Experience

Eliant, Inc.
• United States
• Information Services
• 1 - 100 Employee
• Client Success Manager

  • Mar 2022 - Present

Taylor Morrison
• Australia
• Construction
• 1 - 100 Employee
• Marketing Associate

  • Feb 2020 - Mar 2022


William Lyon Homes

• United States
• Construction
• 200 - 300 Employee

• Sales & Marketing

  • Jan 2019 - Feb 2020

  Taylor Morrison purchased William Lyon homes and I was promoted to Marketing Associate. Taylor Morrison purchased William Lyon homes and I was promoted to Marketing Associate.


Bradshaw Residential Group | Coldwell Banker | Global Luxury CalRE #01304396 | CalRE #01233459
• Operation Manager

  • Sep 2017 - Nov 2018


Orange County Association of REALTORS® - OCAR

• Sponsorship Sales Specialist | Global Business Alliance Liaison

  • Feb 2017 - Jul 2017

  • Under the direction of the Event Manager, designs and recommends sponsorships & sales programs, and sets short & long-term sales strategies in relation to Special Interest Group Events, publications and media, signature events, and classes.• Works with the Manager, Meetings and Events to determine sponsorship opportunities by attending site visits at venues, conferences and Expos.• Identifies new prospects and interacts with existing customers to increase sales of sponsorship opportunities throughout the organization.• Evaluates & implements appropriate new sales techniques to increase sponsorship sales.• Assists in the process of estimating goals for events/meets established sponsorship sales quotas and goals.• Creates/oversees the maintenance of the speaker and sponsor database of industry & non-industry leads.• Ensures appropriate follow-up with participating sponsors, including but not limited to, assessing satisfaction & ensuring timely billing reconciliation, etc. • Implements business partnership opportunities.• Implements sponsorship outreach opportunities for engagement with the Association membership (networking and signature events sponsorship, advertising).• Works with Event & Communications Manager to provide marketing messaging for Web site, social media, print to help ensure service providers are receiving accurate exposure from paid sponsorships.• Liaison to committees as assigned.• Develops/sell business Partner Sponsorship packages designed to provide recognition throughout the year, while at the same time, providing monetary support to various Association programs, i.e., meetings & events.• Reviews all sponsorship recruitment packages, event promotional materials, post-event, printed materials prior to publication to ensure appropriate sponsor information and recognition.• Meets with sponsors on-site & after each event to follow-up, determine satisfaction level, to maintain mutually beneficial relationships.and much more.... Show less

• Field Service Representative

  • Jun 2016 - Feb 2017

   Represent OCR at Association preview and marketing meetings, community events, and OCR hosted activities such as; golf tournaments, picnics, trade shows, bowling events, and mixers, etc.  Maintain respect for association members by effectively building and nurturing relationships with REALTORS®, Brokerages, and Affiliate members. Respond in an appropriate manner by timely and effective follow-up, to member and affiliate concerns related to membership, meetings, services and products. Escalate action to quickly resolve issues. Deliver public presentations that engage members and help them maximize their investment in OCR membership. Identify and organize programs or benefits specific to the needs of all member brokerages and affiliate companies. Maintain knowledge of member benefits and services provided by the local, state and National Association of REALTORS® Prepare presentations for office training and meetings.  Provide both on-site and in-the-field training to agents and brokerages on a variety of topics. Liaise with other departments to keep up-to-date about OCR committee and event activities. Actively maintain contact with Brokers to evaluate and assist their needs.  Meet with non-members and Brokers to offer OCR’s services and facilitate membership in OCR. Provide feedback to the Education Department and Training Team on classes/topics desired by members.  Prepare qualitative and quantitative reports related to training services provided  Provide support and back-up to Membership Services team as needed. Encompassing phone support, counter assistance, application processing, Supra and processing payments, etc. Act as liaison to an OCR Committee as needed Identify and prepare materials and flyers needed to provide field services Show less



ClientWhys, Inc.

• Sr. Manager of Client Success

  • Jun 2015 - May 2016

  Develop and manage client success, satisfaction and retention plans, goals and tactics. Serve as project manager, trainer, coach and main point of contact for digital clients, including VIP clients. Schedule and conduct ongoing client calls and webinars: onboarding, training, monthly and regular wellness and update calls. Work diligently to resolve client incoming calls, chats and support requests with lightning speed and “wow factor” client service. Support Marketing Services team on service delivery, including SEO programs, social media, marketing campaigns, etc. Master ClientWhys and TaxBuzz platforms, other ClientWhys digital products and services and other tools (such as phone tools, CRM, Analytics, SEO tools, support tools and more). Work to foster and encourage an effective and positive cross-functional team environment. As the company grows and as approved, hire and manage inside or outside client success support and staff. Effectively communicate with team members and clients to ensure on-track client work and high client satisfaction. Show less



First Team Real Estate | Christie's International Real Estate

• Estate Marketing Manager

  • Feb 2014 - Sep 2014

  Manage, integrate and execute all First Team Estates | Christie’s International Real Estate | Luxury Portfolio marketing, branding and communications initiatives. Manage outside service agencies on a wide range of projects for both corporate as well as business unit initiatives by marketing strategy, creative execution, leadership, and project management. Manage, integrate and execute all First Team Estates | Christie’s International Real Estate | Luxury Portfolio marketing, branding and communications initiatives. Manage outside service agencies on a wide range of projects for both corporate as well as business unit initiatives by marketing strategy, creative execution, leadership, and project management.



Auction.com

• United States
• Real Estate
• 200 - 300 Employee

• Client Manager

  • Aug 2012 - Feb 2014

  Performing complex analysis and manages seller, broker and bidder relationships to successfully bring to auction the luxury properties nationwide. Managed all aspects of the marketing 45-60 day timeline and auction process for each luxury property which encompasses all media (social | print), events (home previews), staff, qualified bidders, sellers, real estate agents, weekly update meetings. Managed all aspects of the entire auction process and final day of the auction event. Auction Event - Collaborate with team members and volunteers to plan and summarize event activities and goal(s). - Create a detailed work plan with a timeline for successful completion of the event. - Establish resources and budget needed to complete the event promptly. - Review event plan with key management to ensure adequate staffing allocation - Coordinate and monitor event timelines and ensure deadlines are met. - Initiates, coordinates and/or participates in all efforts to publicize event. - Arrange catering - Manage and qualify bidders - Conference in Seller (s), Broker(s), Auctioneer(s), Executive(s) with second by second updates - Goal: Sold Property!!! Show less



alliantgroup

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

• Associate Director (Client Relations Director)

  • Nov 2011 - Aug 2012

  alliantgroup is the nation's premier provider of specialty tax services. alliantgroup is a national advisory firm serving a broad spectrum of clients, from individuals and start-ups to Fortune 1000 corporations. Our professionals consist of former Big 4 accounting firm partners, law firm partners, engineers, scientists, software developers, and other tax, accounting, and industry specialists. alliantgroup is committed to building and maintaining close client relationships by providing services that transcend the usual advisor-client association. I consult CPA firms and their clients make aware and apply for the specific tax credits/deductions to stimulate our economy by keeping jobs in the United States. Show less



McMonigle GroupTeles Properties

• Marketing Manager

  • May 2011 - Sep 2011

  Managing the Marketing Department and Staff and providing exceptional white glove service to McMonigle Group/Teles Propertie's agents and clients. * Managing a Staff currently comprised of a Graphic Designer, Photographer and Copywriter *Implementing new policies and procedures to maximize the Department's efficiency *Providing quality control of all marketing or advertising pieces that are generated by the department to ensure compliance with the company's guidelines and branding *Tracking all marketing orders through completion and ensuring a timely turn-around time *Executing eBlast campaigns to th ecompany's database *Scheduling photo shoots for all new listings, dowloading photos from the FTP site, saving appropriately on company's drive *Coordinating various direct mail jobs *Overlooking inventory of marketing supplies Show less



Merit Property Management

• United States
• Software Development
• 1 - 100 Employee

• Marketing & PR

  • Jul 2008 - May 2011

  Working with marketing leadership to manage project calendar, tracking results, coordination, planning and implementation of marketing support for 10 regional symposiums and other PR activities. Collaborating with vendor personnel for marketing & PR activities include printing, promotions & design outsourcing. Assists marketing & sales leadership with the production of RFP proposals. Maintains/updates marketing information on Merit Central (intranet) for department. Organizes, maintain and monitors department materials, collateral, samples, etc. Works with marketing leadership in the coordination, communication, planning and implementation of any reports to First Management Partners (FMP). Representing the marketing department when the AVP of Marketing & PR is unavailable Responsible for recording and maintaining budgets, forecasts, scheduling Oversee invoices by coding and getting approval to be processed Performed market research and creation of materials Assist with proofing of materials, ads, editorials, etc Symposiums - Collaborate with team members and volunteers to plan and summarize event activities and goal(s). - Create a detailed work plan with a timeline for successful completion of the event. - Establish resources and budget needed to complete the event promptly. - Promote the event using flyers, cold calling, and social media as examples of ways to spark attention; send out invitation and manage RSVP list - Visit venue to plan layout of seating and decorations. - Schedule speakers, vendors, and participants. - Coordinate and monitor event timelines and ensure deadlines are met. - Initiates, coordinates and/or participates in all efforts to publicize event. - Secure sponsorships. - Coordinate event logistics, including registration and attendee tracking, presentation and materials support and pre- and post-event evaluations. - Keep inventory of backdrops, projectors, computers, and other display materials. Show less



LENNAR Homes

• United States
• 1 - 100 Employee

• Marketing Coordinator

  • Apr 2004 - Sep 2007

  Coordination of all the marketing and public relation needs including but not limited to budgets, organization of events, scheduling, organization of meetings, advertising, proofing and any all assistance for Marketing department and staff for the Land Division | Master Plan Communities. In 2006 promoted to Marketing Coordinator from Marketing Assistant Coordination of all the marketing and public relation needs including but not limited to budgets, organization of events, scheduling, organization of meetings, advertising, proofing and any all assistance for Marketing department and staff for the Land Division | Master Plan Communities. In 2006 promoted to Marketing Coordinator from Marketing Assistant