Los Angeles Metropolitan Area
Extensive experience in software application development and training, with a specialized focus on optimizing the end-user experience while maximizing overall institutional impact. Exceptionally skilled at identifying big picture needs, solving complex problems, and implementing best practices. Excellent analytical, communication, and interpersonal skills, with great attention to detail.
Global Products & Capabilities
Primary responsibilities/essential functions: Data execution and maintenance: · Maintains integrity of CRM data, ensures consistency and comprehensiveness across inputs. · Audits team execution of the CRM reporting process. · Actively works with territory teams on contact management, ensuring accuracy of roles and responsibilities listed in the system. · Creates ideal record structure across distribution channels for record-keeping lines of business. CRM Data Management and Reporting: · Reviews all CRM activity to ensure ability to produce accurate reports. · Ensures Salesforce.com (SFDC) contains proper linkage of key opportunities to intermediaries and external partners. · Oversees all M&A activity impacting territory coverage. · Updates and validates consultant plan affiliations, opinion management and follow-up task assignment. · Identifies and maintains record-keeping to plan affiliations in SFDC. · Helps to uncover key competitors against opportunities. Executes institutional sales and service CRM reporting and training: · Coordinates ad hoc and standard reports across functional groups. · Creates dashboards for sales force and management. · Serves as subject matter expert to Insights and Analytics team. · Conducts system / process training and creates job aids to ensure consistent execution of CRM process. · Develops best CRM practice tools and tutorials.
• Advise management on SalesForce CRM governance and data integrity best practices. • Work on behalf of the Sales and Marketing teams within the National Accounts Division to improve overall quality of institutional organization client and prospect data, including tracking of organization mergers, acquisitions, closures, spin-offs, split-ups, etc. • Lead Generation -- identify key influencers in the Pension and Retirement Investment Management space. • Provide upper management with statistics and reports demonstrating influencer contact growth.
CLIENTS: Bonne Bridges, Mueller, O'Keefe & Nichols Browne George Ross LLP Castle & Associates Fagen Friedman & Fulfrost LLP Freedman Weisz LLP Gilmore, Wood, Vinnard and Magness Glaser Weil Fink Howard Avchen & Shapiro LLP Glassman, Browning, Saltsman & Jacobs, Inc. Hirsch Wallerstein Hayum Matlof & Fishman LLP Hodel Briggs Winter LLP Hooper Lundy & Bookman PC Hueston Hennigan LLP Hunt Ortmann Palffy Nieves Darling & Mah, Inc. Jeffer, Mangels, Butler & Mitchell LLP Katten Muchin Rosenman LLP King & Spalding King, Holmes, Paterno & Berliner, LLP Klee, Tuchin, Bogdanoff & Stern LLP McCormick Barstow LLP McKenna Long & Aldridge LLP Meyers Nave Michel and Associates, P.C. Newmeyer & Dillion, LLP Peckar & Abramson Peitzman Weg LLP Pircher Nichols & Meeks Schaffer Lax McNaughton & Chen Steckbauer Weinhart, LLP Stroock & Stroock & Lavan LLP The Morrison Law Group Towle Denison Smith & Maniscalco LLP Ziffren Brittenham LLP See detailed list of training projects in Accomplishments section below.
Managed day-to-day operations of a law firm representing clients in criminal defense, civil litigation, and transactional law. Administration of firm management software; client billing & accounting functions; social media/marketing campaigns; court filings (CA state, federal, appellate); hiring; office relocation; client procurement & retention.
• Executive Administrative duties for President (Head of Brand Development, Merchandising, Public Relations, and Package Design divisions). • Performed Executive Administrative duties for CEO of Bath & Body Works when CEO based in NY. • Assisted management of 40+ associates within the division. • Administration of division budget ($2MM+ annually). • Processed and tracked all vendor invoices. • Coordinated weekly travel arrangements, frequently on private jet. • Managed extensive special event coordination, calendars, and reports. • Interacted with VIP partners and Limited Brands senior management. • Recipient of the 2007 Bath & Body Works Apothecary Award.