Business Intelligence Senior Manager

• Apr 2022 - Oct 2023

I lead a team delivering best-in-class analytics and reporting solutions to both internal and external customers including the strategy, plan, and build of sales operations systems with insightful and actionable metrics. -Implemented data management strategy while supporting client onboarding in system preparation of Salesforce and SalesLoft including integration configurations; admin of Salesforce and SalesLoft including profile/role/group hierarchy build, field creation, user… Show more I lead a team delivering best-in-class analytics and reporting solutions to both internal and external customers including the strategy, plan, and build of sales operations systems with insightful and actionable metrics. -Implemented data management strategy while supporting client onboarding in system preparation of Salesforce and SalesLoft including integration configurations; admin of Salesforce and SalesLoft including profile/role/group hierarchy build, field creation, user permissions and setup, troubleshooting and workflow automation. -Led the creation of an internal ticketing system for reporting/work requests that used multiple 3rd party platforms and allowed for efficient BI requests and resource management; implemented ticket history review into monthly analyst 1:1 and bonus. --Led the implementation of Power BI and Tableau for internal and client-facing reporting/visualizations, automated delivery through online portals and Microsoft Teams -Managed the regularly scheduled delivery of internal reporting, client-facing analytics, data-driven insights and trends by BI team. -Hired, trained and coached team of 4 analysts; managed team size for workload, goals and future needs; developed team organizational structure and progression tracks; supported the transition of Harte Hanks acquisition beginning December 2022.

Business Intelligence Manager

• Jun 2021 - Apr 2022

--Managed commission process: tracking, updating, calculating and reviewing with stakeholders; implemented commission letter tracking, improved letters on file from 56% (Q2) to 86% (Q3); Improved accuracy and speed of processing. -Developed and implemented standard method and built daily reporting across multiple programs to increase team efficiency, allow for smooth transition of programs to new analysts and cross-work; provided guidance and coaching to analysts in the creation of… Show more --Managed commission process: tracking, updating, calculating and reviewing with stakeholders; implemented commission letter tracking, improved letters on file from 56% (Q2) to 86% (Q3); Improved accuracy and speed of processing. -Developed and implemented standard method and built daily reporting across multiple programs to increase team efficiency, allow for smooth transition of programs to new analysts and cross-work; provided guidance and coaching to analysts in the creation of reporting. -Collaborated with leadership to standardize commission structure and strategically incentivize sales managers; Co-managed with peer managers creating, implementing and improving team commission plans.

SalesLoft Implementation Specialist

• May 2019 - Jun 2021

I help revenue teams use SalesLoft to communicate with customers, navigate their sales process and replicate success. -Managed the implementation process for new SalesLoft customers; provided strategy, sales operations, configuration, user and follow-up trainings. -Supported client users and admins during implementation as customer support.

Business Intelligence Analyst

• May 2019 - Jun 2021

I give decision makers the data they need to strengthen their teams and tell their story. -Provided reporting for internal lab programs; shared insights with managers and/or team regarding benchmarks, capacity, activity, success and process. -Created visualizations and insights reporting for business reviews with clients including client requested analysis and detailed discussion. -Supported managers and lab team with systems or reporting questions as-needed; troubleshoot… Show more I give decision makers the data they need to strengthen their teams and tell their story. -Provided reporting for internal lab programs; shared insights with managers and/or team regarding benchmarks, capacity, activity, success and process. -Created visualizations and insights reporting for business reviews with clients including client requested analysis and detailed discussion. -Supported managers and lab team with systems or reporting questions as-needed; troubleshoot reporting discrepancies and advised on correction as-needed. -Maintained success and commission reporting monthly and worked with managers to complete. -Supported Talent with hiring funnel reporting/analysis.

Innovation Representative

• May 2018 - May 2019

-Managed sales qualified pipelines for Paychex local sales representatives including the curation of data, outreach through social, email and phone via SalesLoft and Salesforce. -Held weekly sync meetings with field sales partner to review findings of held appointments and refine strategy and tactics. -Created and implemented a team incentive program including daily raffles!

Inspection Agent

• Aug 2016 - Sep 2017

-Collaborated with operations team to inspect rental units after cleaning and approve for check-in; ensure units are clean, stocked and functional; Manage regularly scheduled or minor maintenance / upkeep activities at rental units, diagnose and report more major issues to appropriate resource. -Supported customer service calls as-needed for tenants in need of assistance with rental unit questions or issues. -Collaborated with operations team to inspect rental units after cleaning and approve for check-in; ensure units are clean, stocked and functional; Manage regularly scheduled or minor maintenance / upkeep activities at rental units, diagnose and report more major issues to appropriate resource. -Supported customer service calls as-needed for tenants in need of assistance with rental unit questions or issues.

Director of Academic Experiential Activities

• Mar 2015 - May 2016

-Collaborated with students, faculty and staff to manage the College’s Experiential Education initiative. -Developed and implemented student survey to measure efficacy to goals of experiential education initial spring break trips; Presented for and led discussion with faculty and board of trustees to report findings on experiential education student survey. -Managed the College’s internship resources including meeting with local businesses to assess possible internship… Show more -Collaborated with students, faculty and staff to manage the College’s Experiential Education initiative. -Developed and implemented student survey to measure efficacy to goals of experiential education initial spring break trips; Presented for and led discussion with faculty and board of trustees to report findings on experiential education student survey. -Managed the College’s internship resources including meeting with local businesses to assess possible internship opportunities, monitoring progress.

Assistant Director of Student Financial Services

• Feb 2013 - Mar 2015

-Hire, train and supervise three financial aid counselors in awarding aid for students with varying program structures and regulations. -Presented for and met with students and parents to aid in the facilitation of New Student Orientation, Accepted Students Day and other campus wide events; Met with local business leaders to develop a student exclusive deal sheet as a value add to new/current students and the community. -Prepared annual financial aid policies and procedures… Show more -Hire, train and supervise three financial aid counselors in awarding aid for students with varying program structures and regulations. -Presented for and met with students and parents to aid in the facilitation of New Student Orientation, Accepted Students Day and other campus wide events; Met with local business leaders to develop a student exclusive deal sheet as a value add to new/current students and the community. -Prepared annual financial aid policies and procedures documentation; Managed the financial aid process for approximately 2,000 enrolled students including: undergraduates, graduates and online continuing education.

Financial Aid Counselor

• Aug 2011 - Feb 2013

Financial Aid Counselor

• Nov 2010 - Aug 2011

-Met with and advised current and prospective students and parents on the financial aid process including guidance on applications, awards and requirements. -Completed financial aid awards for current and prospective students based on federal, state, and institutional regulations. -Met with and advised current and prospective students and parents on the financial aid process including guidance on applications, awards and requirements. -Completed financial aid awards for current and prospective students based on federal, state, and institutional regulations.

Economic Development Intern

• Jan 2009 - Jun 2009