Experience

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  Intuit

  • Staff Program Manager - Customer Success

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  AIT - Technology Design Solutions

  • San Diego, California, United States

  • Program Manager

    • Nov 2020 - Present
    • San Diego, California, United States

    AIT is a technology & management consulting firm designing right-size solutions through our deep expertise & extensive partner network for evolving small and mid-market businesses. At AIT we provide CTO/CIO level support and services, technology program/project management, vendor advisory and selection support, and business intelligence services to enterprises across a variety of industries including Healthcare, Manufacturing, Automotive, Education, Sports & Media, Consumer Products, and Technology, among others.

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  Mirum Agency

  • Greater San Diego Area

  • Producer/Project Manager

    • Jul 2018 - Nov 2020
    • Greater San Diego Area

    * Define, plan, schedule & control project activities, applying creative and strategic thinking, technical and project management skills to satisfy project requirements.* Accountable for the execution, management and quality control of multiple complex projects from concept to completion, ensuring client satisfaction, meeting all timeline milestones and delivering within the approved budgets.* Serve as a main client interface on projects, clarify strategic requirements, explain complex ideas clearly, and manage expectations* Lead and inspire teams by communicating vision for the project* Early involvement, assisting sales with gathering requirements, documenting statements of work, creating estimates and timelines.* Develop and document project parameters including scope, schedules & project plans, budgets, and specifications; closely monitor projects against these artifacts to avoid and/or resolve scope creep, overages, or efficiency issues* Support business and technical analysis sessions to support new web and mobile application development efforts to meet current and projected business needs* Creating detailed project (creative, multimedia, technology, etc.) requirements through discussions and meetings with internal project team members across all departments; including functional specifications, creative briefs, & wireframes* Conduct and lead kick-off and status meetings regularly with clients and the internal team, ensure thorough communication w. all stakeholders at all stages of every project* Proactively communicate with clients about production recommendations, risks, challenges & solutions* Actively own and be accountable for client relationships, with special attention to profitability, tracking and managing resource consumption, financial reporting and billing* Assist Producers and Associate Producers on other accounts; provide mentoring, training & best practices recommendations; serve as point of escalation both internally and with clients

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  LeaseLabs®

  • San Diego, CA

  • Account Manager

    • Sep 2016 - Jul 2018
    • San Diego, CA

    • Cultivate and grow client relationships established by Business Development. • Improve retention rates and increase the opportunities for additional services to be added to client accounts by creating a lasting relationship and strategically looking at each client’s goals. • Act as a liaison between the client and internal departments on a day-to-day basis. • Develop and maintain strong levels of communication between all departments in order to properly convey the client’s goals. • Develop and maintain awareness of the marketplace, competitors and the multifamily industry in order to recommend strategies for client success. • Learn and successfully demonstrate the products and services that LeaseLabs offers as well as how each individual client can benefit. • Prepare Contracts, facilitate client authorization and properly process each new Contract through the Accounting Department utilizing Sales and Purchase Order software. • Create and facilitate client approval for documents such as Creative Briefs, Scope of Works and Project Plans. • Manage each project from inception through completion by utilizing project management software, strong internal communication, client status sheets, schedules and weekly client meetings. • Attend daily Scrums as well as weekly production meetings and successfully demonstrate knowledge of project status. • Review and route all creative materials from the Creative Department and client. • Work closely with the SEO Manager on recommended keywords, creating SEO-rich content and reviewing monthly reporting to ensure a successful campaign. • Work closely with 3rd party vendors when required to route approved artwork, review press proofs and follow-up on the delivery of client materials. • Provide support for the Quality Assurance Department by reviewing websites in staging and providing client feedback.

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  Shovel Creative, Inc.

  • Solana Beach

  • Project Manager

    • Nov 2013 - Sep 2016
    • Solana Beach

    • Manage team of graphic designers, web developers, providing daily direction and support of current projects• Set-up and maintain all client projects via project management tool Basecamp and Freshbooks• Command project calendars and deadlines• Ensure all projects are meeting milestones and hours are correctly accounted for• Manage and execute all invoices per project, monthly and project based• Manage time per projects, supplying team and clients with weekly hours updates• Daily briefing to team regarding project updates and statuses• Maintain client happiness

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  Sonima Foundation

  • Encinitas, ca

  • Business Developer and Researcher

    • Apr 2013 - Sep 2013
    • Encinitas, ca

    • Key member of start up planning and development team for Corporate Wellness Program• Responsible for research and business development activities• Cold-called and secret-shopped B2B, building competitive intelligence for our program. • Completed comprehensive research of corporate wellness initiatives and business tactics in current market to build out our key differentiating factors• Worked with founding executives on the development of the capital fund raise presentation and pitch for investment in the corporate wellness entity• Co-presented proposed business plan to investors

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  Jois Yoga

  • Encinitas, CA

  • Marketing Coordinator

    • Oct 2012 - Sep 2013
    • Encinitas, CA

    • Ran weekly studio meetings focused on market expansion • Created and promoted monthly studio events • Coordinate tradeshow events, including participation in Outdoor Retailer-Summer 2013 and MAGIC 2013• Sales and representation of proprietary yoga clothing line

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  UC Santa Barbara

  • UCSB

  • Public Events Intern

    • Jan 2012 - Jun 2012
    • UCSB

    • Planned, coordinated and managed events including execution and logistics• Coordinated and managed vendors and suppliers• Events included featured speakers, museum and arts events and commencement

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  UC Santa Barbara

  • United States
  • Higher Education
  • 700 & Above Employee

  • Healthy Eating and Living Peer Health Intern

    • Sep 2010 - Dec 2010

    • Advised and presented to students on topics of nutrition, healthy lifestyle and exercise• Reinforced positive body image concepts for men and women • Researched empirical data concerning supplements and nutrition

  • Staff Advisor

    • Mar 2010 - Aug 2010

    • Participated in training courses involving public speaking and peer counseling• Public speaking — daily public speaking events to groups of 20-100• Led groups of 20-50 throughout UCSB campus, answered all relevant questions regarding academics and student life •Advised students on appropriate classes to enroll in based on evaluation of entry tests