Carmalee Foster, MBA, PMP

Co-Founder

Philadelphia33 yrs experience
Highly StableAI Enabled

Key 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%.
Stackforce AI infers this person is a SaaS and Financial Services Project Manager with a strong focus on client success and implementation.

Contact

Skills

Core Skills

Project ManagementContent StrategyClient SuccessRetirement ServicesSalesCustomer ServiceProgram ManagementCommunity EngagementPublic RelationsClient Relations

Other Skills

Manufacturing Process ImprovementProject PlanningProject InitiationChange ManagementAttention to DetailScheduling ManagementEmployer BrandingStakeholder ManagementProblem SolvingInterpersonal SkillsCommunicationBusiness DevelopmentCustomer ExperiencePresentation SkillsBusiness Process Improvement

About

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.

Experience

33 yrs
Total Experience
3 yrs 11 mos
Average Tenure
3 yrs 11 mos
Current Experience

Vestwell

2 roles

Sr. Implementation Relationship Manager

Promoted

Jan 2023Jun 2025 · 2 yrs 5 mos · United States

  • Retirement Services - 401k plan implementation, project management
  • Advisor and Plan Sponsor main contact during plan implementation.
  • Manage all aspects of the onboarding process and successful transition new plans on to the Vestwell platform.
  • Coordinate with financial advisors, plan sponsors, prior record keepers, and/or third party administrators to determine conversion timeline, key action items and delivery dates for all parties, and communicate overall project status to all interested parties
  • Ensure collaboration with all internal teams to meet expected timelines
  • Pilot Product Implementation strategy, sales calls, process, training internal and external, continued improvements.
  • Support the creation and maintenance of the knowledge base.
Business Process ImprovementProblem SolvingManufacturing Process ImprovementProject PlanningProject InitiationStrategic Partnerships+22

Implementation Relationship Manager

Apr 2021Dec 2022 · 1 yr 8 mos · United States

  • Retirement Services
  • Advisor and Plan Sponsor main contact during plan implementation.
  • Manage all aspects of the onboarding process and successful transition new plans on to the Vestwell platform.
  • Plan Design, discussion and compliance review.
  • Coordinate with financial advisors, plan sponsors, prior record keepers, and/or third party administrators to determine conversion timeline, key action items and delivery dates for all parties, and communicate overall project status to all interested parties
  • Ensure collaboration with all internal teams to meet expected timelines
  • Support the creation and maintenance of the knowledge base.
Business Process ImprovementProblem SolvingManufacturing Process ImprovementProject PlanningProject InitiationChange Management+12

Social saturday squad

Member

Jun 2022Present · 3 yrs 11 mos · New Jersey, United States · Remote

  • Experienced content creator
  • Personal Branding Specialist
  • Career Coach
  • Life Coach
  • Motivator/Cheerleader/Inspirer/Pioneer
  • Experienced Social Media Manager
  • My social media experience started in 2011!
  • Overtime learning how to amplify a message to the target market intended.
  • Trained in social media and marketing
  • Always focusing on who is the audience and how do they "hear" a message
  • #SocialSaturday has been a great way to further grow my experience, network and knowledge!

Weichert, realtors

Realtor

Jun 2019Aug 2020 · 1 yr 2 mos · Randolph, New Jersey

  • Residental 1-4 Family Properties.
  • Facilitate; buying, selling or rental of property for clients. Study property listings, accompany clients to property site, discuss conditions of sale, and draw up real estate contracts. Sold a $560,000 home!
Problem SolvingManufacturing Process ImprovementProject PlanningProject InitiationChange ManagementAttention to Detail+10

Adp

2 roles

Implementation Project Manager II, Retirement 401(k) Services - 2018 SBS Emerging Leader Program

Jun 2017Apr 2021 · 3 yrs 10 mos · Florham Park, New Jersey

  • Resigned for new opportunity*
  • New and Converting 401(k) Plans key client owner and single point of contact responsible for the project management of the entire implementation, plan design review and/or merger and acquisition, from the point of sale through the transition to on-going Client Services.
  • Additional Roles/Activities:
  • 9/2019 - Current - iWIN Florham Park - Event Coordinator
  • 10/2019 - Current, VP of Education
  • 1/2019 - 9/2019, VP of Membership - Corporate International Toastmasters Club
  • 2018 SBS Emerging Leader Program
Business Process ImprovementProblem SolvingManufacturing Process ImprovementProject PlanningProject InitiationChange Management+11

Internal Wholesaler District Manager

Apr 2015Jun 2017 · 2 yrs 2 mos · Florham Park, New Jersey

  • Moved on from this position after achieving 2017 Presidents Club, WhooHoo Jamaica Trip!
  • Outbound calls creating, generating and develop prospect relationships to participate in ADP’s Retirement Services.
  • Educates and promotes the benefits of partnering with ADP to the 401k market.
  • Liaison between the client and ADP support departments throughout the sales cycle and throughout the life-cycle of the client relationship.
  • Partner with internal and external team to keep current in the industry.
  • Maintains accurate and up to date records.
  • Attained ARPC Certification 2016
Business Process ImprovementProblem SolvingManufacturing Process ImprovementProject PlanningProject InitiationChange Management+11

Spring street community development corporation

Program & Public Relations Director

May 2014Apr 2015 · 11 mos · 65 Spring Street Morristown NJ 07960

  • A representative of the programs to the external community.
  • Manage a team of employees/volunteers
  • Recruitment and training of new employees in the organization.
  • Building and maintaining good professional relationship with the clients.
  • Handling notes and documentation properly.
  • Proper knowledge and awareness of local and federal regulations.
  • Prepare or edit organizational publications for internal and external audiences, including newsletters and reports.
  • Respond to requests for information from the media or designate another appropriate spokesperson or information source.
  • Establish and maintain cooperative relationships with representatives of community, consumer, employee, and public interest groups.
  • Arrange public announcements, lectures, contests, or events to increase program and service awareness.
  • Plan and Implement Programs and Events
  • Create and Implement process and procedures
  • Social Media Consultant
  • Volunteer Coordinator
Business Process ImprovementProblem SolvingManufacturing Process ImprovementProject PlanningProject InitiationChange Management+13

Bethel church of morristown

Program Administrator-Consultant

Oct 2013Apr 2015 · 1 yr 6 mos · 59 Spring Street Morristown NJ

  • All administrative tasks; create church programs, manage employee information, create procedures for handling the different programs run, letter writing
  • Liaison between Bethel Church and other organization for partnering, joint events or volunteer opportunities, attend community meetings, attend conference on behalf of Bethel Church
  • Assisting with grant writing
  • Event Planning
  • Social Media Management - Social Media pages, website content creation and update
Business Process ImprovementProblem SolvingManufacturing Process ImprovementProject PlanningProject InitiationChange Management+12

C.h.a.n.g.e. fitness program offered by spring street community development corp.

Founder of Program/Volunteer

Jun 2012Apr 2016 · 3 yrs 10 mos · 65 Spring St. Morristown NJ 07960

  • Founder and Volunteer Program Director of C.H.A.N.G.E. Fitness 6/2012 thru 4/2016
  • Nonprofit program under Spring Street Community Development Corp.:
  • Creating Healthy Actions thru Nutrition & Group Exercise
  • Founder/Operator/Volunteer Fitness Instructor
  • First fitness class September 11, 2012
  • Oversee all areas of operation
  • Supervised a team of 7 volunteers
  • Created, managed and grew program
  • All aspects of marketing; social media, community relations, events etc.
  • Spring Street CDC
  • Volunteer Program Administrator
  • www.facebook.com/SpringStreetCDC
  • www.facebook.com/TableofHope
Problem SolvingManufacturing Process ImprovementProject PlanningEmployee EngagementAttention to DetailInterpersonal Skills+10

Expressions of fitness

Owner/Zumba Fitness Instructor/ISSA Certified Personal Trainer - Nutrionist

Jan 2012Present · 14 yrs 4 mos · Morris County NJ

  • People are all different, we express ourselves in many different ways. This is true for fitness as well. When you find the right type of fitness, you'll find your success!
  • Licensed Zumba Instructor Dec. 2, 2011
  • Website: www.expressionsoffitness.com and carmaleef.zumba.com/
  • Zumba Basic, Zumba Toning, Zumba Kids, Strong by Zumba, Zumba Step,
  • Sentao, Aqua Zumba & Zumba Gold
  • Fierce 4 Instructor Certified 2014
  • Current class locations, join me Virtually:
  • Expressions of Fitness
  • In box for details
  • ISSA Certified Personal Trainer - 2021
  • Educate & ensure proper form/use of equipment
  • Assess customers ability, determine goals, limiting factors and create a xustomized plan with the client for healthy actions.
  • Provide physical and mental guidance/motivation and monitor customers' progress on a regular basis.
  • Corporate Wellness Fitness Classes
  • Host & Lead; Corporate Classes, Gym Classes, Private events (Girls Scouts), High school sessions, Fitness fairs, Children's parties, Bridal showers. *Private Parties Available - In box me
  • RetroFitness Florham Park
  • 8/2015 - 2016
  • Willis Tower Watson Corporate Class
  • 6/2015 - 2017
  • ShopRite/Village Food Garden Studio
  • 11/2013 - 2017
  • C.H.A.N.G.E. Fitness
  • 9/2012 - 4/2016
  • DMC Athletics
  • 1/2012 - 8/12
  • ISSA - CPR/AED Certified through 8/2023
  • Red Cross - First Aid/CPR/AED Certified current through 1/2020
Problem SolvingManufacturing Process ImprovementProject PlanningProject InitiationAttention to DetailInterpersonal Skills+8

Deep stuff

Thought Leader / Content Strategy

Jan 2011Present · 15 yrs 4 mos

Manufacturing Process ImprovementProject PlanningProject InitiationChange ManagementAttention to DetailScheduling Management+4

Girl scouts of northern new jersey

Volunteer Troop Leader

Sep 2010Jun 2012 · 1 yr 9 mos · Northern New Jersey

  • Girl Scout Leader for both my daughter's troops, when they where younger. Daisy to Brownie, 3 Total volunteer years, a Parsippany Troop 2004-2005 and Deville Troop 2010-2012. 7 Total years as a registered Girl Scout. 2 Years when I was a youth and 5 as an adult.
  • We must motivate our girls to follow there dreams and make the world a better place!
Problem SolvingManufacturing Process ImprovementProject PlanningProject InitiationChange ManagementEmployee Engagement+9

New york life investments

Sr. Service Consultant

May 2000Oct 2013 · 13 yrs 5 mos · Parsippany, NJ · On-site

  • Resigned, Oct. 2013 to pursue growth opportunities***
  • Excellent telephone customer service (Call center) Spoke to Registered Representative and Shareholders of the funds.
  • Process mutual fund trade transactions
  • Quality control
  • Problem solving
  • Trade adjustments
  • Asset retention
  • Peer training
  • Literature orders
  • Projects as assigned
  • Attained Series 6, 9/2000
  • Completed Education during this career stage
  • Consultant
  • Sr. Associate 9/2003
  • Associate 5/2000
Problem SolvingManufacturing Process ImprovementProject PlanningProject InitiationChange ManagementEmployee Engagement+9

Mcdonald's

Crew Member, Trainer, Birthday Party Hostess

Jan 1993Jan 2000 · 7 yrs

  • Customer Service
  • Food Preparation
  • Training of new employees
  • Set up, break down, food prep and hosting of birthday parties
Problem SolvingProject PlanningAttention to DetailInterpersonal SkillsCommunicationBusiness Development+1

Education

University of Phoenix

MBA — Business

American InterContinental University

Bachelors — Business Administration focus Marketing

Commonwealth University-Bloomsburg

Psychology

Coughlin High School

College Prep - Honor Roll

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