I have a keen entrepreneurial streak, a growth mindset, and professional experience in Customer Success and Marketing. If I could describe myself with three words, they would be:
Lead Manager, Sales Associate - creator of the documentation. · The Lead and Sales process docs described the workflows for inbound leads and outbound leads, as well as hand-offs between the teams, and other lead- or sales-related items. *Cannot include a link for proprietary reasons.
I made a deck illustrating the competitive landscape for Questis' potential podcast. This deck include a strategic roadmap.
This is a blog post I wrote. It explores the history and evolution of banking and how that ties in to modern financial wellness.
Customer Success Manager, Zendesk · LifeTime Income is the calculator in the wellness platform used to find expected retirement income, meaning the amount you will have per month after retirement. The Lifetime Income tab is located on the left sidebar in the platform. Updated old articles, created new articles.
AutoPilot creates Journeys which are workflows (oftentimes email campaigns) that can connect the functionalities of apps like Salesforce and Slack.
I made this article to help users understand the retirement calculator in their financial wellness platform.
Marketing Associate, Camtasia Studio, Microsoft PowerPoint · This highlight reel was a tribute to our product team and a reminder to our customers of the value we provided over the 2018 year. It was a visible reflection of our platform's improvements.
Aligns the big picture vision with concrete resources and next steps. Great at prioritizing what to do next. Finds a way to make things work.Learn More →
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