Senior Client Success Manager

• Jan 2021 - Present

Client Success Manager

• Dec 2018 - Jan 2021

National Manager of Licensing

• Jan 2018 - Nov 2018

Responsible for compliance with all applicable laws, license requirement and policies governing the sale and installation of residential security systems. In charge of leading and developing a team of seven that is responsible for the day-to-day licensing processes, ensuring compliance, and providing field training to meet company objectives. Ensure consistent and accurate use and upkeep of licensing workflow management system. Develop relationships with jurisdictional authorities, state agencies, internal personnel, field leadership and ADT to obtain and update licenses quickly and efficiently. Serve as risk advisor to company installation policy implementation through risk analysis.• Managing a team of seven to protect $600 million in revenue by managing and analyzing the status of up to 5,000 licenses to determine action steps and maintain the flow of compliant installations• Implemented systems and efficiencies to accommodate a 44% increase in incoming security advisors from 2017-present• Created scorecards to track key licensing metrics that are distributed to business leaders to report on conditions in licensing• Rolled out new training to field leadership and security advisors to accommodate new company offerings in home automation

Regional Licensing Manager

• Jul 2015 - Jan 2018

Oversees the day-to-day affairs of Defender’s licenses including maintaining all of Defender’s business licenses and field personnel licenses, both with the proper governmental agencies and ADT’s Due Diligence Office. Maintaining consistent and accurate reporting to department leadership and departments across the business. Managing relationships and accountability with field leadership to directly affect branch capacity.• Protected over $237 million in revenue by managing over 2,700 licenses with numerous state agencies and municipalities. • Coordinated research and implementation of corporate name change across 18 different states over a six month period• Developed data-driven state risk assessments to identify the states with the most risk in the western region and steps to mitigate that risk• Led transition & training for team software transition Q2-2017 to present• Developed systems and resources that led to a lower average time to licensure for Texas new hires by 50% over a 12 month span (July 2016-July 2017)

Student Ambassador

• Sep 2011 - May 2015

Responsible for developing relationships with prospective students and their families through a various communication including campus tours, phone calls, emails and post cards. Served as an assistant in the admissions office assisting admissions counselors in their recruiting efforts. Traveled to various events and college fairs to represent the university and sell the Olivet experience.• Achieved record recruiting numbers through recruitment of students from prospect stage through enrollment.• Helped orchestrate Purple & Gold visit days for prospective students • Led over 250 campus tours over four years.