Evaluated legacy systems, updated business processes, launched process improvement initiatives, implemented new business technologies, and increased workflow by 10%.
• Established a collaborative internal forum using a cross-functional team of trainers and Marketing SMEs to enhance business operations and leverage industry trends to decrease admin support onboarding times by 80%.
• Verified and approved all collateral resource updates for mergers and business projects to ensure 100% compliance and consistency with brand characteristics.
• Developed data analysis frameworks to define KPIs and metrics and create dashboards for senior management to execute informed real-time business decisions resulting in a 1.5x faster business response time.
Product Training Senior Business Program Coordinator (July 2017 – October 2019)
Increased the department compliance score by 50% through continuous process improvement strategies for media material resource management. Greatly improved the communication of primary adviser content and feedback.
• Effectively streamlined business processes, implemented new technologies and tools, and facilitated the oversight of financial product training resources.
• Launched a system to gather audience feedback, draft data reports, and offer recommendations to executive leadership on effective changes and strategies resulting in 20% increase in engagement across the firm.
Marketing-Communications Specialist, Contractor (November 2016 – July 2017)
Coordinated the strategic project plan and workflow refinement on a massive compliance review of a government contract to meet a policy deadline. Managed SME and stakeholder reviews and updates of over 1,000 marketing materials against compliance deadlines to meet industry best practices and regulatory standards while implementing scalable protocols.