Team Lead, Project Manager

Responsible for Bank’s user-facing software development projects to meet the new stage of digitization and automation initiatives.

• Manage 15+ projects through the full project life cycle from strategic planning to tactical execution.
• Achieved $250M by managing a third-party vendor (ZSuite), onboarding new clients, troubleshooting digital solutions, and creating internal documentation.
• Report to VP Bank Innovation. Ensure all risks and issues are understood, raised, prioritized, and escalated appropriately.
• Deliver key tactical and strategic regulatory initiatives across digitalization.
• Setup and drive cross-functional project teams to grow Business and Government banking.

Project Manager - Retail Operations

Associate Agent, Realtor

Responsible for assisting clients with property tours in the South Middlesex market. Guided clients through the property search process, answered questions, and assisted with next steps. Collaborated with lead agents to ensure crucial client notes were received in a timely manner.

• Set up approximately 150 tours in 2 years (nights and weekends).
• Received over 95% 5-star reviews.

Manager, Program and Pricing Analysis (North America)

Responsible for pricing strategy and management of North American inventory (160 partners, 76,000 enrollments, $100M+ revenue). Accountable for value to customers while maximizing net program revenue. Gathered data, prepared analysis, made recommendations to senior team. Implemented pricing strategies and developed standard tools for reporting and workflow. Led training sessions and managed Program Pricing Analyst.

• Created and led a 3-month training program for financial software; trained 60 people with 89% success rate.
• Produced 72 domestic pricing strategy reports, 3 months ahead of schedule.
• Revamped and implemented domestic pricing strategy, streamlining process and increasing NPR.
• Key player in testing, implementation, and training of new CRM/Pricing software (Travel studio).

Manager, Pricing and Competitive Analysis

Oversaw worldwide pricing by analyzing travel budgets and market, resulting in competitive tours. Recommended new pricing strategies, maintained communication and training for internal/external partners, and managed workflow of six staff.

• Held costs by 70% in 2012.
• Created competitor library, increasing senior team awareness.
• Increased domestic revenue by $250,000 through competitive analysis and implementation.
• Oversaw pricing of $200M worth of international tours annually.
• Led trainings for staff and providers.

Lead Analyst, Pricing and Competitive Analysis

Analyzed and managed inventory to assess competitiveness of programs. Provided recommendations for pricing effectiveness, business development, and future goals. Oversaw work of 4 analysts.

• Produced 30 pricing reports for senior management, leading to increased inventory and revenue.

Project Manager, Institutional Advancement

Arranged logistics and coordinated programs at retirement communities nationwide. Managed Ambassador Program (400 volunteers), department budget ($3M), and financial reporting. Supported African-American program.

• Coordinated 50 programs to retirement villages, producing thousands of enrollments.
• Planned and managed national volunteer conference.

Senior Community Outreach Associate

Led Ambassador Program (400 volunteers) to engage alumni and promote Road Scholar. Planned logistics for 600 annual presentations, negotiated contracts, organized conferences, and led volunteer webinar series. Researched and developed African-American outreach program.

• Centralized volunteer database; transferred thousands of records to Seibel.
• Revamped volunteer program, creating first loyalty program ($10,000 awarded).
• Planned and executed 11 outreach events and two conferences.
• Developed scholarship fund; 70 applications in first year.