped Associate Management company's marketing team Adopt Workzone as their PM solution.

• Nov 2018 - Dec 2018

Implemented new workflow allowing the organization to prevent missed deadlines, be more productive, and better collaborate with their clients.

Project: Helped Fortune 1000 logistics company marketing team adopt Workzone as their PM tool.

• Oct 2018 - Dec 2018

Supported a team of 75 transition to a more collaborative workflow for managing their marketing projects. Gave high-level visibility to VP, while supporting the organization to become more accountable and efficient.

Channel Sales

• Aug 2008 - Sep 2018

Senior Loan Officer

• 2006 - 2008

Sales Manager

• Mar 2004 - Aug 2006