Experience

• 

  Wipfli

  • United States
  • Business Consulting and Services
  • 700 & Above Employee

  • Client Experience Manager

    • Dec 2023 - Present

    Oversees client interactions and resource planning, supporting the day-to-day activities of the client and engagement team for large, new, and complex clients. Ensuring exceptional client experience with a focus on client relationship management while driving efficiencies and delivering quality service.

  • Manager, Implementation & Transition

    • Sep 2023 - Dec 2023

    Assisted with team's transition and integration into Wipfli. Provided leadership and counsel through training and communication and implemented best practices for a smooth transition.

• 

  Sheshunoff Risk Management Division

  • Director of Marketing & Operational Excellence

    • Sep 2020 - Sep 2023

    Established and implemented marketing strategy and plan which successfully capitalized on market opportunities and maximized referrals. Built brand awareness and reputation, measuring results through marketing analysis and providing and executing on recommendations for future growth. Provided critical operational support to senior management, recommending and achieving operational efficiencies that ultimately improved the overall client experience.

• 

  Self-Employed

  • Marketing Strategist & Consultant

    • Jan 2020 - Sep 2023

    Provided strategic and tactical creative services on a per project basis, including content creation for websites, social media, blogs, and sales materials. Developed marketing programs that align with client goals in support of their strategic initiatives.

• 

  Ballentine Partners, LLC

  • Waltham, MA

  • Manager, Marketing

    • Jan 2005 - Dec 2019
    • Waltham, MA

    Created and executed marketing strategy in support of corporate initiatives leading to significant growth in new clients and revenue through improved brand recognition, new market expansion, enhancements to the sales process, and increasing the volume of inbound leads through advertising, content creation, press and SEO. Created revenue growth strategies that increased sales, client base, and brand awareness. Analyzed prospect pipeline and recommend changes to sales process and materials that resulted in accelerated sales cycle and increased close rate. Conducted market analysis which informed the development of improved sales materials.

• 

  Sprint Pcs Stores

  • Boston, MA

  • Customer Service Manager

    • Jan 2004 - Dec 2004
    • Boston, MA

    Provided exceptional service, built productive relationships with customers and colleagues, and performed all duties with minimal supervision. Provided information about Sprint's products and services, handled customer concerns and complaints, resolving misunderstandings with patience and respect.