Greater Boston
• Own post-go-live customer education and adoption strategy for enterprise clients, enhancing retention and long-term value realization. • Lead over 100 annual engagements, including webinars and workshops, to drive adoption across global organizations. • Maintained a 4.8+/5 CSAT, consistently delivering high-impact customer experiences and improving confidence scores from 4.29 to 4.89. • Leverage AI tools and prompt engineering to accelerate content creation, streamline workflows, and scale training delivery across global audiences. • Act as an advisor to customers, guiding ongoing change, adoption, and platform utilization post-launch
Hearsay was acquired by Yext in August 2024.
Developed training and onboarding programs across Hearsay’s customer base to increase user adoption and customer retention.
Successfully managed and grew a portfolio of enterprise accounts, with a focus on driving program adoption, unlocking business value, and proactively delivering thought leadership and strategic planning.
Directed and managed insurance marketing operations for Fortune 1000 company with a sales force of 1,400 life insurance producers.
Oversaw the development and execution of integrated social media marketing strategies to drive online engagement and increase life insurance revenue in a highly regulated industry. Managed digital marketing programs and software utilized by the sales force and insurance business. Implemented inbound and outbound campaigns incorporating social media and email marketing through SaaS platform. Produced content for digital marketing channels, including social media, email, website, and branded collateral. Managed product positioning and key message development across all Knights of Columbus insurance social media platforms. Implemented digital recruiting programs and systems for the field force. Tested, analyzed and report on campaign performance, social media ROI, engagement, audience growth, sales conversions and recruiting metrics. Notable Accomplishments: - Developed and implemented the first digital marketing strategy for the insurance business. - Created and enforced company-wide social media policies and procedures to ensure adherence with industry compliance requirements. - Rolled out digital marketing training program to the sales force developed to optimize their social media presence, drive customer engagement and new client acquisition. - LIMRA Social & Digital Business Council Member. - Recognized as a "2016 Rising Star in Marketing and Communications Under 40" by LIMRA.
Was responsible for evaluating, developing, and implementing strategies to market the insurance program online. These strategies included establishing a corporate social media presence, platform growth, audience engagement. Notable Accomplishments: - Developed and released Social Media Guidebook. This interactive Guidebook provides tips, best practices, and step-by-step instructions for using LinkedIn, Facebook, and Twitter. In addition, the Guidebook contains company-wide social media compliance policies and guidelines. - Created and implemented social media training curriculum for field force, consisting of of 1400 life insurance agents and 150 agency managers.
Core Curriculum Committee
Special Projects, Municipal Finance & Pension Reform