Carmalee Foster, MBA, PMP — Co-Founder
Leadership Through Execution | Implementation & Onboarding | SaaS + Retirement Solutions I’m a strategic, people-focused leader with 25+ years of experience delivering complex initiatives across financial services, fintech, SaaS, and nonprofit sectors. My specialty? Turning onboarding and implementation challenges into success stories. ✅ 7+ years leading SaaS and 401(k) implementations, managing 70–100 concurrent projects with NPS scores averaging 90/100 ✅ Proven ability to cut onboarding timelines by 20%, improve efficiency by 25%, and boost client satisfaction by 30% ✅ Skilled in building cross-functional alignment, guiding teams, and creating processes that scale Alongside formal leadership roles in nonprofit program direction, I’ve consistently acted as a trusted project lead, mentor, and process owner — the one stakeholders rely on to keep initiatives moving, issues resolved, and clients engaged. Core Strengths: Implementation & Onboarding | Project Management (PMP) | Retirement Services (401k/403b) | Client Success | Cross-Functional Leadership | Process Optimization | Brand Strategy & Content Creation Career Highlights: 🏆 President’s Club sales award 🎤 Toastmasters Area Director & Club President 💬 29+ LinkedIn Recommendations 📜 Certifications: PMP (active), ARPC, QKA, FINRA Series 6 & 63 (inactive) Today, I’m expanding my impact beyond corporate leadership through consulting services in: 🎨 Branding – creating clear, memorable identities 📲 Social Media Strategy – building authentic engagement 📋 Project Management – aligning vision with results And I’m channeling my voice and experience into the #DeepStuff book collection — reflections and guides on resilience, growth, and transformation. https://a.co/d/8PtFAwR 📩 Currently seeking: Remote or hybrid roles (within 50 minutes of Mantua, NJ) or relocation opportunities. Open to travel for the right fit.
Stackforce AI infers this person is a SaaS and Financial Services Project Manager with a strong focus on client success and implementation.
Location: Philadelphia
Experience: 33 yrs
Skills
- Project Management
- Content Strategy
- Client Success
- Retirement Services
- Sales
- Customer Service
- Program Management
- Community Engagement
- Public Relations
- Client Relations
Career Highlights
- 25+ years of experience in financial services and SaaS.
- Achieved NPS scores averaging 90/100 on projects.
- Cut onboarding timelines by 20% and improved efficiency by 25%.
Work Experience
Vestwell
Sr. Implementation Relationship Manager (2 yrs 5 mos)
Implementation Relationship Manager (1 yr 8 mos)
Social Saturday Squad
Member (3 yrs 11 mos)
Weichert, Realtors
Realtor (1 yr 2 mos)
ADP
Implementation Project Manager II, Retirement 401(k) Services - 2018 SBS Emerging Leader Program (3 yrs 10 mos)
Internal Wholesaler District Manager (2 yrs 2 mos)
Spring Street Community Development Corporation
Program & Public Relations Director (11 mos)
Bethel Church of Morristown
Program Administrator-Consultant (1 yr 6 mos)
C.H.A.N.G.E. Fitness program offered by Spring Street Community Development Corp.
Founder of Program/Volunteer (3 yrs 10 mos)
Expressions of Fitness
Owner/Zumba Fitness Instructor/ISSA Certified Personal Trainer - Nutrionist (14 yrs 4 mos)
Deep Stuff
Thought Leader / Content Strategy (15 yrs 4 mos)
Girl Scouts of Northern New Jersey
Volunteer Troop Leader (1 yr 9 mos)
New York Life Investments
Sr. Service Consultant (13 yrs 5 mos)
McDonald's
Crew Member, Trainer, Birthday Party Hostess (7 yrs)
Education
MBA at University of Phoenix
Bachelors at American InterContinental University
Psychology at Commonwealth University-Bloomsburg
College Prep - Honor Roll at Coughlin High School