Nov 2023 – Nov 2024 · 1 yr · New York, New York, United States · Remote

• Conducted detailed group and individual interviews with senior commercial executives to
• uncover key themes for sales process creation workshop.
• Co-designed sales process stages and implementation strategies with client sales leaders.
• Developed concise, compelling derivative content pieces to promote client adoption.
• Collaborated with facilitators through online and in-person workshops.
• Worked with clients to understand their selling environments, the challenges and changes
• needed, and how CVI assets fit into their sales process.
• Acted as the primary client contact from the start of the engagement through final
• deliverables, collaborate with internal colleagues on programs, timelines,
• status, client management, scope, and project escalation when necessary.
• Set and managed clear expectations with the client, based on CVI’s process and
• methodology, and submit all deliverables to clients on time.
• Partnered with creative directors, designers, and video teams to provide direction on story
• intent and sentiment, review designed assets, and provide feedback on alignment of
• design and message.

Aug 2021 – Jul 2023 · 1 yr 11 mos · Boston, MA · Hybrid

• Responsibilities include, but not limited to:
• Facilitation of day-to-day project management, curriculum development, and successful execution of in-person and/or virtual client events go-to-market and messaging initiatives for global SaaS clients.
• Management of entire end-to-end consulting engagement from signature through implementation.
• Direct contact with client C-Suite executives in workshop, alignment, and training events as a group facilitator, where we build relevant tools and content for transformation events.
• Enablement and product development as Force Management's Subject Matter Expert (SME) for our MEDD(P)ICC sales qualification methodology certification offering and Value Negotiation offering.
• Participated in lead generation/business development efforts, as needed.

Feb 2020 – Aug 2021 · 1 yr 6 mos

• Led monthly conversations with clients to discuss best practices in evaluations and address questions and concerns
• Implemented operational process improvements based on client feedback such as additional communications at various steps of the process
• Project managed 60+ software and services research evaluations from start to publication by creating timelines, handling client deliverables, and managing deadlines
• Worked with analysts to define and refine the scope of the evaluation, inclusion criteria and scoring criteria of the evaluations to provide recommendations for clients
• Scheduled/attended vendor briefings with research analysts and coordinated and conducted customer reference interviews
• Worked with research directors and upper management to create a balanced vendor technology research portfolio from 2018-2021
• Trained research and sales organizations via webinars on Forrester’s vendor evaluation methodology and developed best practices for the process
• Developed a process by which Forrester internally tracks vendor inclusion and performance in evaluations to help sales with revenue opportunities
• Managed and ramped newly hired employees on the team to ensure they were actively contributing within a 4 month period

May 2017 – Feb 2020 · 2 yrs 9 mos

• Managed software and services research projects from beginning to end by creating timelines and handling client deliverables.
• Worked with analysts to define and refine the scope of the evaluation, inclusion criteria, and scoring criteria.
• Schedule and attend vendor briefings with research analysts and coordinate and conduct customer reference interviews.
• Trained research associates on Forrester’s vendor evaluation methodology and developed best practices for the process.
• Worked to improve the methodology and operations steps in creating and designing Forrester Wave evaluations.

Jul 2016 – May 2017 · 10 mos

• Responsibilities include but are not limited to:
• Supporting account development team in maintaining client relationships to drive retention and engagement
• Utilizing Salesforce with strong attention to detail and with concise notes
• Managing client assistance inbox
• Assisting in creating sales presentations and client partnership reviews
• Creating valuable content for internal account development site
• Providing support for onboarding new clients, setting sales meetings, developing new contacts, and creating/organizing marketing collateral

Jun 2015 – Sep 2015 · 3 mos · Newton, MA

• Researched alternative forms of data aggregation as it pertains to 529 investment plans
• Created a comprehensive PowerPoint presentation of my findings
• Presented to Senior Vice President and Director of Risk Management, offering a suggestion to change data aggregator
• Performed daily transaction audits from a selected sample of deposits, enrollments, and withdrawals while also performing quality assurance scans on quarterly statements issued out to investors